# EDGAR Filing Document

**Accession Number:** 0001934951
**File Stem:** 0001934951-25-000004
**Filing Date:** 2025-11
**Character Count:** 8863
**Document Hash:** 18d6d95f0e031a96af41b1417119912c
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001934951-25-000004.hdr.sgml**: 20251117

**ACCESSION NUMBER**: 0001934951-25-000004

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251117

**DATE AS OF CHANGE**: 20251114

**EFFECTIVENESS DATE**: 20251117

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Schwallier Wealth Management LLC
- **CENTRAL INDEX KEY:** 0001934951

**ORGANIZATION NAME:**
- **EIN:** 260529182
- **STATE OF INCORPORATION:** MI
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-23945
- **FILM NUMBER:** 251488547

**BUSINESS ADDRESS:**
- **STREET 1:** 607 CASCADE WEST PARKWAY SE
- **CITY:** GRAND RAPIDS
- **STATE:** MI
- **ZIP:** 49546
- **BUSINESS PHONE:** 6168552051

**MAIL ADDRESS:**
- **STREET 1:** 607 CASCADE WEST PARKWAY SE
- **CITY:** GRAND RAPIDS
- **STATE:** MI
- **ZIP:** 49546

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 09-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Schwallier Wealth Management LLC<br>**Address:** 607 CASCADE WEST PARKWAY SE<br>GRAND RAPIDS, MI 49546

**Form 13F File Number:** 028-23945

**CRD Number (if applicable):** 000143329

**SEC File Number (if applicable):** 801-122547

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Adam Schwallier<br>**Title:** CCO<br>**Phone:** 616-855-2051

**Signature, Place, and Date of Signing:**

Adam Schwallier  GRAND RAPIDS, MI  11-14-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 49

