Notify me when SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 169 | $484,191,332 | +$7,414,848 | -$9,162,627 | -$1,747,779 | BRKB, AAPL, DFAU, PHYS, DGRO | 13F-HR | 06 Feb 2026, 18:17 |
| Q3 2025 | 162 | $471,697,268 | +$9,505,995 | -$10,856,314 | -$1,350,319 | BRKB, AAPL, DFAU, PHYS, DGRO | 13F-HR | 07 Nov 2025, 09:50 |
| Q2 2025 | 160 | $438,918,585 | +$14,452,390 | -$8,384,306 | +$6,068,084 | BRKB, AAPL, DFAU, PHYS, DGRO | 13F-HR | 08 Aug 2025, 11:51 |
| Q1 2025 | 156 | $420,253,743 | +$18,628,777 | -$8,056,529 | +$10,572,248 | BRKB, AAPL, DFAU, PHYS, DGRO | 13F-HR | 02 May 2025, 08:56 |
| Q4 2024 | 157 | $404,590,310 | +$14,119,412 | -$8,295,014 | +$5,824,398 | BRKB, AAPL, DFAU, DGRO, PHYS | 13F-HR | 07 Feb 2025, 13:54 |
| Q3 2024 | 150 | $401,019,290 | +$18,888,452 | -$9,914,981 | +$8,973,471 | BRKB, AAPL, DFAU, DGRO, PHYS | 13F-HR | 08 Nov 2024, 14:53 |
| Q2 2024 | 143 | $361,987,460 | +$11,950,716 | -$7,573,381 | +$4,377,335 | BRKB, AAPL, DFAU, DGRO, PHYS | 13F-HR | 02 Aug 2024, 14:52 |
| Q1 2024 | 145 | $352,256,952 | +$19,735,698 | -$14,035,912 | +$5,699,786 | BRKB, AAPL, DFAU, DGRO, PHYS | 13F-HR | 03 May 2024, 17:21 |
| Q4 2023 | 144 | $324,625,261 | +$11,869,416 | -$6,278,155 | +$5,591,261 | BRKB, AAPL, DGRO, DFAU, PHYS | 13F-HR | 02 Feb 2024, 21:41 |
| Q3 2023 | 138 | $294,569,408 | +$6,940,640 | -$2,416,497 | +$4,524,143 | BRKB, AAPL, DGRO, GOOGL, DFAU | 13F-HR | 03 Nov 2023, 11:33 |
| Q2 2023 | 138 | $299,083,268 | +$14,013,655 | -$7,449,705 | +$6,563,950 | BRKB, AAPL, DGRO, DFAU, PHYS | 13F-HR | 11 Aug 2023, 12:14 |
| Q1 2023 | 136 | $275,666,264 | +$17,431,912 | -$9,505,295 | +$7,926,617 | BRKB, AAPL, DGRO, PHYS, DVY | 13F-HR | 27 Apr 2023, 14:02 |
| Q4 2022 | 131 | $254,249,364 | +$16,569,749 | -$5,904,400 | +$10,665,349 | BRKB, AAPL, DGRO, PHYS, DVY | 13F-HR | 08 Feb 2023, 21:35 |
| Q3 2022 | 116 | $225,109,000 | +$15,110,879 | -$11,185,821 | +$3,925,058 | BRKB, AAPL, DGRO, PHYS, GOOGL | 13F-HR | 04 Nov 2022, 10:32 |
| Q2 2022 | 126 | $246,994,000 | +$18,626,885 | -$16,790,303 | +$1,836,582 | BRKB, AAPL, DGRO, GOOGL, PHYS | 13F-HR | 09 Aug 2022, 16:24 |
| Q1 2022 | 136 | $295,631,000 | +$17,927,203 | -$10,468,883 | +$7,458,320 | BRKB, AAPL, GOOGL, DGRO, PHYS | 13F-HR | 11 May 2022, 13:12 |
| Q4 2021 | 133 | $295,248,000 | +$9,757,863 | -$7,495,170 | +$2,262,693 | BRKB, AAPL, GOOGL, DGRO, PHYS | 13F-HR | 08 Feb 2022, 07:30 |
| Q3 2021 | 129 | $273,354,000 | +$15,579,626 | -$6,994,394 | +$8,585,232 | BRKB, AAPL, GOOGL, DGRO, SNBR | 13F-HR | 21 Oct 2021, 16:36 |
| Q2 2021 | 130 | $272,010,000 | +$21,655,774 | -$3,633,779 | +$18,021,995 | BRKB, AAPL, GOOGL, DGRO, SNBR | 13F-HR | 27 Jul 2021, 21:14 |
| Q1 2021 | 124 | $239,534,000 | +$26,237,769 | -$7,076,974 | +$19,160,795 | BRKB, AAPL, SNBR, DGRO, GOOGL | 13F-HR | 06 May 2021, 21:28 |
| Q4 2020 | 111 | $207,814,000 | +$13,314,446 | -$3,253,526 | +$10,060,920 | BRKB, AAPL, DGRO, JMIA, PHYS | 13F-HR | 12 Feb 2021, 17:28 |
| Q3 2020 | 100 | $167,342,000 | +$24,488,232 | -$2,458,501 | +$22,029,731 | BRKB, AAPL, PHYS, DGRO, GOOGL | 13F-HR | 03 Nov 2020, 16:01 |
| Q2 2020 | 92 | $146,142,000 | +$6,719,537 | -$3,170,123 | +$3,549,414 | BRKB, AAPL, PHYS, DGRO, GOOGL | 13F-HR | 15 Jul 2020, 09:56 |
| Q1 2020 | 81 | $117,686,000 | +$7,309,424 | -$6,651,577 | +$657,847 | BRKB, AAPL, PHYS, DGRO, GOOGL | 13F-HR | 14 Apr 2020, 11:48 |
| Q4 2019 | 83 | $146,101,000 | +$9,237,821 | -$1,625,038 | +$7,612,783 | BRKB, AAPL, PHYS, DGRO, GOOGL | 13F-HR | 09 Jan 2020, 07:34 |
| Q3 2019 | 82 | $125,889,000 | +$4,628,630 | -$2,430,326 | +$2,198,304 | BRKB, AAPL, PHYS, DGRO, DVY | 13F-HR | 14 Nov 2019, 18:17 |
| Q2 2019 | 83 | $121,160,000 | +$4,242,852 | -$2,402,430 | +$1,840,422 | BRKB, AAPL, DGRO, PHYS, DVY | 13F-HR | 14 Nov 2019, 18:22 |
| Q1 2019 | 79 | $116,323,000 | +$16,662,763 | -$1,561,184 | +$15,101,579 | BRKB, AAPL, DGRO, SNBR, GOOGL | 13F-HR | 14 Nov 2019, 18:22 |
| Q4 2018 | 69 | $92,701,000 | $0 | $0 | $0 | BRKB, AAPL, DGRO, PHYS, DVY | 13F-HR | 14 Nov 2019, 18:27 |