Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Schwallier Wealth Management LLC (CIK 1934951) reported $136.9M across 58 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPHQ ($28.3M, 20.68%), VTV ($20.1M, 14.70%), SCHG ($19.2M, 14.05%), SCHF ($5.9M, 4.33%), FBND ($5.6M, 4.11%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPHQ | INVESCO EXCHANGE TRADED FD T | $28.3M | 20.68% | 376,496 | Trimmed |
| 2 | VTV | VANGUARD INDEX FDS | $20.1M | 14.70% | 102,598 | Trimmed |
| 3 | SCHG | SCHWAB STRATEGIC TR | $19.2M | 14.05% | 660,428 | Added |
| 4 | SCHF | SCHWAB STRATEGIC TR | $5.9M | 4.33% | 239,310 | Trimmed |
| 5 | FBND | FIDELITY MERRIMACK STR TR | $5.6M | 4.11% | 123,342 | New |
| 6 | SPDW | SPDR INDEX SHS FDS | $5.4M | 3.96% | 118,623 | Trimmed |
| 7 | SPTL | SPDR SERIES TRUST | $5.3M | 3.87% | 201,430 | New |
| 8 | SMBS | SCHWAB STRATEGIC TR | $4.5M | 3.29% | 176,192 | New |
| 9 | DFGX | DIMENSIONAL ETF TRUST | $3.8M | 2.76% | 72,026 | New |
| 10 | JMEE | J P MORGAN EXCHANGE TRADED F | $3.7M | 2.73% | 56,020 | Trimmed |
| 11 | SPEM | SPDR INDEX SHS FDS | $3.7M | 2.73% | 79,618 | Trimmed |
| 12 | PYLD | PIMCO ETF TR | $2.9M | 2.09% | 109,136 | Trimmed |
| 13 | FLDR | FIDELITY MERRIMACK STR TR | $2.1M | 1.52% | 41,705 | Trimmed |
| 14 | SPLG | SPDR SERIES TRUST | $1.9M | 1.42% | 25,308 | Trimmed |
| 15 | EMCB | WISDOMTREE TR | $1.6M | 1.17% | 24,454 | New |
| 16 | JPST | J P MORGAN EXCHANGE TRADED F | $1.4M | 0.99% | 26,780 | Trimmed |
| 17 | VMBS | VANGUARD SCOTTSDALE FDS | $1.2M | 0.90% | 26,171 | New |
| 18 | GOVI | INVESCO EXCH TRADED FD TR II | $1.2M | 0.88% | 44,161 | Trimmed |
| 19 | VTEB | VANGUARD MUN BD FDS | $991,033 | 0.72% | 19,864 | Added |
| 20 | PTL | NORTHERN LTS FD TR IV | $971,616 | 0.71% | 3,878 | Added |
| 21 | VBR | VANGUARD INDEX FDS | $940,574 | 0.69% | 4,329 | Trimmed |
| 22 | VOE | VANGUARD INDEX FDS | $870,027 | 0.64% | 4,721 | Trimmed |
| 23 | FTCS | FIRST TR EXCHANGE-TRADED FD | $828,359 | 0.61% | 8,930 | Added |
| 24 | MPV | BARINGS PARTN INVS | $803,215 | 0.59% | 46,862 | Added |
| 25 | WWJD | NORTHERN LTS FD TR IV | $741,061 | 0.54% | 19,820 | Added |
Source: SEC Form 13F filings · as of 2026-03-31