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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 $481,758,787
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK-B 120,624 $57,802,738 12%
2.
Apple Inc.
 AAPL 130,120 $33,023,301 6.85%
3.
Sprott Physical Gold Trust
 PHYS 853,305 $30,236,718 6.28%
4.
Ishares Tr
 348,715 $24,472,844 5.08%
5.
Dimensional Etf Trust
 523,235 $23,608,369 4.9%
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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