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CIK: 0001794153
Total reported value
$523.9M
$523.9M
162 檔
33.1%
At the close of Q3 2025, Schwarz Dygos Wheeler Investment Advisors LLC disclosed equity holdings valued at approximately $523.9M, spread across 162 reported holdings.
Schwarz Dygos Wheeler Investment Advisors LLC executed strategic sector rebalancing during Q3 2025, establishing 3 new positions while fully exiting 4 holdings and trimming 19 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 13.07% | -0.60% | +1.55% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 7.27% | +0.25% | -2.95% | |
| 3 | DFAU | Dimensional US Core Equity M | ETF-Other | 6.13% | +0.31% | +2.24% | |
| 4 | PHYS | Sprott Physical Gold Trust | Stock-Other | 5.39% | -1.41% | -0.88% | |
| 5 | DGRO | Ishares Core Dividend Growth | ETF-Other | 4.88% | +0.16% | +5.44% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.67% | +0.56% | -1.65% | |
| 7 | DVY | Ishares Select Dividend ETF | ETF-Other | 3.53% | -0.02% | +5.31% | |
| 8 | DFAI | Dimensional International Co | ETF-Other | 2.86% | -0.07% | -1.83% | |
| 9 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 2.34% | +0.01% | +0.39% | |
| 10 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.91% | +0.10% | +3.77% | |
| 11 | AVES | Avantis Emerging Markets Val | ETF-Emerging Markets | 1.65% | +0.02% | +0.02% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.59% | -0.08% | +0.13% | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.36% | +0.20% | -1.27% | |
| 14 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.31% | -0.12% | +1.52% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.30% | +0.01% | +0.27% | |
| 16 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 1.28% | -0.06% | +0.64% | |
| 17 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.27% | -0.07% | -1.24% | |
| 18 | ✓ | Stock-Other | 1.27% | -0.08% | -0.94% | ||
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.24% | +0.02% | -1.02% | |
| 20 | XNIEX | Virtus Equity & Convertible | Stock-Other | 1.14% | +0.10% | +1.06% | |
| 21 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 1.13% | +0.07% | +2.51% | |
| 22 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.06% | +0.02% | -2.12% | |
| 23 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 1.06% | -0.09% | +19.75% | |
| 24 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.02% | +0.33% | +5.14% | |
| 25 | PM | Philip Morris International | Stock-Consumer Staples | 1.02% | — | -0.13% | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.99% | -0.19% | -2.62% | |
| 27 | TGT | Target CORP | Stock-Consumer Disc | 0.97% | +0.16% | +0.28% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.93% | -0.07% | -3.27% | |
| 29 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.83% | +0.55% | -0.82% | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.82% | +0.04% | -1.66% | |
| 31 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 0.80% | -0.06% | +10.31% | |
| 32 | DFAT | Dimensional US Target Value | ETF-Other | 0.73% | +0.01% | -0.48% | |
| 33 | WFC | Wells Fargo & Co | Stock-Financials | 0.73% | -0.03% | -0.36% | |
| 34 | NVDA | Nvidia CORP | Stock-Tech | 0.64% | +0.01% | +4.94% | |
| 35 | AIOT | Powerfleet Inc | Stock-Other | 0.63% | — | — | |
| 36 | AVDE | Avantis International Equity | ETF-Other | 0.60% | -0.02% | -4.04% | |
| 37 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.59% | -0.05% | +2.15% | |
| 38 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.58% | -0.11% | -2.18% | |
| 39 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 0.55% | +0.04% | -1.56% | |
| 40 | V | Visa Inc-class A Shares | Stock-Financials | 0.54% | +0.01% | -0.99% | |
| 41 | HON | Honeywell International Inc | Stock-Industrials | 0.54% | -0.56% | EXIT | |
| 42 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.51% | -0.03% | -1.11% | |
| 43 | WY | Weyerhaeuser Co | Stock-Real Estate | 0.48% | -0.01% | +4.52% | |
| 44 | DFIC | Dimensional International Co | ETF-Other | 0.47% | -0.03% | -4.09% | |
| 45 | DISV | Dimensional International Sm | ETF-Other | 0.47% | -0.03% | -0.77% | |
| 46 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.43% | +0.03% | -0.93% | |
