SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC reported 174 positions worth $523.9M as of June 30, 2026 (13F filed August 7, 2026). Largest holding: BRK-B (11.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | BRK-B | SH | $59.7M | 11.40% | 119,328 | — | — | |
| ▸ 2 | AAPL | SH | $37.2M | 7.10% | 128,572 | — | — | |
| ▸ 3 | DGRO | SH | $27.4M | 5.24% | 362,153 | — | — | |
| ▸ 4 | DFAU | SH | $27.3M | 5.21% | 528,385 | — | — | |
| ▸ 5 | PHYS | SH | $25.5M | 4.87% | 845,580 | — | — | |
| ▸ 6 | GOOGL | SH | $24.4M | 4.66% | 68,351 | — | — | |
| ▸ 7 | DVY | SH | $19.6M | 3.75% | 125,694 | — | — | |
| ▸ 8 | DFAI | SH | $15.5M | 2.95% | 375,041 | — | — | |
| ▸ 9 | VGK | SH | $12.6M | 2.41% | 142,574 | — | — | |
| ▸ 10 | AVUV | SH | $12.0M | 2.30% | 96,555 | — | — |
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Frequently Asked Questions
What stocks does SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC hold as of Q2 2026?
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC reported 174 positions worth $523.9M in its Q2 2026 13F filing. Largest positions: BRK-B (11.4%), AAPL (7.1%), DGRO (5.2%), DFAU (5.2%) and PHYS (4.9%).
What did SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.