Valmark Advisers, Inc.

Portfolio Overview

Valmark Advisers filed a 13F reporting $8.11 billion in long positions as of 2025-12-31, up 4.8% from $7.74 billion at 2025-09-30. The filing lists 657 total holdings, but the portfolio is highly concentrated: the top 10 positions account for roughly $3.83 billion, or about 47.3% of the total portfolio value. ETF exposures dominate the portfolio: $6.26 billion (≈77.2% of assets) are held in ETFs, with the remaining reported value split among a small number of single-name equ...