Schwarz Dygos Wheeler Investment Advisors
Schwarz Dygos Wheeler Investment Advisors reported 174 stocks worth $524M in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are BRK.B (11.4%), AAPL (7.1%) and DGRO (5.2%). Compared with Q1 2026, the fund opened new positions in INFQ, HON and HONA, added to DGRO, DFAU and DVY, trimmed BRK.B, AAPL and PHYS and sold out of FDX, SNBRQ and SHEL.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  BRK.B Berkshire Hathaway Inc Del | $59.7M | 11.4% | 119K | −1,296 (−1%) | 8 of 8 | |
| 2 |  AAPL Apple Inc | $37.2M | 7.1% | 129K | −1,548 (−1%) | 8 of 8 | |
| 3 |  DGRO Ishares TR | $27.4M | 5.2% | 362K | +13K (+4%) | 8 of 8 | |
| 4 |  DFAU Dimensional ETF Trust | $27.3M | 5.2% | 528K | +5,150 (+1%) | 8 of 8 | |
| 5 |  PHYS Sprott Physical Gold TR | $25.5M | 4.9% | 846K | −7,725 (−1%) | 8 of 8 | |
| 6 |  GOOGL Alphabet Inc | $24.4M | 4.7% | 68K | −278 (−0%) | 8 of 8 | |
| 7 |  DVY Ishares Select Dividend | $19.6M | 3.8% | 126K | +5,817 (+5%) | 8 of 8 | |
| 8 |  DFAI Dimensional Intern Core | $15.5M | 3.0% | 375K | +1,972 (+1%) | 8 of 8 | |
| 9 |  VGK Vanguard Ftse Europe | $12.6M | 2.4% | 143K | +2,425 (+2%) | 8 of 8 | |
| 10 |  AVUV American Centy ETF TR | $12M | 2.3% | 97K | +538 (+1%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
HONEYWELL INTL INC | $2.7M | 12K |
 FDX Fedex Corp | $1.4M | 3,914 |
 SNBRQ Sleep Number Corp | $293K | 163K |
 SHEL Shell PLC | $230K | 2,476 |
 SPAB Spdr Series Trust | $230K | 8,965 |
🔒 Free account: see all 8.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 7, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Schwarz Dygos Wheeler Investment Advisors 13F FAQ
What does Schwarz Dygos Wheeler Investment Advisors own?
Schwarz Dygos Wheeler Investment Advisors reported 174 stocks worth $524M in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are BRK.B (11.4%), AAPL (7.1%) and DGRO (5.2%). The table above lists every position in the filing (the top 10 without an account).
What did Schwarz Dygos Wheeler Investment Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 9 new positions, 56 added to, 64 trimmed and 8 sold out. New positions include INFQ, HON and HONA. It sold all of FDX, SNBRQ and SHEL.
When will Schwarz Dygos Wheeler Investment Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Schwarz Dygos Wheeler Investment Advisors's portfolio worth?
The Q2 2026 filing reports $524M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.