Arkolith/Funds/Schwallier Wealth Management LLC

Schwallier Wealth Management LLC

CIK 1934951Wealth platform
Holdings as of Jun 30, 2026·disclosed Aug 14, 2026·~45-day 13F lag·13F-HR
Active Filer

Schwallier Wealth Management LLC holds a focused book of 69 stocks worth $158.3M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Ishrs US E F R A ETF-Usd Inc and trimmed Vanguard Value ETF. Their largest long position is Vanguard Value ETF at 10% of the equity book.

Opened
22
bought for the first time
Added to
15
already held, bought more
Trimmed
31
sold some, still holds it
Sold out
7
exited the position entirely

Concentration

Top-heavy: focused book

Top 5 holdings
40%
Top 10 holdings
60%
Top 20 holdings
82%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

4% mapped to company sectors

ETF / fund or unclassified
96%
Information Technology
1%
Financials
1%
Consumer Discretionary
1%
Industrials
0%
Health Care
0%
Real Estate
0%
Utilities
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Schwallier Wealth Management LLC

Manager / fundShared namesTheir $ in those
OSAIC HOLDINGS, INC.76 / 69$14.4B
LPL Financial LLC75 / 69$69.1B
ENVESTNET ASSET MANAGEMENT INC74 / 69$78.7B
MORGAN STANLEY73 / 69$372.4B
Cetera Investment Advisers73 / 69$18.5B
COMMONWEALTH EQUITY SERVICES, LLC73 / 69$14.3B
CWM, LLC73 / 69$8.6B
RAYMOND JAMES FINANCIAL INC71 / 69$55.2B

Ranked by how many of Schwallier Wealth Management LLC's top 69 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

