Schwallier Wealth Management LLC Portfolio Holdings

Schwallier Wealth Management LLC

  • $164 Billion
  • Q2 2025

Schwallier Wealth Management LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $164 Billion distributed in 52 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Exchange Traded Fd Tr with a value of $30.8B, Vanguard Value ETF with a value of $20.9B, Pimco ETF Tr with a value of $19.5B, Schwab Strategic Tr Us Large C with a value of $17.9B, and Invesco 1 30 Laddered Treasury with a value of $7.82B.

Examining the 13F form we can see an increase of $28.2B in the current position value, from $135B to 164B. Also it can be appreciated an additional of 12 stocks purchases and 13 closed positions.

Schwallier Wealth Management LLC is based out at Grand Rapids, MI

Below you can find more details about Schwallier Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $164 Billion
ETFs: $136 Billion
Technology: $1.58 Billion
Financial Services: $1.42 Billion
Consumer Cyclical: $570 Million
Communication Services: $544 Million
Healthcare: $285 Million
Basic Materials: $269 Million
Real Estate: $260 Million
Other: $0

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.76B
$280 Million 0.17% of portfolio
8,082
Q2 2025 New
$4.43B
$269 Million 0.16% of portfolio
6,453
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 52
  • Current Value $164 Billion
  • Prior Value $135 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 12 stocks
  • Additional Purchases 23 stocks
  • Sold out of 13 stocks
  • Reduced holdings in 16 stocks
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