# EDGAR Filing Document

**Accession Number:** 0001934951
**File Stem:** 0001934951-26-000002
**Filing Date:** 2026-5
**Character Count:** 9726
**Document Hash:** 2278004e55ef50b85fc439335f2cf08d
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001934951-26-000002.hdr.sgml**: 20260505

**ACCESSION NUMBER**: 0001934951-26-000002

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260505

**DATE AS OF CHANGE**: 20260505

**EFFECTIVENESS DATE**: 20260505

**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:** 26942593

**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:** 03-31-2026

**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

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:** 6168552051

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

Adam Schwallier  GRAND RAPIDS, MI  05-05-2026<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:** 58

**Form 13F Information Table Value Total:** $136893199

      (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 |  | 361140 | 1734 | SH |  | SOLE |  | 1734 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 702008 | 2766 | SH |  | SOLE |  | 2766 | 0 | 0 |
| BARINGS PARTN INVS | SH BEN INT | 06761A103 |  | 803215 | 46862 | SH |  | SOLE |  | 46862 | 0 | 0 |
| CATERPILLAR INC | COM | 149123101 |  | 318955 | 450 | SH |  | SOLE |  | 450 | 0 | 0 |
| DIMENSIONAL ETF TRUST | DIMENSIONAL INTE | 25434V575 |  | 3777800 | 72026 | SH |  | SOLE |  | 72026 | 0 | 0 |
| FIDELITY MERRIMACK STR TR | LOW DURTIN ETF | 316188408 |  | 2087321 | 41705 | SH |  | SOLE |  | 41705 | 0 | 0 |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 |  | 5626869 | 123342 | SH |  | SOLE |  | 123342 | 0 | 0 |
| FIRST TR EXCH TRADED FD III | ULTRA SHT DUR MU | 33740J104 |  | 282831 | 14106 | SH |  | SOLE |  | 14106 | 0 | 0 |
| FIRST TR EXCHANGE-TRADED FD | CAP STRENGTH ETF | 33733E104 |  | 828359 | 8930 | SH |  | SOLE |  | 8930 | 0 | 0 |
| FIRST TR EXCHANGE-TRADED FD | FIRST TR ENH NEW | 33739Q408 |  | 364297 | 6094 | SH |  | SOLE |  | 6094 | 0 | 0 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740F730 |  | 375508 | 8358 | SH |  | SOLE |  | 8358 | 0 | 0 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US | 33740F631 |  | 372010 | 8747 | SH |  | SOLE |  | 8747 | 0 | 0 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740F680 |  | 370640 | 8431 | SH |  | SOLE |  | 8431 | 0 | 0 |
| INVESCO EXCH TRADED FD TR II | EQUAL WEGT 0-30 | 46138E107 |  | 1204690 | 44161 | SH |  | SOLE |  | 44161 | 0 | 0 |
| INVESCO EXCH TRADED FD TR II | NATL AMT MUNI | 46138E537 |  | 341952 | 14880 | SH |  | SOLE |  | 14880 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | S QUALITY | 46137V241 |  | 28308764 | 376496 | SH |  | SOLE |  | 376496 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | S MDCP QUALITY | 46137V472 |  | 400503 | 3874 | SH |  | SOLE |  | 3874 | 0 | 0 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 459272 | 6585 | SH |  | SOLE |  | 6585 | 0 | 0 |
| ISHARES SILVER TR | ISHARES | 46428Q109 |  | 275899 | 4049 | SH |  | SOLE |  | 4049 | 0 | 0 |
| ISHARES TR | CORE S ETF | 464287200 |  | 277531 | 425 | SH |  | SOLE |  | 425 | 0 | 0 |
| ISHARES TR | ESG AWR MSCI USA | 46435G425 |  | 243981 | 1725 | SH |  | SOLE |  | 1725 | 0 | 0 |
| J P MORGAN EXCHANGE TRADED F | SMALL  MID CAP | 46641Q118 |  | 3740442 | 56020 | SH |  | SOLE |  | 56020 | 0 | 0 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 |  | 1355330 | 26780 | SH |  | SOLE |  | 26780 | 0 | 0 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | 46641Q654 |  | 384578 | 7544 | SH |  | SOLE |  | 7544 | 0 | 0 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 249562 | 848 | SH |  | SOLE |  | 848 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 |  | 418884 | 732 | SH |  | SOLE |  | 732 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 250980 | 678 | SH |  | SOLE |  | 678 | 0 | 0 |
