Valmark Advisers, Inc. Q2 2025 Filing

Filed July 23, 2025

Portfolio Value

$7.2T

Holdings

639

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (639 positions)

#StockSharesValue% PortfolioType
101
NDQINVESCO QQQ TR
10,936$6.0B0.08%
102
GNRSPDR INDEX SHS FDS
109,402$5.9B0.08%
103
GOOGALPHABET INC
33,225$5.9B0.08%
104
METAMETA PLATFORMS INC
7,928$5.9B0.08%
105
SCHPSCHWAB STRATEGIC TR
218,669$5.8B0.08%
106
SCHCSCHWAB STRATEGIC TR
136,723$5.8B0.08%
107
SCHFSCHWAB STRATEGIC TR
255,566$5.6B0.08%
108
FAIFIRST TR EXCHANGE TRADED FD
95,203$5.6B0.08%
109
FNDFSCHWAB STRATEGIC TR
138,477$5.5B0.08%
110
IWFISHARES TR
12,963$5.5B0.08%
111
SCHXSCHWAB STRATEGIC TR
206,127$5.0B0.07%
112
VXUSVANGUARD STAR FDS
72,413$5.0B0.07%
113
EFGISHARES TR
44,450$5.0B0.07%
114
MCDMCDONALDS CORP
16,808$4.9B0.07%
115
FUTYFIDELITY COVINGTON TRUST
90,030$4.7B0.07%
116
CWISPDR INDEX SHS FDS
143,239$4.7B0.07%
117
IWDISHARES TR
24,067$4.7B0.07%
118
XFEBFIRST TR EXCH TRADED FD III
262,442$4.7B0.07%
119
ACWVISHARES INC
39,191$4.6B0.06%
120
LGLVSPDR SERIES TRUST
26,132$4.6B0.06%
121
VUGVANGUARD INDEX FDS
10,406$4.6B0.06%
122
CGHMCAPITAL GRP FIXED INCM ETF T
184,941$4.6B0.06%
123
AQLTISHARES TR
29,227$4.5B0.06%
124
RWOSPDR INDEX SHS FDS
101,143$4.5B0.06%
125
XTISHARES TR
67,542$4.4B0.06%
126
HDHOME DEPOT INC
11,869$4.4B0.06%
127
XLUSELECT SECTOR SPDR TR
52,485$4.3B0.06%
128
LLYELI LILLY & CO
5,424$4.2B0.06%
129
SUBISHARES TR
39,565$4.2B0.06%
130
VOOVVANGUARD ADMIRAL FDS INC
21,802$4.1B0.06%
131
ACNACCENTURE PLC IRELAND
13,714$4.1B0.06%
132
FVDFIRST TR EXCHANGE-TRADED FD
89,840$4.0B0.06%
133
VOOGVANGUARD ADMIRAL FDS INC
10,099$4.0B0.06%
134
VTVANGUARD INTL EQUITY INDEX F
30,878$4.0B0.06%
135
EEMSISHARES INC
61,122$4.0B0.06%
136
IYWISHARES TR
22,773$3.9B0.05%
137
GQ9SPDR GOLD TR
12,929$3.9B0.05%
138
CMFISHARES TR
70,659$3.9B0.05%
139
BJBJS WHSL CLUB HLDGS INC
36,135$3.9B0.05%
140
IBDRISHARES TR
158,472$3.8B0.05%
141
FELGFIDELITY COVINGTON TRUST
102,329$3.8B0.05%
142
ADPAUTOMATIC DATA PROCESSING IN
12,256$3.8B0.05%
143
AQLTISHARES TR
45,027$3.8B0.05%
144
VIOOVANGUARD ADMIRAL FDS INC
37,068$3.8B0.05%
145
GOOGLALPHABET INC
21,046$3.7B0.05%
146
FDVVFIDELITY COVINGTON TRUST
70,722$3.7B0.05%
147
IBDQISHARES TR
144,615$3.6B0.05%
148
