Arkolith/Funds/Valmark Advisers, Inc.

Valmark Advisers, Inc.

CIK 1380443
Holdings as of Jun 30, 2026·disclosed Aug 6, 2026·~37-day 13F lag·13F-HR
Active Filer

Valmark Advisers, Inc. holds a focused book of 726 stocks worth $9.4B as of Q2 2026 (disclosed Aug 6, 2026, a ~37-day 13F lag). This quarter they opened Vanguard 0-3M T-Bill ETF and trimmed Vanguard Ftse Developed ETF. Their largest long position is Vanguard Ftse Developed ETF at 9% of the equity book. They also disclosed $159K in put options (a bearish bet) and $1.5M in call options (bullish), shown separately below and excluded from the equity book.

Opened
80
bought for the first time
Added to
356
already held, bought more
Trimmed
232
sold some, still holds it
Sold out
15
exited the position entirely

Concentration

Top-heavy: focused book

Top 5 holdings
30%
Top 10 holdings
46%
Top 20 holdings
62%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

5% mapped to company sectors

ETF / fund or unclassified
95%
Information Technology
2%
Financials
1%
Consumer Discretionary
1%
Industrials
0%
Health Care
0%
Materials
0%
Energy
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Valmark Advisers, Inc.

Manager / fundShared namesTheir $ in those
MORGAN STANLEY79 / 80$340.0B
WELLS FARGO & COMPANY/MN79 / 80$115.1B
LPL Financial LLC79 / 80$103.3B
ENVESTNET ASSET MANAGEMENT INC79 / 80$102.8B
ROYAL BANK OF CANADA79 / 80$98.8B
UBS Group AG79 / 80$88.2B
RAYMOND JAMES FINANCIAL INC79 / 80$76.1B
Cetera Investment Advisers79 / 80$25.8B

Ranked by how many of Valmark Advisers, Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

726 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$864.0M12.13M
9.2%
−0.2%
Reduced · −25K sh
2SPDR Series Trust
ST STR P500GRW
$563.8M4.74M
6.0%
−3.0%
Reduced · −146K sh
3SPDR Series Trust
ST STR P500VAL
$563.0M9.26M
6.0%
+2.9%
Added · +265K sh
4SPDR Series Trust
ST STR P400MID
$479.6M7.10M
5.1%
−1.6%
Reduced · −116K sh
5Vanguard Malvern FDS
STRM INFPROIDX
$369.1M7.35M
3.9%
+3.9%
Added · +274K sh
6Vanguard Index FDS
S&P 500 ETF SHS
$342.0M498.0K
3.6%
−0.7%
Reduced · −4K sh
7SPDR Series Trust
ST SHOR CORP ETF
$324.5M10.81M
3.4%
+18%
Added · +1.7M sh
8SPDR Series Trust
ST STR SP600 SML
$294.2M5.10M
3.1%
−5.7%
Reduced · −311K sh
9Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$276.2M4.63M
2.9%
+0.6%
Added · +27K sh
10SPDR Series Trust
ST STR PR SP1500
$268.9M2.96M
2.9%
+0.7%
Added · +22K sh
11Vanguard Scottsdale FDS
INTER TERM TREAS
$210.4M3.57M
2.2%
+14%
Added · +428K sh
12Flexshares TR
MORNSTAR UPSTR
$184.9M3.75M
2.0%
+9.6%
Added · +328K sh
13Ishares TR
GLOBAL REIT ETF
$184.2M6.67M
2.0%
+2.9%
Added · +188K sh
14Ishares TR
USD INV GRDE ETF
$174.7M3.41M
1.9%
+13%
Added · +390K sh
15Ishares Inc
MSCI EMRG CHN
$157.2M1.54M
1.7%
−14%
Reduced · −259K sh
16DBX ETF TR
XTRACK USD HIGH
$134.6M3.69M
1.4%
+11%
Added · +357K sh
17Vanguard BD Index FDS
SHORT TRM BOND
$131.6M1.69M
1.4%
+4.9%
Added · +78K sh
18Vaneck ETF Trust
JP MRGAN EM LOC
$127.9M5.00M
1.4%
+10%
Added · +461K sh
19Ishares TR
US SML CAP EQT
$114.2M1.28M
1.2%
−4.0%
Reduced · −54K sh
20Ishares TR
IBOXX INV CP ETF
$100.4M920.8K
1.1%
+3.3%
Added · +29K sh
21Capital Group Dividend Value
SHS CREAT UNIT
$85.2M1.73M
0.9%
+2.8%
Added · +48K sh
22Schwab Strategic TR
US DIVIDEND EQ
$83.5M2.63M
0.9%
−1.3%
Reduced · −33K sh
23Vanguard Scottsdale FDS
MTG-BKD SECS ETF
$83.3M1.78M
0.9%
+12%
Added · +189K sh
24Ishares TR
BB RAT CORP BD
$83.3M1.78M
0.9%
+16%
Added · +250K sh
25Capital Group Growth ETF
SHS CREAT UNIT
$81.6M1.73M
0.9%
+6.5%
Added · +106K sh
26Capital Group Dividend Growe
SHS ETF
$80.6M2.15M
0.9%
+3.4%
Added · +70K sh
27Vanguard Scottsdale FDS
SHORT TERM TREAS
$78.6M1.35M
0.8%
+7.1%
Added · +89K sh
28Ishares TR
S&P 500 GRWT ETF
$78.4M569.9K
0.8%
−4.0%
Reduced · −24K sh
29Wisdomtree TR
EM EX ST-OWNED
$74.3M1.51M
0.8%
−7.9%
Reduced · −129K sh
30Ishares TR
CORE S&P MCP ETF
$67.7M877.9K
0.7%
−2.5%
Reduced · −23K sh
31Wisdomtree TR
TARGET RANGE FD
$66.0M2.43M
0.7%
+2.8%
Added · +67K sh
32Ishares TR
S&P 500 VAL ETF
$63.1M277.7K
0.7%
−2.0%
Reduced · −6K sh
33Capital Group Core Equity Et
SHS CREAT UNIT
$60.9M1.37M
0.6%
+2.8%
Added · +37K sh
34Apple Inc
COM
$58.9M203.6K
0.6%
−1.5%
Reduced · −3K sh
35Ishares TR
CORE S&P500 ETF
$57.4M76.6K
0.6%
+18%
Added · +12K sh
36Capital Grp Fixed Incm ETF T
CORE BOND ETF
$56.9M2.17M
0.6%
+5.5%
Added · +113K sh
37Capital Grp Fixed Incm ETF T
CORE PLUS INCM
$50.1M2.25M
0.5%
+7.8%
Added · +163K sh
38Vanguard Index FDS
TOTAL STK MKT
$49.7M134.4K
0.5%
+1.0%
Added · +1K sh
39Vanguard Intl Equity Index F
ALLWRLD EX US
$49.5M590.6K
0.5%
−7.8%
Reduced · −50K sh
40Capital Grp Fixed Incm ETF T
US MULTI-SECTOR
$48.5M1.77M
0.5%
+16%
Added · +249K sh
41Vanguard Whitehall FDS
HIGH DIV YLD
$43.0M272.0K
0.5%
+3.4%
Added · +9K sh
42BlackRock ETF Trust II
ISHA FLEX IN ETF
$40.3M770.2K
0.4%
+31%
Added · +183K sh
43Capital Group GBL Growth Eqt
SHS CREAT UNIT
$40.3M951.1K
0.4%
+13%
Added · +110K sh
44Vanguard Charlotte FDS
TOTAL INT BD ETF
$38.6M796.5K
0.4%
+7.9%
Added · +59K sh
45Ishares TR
CORE S&P SCP ETF
$38.5M259.4K
0.4%
−6.5%
Reduced · −18K sh
46Ishares TR
CORE S&P TTL STK
$36.8M223.8K
0.4%
−3.8%
Reduced · −9K sh
47Vanguard Index FDS
EXTEND MKT ETF
$36.6M148.8K
0.4%
+1.1%
Added · +2K sh
48Vanguard Specialized Funds
DIV APP ETF
$35.9M151.8K
0.4%
−1.2%
Reduced · −2K sh
49Ishares TR
CORE S&P US GWT
$33.8M179.7K
0.4%
−4.4%
Reduced · −8K sh
50Ishares TR
MSCI EAFE ETF
$33.6M323.9K
0.4%
+1.4%
Added · +5K sh
Showing 50 of 726 positions
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Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Put notional (bearish)$159K
Call notional (bullish)$1.5M
TypeUnderlyingNotional valueUnderlying shares
CALL · bullishAPPLE INCAAPL$1.5M5K
PUT · bearishBLUE OWL CAPITAL INCOWL$159K18K

