Schwallier Wealth Management LLC
Schwallier Wealth Management LLC reported 69 positions worth $158.3M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: VTV (10.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VTV | SH | $15.8M | 9.97% | 72,415 | — | — | |
| ▸ 2 | SPHQ | SH | $15.0M | 9.45% | 166,099 | — | — | |
| ▸ 3 | SCHG | SH | $12.4M | 7.81% | 365,484 | — | — | |
| ▸ 4 | SPYM | SH | $11.0M | 6.95% | 125,145 | — | — | |
| ▸ 5 | DYNF | SH | $8.9M | 5.65% | 131,532 | — | — | |
| ▸ 6 | VWO | SH | $7.5M | 4.75% | 125,922 | — | — | |
| ▸ 7 | DFIV | SH | $6.7M | 4.21% | 123,268 | — | — | |
| ▸ 8 | SPTL | SH | $6.1M | 3.87% | 233,446 | — | — | |
| ▸ 9 | SPTB | SH | $5.8M | 3.69% | 194,521 | — | — | |
| ▸ 10 | JIG | SH | $5.2M | 3.26% | 59,168 | — | — |
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Frequently Asked Questions
What stocks does Schwallier Wealth Management LLC hold as of Q2 2026?
Schwallier Wealth Management LLC reported 69 positions worth $158.3M in its Q2 2026 13F filing. Largest positions: VTV (10.0%), SPHQ (9.5%), SCHG (7.8%), SPYM (6.9%) and DYNF (5.7%).
What did Schwallier Wealth Management LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Schwallier Wealth Management LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.