— Know what they know.
Not Investment Advice
Asset Manager ← All Institutions

Valmark Advisers, Inc.

130 SPRINGSIDE DRIVE SUITE 300, AKRON, OH 44333 • 330-576-1234

Q4 2025 · Filed 2026-01-26
Market Value
$8.1B
+4.8%
Holdings
680
+6
New Purchases
40
Added To
322
Closed
33
Reduced
215
Top 10 Concentration
47.3%
Turnover
10.7%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
HYBB 0.85% 0.00% +0.85% $69M
CGGR 0.48% 0.33% +0.15% $39M
CGCP 0.29% 0.16% +0.14% $24M
SMLF 1.12% 1.02% +0.10% $91M
XLP 0.10% 0.01% +0.09% $8M
VEA 9.20% 9.11% +0.09% $745M
CGUS 0.33% 0.24% +0.09% $27M
NLR 0.08% 0.00% +0.08% $7M
CGSD 0.11% 0.03% +0.08% $9M
CGDV 0.57% 0.51% +0.06% $46M
SGOV 0.26% 0.20% +0.06% $21M
VYM 0.43% 0.37% +0.06% $35M
SCHC 0.15% 0.09% +0.06% $12M
CGCV 0.09% 0.03% +0.06% $7M
CGCB 0.37% 0.32% +0.05% $30M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
HYLB 1.50% 2.34% -0.84% $121M
SPYG 6.14% 6.28% -0.14% $497M
SPSM 3.07% 3.18% -0.12% $248M
SCHD 0.89% 0.99% -0.10% $72M
VTIP 4.10% 4.19% -0.09% $332M
USIG 1.89% 1.98% -0.09% $153M
CUT 0.00% 0.09% -0.09% $363K
VNQ 0.18% 0.26% -0.09% $14M
REET 1.93% 2.00% -0.06% $157M
VWO 2.98% 3.04% -0.06% $242M
IVW 0.91% 0.97% -0.06% $74M
FTCS 0.07% 0.12% -0.05% $6M
IJR 0.43% 0.47% -0.05% $35M
GTR 0.70% 0.74% -0.05% $56M
MSFT 0.35% 0.39% -0.05% $28M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 95.9%
Technology 1.5%
Industrials 0.6%
Consumer Cyclical 0.4%
Healthcare 0.4%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 67 $1.5B 19.1%
Large Cap 331 $5.1B 62.8%
Mid Cap 151 $1.2B 14.2%
Small Cap 107 $167M 2.1%
Micro Cap 24 $148M 1.8%

Portfolio Analytics

Avg Market Cap
$117.0B
Median Market Cap
$15.8B
Avg P/E
34.0
Median P/E
25.6
Avg Dividend Yield
0.02%
Avg Beta
0.89
# Stocks
231
# ETFs / Funds
449