CGXUCAPITAL GROUP INTL FOCUS EQT
133,495$3.6B0.05%
149
JNJJOHNSON & JOHNSON
23,481$3.6B0.05%
150
AQLTISHARES TR
147,036$3.4B0.05%
151
BINCBLACKROCK ETF TRUST II
64,155$3.4B0.05%
152
IVOOVANGUARD ADMIRAL FDS INC
32,184$3.4B0.05%
153
DYNFBLACKROCK ETF TRUST
61,461$3.3B0.05%
154
IAGGISHARES TR
64,176$3.3B0.05%
155
GMS1EURGMS INC
30,000$3.3B0.05%
156
MTUMISHARES TR
13,524$3.3B0.05%
157
IBDNORTHERN LTS FD TR IV
133,169$3.2B0.04%
158
IBTGISHARES TR
138,197$3.2B0.04%
159
FHLCFIDELITY COVINGTON TRUST
49,361$3.2B0.04%
160
SCHASCHWAB STRATEGIC TR
124,597$3.2B0.04%
161
UBERUBER TECHNOLOGIES INC
33,251$3.1B0.04%
162
ESGVVANGUARD WORLD FD
28,156$3.1B0.04%
163
BLVVANGUARD BD INDEX FDS
44,146$3.1B0.04%
164
SCHMSCHWAB STRATEGIC TR
108,431$3.0B0.04%
165
JEPIJ P MORGAN EXCHANGE TRADED F
52,721$3.0B0.04%
166
RSPINVESCO EXCHANGE TRADED FD T
16,387$3.0B0.04%
167
SPMBSPDR SERIES TRUST
134,250$3.0B0.04%
168
VYMIVANGUARD WHITEHALL FDS
37,030$3.0B0.04%
169
BIVVANGUARD BD INDEX FDS
38,274$3.0B0.04%
170
MGCVANGUARD WORLD FD
13,023$2.9B0.04%
171
VDEVANGUARD WORLD FD
24,499$2.9B0.04%
172
CSCOCISCO SYS INC
41,920$2.9B0.04%
173
MGKVANGUARD WORLD FD
7,852$2.9B0.04%
174
IBDTISHARES TR
112,534$2.9B0.04%
175
IBDSISHARES TR
114,080$2.8B0.04%
176
BNDVANGUARD BD INDEX FDS
37,155$2.7B0.04%
177
KOCOCA COLA CO
38,627$2.7B0.04%
178
IAUISHARES TR
101,835$2.7B0.04%
179
OAIMUNIFIED SER TR
70,846$2.7B0.04%
180
NFLXNETFLIX INC
1,998$2.7B0.04%
181
INTUINTUIT
3,328$2.6B0.04%
182
JAAAJANUS DETROIT STR TR
51,533$2.6B0.04%
183
SCHZSCHWAB STRATEGIC TR
112,195$2.6B0.04%
184
COSTCOSTCO WHSL CORP NEW
2,618$2.6B0.04%
185
VUSBVANGUARD BD INDEX FDS
51,449$2.6B0.04%
186
LOWLOWES COS INC
11,535$2.6B0.04%
187
HYSPIMCO ETF TR
26,914$2.6B0.04%
188
VVISA INC
7,081$2.5B0.03%
189
EEMISHARES TR
51,959$2.5B0.03%
190
NEENEXTERA ENERGY INC
36,103$2.5B0.03%
191
UNPUNION PAC CORP
10,845$2.5B0.03%
192
VHTVANGUARD WORLD FD
10,011$2.5B0.03%
193
IXUSISHARES TR
32,112$2.5B0.03%
194
IWRISHARES TR
26,878$2.5B0.03%
195
TPSCTIMOTHY PLAN
63,390$2.5B0.03%
196
ABTABBOTT LABS
17,911$2.4B0.03%
197
AMGNAMGEN INC
8,716$2.4B0.03%
198
GEGE AEROSPACE
9,372$2.4B0.03%
199
PULSPGIM ETF TR
48,015$2.4B0.03%
200
JHMMJOHN HANCOCK EXCHANGE TRADED
38,474$2.4B0.03%
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