Schwallier Wealth Management LLC
Schwallier Wealth Management LLC is a fee-only, fiduciary, SEC-registered investment advisory firm based in Grand Rapids, Michigan. It was founded and is led by Adam Schwallier, serving individuals, families, and entrepreneurs. The firm emphasizes personalized, conflict-free financial and retirement planning, aligning portfolios with clients’ values—including, for some, biblical principles. Schwallier Wealth Management's team includes multiple advisors and support staff, with over 15 years of continuous operation. Their focus is on helping clients reach long-term financial goals by providing independent, client-centered advice.
Investment Strategy
Schwallier Wealth Management adopts a client-centric investment strategy that is fully fee-only and fiduciary, meaning they do not accept commissions or third-party incentives. Their approach centers on comprehensive financial planning tailored to each client's personal goals, risk tolerance, and values, including offering options that align with biblical principles. The investment process typically involves detailed financial discovery, goal setting, plan development, and ongoing monitoring, with a focus on long-term growth and minimizing conflicts of interest. The firm supports retirement planning, portfolio alignment, and holistic wealth management for working professionals and entrepreneurs.
Latest 13F Filing Activity
Schwallier Wealth Management LLC filed their most recent 13F report on Jun 30, 2025 disclosing 51 equity positions with a total 13F market value of $164M. The fund increased holdings in Invesco Exchange Traded FD T, Schwab Strategic TR, PIMCO Etf TR among other positions. Schwallier Wealth Management LLC reduced exposure to Wisdomtree TR, First TR Exchange-traded FD, First TR Exchng Traded FD VI among others.
Top Holdings
Equity Positions (51)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPHQ | INVESCO EXCHANGE TRADED FD T | 18.84% | $30.8M | 432,589 | $57.54 | $71.26 | +$6.1M |
V VTV | VANGUARD INDEX FDS | 12.76% | $20.9M | 118,106 | $161.04 | $176.74 | +$3.6M |
P PYLD | PIMCO ETF TR | 11.91% | $19.5M | 734,081 | $26.40 | $26.54 | +$5.2M |
S SCHG | SCHWAB STRATEGIC TR | 10.95% | $17.9M | 613,213 | $24.56 | $29.21 | +$5.3M |
G GOVI | INVESCO EXCH TRADED FD TR II | 4.78% | $7.8M | 284,788 | $27.73 | $27.47 | +$1.9M |