| 47 | HD | Home Depot Inc | Stock-Consumer Disc | 0.38% | -0.01% | -1.38% | |
| 48 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.37% | -0.07% | -1.67% | |
| 49 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 0.35% | +0.02% | -0.15% | |
| 50 | ORCL | Oracle CORP | Stock-Tech | 0.35% | -0.02% | -2.80% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +1% | -1.65% | Trim |
| 2 | DFAU | Dimensional US Core Equity M | +1% | +2.24% | Add |
| 3 | PANW | Palo Alto Networks Inc | +0.6% | -0.82% | Add |
| 4 | PHYS | Sprott Physical Gold Trust | +0.5% | -0.88% | Trim |
| 5 | GOOG | Alphabet Inc-cl C | +0.3% | -1.27% | Trim |
| 6 | MSFT | Microsoft CORP | +0.3% | +0.13% | Trim |
| 7 | DGRO | Ishares Core Dividend Growth | +0.3% | +5.44% | Add |
| 8 | AVUV | Avantis US Small Cap Value | +0.3% | +3.77% | Add |
| 9 | DFCF | Dimensional Core Fixed Inc | +0.2% | +19.75% | Add |
| 10 | NVDA | Nvidia CORP | +0.2% | +4.94% | Add |
| 11 | AVES | Avantis Emerging Markets Val | +0.2% | +0.02% | Add |
| 12 | JPM | Jpmorgan Chase & Co | +0.2% | -1.02% | Trim |
| 13 | ORCL | Oracle CORP | +0.2% | -2.80% | Trim |
| 14 | DFGP | Dimensional Glbl Core Pl Fix | +0.1% | +10.31% | Add |
| 15 | VZ | Verizon Communications Inc | +0.1% | +107.98% | Add |
| 16 | AVDV | Avantis Intl S/c Value ETF | +0.1% | -1.24% | Trim |
| 17 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +0.27% | Add |
| 18 | VOO | Vanguard S&p 500 ETF | +0.1% | +9.92% | Add |
| 19 | META | Meta Platforms Inc-class A | +0.1% | -3.27% | Trim |
| 20 | DVY | Ishares Select Dividend ETF | +0.1% | +5.31% | Add |
| 21 | MDT | Medtronic plc | +0.1% | +69.20% | Add |
| 22 | ✓ | +0.1% | -0.94% | Trim | |
| 23 | VYMI | Vanguard Int High Dvd Yld In | +0.1% | +0.64% | Add |
| 24 | AVUS | Avantis U.s. Equity ETF | +0.1% | +2.51% | Add |
| 25 | XNIEX | Virtus Equity & Convertible | +0.1% | +1.06% | Add |
| 26 | DFAC | Dimensional US Core Equity 2 | +0.1% | -2.12% | Add |
| 27 | PSLV | Sprott Physical Silver Trust | +0.1% | — | Add |
| 28 | VGK | Vanguard Ftse Europe ETF | +0.1% | +0.39% | Add |
| 29 | WFC | Wells Fargo & Co | +0.1% | -0.36% | Add |
| 30 | DFAI | Dimensional International Co | 0% | -1.83% | Trim |
| 31 | DISV | Dimensional International Sm | 0% | -0.77% | Trim |
| 32 | DFEV | Dimensional Emrg Mrkt Val | 0% | -1.56% | Trim |
| 33 | DFAT | Dimensional US Target Value | 0% | -0.48% | Add |
| 34 | AAPL | Apple Inc | -0.1% | -2.95% | Trim |
| 35 | BKNG | Booking Holdings Inc | -0.2% | — | Trim |
| 36 | SPAB | Ss Spdr P Agg Bond ETF | -0.3% | -56.36% | Trim |
| 37 | PLTR | Palantir Technologies Inc-a | -0.3% | -4.57% | Trim |
| 38 | TGT | Target CORP | -0.3% | +0.28% | Add |
| 39 | SNBRQ | Sleep Number CORP | -0.3% | -2.21% | Trim |
| 40 | UNH | Unitedhealth Group Inc | -0.5% | +5.14% | Add |
| 41 | XLP | Ss Consumer Staples Sel Sect | -0.6% | -87.25% | Trim |
| 42 | BRK-A | Berkshire Hathaway Inc-cl A | -0.6% | -60.00% | Trim |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | -2.2% | +1.55% | Add |
| 44 | MOO | Vaneck Agribusiness ETF | — | EXIT | Sold out |
| 45 | JHX | James Hardie Industries plc | — | NEW | New buy |
| 46 | IYZ | Ishares US Telecommunication | — | EXIT | Sold out |
| 47 | IHF | Ishares U.s. Healthcare Prov | — | EXIT | Sold out |
| 48 | IHI | Ishares U.s. Medical Devices | — | EXIT | Sold out |
| 49 | LSAK | Lesaka Technologies Inc | — | NEW | New buy |
| 50 | SEZL | Sezzle Inc | — | NEW | New buy |
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 162 disclosed positions in Q3 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 33.1% of total reported equity market value during Q3 2025.
Top New Position Initiated
JHX
市值: $673.3K
Top Position Liquidated / Trimmed
MOO
前期市值: $755.8K
During Q3 2025, Schwarz Dygos Wheeler Investment Advisors LLC's top holdings by market value included BRK-B (13.1%)、AAPL (7.3%)、DFAU (6.1%). The largest single position, BRK-B, represented 13.1% of total portfolio value.
In Q3 2025, Schwarz Dygos Wheeler Investment Advisors LLC made 50 total portfolio adjustments, initiating 3 new buys, adding to 24 positions, trimming 19 holdings, and fully liquidating 4 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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