Schwallier Wealth Management LLC Portfolio Holdings

Schwallier Wealth Management LLC

  • $160 Billion
  • Q3 2025

Schwallier Wealth Management LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $160 Billion distributed in 49 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 $29.9B, Pimco ETF Tr with a value of $21B, Vanguard Value ETF with a value of $20.8B, Schwab Strategic Tr Us Large C with a value of $19.1B, and Invesco 1 30 Laddered Treasury with a value of $8.42B.

Examining the 13F form we can see an decrease of $3.45B in the current position value, from $164B to 160B.

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 $160 Billion
ETFs: $132 Billion
Technology: $1.97 Billion
Financial Services: $1.16 Billion
Consumer Cyclical: $666 Million
Communication Services: $543 Million
Real Estate: $255 Million
Industrials: $215 Million
Healthcare: $205 Million
Other: $0

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$992 Million 0.62% of portfolio
3,895
Q3 2025 Added 13.62%
$465B
$624 Million 0.39% of portfolio
3,343
Q3 2025 Reduced 2.45%
$1.37T
$543 Million 0.34% of portfolio
740
Q3 2025 Added 0.27%
$2.39T
$372 Million 0.23% of portfolio
1,694
Q3 2025 Added 2.11%
$3.78T
$353 Million 0.22% of portfolio
682
Q3 2025 Added 2.25%
$1.29T
$294 Million 0.18% of portfolio
661
Q3 2025 Added 1.69%
$881B
$256 Million 0.16% of portfolio
812
Q3 2025 Added 1.0%
$291B
$215 Million 0.13% of portfolio
450
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 49
  • Current Value $160 Billion
  • Prior Value $164 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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