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Schwallier Wealth Management LLCETFConcentrated trader

CIK: 0001934951 | GRAND RAPIDS, MI

Q1 2026 vs Q2 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2026
13F-HR69$158.3M2026-08-14SEC ↗
Q1 2026
13F-HR58$136.9M2026-05-05SEC ↗
Q4 2025
13F-HR54$156.5M2026-02-11SEC ↗
Q3 2025
13F-HR49$160.2M2025-11-17SEC ↗
Q2 2025
13F-HR51$163.6M2025-08-14SEC ↗
Q1 2025
13F-HR52$135.4M2025-08-14SEC ↗
Q4 2024
13F-HR35$131.4M2025-02-14SEC ↗
Q3 2024
13F-HR35$139.8M2024-11-07SEC ↗
Q2 2024
13F-HR28$123.1M2024-08-13SEC ↗
Q1 2024
13F-HR29$124.1M2024-05-14SEC ↗
Q4 2023
13F-HR35$120.6M2024-02-14SEC ↗