Schwarz Dygos Wheeler Investment Advisors LLC has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $428 Million distributed in 160 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $58.7M, Apple Inc. with a value of $28.5M, Dimensional ETF Tr with a value of $26.2M, Sprott Physical Gold Trust with a value of $22M, and Ishares Core Dividend Growth E with a value of $20.5M.
Examining the 13F form we can see an increase of $15.2M in the current position value, from $413M to 428M.
Schwarz Dygos Wheeler Investment Advisors LLC is based out at Minneapolis, MN
Below you can find more details about Schwarz Dygos Wheeler Investment Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$428 Million
ETFs: $172 Million
Financial Services: $112 Million
Technology: $54.1 Million
Communication Services: $24.7 Million
Consumer Defensive: $20.9 Million
Consumer Cyclical: $17.3 Million
Healthcare: $9.2 Million
Industrials: $7.28 Million
Other: $9.15 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
