Schwallier Wealth Management LLC

Q2 2025 13F Holdings

Location
Grand Rapids, MI
Holdings as of
6/30/2025
Value ($000)
$163,644
Num holdings
51
Date filed
8/14/2025
Form type
13F-HR
Prev filing
8/14/2025
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type