StockDriftsStockDriftsTop 50 Schwallier Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | 9.97% | 72.4K | $15.8M | -29.42%(-30.18K) | $156.38(+45.19%) | 2026-06-30 | |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 9.45% | 166.1K | $15.0M | -55.88%(-210.40K) | $55.39(+57.89%) | 2026-06-30 | |
| SCHG | SCHWAB STRATEGIC TR | 7.81% | 365.5K | $12.4M | -44.66%(-294.94K) | $25.14(+42.97%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 6.95% | 125.1K | $11.0M | +394.49%(+99.84K) | $76.04(+20.41%) | 2026-06-30 | |
| DYNF | BLACKROCK ETF TRUST | 5.65% | 131.5K | $8.9M | new | $62.22(+13.07%) | 2026-06-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 4.75% | 125.9K | $7.5M | new | $56.05(+7.64%) | 2026-06-30 | |
| DFIV | DIMENSIONAL ETF TRUST | 4.21% | 123.3K | $6.7M | new | $52.69(+10.11%) | 2026-06-30 | |
| SPTL | SPDR SERIES TRUST | 3.87% | 233.4K | $6.1M | +15.89%(+32.02K) | $26.37(-4.30%) | 2026-06-30 | |
| SPTB | SPDR SERIES TRUST | 3.69% | 194.5K | $5.8M | +849.21%(+174.03K) | $30.78(-3.49%) | 2026-06-30 | |
| JIG | J P MORGAN EXCHANGE TRADED F | 3.26% | 59.2K | $5.2M | new | $79.27(+8.70%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +31.66% |
| Top 20 Holdings Unweighted | — | — | — | — | +24.41% |
Schwallier Wealth Management LLC reports $158.32M in US-listed equity holdings across 69 positions in its most recent 13F filing. Its largest disclosed positions are VTV (10.0%), SPHQ (9.4%) and SCHG (7.8%). The top 20 holdings account for 82.46% of reported assets. Its disclosed equity book has returned +31.66% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Schwallier Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1934951). View Schwallier Wealth Management LLC’s 13F filings on SEC