Top Holdings (680 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 VEA 9.20% 11,930,938 $745M $62.47 $41M +174,623 +1.5%
2 SPYG 6.14% 4,661,198 $497M $106.70 $12M +16,182 +0.3%
3 SPYV 6.13% 8,740,145 $497M $56.81 $26M +231,888 +2.7%
4 SPMD 5.03% 7,041,736 $408M $57.91 $17M +204,651 +3.0%
5 VOO 4.48% 579,503 $363M $627.13 $17M +13,394 +2.4%
6 VTIP 4.10% 6,716,272 $332M $49.46 $8M +314,697 +4.9%
7 SPSB 3.26% 8,737,196 $264M $30.20 $10M +340,112 +4.0%
8 SPSM 3.07% 5,302,606 $248M $46.86 $2M -13,280 -0.2%
9 VWO 2.98% 4,495,055 $242M $53.76 $6M +151,154 +3.5%
10 SPTM 2.92% 2,867,091 $237M $82.50 $9M +48,485 +1.7%
11 VGIT 2.30% 3,106,042 $186M $59.93 $5M +92,729 +3.1%
12 GUNR 2.03% 3,592,669 $165M $45.85 $10M +56,143 +1.6%
13 REET 1.93% 6,283,171 $157M $24.95 $2M +237,762 +3.9%
14 USIG 1.89% 2,953,621 $153M $51.77 -$50K +24,497 +0.8%
15 EMXC 1.58% 1,757,820 $128M $72.68 $9M +1,540 +0.1%
16 HYLB 1.50% 3,291,939 $121M $36.83 -$60M -1,580,684 -32.4%
17 BSV 1.49% 1,534,909 $121M $78.81 $6M +73,334 +5.0%
18 EMLC 1.41% 4,419,178 $114M $25.82 $5M +149,841 +3.5%
19 LQD 1.19% 872,328 $96M $110.19 $3M +36,113 +4.3%
20 SMLF 1.12% 1,211,401 $91M $74.88 $12M +149,923 +14.1%
21 VGSH 0.98% 1,348,251 $79M $58.73 $2M +36,495 +2.8%
22 EFA 0.97% 821,334 $79M $96.03 $2M +1,469 +0.2%
23 IVW 0.91% 598,466 $74M $123.26 -$1M -20,884 -3.4%
24 VMBS 0.90% 1,552,952 $73M $47.08 $2M +45,784 +3.0%
25 SCHD 0.89% 2,627,467 $72M $27.43 -$4M -171,181 -6.1%
26 HYBB 0.85% 1,456,143 $69M $47.13 +1,456,143 NEW
27 XSOE 0.82% 1,705,257 $67M $39.02 $4M +44,127 +2.7%
28 IVE 0.75% 285,652 $61M $212.07 -$516K -10,191 -3.4%
29 IJH 0.73% 901,518 $60M $66.00 -$542K -18,531 -2.0%
30 AAPL 0.70% 207,293 $56M $271.86 $5M +4,841 +2.4%
31 GTR 0.70% 2,232,564 $56M $25.24 -$999K +10,507 +0.5%
32 VEU 0.58% 643,535 $47M $73.56 $2M +3,578 +0.6%
33 CGDV 0.57% 1,061,204 $46M $43.64 $7M +117,746 +12.5%
34 JPST 0.56% 902,017 $46M $50.59 $371K +9,800 +1.1%
35 IVV 0.55% 64,521 $44M $684.94 $3M +2,457 +4.0%
36 VTI 0.53% 128,244 $43M $335.27 $2M +3,002 +2.4%
37 CGGR 0.48% 873,172 $39M $44.47 $13M +295,543 +51.2%
38 VYM 0.43% 244,332 $35M $143.52 $6M +38,726 +18.8%
39 ITOT 0.43% 235,275 $35M $148.69 -$1M -12,228 -4.9%
40 IJR 0.43% 288,162 $35M $120.18 -$2M -20,361 -6.6%
41 BNDX 0.42% 708,032 $34M $48.32 $334K +23,063 +3.4%
42 VIG 0.42% 153,038 $34M $219.78 $698K +407 +0.3%
43 IUSG 0.41% 198,616 $33M $167.94 -$274K -5,769 -2.8%
44 FLRN 0.37% 977,389 $30M $30.73 $973K +35,643 +3.8%
45 BRK-B 0.37% 59,541 $30M $502.65 $167K +342 +0.6%
46 CGCB 0.37% 1,127,960 $30M $26.52 $5M +204,652 +22.2%
47 VXF 0.36% 140,926 $29M $209.12 $1M +6,497 +4.8%
48 IWY 0.35% 102,590 $28M $276.94 -$132K -1,717 -1.6%
49 MSFT 0.35% 57,960 $28M $483.62 -$2M -543 -0.9%
50 CGUS 0.33% 664,992 $27M $40.23 $8M +186,768 +39.0%
51 CGGO 0.32% 755,810 $26M $34.65 $5M +131,026 +21.0%
52 CGDG 0.32% 726,834 $26M $35.64 $5M +128,920 +21.6%
53 DVY 0.31% 179,109 $25M $141.14 $4M +27,063 +17.8%
54 AGG 0.30% 247,376 $25M $99.88 $2M +18,304 +8.0%
55 SPEM 0.30% 514,023 $24M $46.81 $92K +1,974 +0.4%
