
Valmark Advisers, Inc. is a RIA/Wealth based in Akron, OH led by Lawrence Joseph Rybka, reporting $8.4B in AUM as of Q3 2025 with 94% ETF concentration and minimal technology exposure.
Largest long holdings in Valmark Advisers, Inc.'s portfolio (47.8% of total portfolio)
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $704.4M | 9.13% | +$17.6M Bought | — 11.8M shares | |
ETF ETF | $485.5M | 6.29% | +$5.5M Bought | — 4.6M shares | |
ETF ETF | $470.8M | 6.10% | +$13.1M Bought | — 8.5M shares | |
ETF ETF | $391.0M | 5.07% | +$11.0M Bought | — 6.8M shares | |
ETF ETF | $346.7M | 4.49% | +$4.6M Bought | — 566.1K shares | |
ETF ETF | $324.1M | 4.20% | +$13.4M Bought | — 6.4M shares | |
ETF ETF | $254.3M | 3.30% | +$11.3M Bought | — 8.4M shares | |
ETF ETF | $246.2M | 3.19% | -$43.9M Sold | — 5.3M shares | |
ETF ETF | $235.4M | 3.05% | +$2.7M Bought | — 4.3M shares | |
ETF ETF | $227.3M | 2.95% | +$6.2M Bought | — 2.8M shares |
Portfolio activity, position movements, and quarter-over-quarter changes in Valmark Advisers, Inc.'s latest filing
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|---|---|
New | |
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| Position | Shares Δ |
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Sold | |
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Portfolio insights and performance metrics for Valmark Advisers, Inc.
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