13F Filings History of Schwallier Wealth Management LLC

Latest 13F report
Q4 2025 - 11 Feb 2026
Value $
$156,511,255
Signature - Title
Adam Schwallier - CCO
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 54 stock holdings with total value $156,511,255 as of Q4 2025. Top holdings included SPHQ, VTV, PYLD, SCHG, and GOVI.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 54 $156,511,255 +$5,733,290 -$15,027,976 -$9,294,686 SPHQ, VTV, PYLD, SCHG, GOVI 13F-HR 11 Feb 2026, 08:53
Q3 2025 49 $160,190,210 +$6,446,473 -$16,519,969 -$10,073,496 SPHQ, PYLD, VTV, SCHG, GOVI 13F-HR 14 Nov 2025, 18:00
Q2 2025 51 $163,643,952 +$29,965,621 -$8,825,288 +$21,140,333 SPHQ, VTV, PYLD, SCHG, GOVI 13F-HR 14 Aug 2025, 14:39
Q1 2025 52 $135,428,924 +$56,511,159 -$51,190,378 +$5,320,781 SPHQ, VTV, PYLD, SCHG, FTSM 13F-HR 14 Aug 2025, 14:45
Q4 2024 35 $131,443,270 +$10,145,373 -$8,549,124 +$1,596,249 SPHQ, JPST, VTV, XMHQ, AGGY 13F-HR 14 Feb 2025, 16:35
Q3 2024 35 $139,769,495 +$11,283,378 -$770,425 +$10,512,953 SPHQ, JPST, VTV, XMHQ, AGGY 13F-HR 07 Nov 2024, 16:25
Q2 2024 28 $123,062,122 +$8,511,693 -$9,061,381 -$549,688 SPHQ, JPST, VTV, AGGY, XMHQ 13F-HR 13 Aug 2024, 14:03
Q1 2024 29 $124,125,777 +$20,514,453 -$24,062,526 -$3,548,073 SPHQ, JPST, VTV, XMHQ, FTSM 13F-HR 14 May 2024, 13:46
Q4 2023 35 $120,638,645 $0 $0 $0 SPHQ, FTSM, AGGY, BND, XMHQ 13F-HR 14 Feb 2024, 17:23