Schwallier Wealth Management LLC — 13F holdings

Schwallier Wealth Management LLC reported 69 holdings worth $158M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. VTV VANGUARD INDEX FDS — $15.8M (10.0%)
2. SPHQ INVESCO EXCHANGE TRADED FD T — $15.0M (9.5%)
3. SCHG SCHWAB STRATEGIC TR — $12.4M (7.8%)
4. SPYM SPDR SERIES TRUST — $11.0M (6.9%)
5. DYNF BLACKROCK ETF TRUST — $8.95M (5.7%)
6. VWO VANGUARD INTL EQUITY INDEX F — $7.52M (4.7%)
7. DFIV DIMENSIONAL ETF TRUST — $6.66M (4.2%)
8. SPTL SPDR SERIES TRUST — $6.12M (3.9%)
9. SPTB SPDR SERIES TRUST — $5.85M (3.7%)
10. JIG J P MORGAN EXCHANGE TRADED F — $5.16M (3.3%)