Valmark Advisers, Inc.: 13F holdings
CIK 13804432026Q2
| Positions | 727 |
|---|
| Reported value | $9.4bn |
|---|
| Filed | 2026-08-06 |
|---|
Change since last quarter
| Positions | 727 (+51 vs prior quarter) |
|---|
| Reported value | $9.4bn (+11.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VEA VANGUARD TAX-MANAGED FDS | 12,125,742 | $864.0m | 9.2% |
| SPYG SPDR SERIES TRUST | 4,738,201 | $563.8m | 6.0% |
| SPYV SPDR SERIES TRUST | 9,260,907 | $563.0m | 6.0% |
| SPMD SPDR SERIES TRUST | 7,099,453 | $479.6m | 5.1% |
| VTIP VANGUARD MALVERN FDS | 7,347,518 | $369.1m | 3.9% |
| VOO VANGUARD INDEX FDS | 497,985 | $342.0m | 3.6% |
| SPSB SPDR SERIES TRUST | 10,812,015 | $324.5m | 3.4% |
| SPSM SPDR SERIES TRUST | 5,101,635 | $294.2m | 3.1% |
| VWO VANGUARD INTL EQUITY INDEX F | 4,626,634 | $276.2m | 2.9% |
| SPYM SPDR SERIES TRUST | 2,961,564 | $268.9m | 2.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1380443")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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