§ 13F · FUND PROFILE
Schwallier Wealth Management LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 54Turnover · — · Q4Filed · Feb 11, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$156.5T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPHQ | INVESCO EXCHANGE TRADED FD T | 383K | $29.7T | 19.0% | NEW |
| 2 | VTV | VANGUARD INDEX FDS | 106K | $21.1T | 13.5% | NEW |
| 3 | PYLD | PIMCO ETF TR | 784K | $21.1T | 13.5% | NEW |
| 4 | SCHG | SCHWAB STRATEGIC TR | 608K | $19.5T | 12.4% | NEW |
| 5 | GOVI | INVESCO EXCH TRADED FD TR II | 305K | $8.4T | 5.4% | NEW |
| 6 | SCHF | SCHWAB STRATEGIC TR | 258K | $6.6T | 4.2% | NEW |
| 7 | JAAA | JANUS DETROIT STR TR | 125K | $6.3T | 4.0% | NEW |
| 8 | SPDW | SPDR INDEX SHS FDS | 127K | $6.0T | 3.8% | NEW |
| 9 | FLRT | PACER FDS TR | 89K | $4.2T | 2.7% | NEW |
| 10 | SPEM | SPDR INDEX SHS FDS | 81K | $4.0T | 2.6% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SCHWALLIER SIGNAL
AC read
Schwallier Wealth Management LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed