Schwallier Wealth Management LLC - Portfolio overview

Schwallier Wealth Management LLC has 65 reported holdings in this dataset, with the latest filing dated 2026-05-05.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SPHQ - INVESCO EXCHANGE TRADED FD T, 19.21%
2. VTV - VANGUARD INDEX FDS, 13.66%
3. SCHG - SCHWAB STRATEGIC TR, 13.05%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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