Holdings
Valmark Advisers, Inc.
As of Jun 30, 2026, Valmark Advisers, Inc. reported 251 positions worth US$453M. Largest: Apple Inc, Berkshire Hathaway Inc. and Microsoft Corp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 204K | US$58.9M | −3,034 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 62,404 | US$31.2M | +1,542 | Jun 30, 2026 |
| Microsoft Corp. | 58,006 | US$21.6M | −844 | Jun 30, 2026 |
| Nvidia Corporation | 100K | US$20.1M | +1,572 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 46,339 | US$16.6M | +1,539 | Jun 30, 2026 |
| Amazon.com, Inc. | 58,792 | US$14M | +3,984 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 36,457 | US$11.9M | −181 | Jun 30, 2026 |
| Exxon Mobil Corporation | 72,671 | US$9.94M | +3,465 | Jun 30, 2026 |
| Procter & Gamble Company (the) | 65,724 | US$9.64M | −1,134 | Jun 30, 2026 |
| Walmart Inc. | 64,557 | US$7.31M | −4,280 | Jun 30, 2026 |