69 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Index FDS
VALUE ETF
$15.8M72.4K
10.0%
−31%
Reduced · −33K sh
2Invesco Exchange Traded FD T
S&P500 QUALITY
$15.0M166.1K
9.5%
−57%
Reduced · −217K sh
3Schwab Strategic TR
US LCAP GR ETF
$12.4M365.5K
7.8%
−40%
Reduced · −243K sh
4SPDR Series Trust
ST STR P500ETF
$11.0M125.1K
6.9%
+390%
Added · +100K sh
5BlackRock ETF Trust
ISHARES US EQUIT
$8.9M131.5K
5.7%
New
New position
6Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$7.5M125.9K
4.7%
New
New position
7Dimensional ETF Trust
INTERNATNAL VAL
$6.7M123.3K
4.2%
New
New position
8SPDR Series Trust
ST LON TREAS ETF
$6.1M233.4K
3.9%
New
New position
9SPDR Series Trust
ST POR TREAS ETF
$5.8M194.5K
3.7%
New
New position
10J P Morgan Exchange Traded F
INTERNL GWT
$5.2M59.2K
3.3%
New
New position
11Schwab Strategic TR
MORTGAGE BACKED
$5.0M198.4K
3.2%
New
New position
12Invesco Exch Traded FD TR II
S&P 500 MOMNTM
$4.9M30.4K
3.1%
New
New position
13Vanguard World FD
INF TECH ETF
$4.4M37.0K
2.8%
New
New position
14BlackRock ETF Trust
ISHA US THEM ETF
$4.1M95.6K
2.6%
New
New position
15Dimensional ETF Trust
INTL COR FIX ETF
$4.1M76.5K
2.6%
New
New position
16Fidelity Merrimack STR TR
TOTAL BD ETF
$3.2M71.2K
2.0%
New
New position
17BlackRock ETF Trust
ISHA LA CORE ETF
$3.2M63.8K
2.0%
New
New position
18Global X FDS
DEFENSE TECH ETF
$2.9M47.9K
1.8%
New
New position
19Pimco ETF TR
MULTISECTOR BD
$2.3M87.6K
1.5%
−89%
Reduced · −696K sh
20Fidelity Merrimack STR TR
LOW DURTIN ETF
$1.9M38.6K
1.2%
−19%
Reduced · −9K sh
21Vanguard Mun BD FDS
TAX EXEMPT BD
$1.4M28.5K
0.9%
+65%
Added · +11K sh
22Schwab Strategic TR
INTL EQTY ETF
$1.4M49.6K
0.9%
−81%
Reduced · −208K sh
23J P Morgan Exchange Traded F
ULTRA SHRT ETF
$1.3M25.2K
0.8%
−38%
Reduced · −15K sh
24Vanguard Scottsdale FDS
MTG-BKD SECS ETF
$1.2M25.2K
0.7%
New
New position
25Northern LTS FD TR IV
INSPIRE 500 ETF
$1.1M3.9K
0.7%
+28%
Added · +836 sh
26Vanguard Index FDS
SM CP VAL ETF
$1.0M4.2K
0.6%
−7.7%
Reduced · −351 sh
27SPDR Index SHS FDS
ST STR PO EX ETF
$1.0M19.9K
0.6%
−84%
Reduced · −107K sh
28Sprott Asset Management LP
PHYSICAL GOLD AN
$970K24.1K
0.6%
New
New position
29Vanguard Index FDS
MCAP VL IDXVIP
$922K4.7K
0.6%
−1.5%
Reduced · −73 sh
30Invesco Exch Traded FD TR II
EQUAL WEGT 0-30
$899K33.1K
0.6%
−89%
Reduced · −272K sh
31First TR Exchange-Traded FD
CAP STRENGTH ETF
$823K8.8K
0.5%
−1.6%
Reduced · −142 sh
32Barings Partn Invs
SH BEN INT
$802K47.6K
0.5%
+5.8%
Added · +3K sh
33Northern LTS FD TR IV
INSPIRE INTL ETF
$793K20.8K
0.5%
+14%
Added · +3K sh
34Apple Inc
COM
$757K2.6K
0.5%
−22%
Reduced · −755 sh
35Proshares TR
ULTRAPRO SHORT
$726K20.0K
0.5%
New
New position
36Nvidia Corporation
COM
$649K3.2K
0.4%
−0.8%
Reduced · −28 sh
37SPDR Index SHS FDS
ST PORT MARK ETF
$629K12.1K
0.4%
−85%
Reduced · −69K sh
38J P Morgan Exchange Traded F
SMALL & MID CAP
$620K7.9K
0.4%
−87%
Reduced · −51K sh
39Ishares Inc
CORE MSCI EMKT
$587K7.1K
0.4%
+20%
Added · +1K sh
40Vanguard Specialized Funds
DIV APP ETF
$565K2.4K
0.4%
−22%
Reduced · −658 sh
41Schwab Strategic TR
US LCAP VA ETF
$498K14.3K
0.3%
+0.8%
Added · +115 sh
42Caterpillar Inc
COM
$479K450
0.3%
+0.2%
Added · +1 sh
43Pacer FDS TR
ARIST HIGH ETF
$477K10.2K
0.3%
−88%
Reduced · −78K sh
44Invesco Exchange Traded FD T
S&P MDCP QUALITY
$423K3.8K
0.3%
−6.8%
Reduced · −272 sh
45SPDR Gold TR
GOLD SHS
$409K1.1K
0.3%
−8.7%
Reduced · −106 sh
46Meta Platforms Inc
CL A
$404K718
0.3%
−2.2%
Reduced · −16 sh
47Amazon Com Inc
COM
$401K1.7K
0.3%
−3.5%
Reduced · −61 sh
48First TR Exchng Traded FD VI
FT VEST US EQT
$397K8.4K
0.3%
+6.2%
Added · +486 sh
49First TR Exchng Traded FD VI
FT VEST US
$396K8.7K
0.3%
+5.3%
Added · +439 sh
50First TR Exchng Traded FD VI
FT VEST US EQT
$393K8.4K
0.2%
+5.7%
Added · +450 sh
Showing 50 of 69 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 14, 202669$158.3M13F-HR
Q4 2025Dec 31, 2025Feb 11, 202654$156.5M13F-HR
Q3 2025Sep 30, 2025Nov 17, 202549$160.2M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.