AS
Adam Schwallier Portfolio
Invests via Schwallier Wealth Management LLC | Managed by Adam Schwallier, Mary Kathryn (MK) Britenfeld, Kyle R. Schwallier
Invests via Schwallier Wealth Management LLC
Managed by Adam Schwallier, Mary Kathryn (MK) Britenfeld, Kyle R. Schwallier
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Adam Schwallier Profile
Adam Schwallier is an accomplished entrepreneur with a strong track record in founding and scaling technology startups. Leveraging his extensive experience in product development and market strategy, he has led multiple ventures that successfully integrated innovative solutions into their respective industries. His ability to navigate the complex landscape of entrepreneurship not only fosters business growth but also contributes significantly to community economic development. With a focus on harnessing new technologies, Adam continues to be a driving force behind emerging trends in the tech space, establishing himself as a vital player within entrepreneurial networks.
Adam Schwallier is an accomplished entrepreneur with a strong track record in founding and scaling technology startups. Leveraging his extensive experience in product development and market strategy, he has led multiple ventures that successfully integrated innovative solutions into their respective industries. His ability to navigate the complex landscape of entrepreneurship not only fosters business growth but also contributes significantly to community economic development. With a focus on harnessing new technologies, Adam continues to be a driving force behind emerging trends in the tech space, establishing himself as a vital player within entrepreneurial networks.
Investment Philosophy & Strategy
Opportunity arises from the convergence of technology and market needs, and Adam Schwallier excels at identifying these synergies. Drawing from his entrepreneurial background, he actively seeks out innovative ventures that leverage cutting-edge developments to disrupt established markets. His approach emphasizes scalability and sustainable growth through a deep understanding of consumer demand and industry dynamics. By fostering collaboration among diverse teams, he enhances operational efficiencies while ensuring that each venture remains agile in the face of change. This mindset not only drives profitability but also positions him as a catalyst for technological advancement in his field.
Opportunity arises from the convergence of technology and market needs, and Adam Schwallier excels at identifying these synergies. Drawing from his entrepreneurial background, he actively seeks out innovative ventures that leverage cutting-edge developments to disrupt established markets. His approach emphasizes scalability and sustainable growth through a deep understanding of consumer demand and industry dynamics. By fostering collaboration among diverse teams, he enhances operational efficiencies while ensuring that each venture remains agile in the face of change. This mindset not only drives profitability but also positions him as a catalyst for technological advancement in his field.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
28.4%
Gain +1.01%
Monthly
0.85%
Yearly
10.72%
Drawdown
10.94%
$152.07M
Equity
Holdings
$152.07M
Investment
$119.23M
$38.06M
Profit +$1.69M
Realized
$5.23M
Unrealized
$32.83M
Dividends
$8.95M
Goals
Avg. 74% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.01%
Profit
$1.69M
Win %
81%
This Week
Compared To Last Week
Gain
1.13%
Profit
$1.69M
Win %
81%
This Month
Compared to last month
Gain
1.48%
Profit
$2.22M
Win %
81%
This Year
Compared to last year
Gain
2.42%
Profit
$3.24M
Win %
77%
META Meta Platforms Inc Class A
+4.46%
+$18,512.29 
SLV iShares Silver Trust
+3.43%
+$8,502.9 
NVDA NVIDIA Corporation
+3.21%
+$21,371.37 
AMZN Amazon.com Inc
+2.96%
+$12,250.71 
CAT Caterpillar Inc.
+2.78%
+$11,376 
CWB SPDR Bloomberg Convertible Securities ETF
+2.71%
+$16,669.2 
GLD SPDR Gold Shares
+2.56%
+$11,000.09 
SCHG Schwab U.S. Large-Cap Growth ETF
+2.29%
+$505,227.42 
MSFT Microsoft Corp.
+2.29%
+$6,061.33 
IEMG iShares Core MSCI Emerging Markets ETF
+2.27%
+$12,313.95 
DDM ProShares Ultra Dow30
+2.24%
+$11,031.84 
SPEM SPDR Portfolio Emerging Markets ETF
+2%
+$83,200.81 
AAPL Apple Inc.
