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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 $471,781,640
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 122,656 $61,664,389 13.07%
2.
Apple Inc.
 AAPL 134,652 $34,286,519 7.27%
3.
Dimensional Etf Trust
 631,695 $28,906,383 6.13%
4.
Sprott Physical Gold Trust
 PHYS 858,616 $25,432,213 5.39%
5.
Ishares Tr
 338,467 $23,042,839 4.88%
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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