Valmark Advisers, Inc. just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 03-31-2026 report period. You can see the full portfolio on Quiver Quantitative, and track moves made by other funds.
Per our estimates, the largest stock moves were:
- An addition of 1,352,510 shares of $CGDG (~$48,555,109). This was an increase of ~186% over their previous position.
- A decrease of -501,946 shares of $EFA (~$47,800,318). This was a decrease of ~61% from their previous position.
- A decrease of -77,827 shares of $VOO (~$45,923,378). This was a decrease of ~13% from their previous position.
- An addition of 749,890 shares of $CGGR (~$30,138,079). This was an increase of ~86% over their previous position.
- An addition of 619,097 shares of $CGDV (~$26,336,386). This was an increase of ~58% over their previous position.
- An addition of 668,137 shares of $CGUS (~$25,669,824). This was an increase of ~100% over their previous position.
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's fund page for Valmark Advisers, Inc. for more details.
