Sign In
test

Michael McClary

Valmark Advisers, Inc.

Assets Managed
$8.417B
Holdings
676
Last Quarter
2026 - Q1
Filed Date
1mo 14d ago
Growth Rate
3.74%(2Q avg: 4.29%)
Sustained Growth
10 quarters

Portfolio positions

This chart displays the top 10 holdings in Valmark Advisers, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 676 positions.

Assets under management

The assets under management (AUM) of Valmark Advisers, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 8.417B in assets, with a quarterly growth rate of 3.74% and a 2-quarter average growth rate of 4.29%. The portfolio is managed by Michael McClary, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 1.85%
9.26%
$778.649M
12.151M shares@ $64.08 avg price
SPYV
Spdr Port S&p 500 Value
Recent Activity
Increased 2.93%
6.05%
$508.997M
8.996M shares@ $56.59 avg price
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Increased 4.79%
5.69%
$478.226M
4.884M shares@ $97.91 avg price
SPMD
Spdr Portfolio S&p 400 Mid C
Recent Activity
Increased 2.47%
5.08%
$427.289M
7.215M shares@ $59.23 avg price
VTIP
Vanguard Short-term Tips
Recent Activity
Increased 5.33%
4.2%
$353.344M
7.074M shares@ $49.96 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -13.42%
3.57%
$299.777M
501,676 shares@ $597.56 avg price
SPSB
Spdr Port Shrt Trm Corp Bnd
Recent Activity
Increased 4.47%
3.27%
$274.454M
9.127M shares@ $30.07 avg price
SPSM
Spdr Portfolio S&p 600 Small
Recent Activity
Increased 2.07%
3.11%
$261.524M
5.412M shares@ $48.33 avg price
VWO
Vanguard Ftse Emerging Marke
Recent Activity
Increased 2.33%
2.96%
$248.618M
4.6M shares@ $54.06 avg price
SPTM
Spdr Portfolio S&p 1500 Comp
Recent Activity
Increased 2.54%
2.77%
$232.423M
2.94M shares@ $79.07 avg price

1-10 of 676