13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001794153
Total reported value
$523.9M
$523.9M
169 檔
34.0%
In Q4 2025, Schwarz Dygos Wheeler Investment Advisors LLC's U.S. equity holdings reached a combined market value of $523.9M, distributed across 169 disclosed stock positions.
In Q4 2025, Schwarz Dygos Wheeler Investment Advisors LLC displayed an active expansion posture, initiating 7 new positions and adding to 18 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 | 12.63% | -0.60% | -0.84% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 7.38% | +0.25% | -2.37% | |
| 3 | DFAU | Dimensional US Core Equity M | ETF-Other | 6.11% | +0.31% | -0.01% | |
| 4 | PHYS | Sprott Physical Gold Trust | Stock-Other | 5.85% | -1.41% | -0.16% | |
| 5 | DGRO | Ishares Core Dividend Growth | ETF-Other | 4.88% | +0.16% | +0.57% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.47% | +0.56% | -2.88% | |
| 7 | DVY | Ishares Select Dividend ETF | ETF-Other | 3.45% | -0.02% | +0.90% | |
| 8 | DFAI | Dimensional International Co | ETF-Other | 2.89% | -0.07% | -1.05% | |
| 9 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 2.40% | +0.01% | +0.49% | |
| 10 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.97% | +0.10% | +3.02% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.76% | +0.20% | +3.10% | |
| 12 | AVES | Avantis Emerging Markets Val | ETF-Emerging Markets | 1.68% | +0.02% | +2.74% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.46% | -0.08% | +1.24% | |
| 14 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 1.38% | -0.06% | +4.06% | |
| 15 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.34% | -0.12% | +0.79% | |
| 16 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.34% | -0.07% | +1.98% | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.27% | +0.01% | +1.52% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.24% | +0.02% | — | |
| 19 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 1.14% | +0.07% | +0.47% | |
| 20 | XNIEX | Virtus Equity & Convertible | Stock-Other | 1.11% | +0.10% | +1.08% | |
| 21 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 1.04% | -0.09% | +1.19% | |
| 22 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.01% | +0.02% | -4.67% | |
| 23 | ✓ | Stock-Other | 0.99% | -0.08% | — | ||
| 24 | PM | Philip Morris International | Stock-Consumer Staples | 0.98% | — | -0.28% | |
| 25 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.96% | +0.33% | +0.98% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.92% | +0.04% | +9.49% | |
| 27 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.90% | -0.19% | -0.55% | |
| 28 | TGT | Target CORP | Stock-Consumer Disc | 0.89% | +0.16% | -13.37% | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.81% | -0.07% | +0.05% | |
| 30 | WFC | Wells Fargo & Co | Stock-Financials | 0.78% | -0.03% | -1.09% | |
| 31 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 0.77% | -0.06% | +1.12% | |
| 32 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.73% | +0.55% | -0.22% | |
| 33 | NVDA | Nvidia CORP | Stock-Tech | 0.69% | +0.01% | +10.69% | |
| 34 | DFAT | Dimensional US Target Value | ETF-Other | 0.69% | +0.01% | -5.77% | |
| 35 | AVDE | Avantis International Equity | ETF-Other | 0.61% | -0.02% | +0.58% | |
| 36 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.57% | -0.11% | +0.54% | |
| 37 | V | Visa Inc-class A Shares | Stock-Financials | 0.56% | +0.01% | +2.20% | |
| 38 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.56% | -0.03% | +0.51% | |
| 39 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.55% | -0.05% | -3.72% | |
| 40 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 0.52% | +0.04% | -8.21% | |
| 41 | HON | Honeywell International Inc | Stock-Industrials | 0.49% | -0.56% | EXIT | |
| 42 | DFIC | Dimensional International Co | ETF-Other | 0.46% | -0.03% | -5.33% | |
| 43 | DISV | Dimensional International Sm | ETF-Other | 0.45% | -0.03% | -8.19% | |
| 44 | WY | Weyerhaeuser Co | Stock-Real Estate | 0.43% | -0.01% | -2.08% | |
| 45 | PSLV | Sprott Physical Silver Trust | Stock-Other | 0.43% | -0.11% | -0.76% | |
