Institutional
Schwallier Wealth Management LLC
CIK 0001934951
$0
Reported AUM
0
Positions
Q1 2026
Period
2026-05-05
Filed
Editorial summary
Summary for Schwallier Wealth Management LLC · Q1 2026 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q1 2026
Top holdings
No holdings ingested yet.
Source: SEC EDGAR · accession 0001934951-26-000002. 13F discloses long positions only — shorts, foreign equities, and options are excluded.