CIK 1934951
Schwallier Wealth Management LLC
Institutional 13F holdings & portfolio
Holdings
54
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 54
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SPHQ | INVESCO EXCHANGE TRADED FD T | 383K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 106K | $1M+ | SH |
| PYLD | PIMCO ETF TR | 784K | $1M+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 608K | $1M+ | SH |
| GOVI | INVESCO EXCH TRADED FD TR II | 305K | $1M+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 258K | $1M+ | SH |
| JAAA | JANUS DETROIT STR TR | 125K | $1M+ | SH |
| SPDW | SPDR INDEX SHS FDS | 127K | $1M+ | SH |
| FLRT | PACER FDS TR | 89K | $1M+ | SH |
| SPEM | SPDR INDEX SHS FDS | 81K | $1M+ | SH |
| JMEE | J P MORGAN EXCHANGE TRADED F | 59K | $1M+ | SH |
| FLDR | FIDELITY MERRIMACK STR TR | 48K | $1M+ | SH |
| SPYM | SPDR SERIES TRUST | 26K | $1M+ | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 41K | $1M+ | SH |
| VBR | VANGUARD INDEX FDS | 5K | $1M+ | SH |
| FUMB | FIRST TR EXCH TRADED FD III | 44K | $500K+ | SH |
| VOE | VANGUARD INDEX FDS | 5K | $500K+ | SH |
| AAPL | APPLE INC | 3K | $500K+ | SH |
| VTEB | VANGUARD MUN BD FDS | 17K | $500K+ | SH |
| FTCS | FIRST TR EXCHANGE-TRADED FD | 9K | $500K+ | SH |
| MPV | BARINGS PARTN INVS | 45K | $500K+ | SH |
| PTL | NORTHERN LTS FD TR IV | 3K | $500K+ | SH |
| WWJD | NORTHERN LTS FD TR IV | 18K | $500K+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 3K | $500K+ | SH |
| NVDA | NVIDIA CORPORATION | 3K | $500K+ | SH |
| SCHC | SCHWAB STRATEGIC TR | 12K | $500K+ | SH |
| GLD | SPDR GOLD TR | 1K | $500K+ | SH |
| FTSM | FIRST TR EXCHANGE-TRADED FD | 9K | $500K+ | SH |
| META | META PLATFORMS INC | 734 | $500K+ | SH |
| IBD | NORTHERN LTS FD TR IV | 19K | $100K–$500K | SH |
| SCHV | SCHWAB STRATEGIC TR | 14K | $100K–$500K | SH |
| IEMG | ISHARES INC | 6K | $100K–$500K | SH |
| XMHQ | INVESCO EXCHANGE TRADED FD T | 4K | $100K–$500K | SH |
| SYK | STRYKER CORPORATION | 1K | $100K–$500K | SH |
| AMZN | AMAZON COM INC | 2K | $100K–$500K | SH |
| DJAN | FIRST TR EXCHNG TRADED FD VI | 8K | $100K–$500K | SH |
| DMAY | FIRST TR EXCHNG TRADED FD VI | 8K | $100K–$500K | SH |
| DSEP | FIRST TR EXCHNG TRADED FD VI | 8K | $100K–$500K | SH |
| JMST | J P MORGAN EXCHANGE TRADED F | 7K | $100K–$500K | SH |
| PZA | INVESCO EXCH TRADED FD TR II | 13K | $100K–$500K | SH |
| SLV | ISHARES SILVER TR | 4K | $100K–$500K | SH |
| CAT | CATERPILLAR INC | 449 | $100K–$500K | SH |
| TPSC | TIMOTHY PLAN | 7K | $100K–$500K | SH |
| MSFT | MICROSOFT CORP | 671 | $100K–$500K | SH |
| IVV | ISHARES TR | 408 | $100K–$500K | SH |
| TSLA | TESLA INC | 658 | $100K–$500K | SH |
| CMS | CMS ENERGY CORP | 4K | $100K–$500K | SH |
| XOM | EXXON MOBIL CORP | 2K | $100K–$500K | SH |
| JPM | JPMORGAN CHASE & CO. | 848 | $100K–$500K | SH |
| ESGU | ISHARES TR | 2K | $100K–$500K | SH |