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. $523,191,325 of stock holdings were filed, with the largest holdings including BRK.B, AAPL, and DGRO. This filing represented positions held on June 30, 2026, and was filed on Aug. 7, 2026.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:
June 30, 2026No. of Stocks:
182Est. Stock Holding Value:
$523,191,325Top Stock Holdings By Sector
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Portfolio Stock Holdings - SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC
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