56 CGCP 0.29% 1,047,472 $24M $22.64 $12M +514,232 +96.4%
57 RDVY 0.27% 312,065 $22M $69.47 $500K -2,814 -0.9%
58 DWM 0.26% 307,500 $21M $68.76 $949K +2,531 +0.8%
59 SGOV 0.26% 208,610 $21M $100.38 $5M +54,666 +35.5%
60 USMV 0.25% 214,795 $20M $94.16 -$418K -2,176 -1.0%
61 SPDW 0.24% 439,445 $20M $44.41 $578K -3,136 -0.7%
62 NVDA 0.24% 102,804 $19M $186.50 $5M +25,196 +32.5%
63 XLV 0.23% 118,514 $18M $154.80 $2M +1,244 +1.1%
64 CGMS 0.22% 646,690 $18M $27.62 $3M +108,234 +20.1%
65 XSVM 0.22% 311,083 $18M $57.14 $205K -120 -0.0%
66 FBND 0.21% 376,144 $17M $46.04 $244K +6,900 +1.9%
67 STIP 0.19% 153,614 $16M $102.39 $3M +28,558 +22.8%
68 VTV 0.19% 80,874 $15M $190.99 $1M +4,755 +6.2%
69 VNQ 0.18% 162,166 $14M $88.49 -$6M -60,362 -27.1%
70 VCSH 0.18% 178,120 $14M $79.73 $1M +14,327 +8.8%
71 SPLG 0.17% 175,505 $14M $80.22 $221K -1,395 -0.8%
72 FTGC 0.17% 598,655 $14M $23.23 -$1M +6,155 +1.0%
73 JPM 0.16% 41,132 $13M $322.22 $368K +282 +0.7%
74 DBMF 0.16% 470,247 $13M $28.06 $246K -3,904 -0.8%
75 AMZN 0.15% 53,402 $12M $230.82 $1M +1,945 +3.8%
76 SCHC 0.15% 269,681 $12M $45.53 $5M +108,820 +67.7%
77 TDTT 0.14% 480,687 $12M $24.06 -$936K -33,121 -6.5%
78 DEM 0.14% 241,217 $11M $46.71 $373K +4,336 +1.8%
79 DES 0.14% 333,141 $11M $33.45 $66K +4,222 +1.3%
80 SPBO 0.13% 358,456 $11M $29.34 $4M +153,695 +75.1%
81 SCHR 0.13% 406,557 $10M $25.08 $2M +74,294 +22.4%
82 VO 0.13% 35,082 $10M $290.22 $81K +695 +2.0%
83 VSS 0.13% 70,968 $10M $143.33 $207K +1,067 +1.5%
84 SPY 0.13% 14,897 $10M $681.91 $74K -241 -1.6%
85 SCHF 0.12% 418,372 $10M $24.04 $513K +8,395 +2.0%
86 PG 0.12% 67,529 $10M $143.31 -$2M -9,635 -12.5%
87 DGRO 0.12% 139,129 $10M $69.42 $801K +9,025 +6.9%
88 HDEF 0.12% 309,433 $10M $30.99 $1M +17,822 +6.1%
89 VB 0.11% 35,073 $9M $257.95 $366K +931 +2.7%
90 XLE 0.11% 198,661 $9M $44.71 $210K +101,590 +104.7%
91 FELG 0.11% 211,123 $9M $41.70 $3M +70,135 +49.8%
92 VTEB 0.11% 172,880 $9M $50.29 $461K +8,441 +5.1%
93 MUB 0.11% 80,616 $9M $107.11 -$712K -7,151 -8.2%
94 CGSD 0.11% 329,671 $9M $26.01 $6M +244,156 +285.5%
95 XOM 0.10% 69,785 $8M $120.34 $280K -2,213 -3.1%
96 XLP 0.10% 102,003 $8M $77.68 $7M +95,070 +1371.3%
97 BILS 0.10% 79,228 $8M $99.22 $136K +1,605 +2.1%
98 SCHB 0.09% 285,082 $7M $26.23 $46K -3,973 -1.4%
99 IUSV 0.09% 70,515 $7M $102.54 -$57K -2,401 -3.3%
100 TSLA 0.09% 16,017 $7M $449.72 -$40K -269 -1.6%

Options Breakdown

0 Calls $0 Call Value 2 Puts $6M Put Value

Top Puts

SymbolSharesValueStatus
SPY 7,700 $5M
OWL 25,000 $374K NEW

New Positions

SymbolValue% Port
HYBB $69M 0.85%
NLR $7M 0.08%
ESLG $2M 0.02%
CGSM $2M 0.02%
EME $2M 0.02%
FDLS $1M 0.02%
BUFG $1M 0.01%
IBTL $1M 0.01%
GLRY $882K 0.01%
BUFD $543K 0.01%
AKRE $425K 0.01%
FDMO $424K 0.01%
AVUV $377K —%
PSLV $357K —%
PNOV $330K —%

Sold Out Positions

SymbolValue% Port
WPC —%
BP —%
CRWV —%
ETHA —%
KMB —%
KNG —%
ESGD —%
FBTC —%
VGK —%
VPL —%
ARTY —%
NSIT —%
IYK —%
RWR —%
SKYY —%
View SEC EDGAR Filings for Valmark Advisers, Inc. →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms