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.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|