Schwallier Wealth Management LLC
Annual return '25
+10.8%
SPY '25
+17.7%
Alpha
-6.9ptsvs SPY
Invested
$136.9M
Holdings
60
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 86%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPHQ
INVESCO EXCHANGE TRADED FD T
Held since at least Q1 2024
20.7%
02
$VTV
VANGUARD INDEX FDS
Held since at least Q1 2024
14.7%
03
$SCHG
SCHWAB STRATEGIC TR
Held since at least Q1 2024
14.1%
04
$SCHF
SCHWAB STRATEGIC TR
Held since at least Q1 2024
4.3%
05
$FBND
FIDELITY MERRIMACK STR TR
Held since at least Q1 2024
4.1%
06
$SPDW
SPDR INDEX SHS FDS
Held since at least Q1 2024
4.0%
07
$SPTL
SPDR SERIES TRUST
Held since at least Q1 2024
3.9%
08
$SMBS
SCHWAB STRATEGIC TR
Held since at least Q1 2024
3.3%
09
$DFGX
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
2.8%
10
$JMEE
J P MORGAN EXCHANGE TRADED F
Held since at least Q1 2024
2.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:19 UTC.