Valmark Advisers, Inc.
CIK 1380443
13F filing for Q2 2026・No. 591
- Holdings
- US$9.42B
- Quarter change
- +US$1.01B
- Entries
- 728
- Net bought (estimate)
- +US$233.47M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 66
- Sold out 15
- Cut 237
- Added 349
- Corporate actions 0
- Unchanged 72
Largest holdings
724 stocks worth US$9.41B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT | Cut | 12,125,742 | US$863.96M | 9.18% |
| SPDR SERIES TRUSTST STR P500GRW | Cut | 4,738,201 | US$563.8M | 5.99% |
| SPDR SERIES TRUSTST STR P500VAL | Added | 9,260,907 | US$562.97M | 5.98% |
| SPDR SERIES TRUSTST STR P400MID | Cut | 7,099,453 | US$479.64M | 5.10% |
| VANGUARD MALVERN FDSSTRM INFPROIDX | Added | 7,347,518 | US$369.07M | 3.92% |
| VOOVanguard S&P 500 ETFS&P 500 ETF SHS | Cut | 497,985 | US$342.02M | 3.63% |
| SPSBSPDR SERIES TRUSTST SHOR CORP ETF | Added | 10,812,015 | US$324.47M | 3.45% |
| SPDR SERIES TRUSTST STR SP600 SML | Cut | 5,101,635 | US$294.21M | 3.13% |
| VWOVANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF | Added | 4,626,634 | US$276.16M | 2.93% |
| SPDR SERIES TRUSTST STR PR SP1500 | Added | 2,961,564 | US$268.88M | 2.86% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 6, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.