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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 $523,909,334
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK-B 119,328 $59,710,269 11.4%
2.
Apple Inc.
 AAPL 128,572 $37,203,834 7.1%
3.
Ishares Tr
 362,153 $27,447,583 5.24%
4.
Dimensional Etf Trust
 DFAC 528,385 $27,312,235 5.21%
5.
Sprott Physical Gold Trust
 PHYS 845,580 $25,511,496 4.87%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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