Schwallier Wealth Management LLC
Schwallier Wealth Management LLC reported 69 holdings worth US$158M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Schwallier Wealth Management LLC reported 69 holdings worth US$158M as of Jun 30, 2026. Largest: Apple Inc, Nvidia Corporation and Caterpillar, Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 69
- Value as reported
- US$158M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 2,617 | US$757K | 0.48% |
| Nvidia Corporation | 3,243 | US$649K | 0.41% |
| Caterpillar, Inc. | 450 | US$479K | 0.30% |
| Meta Platforms, Inc. | 718 | US$404K | 0.26% |
| Amazon.com, Inc. | 1,683 | US$401K | 0.25% |
| Stryker Corporation | 1,146 | US$361K | 0.23% |
| Public Storage | 900 | US$286K | 0.18% |
| Jp Morgan Chase & Co. | 842 | US$275K | 0.17% |
| Tesla, Inc. | 647 | US$272K | 0.17% |
| Microsoft Corp. | 647 | US$241K | 0.15% |
| Alphabet Inc (google) Class C | 666 | US$238K | 0.15% |
| Home Depot, Inc. (the) | 577 | US$204K | 0.13% |