Long-term investor
Schwallier Wealth Management LLC @schwallierwealthmanageme
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001934951).
Record
- Tracked since 2025-06-30 (449 days), 84 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +0.0% · 1 year n/a · all +4.0%
- Max drawdown n/a · win rate 75% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922908744 · 10.0% · long · since 2025-06-30
- 46137V241 · 9.5% · long · since 2025-06-30
- 808524300 · 7.8% · long · since 2025-06-30
- 78464A854 · 6.9% · long · since 2025-06-30
- 09290C103 · 5.7% · long · since 2026-06-30
- 922042858 · 4.7% · long · since 2026-06-30
- 25434V807 · 4.2% · long · since 2026-06-30
- 78464A664 · 3.9% · long · since 2026-03-31
- 78468R457 · 3.7% · long · since 2026-03-31
- 46641Q324 · 3.3% · long · since 2026-06-30
- 808524615 · 3.2% · long · since 2026-03-31
- 46138E339 · 3.1% · long · since 2026-06-30