Schwarz Dygos Wheeler Investment Advisors LLC Portfolio Holdings

Schwarz Dygos Wheeler Investment Advisors LLC

  • $459 Million
  • Q3 2025

Schwarz Dygos Wheeler Investment Advisors LLC has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $459 Million distributed in 163 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 $61.7M, Apple Inc. with a value of $34.3M, Dimensional ETF Tr with a value of $28.9M, Sprott Physical Gold Trust with a value of $25.4M, and Ishares Core Dividend Growth E with a value of $23M.

Examining the 13F form we can see an increase of $31M in the current position value, from $428M to 459M.

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 $459 Million
ETFs: $183 Million
Financial Services: $117 Million
Technology: $62.4 Million
Communication Services: $31.1 Million
Consumer Defensive: $19.5 Million
Consumer Cyclical: $17.2 Million
Healthcare: $11 Million
Industrials: $7.02 Million
Other: $9.08 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.87B
$1.27 Million 0.28% of portfolio
14,972
Q2 2025 Added 0.03%
$3.24B
$1.15 Million 0.25% of portfolio
20,043
Q2 2025 Reduced 50.66%
$9.92B
$475,000 0.1% of portfolio
8,250
Q3 2025 Reduced 19.51%
$6.15B
$394,000 0.09% of portfolio
6,940
Q2 2025 Reduced 0.72%
$9.3B
$285,000 0.06% of portfolio
6,309
Q3 2025 Reduced 1.82%
$7.41B
$271,000 0.06% of portfolio
2,940
Q2 2025 Reduced 3.29%
$3.83B
$232,000 0.05% of portfolio
6,095
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 163
  • Current Value $459 Million
  • Prior Value $428 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 6 stocks
  • Additional Purchases 51 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 57 stocks
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