+1.73%
+$13,926.81 
SPYM State Street SPDR Portfolio S&P 500 ETF
+1.7%
+$37,460.9 
SPHQ Invesco S&P 500 Quality ETF
+1.67%
+$547,801.68 
ESGU iShares ESG Aware MSCI USA ETF
+1.52%
+$4,260.75 
IVV iShares Core S&P 500 ETF
+1.46%
+$4,619.75 
PTL Inspire 500 ETF
+1.37%
+$15,085.42 
SCHF Schwab International Equity ETF
+1.21%
+$80,168.85 
SPDW SPDR Portfolio Developed World ex-US ETF
+1.19%
+$71,766.91 
SCHV Schwab U.S. Large-Cap Value ETF
+0.94%
+$4,626.7 
SCHC Schwab International Small-Cap Equity ETF
+0.94%
+$3,696.28 
WWJD Inspire International ETF
+0.83%
+$6,441.5 
DMAY FT Vest US Equity Deep Buffer Fund
+0.75%
+$2,942.02 
DSEP FT Vest U.S. Equity Deep Buffer Fund
+0.72%
+$2,866.54 
DJAN FT Vest U.S. Equity Deep Buffer Fund
+0.71%
+$2,806.91 
TSLA Tesla, Inc.
+0.67%
+$1,792.49 
VTV Vanguard Value ETF
+0.66%
+$146,715.55 
ELCV Eventide High Dividend ETF
+0.62%
+$1,624.4 
VIG Vanguard Dividend Appreciation ETF
+0.56%
+$3,119.11 
XMHQ Invesco S&P MidCap Quality ETF
+0.44%
+$1,878.89 
IBD Inspire Corporate Bond ETF
+0.4%
+$1,533.11 
JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF
+0.28%
+$12,044.3 
EMCB WisdomTree Emerging Markets Corporate Bond Fund
+0.23%
+$3,730.21 
PYLD PIMCO Multisector Bond Active ETF
+0.21%
+$6,002.48 
VOE Vanguard Mid-Cap Value ETF
+0.2%
+$1,888.4 
VMBS Vanguard Mortgage-Backed Securities Fund
+0.17%
+$2,093.68 
VTEB Vanguard Tax-Exempt Bond ETF
+0.13%
+$1,291.16 
PZA Invesco National AMT-Free Municipal Bond ETF
+0.13%
+$446.4 
FBND Fidelity Total Bond ETF
+0.1%
+$5,550.39 
DFGX Dimensional Global ex US Core Fixed Income Fund
+0.1%
+$3,759.76 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.08%
+$301.76 
SMBS Schwab Mortgage-Backed Securities ETF
+0.08%
+$3,541.46 
SPTB SPDR Portfolio Treasury ETF
+0.07%
+$409.86 
MPV Barings Participation Investors
+0.06%
+$468.62 
SPTL SPDR Portfolio Long Term Treasury ETF
+0.06%
+$3,021.45 
FTSM First Trust Enhanced Short Maturity Fund
+0.05%
+$183.43 
FUMB First Trust Ultra Short Duration Municipal ETF
+0.05%
+$141.06 
JPST JPMorgan Ultra-Short Income ETF
+0.05%
+$669.5 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.01%
+$129.91 
FLDR Fidelity Low Duration Bond ETF
+0.01%
+$208.53 
FLRT Pacer Pacific Asset Floating Rate High Income ETF
0%
$0 
SYK Stryker Corporation
-1.76%
-$6,253.51 
PSA Public Storage Common Stock
-1.54%
-$4,496.26 
PLW Invesco Exchange-Traded Fund Trust II - Invesco 1-30 Laddered Treasury ETF
-0.23%
-$2,733.57 
FTCS First Trust Capital Strength ETF
-0.15%
-$1,294.85 
JPM JPMorgan Chase & Co.
-0.1%
-$279.84 
TPSC Timothy Plan US Small Cap Core ETF
-0.06%
-$198.15 Events
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Dividends
Dividend Analysis
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| Trades 416 | Longs Won 295/416 70% | Profit Factor 32.02 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $514,935.29 |
| Average Win $133,190.2 | Best Trade (Jun 15) $8.95M | Sharpe Ratio -9.34 |
| Average Loss -$10,142.64 | Worst Trade (Nov 06) -$134,291.6 | Z-Score 5.34 (100%) |
| Commissions $0 | Avg. Trade Length 11m 2w 1d | Expectancy $91,499.64 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 14,925 | 13,433 | 11,940 | 10,448 | 8,955 | 7,463 | 5,970 | 4,478 | 2,985 | 1,493 |
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Returns
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