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 6, 2026728$9.4B13F-HR
Q1 2026Mar 31, 2026May 1, 2026677$8.4B13F-HR
Q4 2025Dec 31, 2025Jan 26, 2026657$8.1B13F-HR
Q3 2025Sep 30, 2025Oct 24, 2025646$7.7B13F-HR
Q2 2025Jun 30, 2025Jul 23, 2025640$7.2B13F-HR
Q1 2025Mar 31, 2025Apr 23, 2025602$6.6B13F-HR
Q4 2024Dec 31, 2024Jan 30, 2025591$6.5B13F-HR
Q3 2024Sep 30, 2024Oct 25, 2024582$6.4B13F-HR
Q2 2024Jun 30, 2024Aug 1, 2024558$5.9B13F-HR
Q1 2024Mar 31, 2024May 6, 2024536$5.7B13F-HR
Q4 2023Dec 31, 2023Feb 2, 2024495$5.3B13F-HR
Q3 2023Sep 30, 2023Nov 8, 2023469$4.8B13F-HR
Q2 2023Jun 30, 2023Aug 3, 2023470$4.9B13F-HR
Q1 2023Mar 31, 2023May 2, 2023474$4.6B13F-HR
Q4 2022Dec 31, 2022Feb 7, 2023445$4.3B13F-HR
Q3 2022Sep 30, 2022Nov 3, 2022411$5.0B13F-HR
Q2 2022Jun 30, 2022Aug 1, 2022406$5.2B13F-HR
Q1 2022Mar 31, 2022May 10, 2022424$5.7B13F-HR
Q4 2021Dec 31, 2021Feb 2, 2022407$5.8B13F-HR
Q3 2021Sep 30, 2021Nov 9, 2021392$5.5B13F-HR
Q2 2021Jun 30, 2021Aug 6, 2021391$5.5B13F-HR
Q1 2021Mar 31, 2021May 4, 2021378$5.2B13F-HR
Q4 2020Dec 31, 2020Feb 3, 2021345$4.9B13F-HR
Q3 2020Sep 30, 2020Nov 9, 2020294$4.4B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.