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CIK: 0001794153
Total reported value
$523.9M
$523.9M
160 檔
29.7%
During the Q2 2025 filing period, Schwarz Dygos Wheeler Investment Advisors LLC (CIK: 0001794153) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $523.9M across 160 reported positions.
During Q2 2025, Schwarz Dygos Wheeler Investment Advisors LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 13.37% | -0.60% | -0.33% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.49% | +0.25% | -0.54% | |
| 3 | DFAU | Dimensional US Core Equity M | ETF-Other | 5.96% | +0.31% | +9.20% | |
| 4 | PHYS | Sprott Physical Gold Trust | Stock-Other | 5.00% | -1.41% | +0.70% | |
| 5 | DGRO | Ishares Core Dividend Growth | ETF-Other | 4.68% | +0.16% | +1.75% | |
| 6 | DVY | Ishares Select Dividend ETF | ETF-Other | 3.37% | -0.02% | +2.80% | |
| 7 | DFAI | Dimensional International Co | ETF-Other | 2.98% | -0.07% | -0.90% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.91% | +0.56% | +0.19% | |
| 9 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 2.44% | +0.01% | +0.27% | |
| 10 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.81% | +0.10% | +8.98% | |
| 11 | AVES | Avantis Emerging Markets Val | ETF-Emerging Markets | 1.65% | +0.02% | +4.71% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.64% | -0.08% | -0.88% | |
| 13 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.33% | -0.12% | -0.47% | |
| 14 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 1.29% | -0.06% | +1.60% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.27% | +0.01% | +0.96% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.24% | +0.02% | — | |
| 17 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.24% | -0.07% | -2.65% | |
| 18 | PM | Philip Morris International | Stock-Consumer Staples | 1.23% | — | -0.53% | |
| 19 | ✓ | Stock-Other | 1.19% | -0.08% | -11.52% | ||
| 20 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.17% | -0.19% | +0.12% | |
| 21 | XNIEX | Virtus Equity & Convertible | Stock-Other | 1.15% | +0.10% | +2.48% | |
| 22 | TGT | Target CORP | Stock-Consumer Disc | 1.14% | +0.16% | -0.03% | |
| 23 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 1.10% | +0.07% | -1.68% | |
| 24 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.08% | +0.02% | +3.82% | |
| 25 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.08% | +0.20% | -4.05% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.03% | -0.07% | +0.23% | |
| 27 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.95% | +0.33% | +12.63% | |
| 28 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.94% | -0.09% | +17.65% | |
| 29 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.90% | +0.55% | +189.93% | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.90% | +0.04% | -4.91% | |
| 31 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.83% | -0.01% | — | |
| 32 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 0.76% | -0.06% | +16.97% | |
| 33 | WFC | Wells Fargo & Co | Stock-Financials | 0.75% | -0.03% | +3.14% | |
| 34 | DFAT | Dimensional US Target Value | ETF-Other | 0.74% | +0.01% | +1.44% | |
| 35 | HON | Honeywell International Inc | Stock-Industrials | 0.64% | -0.56% | EXIT | |
| 36 | AVDE | Avantis International Equity | ETF-Other | 0.63% | -0.02% | -6.51% | |
| 37 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.62% | -0.05% | +2.76% | |
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 0.62% | +0.01% | -3.82% | |
| 39 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.61% | -0.11% | +0.02% | |
| 40 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.60% | — | -0.09% | |
| 41 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 0.56% | +0.04% | +0.62% | |
| 42 | NVDA | Nvidia CORP | Stock-Tech | 0.56% | +0.01% | -4.12% | |
| 43 | AIOT | Powerfleet Inc | Stock-Other | 0.56% | — | +16.46% | |
| 44 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.51% | +0.03% | +0.29% | |
| 45 | WY | Weyerhaeuser Co | Stock-Real Estate | 0.51% | -0.01% | +4.75% | |
| 46 | DFIC | Dimensional International Co | ETF-Other | 0.50% | -0.03% | +4.63% | |
| 47 | DISV | Dimensional International Sm | ETF-Other | 0.47% | -0.03% | -0.67% | |
| 48 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.46% | -0.03% | -3.93% | |
| 49 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.42% | -0.07% | +0.12% | |
| 50 | HD | Home Depot Inc | Stock-Consumer Disc | 0.37% | -0.01% | — |
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 160 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including BRK-B, AAPL, DFAU) accounted for 29.7% of total reported equity market value during Q2 2025.
During Q2 2025, Schwarz Dygos Wheeler Investment Advisors LLC's top holdings by market value included BRK-B (13.4%)、AAPL (6.5%)、DFAU (6.0%). The largest single position, BRK-B, represented 13.4% of total portfolio value.
In Q2 2025, Schwarz Dygos Wheeler Investment Advisors LLC made 0 total portfolio adjustments, initiating 0 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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