account_balance
Investment manager · 13F filer · SEC CIK 1380443
Valmark Advisers, Inc.
Reported value$9.67Bas of Sep 30, 2026
Positions740 47 new, 33 sold out
Top 10 weight45.6%VEA alone is 9%
FiledNov 637 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VEAVanguard Tax-Managed FDS
9.0%
SPYGSPDR Series Trust
6.1%
SPYVSPDR Series Trust
6.0%
SPMDSPDR Series Trust
4.8%Added +5%
VTIPVanguard Malvern FDS
3.9%Added +5%
VOOVanguard Index FDS
3.6%
SPSBSPDR Series Trust
3.5%Added +5%
SPSMSPDR Series Trust
2.9%Added +5%
VWOVanguard Intl Equity Index F
2.9%
SPTMSPDR Series Trust
2.9%
VGITVanguard Scottsdale FDS
2.2%Added +4%
GUNRFlexshares Tr
2.0%
VEAVanguard Tax-Managed FDS
9.0%
SPYGSPDR Series Trust
6.1%
SPYVSPDR Series Trust
6.0%
SPMDSPDR Series Trust
4.8%
VTIPVanguard Malvern FDS
3.9%+5%
VOOVanguard Index FDS
3.6%
SPSBSPDR Series Trust
3.5%
SPSMSPDR Series Trust
2.9%
VWO2.9%
SPTM
VGIT2.2%
GUNR
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VEA Vanguard Tax-Managed FDS 9.0% Held
SPYG SPDR Series Trust 6.1% Held
SPYV SPDR Series Trust 6.0% Held
SPMD SPDR Series Trust 4.8% Added +5%
VTIP Vanguard Malvern FDS 3.9% Added +5%
VOO Vanguard Index FDS 3.6% Held
SPSB SPDR Series Trust 3.5% Added +5%
SPSM SPDR Series Trust 2.9% Added +5%
VWO Vanguard Intl Equity Index F 2.9% Held
SPTM SPDR Series Trust 2.9% Held
VGIT Vanguard Scottsdale FDS 2.2% Added +4%
GUNR Flexshares Tr 2.0% Held
What changed
Biggest moves since Jun 30, 2026
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