13F Insight
DOSSIER · 13F-HR · Q2 2026

Schwallier Wealth Management LLC

$158M in tracked AUM across 69 positions as of Q2 2026.

SW
CIK 0001934951 · last filed Jun 30, 2026
Total AUM
$158M
as of Q2 2026
Holdings
69
—
positions
Whale Score
56
56
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Schwallier Wealth Management LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VTV
VANGUARD INDEX FDS
$16M72K10.0%02
SPHQ
INVESCO EXCHANGE TRADED FD T
$15M166K9.5%03
SCHG
SCHWAB STRATEGIC TR
$12M365K7.8%04
SPYM
SPDR SERIES TRUST
$11M125K6.9%05
DYNF
BLACKROCK ETF TRUST
$9M132K5.7%06
VWO
VANGUARD INTL EQUITY INDEX F
$8M126K4.7%07
DFIV
DIMENSIONAL ETF TRUST
$7M123K4.2%08
SPTL
SPDR SERIES TRUST
$6M233K3.9%09
SPTB
SPDR SERIES TRUST
$6M195K3.7%10
JIG
J P MORGAN EXCHANGE TRADED F
$5M59K3.3%

Filing history

2026Q2Jun 30
$158M▲ 15.7%
69 positionsView →2026Q1Mar 31
$137M▼ 12.5%
58 positionsView →2025Q4Dec 31
$157M▼ 2.3%
54 positionsView →2025Q3Sep 30
$160M▼ 2.1%
49 positionsView →2025Q2Jun 30
$164M▲ 20.8%
51 positionsLocked2025Q1Mar 31
$135M▲ 3.0%
52 positionsLocked2024Q4Dec 31
$131M▼ 6.0%
35 positionsLocked2024Q3Sep 30
$140M▲ 13.6%
35 positionsLocked2024Q2Jun 30
$123M▼ 0.9%
28 positionsLocked2024Q1Mar 31
$124M▲ 2.9%
29 positionsLocked2023Q4Dec 31
$121M—
35 positionsLocked