Sign In
test

Benjamin J Wheeler

Schwarz Dygos Wheeler Investment Advisors Llc

Assets Managed
$481.759M
Holdings
173
Last Quarter
2026 - Q1
Filed Date
14d ago
Growth Rate
-0.5%(2Q avg: 1.07%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Schwarz Dygos Wheeler Investment Advisors Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 173 positions.

Assets under management

The assets under management (AUM) of Schwarz Dygos Wheeler Investment Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 481.759M in assets, with a quarterly growth rate of -0.5% and a 2-quarter average growth rate of 1.07%. The portfolio is managed by Benjamin J Wheeler, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Decreased -0.81%
12%
$57.803M
120,624 shares@ $479.2 avg price
AAPL
Apple Inc
Recent Activity
Decreased -1.02%
6.86%
$33.023M
130,120 shares@ $253.8 avg price
PHYS
Sprott Physical Gold Trust
Recent Activity
Decreased -0.45%
6.28%
$30.237M
853,305 shares@ $35.44 avg price
DGRO
Ishares Core Dividend Growth
Recent Activity
Increased 2.45%
5.08%
$24.473M
348,715 shares@ $70.19 avg price
DFAU
Dimensional Us Core Equity M
Recent Activity
Decreased -17.16%
4.91%
$23.608M
523,235 shares@ $45.13 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -0.7%
4.1%
$19.735M
68,629 shares@ $287.57 avg price
DVY
Ishares Select Dividend Etf
Recent Activity
Increased 1.35%
3.77%
$18.151M
119,877 shares@ $151.42 avg price
DFAI
Dimensional International Co
Recent Activity
Increased 1.57%
3.02%
$14.535M
373,069 shares@ $38.97 avg price
VGK
Vanguard Ftse Europe Etf
Recent Activity
Increased 0.71%
2.4%
$11.552M
140,149 shares@ $82.44 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
Increased 2.89%
2.21%
$10.607M
96,017 shares@ $110.48 avg price

1-10 of 173