SEC Form 13F

Schwallier Wealth Management LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-15
Reported value$158,324,277
Positions69

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD INDEX FDSVTVVALUE ETF$15,781,50372,415
INVESCO EXCHANGE TRADED FD TSPHQS&P500 QUALITY$14,965,500166,099
SCHWAB STRATEGIC TRSCHGUS LCAP GR ETF$12,367,985365,484
SPDR SERIES TRUSTSPYMST STR P500ETF$10,997,726125,145
BLACKROCK ETF TRUSTDYNFISHARES US EQUIT$8,945,510131,532
VANGUARD INTL EQUITY INDEX FVWOFTSE EMR MKT ETF$7,516,264125,922
DIMENSIONAL ETF TRUSTDFIVINTERNATNAL VAL$6,658,950123,268
SPDR SERIES TRUSTSPTLST LON TREAS ETF$6,123,300233,446
SPDR SERIES TRUSTSPTBST POR TREAS ETF$5,847,292194,521
J P MORGAN EXCHANGE TRADED FJIGINTERNL GWT$5,157,97059,168

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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