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CIK: 0001794153
Total reported value
$523.9M
$523.9M
156 檔
30.1%
In Q1 2025, Schwarz Dygos Wheeler Investment Advisors LLC's U.S. equity holdings reached a combined market value of $523.9M, distributed across 156 disclosed stock positions.
In Q1 2025, Schwarz Dygos Wheeler Investment Advisors LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 15.30% | -0.60% | +1.44% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 7.34% | +0.25% | -4.00% | |
| 3 | DFAU | Dimensional US Core Equity M | ETF-Other | 5.15% | +0.31% | +3.89% | |
| 4 | PHYS | Sprott Physical Gold Trust | Stock-Other | 4.90% | -1.41% | +2.55% | |
| 5 | DGRO | Ishares Core Dividend Growth | ETF-Other | 4.62% | +0.16% | +3.35% | |
| 6 | DVY | Ishares Select Dividend ETF | ETF-Other | 3.45% | -0.02% | +4.51% | |
| 7 | DFAI | Dimensional International Co | ETF-Other | 2.82% | -0.07% | +2.65% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.65% | +0.56% | -0.74% | |
| 9 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 2.29% | +0.01% | +2.23% | |
| 10 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.65% | +0.10% | +2.57% | |
| 11 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.47% | +0.33% | -4.58% | |
| 12 | AVES | Avantis Emerging Markets Val | ETF-Emerging Markets | 1.45% | +0.02% | +2.85% | |
| 13 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.38% | -0.12% | +11.59% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.30% | -0.08% | -0.62% | |
| 15 | TGT | Target CORP | Stock-Consumer Disc | 1.25% | +0.16% | +298.09% | |
| 16 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 1.22% | -0.06% | +7.65% | |
| 17 | ✓ | Stock-Other | 1.21% | -0.08% | -23.99% | ||
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.20% | +0.01% | +3.30% | |
| 19 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.16% | -0.19% | -2.97% | |
| 20 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.16% | -0.07% | -0.61% | |
| 21 | PM | Philip Morris International | Stock-Consumer Staples | 1.12% | — | +0.03% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.09% | +0.02% | +0.04% | |
| 23 | XNIEX | Virtus Equity & Convertible | Stock-Other | 1.08% | +0.10% | -6.62% | |
| 24 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 1.07% | +0.07% | -5.35% | |
| 25 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.03% | +0.20% | -9.74% | |
| 26 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.00% | +0.02% | +4.93% | |
| 27 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.95% | -0.01% | — | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.85% | +0.04% | -3.30% | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.84% | -0.07% | -5.60% | |
| 30 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.83% | -0.09% | +12.63% | |
| 31 | DFAT | Dimensional US Target Value | ETF-Other | 0.72% | +0.01% | +3.41% | |
| 32 | WFC | Wells Fargo & Co | Stock-Financials | 0.68% | -0.03% | +2.04% | |
| 33 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.68% | -0.11% | -0.85% | |
| 34 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 0.67% | -0.06% | +0.34% | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 0.66% | +0.01% | +0.94% | |
| 36 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.63% | — | — | |
| 37 | AIOT | Powerfleet Inc | Stock-Other | 0.63% | — | — | |
| 38 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.63% | -0.05% | +2.56% | |
| 39 | AVDE | Avantis International Equity | ETF-Other | 0.63% | -0.02% | -6.00% | |
| 40 | SNBRQ | Sleep Number CORP | Stock-Other | 0.60% | -0.06% | EXIT | |
| 41 | HON | Honeywell International Inc | Stock-Industrials | 0.58% | -0.56% | EXIT | |
| 42 | WY | Weyerhaeuser Co | Stock-Real Estate | 0.57% | -0.01% | +4.30% | |
| 43 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.56% | +0.03% | -0.11% | |
| 44 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.55% | -0.05% | -28.74% | |
| 45 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.54% | -0.03% | -0.63% | |
| 46 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 0.52% | +0.04% | +6.54% | |
| 47 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.46% | -0.07% | -0.36% | |
| 48 | DFIC | Dimensional International Co | ETF-Other | 0.45% | -0.03% | +9.49% | |
| 49 | DISV | Dimensional International Sm | ETF-Other | 0.44% | -0.03% | +4.65% | |
| 50 | NVDA | Nvidia CORP | Stock-Tech | 0.42% | +0.01% | +2.73% |
According to official SEC Form 13F filings, Schwarz Dygos Wheeler Investment Advisors LLC reported a total U.S. public equity portfolio value of $523.9M across 156 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BRK-B, AAPL, DFAU) accounted for 30.1% of total reported equity market value during Q1 2025.
Top New Position Initiated
BRK-B
市值: $64.5M
During Q1 2025, Schwarz Dygos Wheeler Investment Advisors LLC's top holdings by market value included BRK-B (15.3%)、AAPL (7.3%)、DFAU (5.2%). The largest single position, BRK-B, represented 15.3% of total portfolio value.
In Q1 2025, Schwarz Dygos Wheeler Investment Advisors LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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