Holdings
Schwallier Wealth Management LLC
As of Jun 30, 2026, Schwallier Wealth Management LLC reported 12 positions worth US$4.57M. Largest: Apple Inc, Nvidia Corporation and Caterpillar, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 2,617 | US$757K | −149 | Jun 30, 2026 |
| Nvidia Corporation | 3,243 | US$649K | no change | Jun 30, 2026 |
| Caterpillar, Inc. | 450 | US$479K | no change | Jun 30, 2026 |
| Meta Platforms, Inc. | 718 | US$404K | −14 | Jun 30, 2026 |
| Amazon.com, Inc. | 1,683 | US$401K | −51 | Jun 30, 2026 |
| Stryker Corporation | 1,146 | US$361K | +9 | Jun 30, 2026 |
| Public Storage | 900 | US$286K | +7 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 842 | US$275K | −6 | Jun 30, 2026 |
| Tesla, Inc. | 647 | US$272K | −12 | Jun 30, 2026 |
| Microsoft Corp. | 647 | US$241K | −31 | Jun 30, 2026 |