Schwallier Wealth Management LLC
All 13F Filings
- Location
- Grand Rapids, MI
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 156,511
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/11/2026 | 54 | 156,511 | 13F-HR | Schwallier Wealth Management LLC |
| Q3 2025 | 11/17/2025 | 49 | 160,190 | 13F-HR | Schwallier Wealth Management LLC |
| Q2 2025 | 8/14/2025 | 51 | 163,644 | 13F-HR | Schwallier Wealth Management LLC |
| Q1 2025 | 8/14/2025 | 52 | 135,429 | 13F-HR | Schwallier Wealth Management LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 99.29 K | 63.4% | 0 | 3.102 K | -3.102 K |
| ETFs | 57.22 K | 36.6% | 0 | 576 | -576 |
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Fund Snapshot
Q4 2025
Latest filed
2/11/2026
Total value ($000)
156,511
Holdings
54
QoQ value change ($000)
-3,679
(-2.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.