Schwallier Wealth Management
WWJD icon

Schwallier Wealth Management’s Inspire International ETF WWJD Stock Holding History

Schwallier Wealth Management’s Portfolio WWJD Stock Details WWJD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$895K Buy
23,073
+2,270
+11% +$90.5K 0.57% 30
2026
Q2 		$793K Buy
20,803
+983
+5% +$38.4K 0.5% 33
2026
Q1 		$741K Buy
19,820
+1,537
+8% +$58.5K 0.54% 25
2025
Q4 		$698K Buy
18,283
+1,701
+10% +$60.8K 0.45% 23
2025
Q3 		$585K Buy
16,582
+1,305
+9% +$45.5K 0.37% 26
2025
Q2 		$524K Buy
15,277
+1,356
+10% +$44K 0.32% 28
2025
Q1 		$428K Buy
13,921
+371
+3% +$11.3K 0.32% 32
2024
Q4 		$393K Buy
13,550
+1,438
+12% +$43.8K 0.3% 27
2024
Q3 		$391K Buy
12,112
+1,868
+18% +$57.2K 0.28% 27
2024
Q2 		$302K Buy
10,244
+2,198
+27% +$65.9K 0.25% 24
2024
Q1 		$242K Buy
+8,046
New +$235K 0.19% 26

Other funds holding WWJD

Bare Financial Services
Bare Financial Services Gap, Pennsylvania $447M AUM 11.53% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fiduciary Alliance
Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return
Legacy Wealth Asset Management
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
Creative Financial Designs
Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return
Turning Point Benefit Group
Turning Point Benefit Group Frederick, Maryland $245M AUM 13.29% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return
Sound Financial Strategies Group
Sound Financial Strategies Group Madison, Mississippi $148M AUM 10.49% 1-Year Est. Return
EverSource Wealth Advisors
EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return

Schwallier Wealth Management's WWJD Position: Q3 2026 in Review

Schwallier Wealth Management increased its Inspire International ETF (WWJD) stake by 11% in Q3 2026, buying an estimated $90.5K and bringing the position to 23,073 shares worth $895K. The position accounts for 0.57% of the portfolio, ranked #30.

Schwallier Wealth Management first reported a position in WWJD in Q1 2024 and has held it in 11 quarters since. 57 funds tracked by Wall St. Rank hold WWJD as of Q3 2026.

  • Schwallier Wealth Management held 23,073 shares of Inspire International ETF worth $895K as of Q3 2026.
  • Schwallier Wealth Management bought 2,270 Inspire International ETF shares in Q3 2026, an estimated $90.5K.
  • Inspire International ETF made up 0.57% of Schwallier Wealth Management's portfolio in Q3 2026, its #30 holding.
  • Schwallier Wealth Management first reported a position in Inspire International ETF in Q1 2024 and has held it in 11 quarters since.
  • 57 funds tracked by Wall St. Rank held Inspire International ETF as of Q3 2026.

Based on Schwallier Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.