-
Value $
-
$131M
-
Signature - Title
-
Adam Schwallier - MANAGING MEMBER
-
Location
-
Grand Rapids, MI
-
Summary
-
This page shows a list of all the recent 13F filings made by Schwallier Wealth Management LLC. Form 13F is
required to be filed within 45 days of the end of a calendar quarter. Schwallier Wealth Management LLC reported 35 stock holdings with total value $131M as of Q4 2024. Top holdings included SPHQ, JPST, VTV, XMHQ, and AGGY.