SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC
•CIK: 1794153•Filing: Q4 2025
**SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC** manages $484M across a diversified portfolio of 169 positions. The strategy exhibits significant conviction in established market leaders, evidenced by the top holdings including BRK/B at $61.1M and AAPL at $35.7M. Notable allocations also target broad market exposure with DFAU ($29.6M) and PHYS/U ($28.3M). This concentrated approach suggests a focus on high-quality, blue-chip assets across various sectors.
Total AUM
$484.2M
QoQ Performance
+2.6%
Positions
126
Top 10 Concentration
52.0%
Latest Filing
Q4 2025
Top Holdings Allocation
BRK.B
AAPL
DFAU
PHYS/U
BRK.B12.6%
AAPL7.4%
DFAU6.1%
PHYS/U5.8%
DGRO4.9%
GOOGL4.5%
DVY3.4%
DFAI2.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other69.0%
Technology16.9%
Consumer4.5%
Financial3.6%
Healthcare2.0%
Consumer Staples1.2%
Industrial1.1%
ETF0.7%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW10 new positions
↑74 increased
↓38 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022