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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 $484,191,332
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 121,620 $61,132,605 12.63%
2.
Apple Inc.
 AAPL 131,461 $35,739,202 7.38%
3.
Dimensional Etf Trust
 631,628 $29,560,212 6.11%
4.
Sprott Physical Gold Trust
 PHYS 857,223 $28,305,512 5.85%
5.
Ishares Tr
 340,396 $23,630,328 4.88%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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