SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC - Portfolio Stock Holdings

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC disclosed 172 stock positions in a recent SEC 13F filing. $484,172,009 of stock holdings were filed, with the largest holdings including BRK.B, AAPL, and DFAU. This filing represented positions held on Dec. 31, 2025, and was filed on Feb. 6, 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.