| 46 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.42% | +0.03% | +0.01% | |
| 47 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.36% | — | +11.87% | |
| 48 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 0.36% | +0.02% | -0.79% | |
| 49 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.34% | -0.07% | +1.86% | |
| 50 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.34% | +0.02% | +13.67% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.8% | -2.88% | Trim |
| 2 | PHYS | Sprott Physical Gold Trust | +0.5% | -0.16% | Trim |
| 3 | GOOG | Alphabet Inc-cl C | +0.4% | +3.10% | Add |
| 4 | PSLV | Sprott Physical Silver Trust | +0.1% | -0.76% | Trim |
| 5 | BKNG | Booking Holdings Inc | +0.1% | +175.71% | Add |
| 6 | AAPL | Apple Inc | +0.1% | -2.37% | Trim |
| 7 | VYMI | Vanguard Int High Dvd Yld In | +0.1% | +4.06% | Add |
| 8 | AMZN | Amazon.com Inc | +0.1% | +9.49% | Add |
| 9 | AVDV | Avantis Intl S/c Value ETF | +0.1% | +1.98% | Add |
| 10 | VGK | Vanguard Ftse Europe ETF | +0.1% | +0.49% | Add |
| 11 | AVUV | Avantis US Small Cap Value | +0.1% | +3.02% | Add |
| 12 | CELC | Celcuity Inc | +0.1% | — | Unchanged |
| 13 | WFC | Wells Fargo & Co | +0.1% | -1.09% | Trim |
| 14 | NVDA | Nvidia CORP | +0.1% | +10.69% | Add |
| 15 | JNJ | Johnson & Johnson | +0.1% | +0.51% | Add |
| 16 | SNBRQ | Sleep Number CORP | +0.1% | — | Unchanged |
| 17 | FDX | Fedex CORP | 0% | +0.64% | Add |
| 18 | ALSN | Allison Transmission Holding | 0% | +0.97% | Add |
| 19 | DFAI | Dimensional International Co | 0% | -1.05% | Trim |
| 20 | AVES | Avantis Emerging Markets Val | 0% | +2.74% | Add |
| 21 | COWZ | Pacer US Cash Cows 100 ETF | 0% | +0.79% | Add |
| 22 | JEPI | Jpmorgan Equity Premium Inco | 0% | +11.87% | Add |
| 23 | DGRO | Ishares Core Dividend Growth | — | +0.57% | Add |
| 24 | DFAU | Dimensional US Core Equity M | 0% | -0.01% | Trim |
| 25 | CELH | Celsius Holdings Inc | -0.1% | — | Unchanged |
| 26 | AZO | Autozone Inc | -0.1% | — | Unchanged |
| 27 | TSLA | Tesla Inc | -0.1% | -40.55% | Trim |
| 28 | WINA | Winmark CORP | -0.1% | — | Unchanged |
| 29 | HON | Honeywell International Inc | -0.1% | — | Unchanged |
| 30 | PLTR | Palantir Technologies Inc-a | -0.1% | -20.07% | Trim |
| 31 | LSAK | Lesaka Technologies Inc | -0.1% | -56.67% | Trim |
| 32 | HD | Home Depot Inc | -0.1% | +1.18% | Add |
| 33 | TGT | Target CORP | -0.1% | -13.37% | Trim |
| 34 | COST | Costco Wholesale CORP | -0.1% | -0.55% | Trim |
| 35 | PANW | Palo Alto Networks Inc | -0.1% | -0.22% | Trim |
| 36 | ORCL | Oracle CORP | -0.1% | -1.42% | Trim |
| 37 | META | Meta Platforms Inc-class A | -0.1% | +0.05% | Add |
| 38 | MSFT | Microsoft CORP | -0.1% | +1.24% | Add |
| 39 | ✓ | -0.3% | — | Unchanged | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | -0.4% | -0.84% | Trim |
| 41 | AIOT | Powerfleet Inc | — | EXIT | Sold out |
| 42 | VBIL | Vanguard 0-3m T-bill ETF | — | NEW | New buy |
| 43 | VEEV | Veeva Systems Inc-class A | — | EXIT | Sold out |
| 44 | NEM | Newmont CORP | — | NEW | New buy |
| 45 | CAT | Caterpillar Inc | — | NEW | New buy |
| 46 | USB | US Bancorp | — | NEW | New buy |
| 47 | TPR | Tapestry Inc | — | NEW | New buy |
| 48 | NOW | Servicenow Inc | — | EXIT | Sold out |
| 49 | DFEM | Dimensional Emrg Mrkt Core | — | NEW | New buy |
| 50 | CHRW | C.h. Robinson Worldwide 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 169 disclosed positions in Q4 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 34.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
VBIL
市值: $748.6K
Top Position Liquidated / Trimmed
AIOT
前期市值: $3.0M
During Q4 2025, Schwarz Dygos Wheeler Investment Advisors LLC's top holdings by market value included BRK-B (12.6%)、AAPL (7.4%)、DFAU (6.1%). The largest single position, BRK-B, represented 12.6% of total portfolio value.
In Q4 2025, Schwarz Dygos Wheeler Investment Advisors LLC made 43 total portfolio adjustments, initiating 7 new buys, adding to 18 positions, trimming 15 holdings, and fully liquidating 3 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.