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Home > Institutional Investor > Schwarz Dygos Wheeler Investment Advisors Llc > Profile

Instuitional Investor - Schwarz Dygos Wheeler Investment Advisors Llc

Fund Profile
Filing Period:
Fund Name: Schwarz Dygos Wheeler Investment Advisors Llc
Portfolio Value $438,918,585
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 120,782 $58,672,545 13.37%
2.
Apple Inc.
 AAPL 138,743 $28,465,976 6.49%
3.
Dimensional Etf Trust
 617,878 $26,173,314 5.96%
4.
Sprott Physical Gold Trust
 PHYS 866,257 $21,958,397 5%
5.
Ishares Tr
 321,004 $20,524,999 4.68%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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