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Home > Institutional Investor > Valmark Advisers, Inc. > Profile

Instuitional Investor - Valmark Advisers, Inc.

Fund Profile
Filing Period:
Fund Name: Valmark Advisers, Inc.
Portfolio Value $9,422,888,245
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Tax-Managed Fds
 12,125,742 $863,959,137 9.17%
2.
Spdr Series Trust
 KRE 4,738,201 $563,798,590 5.98%
3.
Spdr Series Trust
 KRE 9,260,907 $562,970,564 5.97%
4.
Spdr Series Trust
 KRE 7,099,453 $479,639,057 5.09%
5.
Vanguard Malvern Fds
 7,347,518 $369,065,829 3.92%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.