SCHWALLIER WEALTH MANAGEMENT LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MPV | 47K | $803.22K |
 | NVDA | 3K | $565.65K |
 | AAPL | 3K | $702.01K |
 | AMZN | 2K | $361.14K |
 | SYK | 1K | $373.49K |
 | PSA | 893 | $241.84K |
 | JPM | 848 | $249.56K |
 | META | 732 | $418.88K |
 | MSFT | 678 | $250.98K |
 | TSLA | 659 | $244.98K |
 | CAT | 450 | $318.95K |
Barings Participation Investors
MPV
Shares Held
47K
Value
$803.22K
NVIDIA Corporation
NVDA
Shares Held
3K
Value
$565.65K
Apple Inc.
AAPL
Shares Held
3K
Value
$702.01K
Amazon.com, Inc.
AMZN
Shares Held
2K
Value
$361.14K
Stryker Corporation
SYK
Shares Held
1K
Value
$373.49K
Public Storage
PSA
Shares Held
893
Value
$241.84K
JPMorgan Chase & Co.
JPM
Shares Held
848
Value
$249.56K
Meta Platforms, Inc.
META
Shares Held
732
Value
$418.88K
Microsoft Corporation
MSFT
Shares Held
678
Value
$250.98K
Tesla, Inc.
TSLA
Shares Held
659
Value
$244.98K
Caterpillar Inc.
CAT
Shares Held
450
Value
$318.95K