Schwallier Wealth Management’s Inspire Fidelis Multi Factor ETF FDLS Stock Holding History

Schwallier Wealth Management’s Portfolio FDLS Stock Details FDLS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$318K	Buy	+7,519	New	+$304K	0.2%	56

Other funds holding FDLS

Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Strategic Equity Management Tucson, Arizona $298M AUM 27.02% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

PAX Financial Group San Antonio, Texas $673M AUM 21.2% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.43B AUM 49.04% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Moneywise Inc Forest, Virginia $268M AUM 24.05% 1-Year Est. Return

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

Schwallier Wealth Management's FDLS Position: Q2 2026 in Review

Schwallier Wealth Management opened a new position in Inspire Fidelis Multi Factor ETF (FDLS) in Q2 2026: 7,519 shares worth $318K. The stake represents 0.2% of the portfolio and ranks #56 among its holdings.

48 funds tracked by Wall St. Rank hold FDLS as of Q2 2026.

Schwallier Wealth Management held 7,519 shares of Inspire Fidelis Multi Factor ETF worth $318K as of Q2 2026.
Inspire Fidelis Multi Factor ETF was a new Schwallier Wealth Management position in Q2 2026.
Inspire Fidelis Multi Factor ETF made up 0.2% of Schwallier Wealth Management's portfolio in Q2 2026, its #56 holding.
48 funds tracked by Wall St. Rank held Inspire Fidelis Multi Factor ETF as of Q2 2026.

Based on Schwallier Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.