| NORTHERN LTS FD TR IV | INSPIRE 500 ETF | 66537J796 |  | 971616 | 3878 | SH |  | SOLE |  | 3878 | 0 | 0 |
| NORTHERN LTS FD TR IV | INSPIRE INTL ETF | 66538H419 |  | 741061 | 19820 | SH |  | SOLE |  | 19820 | 0 | 0 |
| NORTHERN LTS FD TR IV | INSPIRE CORP BD | 66538H633 |  | 385010 | 16138 | SH |  | SOLE |  | 16138 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 565648 | 3243 | SH |  | SOLE |  | 3243 | 0 | 0 |
| PACER FDS TR | ARISTOTLE PACIFI | 69374H428 |  | 652352 | 14087 | SH |  | SOLE |  | 14087 | 0 | 0 |
| PIMCO ETF TR | MULTISECTOR BD | 72201R585 |  | 2859351 | 109136 | SH |  | SOLE |  | 109136 | 0 | 0 |
| PROSHARES TR | PSHS ULTRA DOW30 | 74347R305 |  | 407252 | 7824 | SH |  | SOLE |  | 7824 | 0 | 0 |
| PUBLIC STORAGE OPER CO | COM | 74460D109 |  | 241839 | 893 | SH |  | SOLE |  | 893 | 0 | 0 |
| SCHWAB STRATEGIC TR | MORTGAGE BACKED | 808524615 |  | 4501704 | 176192 | SH |  | SOLE |  | 176192 | 0 | 0 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 |  | 5922920 | 239310 | SH |  | SOLE |  | 239310 | 0 | 0 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 |  | 19238279 | 660428 | SH |  | SOLE |  | 660428 | 0 | 0 |
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | 808524888 |  | 371541 | 7949 | SH |  | SOLE |  | 7949 | 0 | 0 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 |  | 434189 | 14236 | SH |  | SOLE |  | 14236 | 0 | 0 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 477622 | 1110 | SH |  | SOLE |  | 1110 | 0 | 0 |
| SPDR INDEX SHS FDS | STATE STREET SPD | 78463X509 |  | 3734901 | 79618 | SH |  | SOLE |  | 79618 | 0 | 0 |
| SPDR INDEX SHS FDS | STATE STREET SPD | 78463X889 |  | 5415150 | 118623 | SH |  | SOLE |  | 118623 | 0 | 0 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A664 |  | 5297600 | 201430 | SH |  | SOLE |  | 201430 | 0 | 0 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R457 |  | 620208 | 20493 | SH |  | SOLE |  | 20493 | 0 | 0 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A854 |  | 1937065 | 25308 | SH |  | SOLE |  | 25308 | 0 | 0 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A359 |  | 526094 | 5748 | SH |  | SOLE |  | 5748 | 0 | 0 |
| STRATEGY SHS | EVENTIDE HIGH DI | 86280R811 |  | 235542 | 8122 | SH |  | SOLE |  | 8122 | 0 | 0 |
| STRYKER CORPORATION | COM | 863667101 |  | 373487 | 1137 | SH |  | SOLE |  | 1137 | 0 | 0 |
| TESLA INC | COM | 88160R101 |  | 244983 | 659 | SH |  | SOLE |  | 659 | 0 | 0 |
| TIMOTHY PLAN | U S SM CP CORE | 887432342 |  | 280336 | 6605 | SH |  | SOLE |  | 6605 | 0 | 0 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 20129638 | 102598 | SH |  | SOLE |  | 102598 | 0 | 0 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 |  | 870027 | 4721 | SH |  | SOLE |  | 4721 | 0 | 0 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 |  | 940574 | 4329 | SH |  | SOLE |  | 4329 | 0 | 0 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 991033 | 19864 | SH |  | SOLE |  | 19864 | 0 | 0 |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | 92206C771 |  | 1228712 | 26171 | SH |  | SOLE |  | 26171 | 0 | 0 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 512057 | 2381 | SH |  | SOLE |  | 2381 | 0 | 0 |
| WISDOMTREE TR | WSDM EMKTBD FD | 97717X784 |  | 1602087 | 24454 | SH |  | SOLE |  | 24454 | 0 | 0 |

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