**Form 13F Information Table Value Total:** $160190210

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| AMAZON COM INC | COM | 023135106 |  | 371952 | 1694 | SH |  | SOLE |  | 0 | 0 | 1694 |
| APPLE INC | COM | 037833100 |  | 991855 | 3895 | SH |  | SOLE |  | 0 | 0 | 3895 |
| BARINGS PARTN INVS | SH BEN INT | 06761A103 |  | 906488 | 44987 | SH |  | SOLE |  | 0 | 0 | 44987 |
| CATERPILLAR INC | COM | 149123101 |  | 214849 | 450 | SH |  | SOLE |  | 0 | 0 | 450 |
| DANAHER CORPORATION | COM | 235851102 |  | 204803 | 1033 | SH |  | SOLE |  | 0 | 0 | 1033 |
| META PLATFORMS INC | CL A | 30303M102 |  | 543413 | 740 | SH |  | SOLE |  | 0 | 0 | 740 |
| FIRST TR EXCHANGE-TRADED FD | FIRST TR ENH NEW | 33739Q408 |  | 539470 | 9005 | SH |  | SOLE |  | 0 | 0 | 9005 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740F730 |  | 356292 | 8039 | SH |  | SOLE |  | 0 | 0 | 8039 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S. | 33740U802 |  | 351429 | 9096 | SH |  | SOLE |  | 0 | 0 | 9096 |
| FIRST TR EXCHANGE-TRADED FD | CAP STRENGTH ETF | 33733E104 |  | 1157112 | 12357 | SH |  | SOLE |  | 0 | 0 | 12357 |
| FIRST TR EXCH TRADED FD III | ULTRA SHT DUR MU | 33740J104 |  | 983288 | 48920 | SH |  | SOLE |  | 0 | 0 | 48920 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740F615 |  | 816994 | 20039 | SH |  | SOLE |  | 0 | 0 | 20039 |
| INVESCO EXCHANGE TRADED FD T | S QUALITY | 46137V241 |  | 29901563 | 407990 | SH |  | SOLE |  | 0 | 0 | 407990 |
| INVESCO EXCH TRADED FD TR II | EQUAL WEGT 0-30 | 46138E107 |  | 8424675 | 303483 | SH |  | SOLE |  | 0 | 0 | 303483 |
| INVESCO EXCH TRADED FD TR II | NATL AMT MUNI | 46138E537 |  | 292839 | 12683 | SH |  | SOLE |  | 0 | 0 | 12683 |
| INVESCO EXCHANGE TRADED FD T | S MDCP QUALITY | 46137V472 |  | 430091 | 4098 | SH |  | SOLE |  | 0 | 0 | 4098 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 384215 | 5829 | SH |  | SOLE |  | 0 | 0 | 5829 |
| ISHARES TR | ESG AWR MSCI USA | 46435G425 |  | 249780 | 1716 | SH |  | SOLE |  | 0 | 0 | 1716 |
| ISHARES TR | CORE S ETF | 464287200 |  | 271989 | 406 | SH |  | SOLE |  | 0 | 0 | 406 |
| JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 |  | 6301386 | 124092 | SH |  | SOLE |  | 0 | 0 | 124092 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 |  | 5190172 | 102310 | SH |  | SOLE |  | 0 | 0 | 102310 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 256213 | 812 | SH |  | SOLE |  | 0 | 0 | 812 |
| J P MORGAN EXCHANGE TRADED F | SMALL  MID CAP | 46641Q118 |  | 7414650 | 116895 | SH |  | SOLE |  | 0 | 0 | 116895 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | 46641Q654 |  | 330872 | 6483 | SH |  | SOLE |  | 0 | 0 | 6483 |
| MICROSOFT CORP | COM | 594918104 |  | 353359 | 682 | SH |  | SOLE |  | 0 | 0 | 682 |
| NORTHERN LTS FD TR IV | INSPIRE 500 ETF | 66537J796 |  | 659001 | 2644 | SH |  | SOLE |  | 0 | 0 | 2644 |
| NORTHERN LTS FD TR IV | INSPIRE CORP BD | 66538H633 |  | 416965 | 17266 | SH |  | SOLE |  | 0 | 0 | 17266 |
| NORTHERN LTS FD TR IV | INSPIRE INTL ETF | 66538H419 |  | 584748 | 16582 | SH |  | SOLE |  | 0 | 0 | 16582 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 623814 | 3343 | SH |  | SOLE |  | 0 | 0 | 3343 |
| PACER FDS TR | PAC ASSET FLTG | 69374H428 |  | 4190400 | 88424 | SH |  | SOLE |  | 0 | 0 | 88424 |
| PIMCO ETF TR | MULTISECTOR BD | 72201R585 |  | 20950558 | 780572 | SH |  | SOLE |  | 0 | 0 | 780572 |
| PUBLIC STORAGE OPER CO | COM | 74460D109 |  | 255343 | 884 | SH |  | SOLE |  | 0 | 0 | 884 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 |  | 6414451 | 275535 | SH |  | SOLE |  | 0 | 0 | 275535 |
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | 808524888 |  | 1006650 | 22119 | SH |  | SOLE |  | 0 | 0 | 22119 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 |  | 19085240 | 598096 | SH |  | SOLE |  | 0 | 0 | 598096 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 |  | 460428 | 15817 | SH |  | SOLE |  | 0 | 0 | 15817 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 407724 | 1147 | SH |  | SOLE |  | 0 | 0 | 1147 |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 |  | 5756431 | 134527 | SH |  | SOLE |  | 0 | 0 | 134527 |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 |  | 4031721 | 86129 | SH |  | SOLE |  | 0 | 0 | 86129 |
| SPDR SERIES TRUST | PORTFOLIO S | 78464A854 |  | 2341550 | 29890 | SH |  | SOLE |  | 0 | 0 | 29890 |
| TESLA INC | COM | 88160R101 |  | 293960 | 661 | SH |  | SOLE |  | 0 | 0 | 661 |
| TIMOTHY PLAN | U S SM CP CORE | 887432342 |  | 280301 | 6743 | SH |  | SOLE |  | 0 | 0 | 6743 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 704313 | 3264 | SH |  | SOLE |  | 0 | 0 | 3264 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 279428 | 951 | SH |  | SOLE |  | 0 | 0 | 951 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 |  | 1186718 | 6798 | SH |  | SOLE |  | 0 | 0 | 6798 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 824366 | 16464 | SH |  | SOLE |  | 0 | 0 | 16464 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 |  | 1188213 | 5693 | SH |  | SOLE |  | 0 | 0 | 5693 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 20797623 | 111521 | SH |  | SOLE |  | 0 | 0 | 111521 |
| WISDOMTREE TR | YIELD ENHANCD US | 97717X511 |  | 210515 | 4755 | SH |  | SOLE |  | 0 | 0 | 4755 |

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