SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC - Portfolio Stock Holdings
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC disclosed 182 stock positions in a recent SEC 13F filing. $527,662,450 of stock holdings were filed, with the largest holdings including BRK.B, AAPL, and DGRO. This filing represented positions held on Sept. 30, 2026, and was filed today.We estimate the fund has a total AUM of $730,354,266 and has 7 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
182Est. Stock Holding Value:
$527,662,450Top Stock Holdings By Sector
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Portfolio Stock Holdings - SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC
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