Schwallier Wealth Management LLC: 13F holdings
CIK 19349512026Q2
| Positions | 69 |
|---|
| Reported value | $158.3m |
|---|
| Filed | 2026-08-14 |
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Change since last quarter
| Positions | 69 (+11 vs prior quarter) |
|---|
| Reported value | $158.3m (+15.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VTV VANGUARD INDEX FDS | 72,415 | $15.8m | 10.0% |
| SPHQ INVESCO EXCHANGE TRADED FD T | 166,099 | $15.0m | 9.5% |
| SCHG SCHWAB STRATEGIC TR | 365,484 | $12.4m | 7.8% |
| SPYM SPDR SERIES TRUST | 125,145 | $11.0m | 6.9% |
| DYNF BLACKROCK ETF TRUST | 131,532 | $8.9m | 5.7% |
| VWO VANGUARD INTL EQUITY INDEX F | 125,922 | $7.5m | 4.7% |
| DFIV DIMENSIONAL ETF TRUST | 123,268 | $6.7m | 4.2% |
| SPTL SPDR SERIES TRUST | 233,446 | $6.1m | 3.9% |
| SPDR SERIES TRUST | 194,521 | $5.8m | 3.7% |
| JIG J P MORGAN EXCHANGE TRADED F | 59,168 | $5.2m | 3.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1934951")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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