13F Filings History of Schwarz Dygos Wheeler Investment Advisors Llc

Latest 13F report
Q3 2025 - Nov 7, 2025
Value $
$472M
Signature - Title
Benjamin J Wheeler - Managing Member, CCO
Location
Minneapolis, MN
Summary
This page shows a list of all the recent 13F filings made by Schwarz Dygos Wheeler Investment Advisors Llc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Schwarz Dygos Wheeler Investment Advisors Llc reported 162 stock holdings with total value $472M as of Q3 2025. Top holdings included BRKB, AAPL, DFAU, PHYS, and DGRO.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 162 $472M +$9.51M -$10.9M -$1.35M BRKB, AAPL, DFAU, PHYS, DGRO 13F-HR 11/7/2025, 09:50 AM
Q2 2025 160 $439M +$14.5M -$8.38M +$6.07M BRKB, AAPL, DFAU, PHYS, DGRO 13F-HR 8/8/2025, 11:51 AM
Q1 2025 156 $420M +$18.6M -$8.06M +$10.6M BRKB, AAPL, DFAU, PHYS, DGRO 13F-HR 5/2/2025, 08:56 AM
Q4 2024 157 $405M +$14.1M -$8.3M +$5.82M BRKB, AAPL, DFAU, DGRO, PHYS 13F-HR 2/7/2025, 01:54 PM
Q3 2024 150 $401M +$18.9M -$9.91M +$8.97M BRKB, AAPL, DFAU, DGRO, PHYS 13F-HR 11/8/2024, 02:53 PM
Q2 2024 143 $362M +$12M -$7.57M +$4.38M BRKB, AAPL, DFAU, DGRO, PHYS 13F-HR 8/2/2024, 02:52 PM
Q1 2024 145 $352M +$19.7M -$14M +$5.7M BRKB, AAPL, DFAU, DGRO, PHYS 13F-HR 5/3/2024, 05:21 PM
Q4 2023 144 $325M +$11.9M -$6.28M +$5.59M BRKB, AAPL, DGRO, DFAU, PHYS 13F-HR 2/2/2024, 09:41 PM
Q3 2023 138 $295M +$6.94M -$2.42M +$4.52M BRKB, AAPL, DGRO, GOOGL, DFAU 13F-HR 11/3/2023, 11:33 AM
Q2 2023 138 $299M +$14M -$7.45M +$6.56M BRKB, AAPL, DGRO, DFAU, PHYS 13F-HR 8/11/2023, 12:14 PM
Q1 2023 136 $276M +$17.4M -$9.51M +$7.93M BRKB, AAPL, DGRO, PHYS, DVY 13F-HR 4/27/2023, 02:02 PM
Q4 2022 131 $254M +$16.6M -$5.9M +$10.7M BRKB, AAPL, DGRO, PHYS, DVY 13F-HR 2/8/2023, 09:35 PM
Q3 2022 116 $225M +$15.1M -$11.2M +$3.93M BRKB, AAPL, DGRO, PHYS, GOOGL 13F-HR 11/4/2022, 10:32 AM
Q2 2022 126 $247M +$18.6M -$16.8M +$1.84M BRKB, AAPL, DGRO, GOOGL, PHYS 13F-HR 8/9/2022, 04:24 PM
Q1 2022 136 $296M +$17.9M -$10.5M +$7.46M BRKB, AAPL, GOOGL, DGRO, PHYS 13F-HR 5/11/2022, 01:12 PM
Q4 2021 133 $295M +$9.76M -$7.5M +$2.26M BRKB, AAPL, GOOGL, DGRO, PHYS 13F-HR 2/8/2022, 07:30 AM
Q3 2021 129 $273M +$15.6M -$6.99M +$8.59M BRKB, AAPL, GOOGL, DGRO, SNBR 13F-HR 10/21/2021, 04:36 PM
Q2 2021 130 $272M +$21.7M -$3.63M +$18M BRKB, AAPL, GOOGL, DGRO, SNBR 13F-HR 7/27/2021, 09:14 PM
Q1 2021 124 $240M +$26.2M -$7.08M +$19.2M BRKB, AAPL, SNBR, DGRO, GOOGL 13F-HR 5/6/2021, 09:28 PM
Q4 2020 111 $208M +$13.3M -$3.25M +$10.1M BRKB, AAPL, DGRO, JMIA, PHYS 13F-HR 2/12/2021, 05:28 PM
Q3 2020 100 $167M +$24.5M -$2.46M +$22M BRKB, AAPL, PHYS, DGRO, GOOGL 13F-HR 11/3/2020, 04:01 PM
Q2 2020 92 $146M +$6.72M -$3.17M +$3.55M BRKB, AAPL, PHYS, DGRO, GOOGL 13F-HR 7/15/2020, 09:56 AM
Q1 2020 81 $118M +$7.31M -$6.65M +$658K BRKB, AAPL, PHYS, DGRO, GOOGL 13F-HR 4/14/2020, 11:48 AM
Q4 2019 83 $146M +$9.24M -$1.63M +$7.61M BRKB, AAPL, PHYS, DGRO, GOOGL 13F-HR 1/9/2020, 07:34 AM
Q3 2019 82 $126M +$4.63M -$2.43M +$2.2M BRKB, AAPL, PHYS, DGRO, DVY 13F-HR 11/14/2019, 06:17 PM
Q2 2019 83 $121M +$4.24M -$2.4M +$1.84M BRKB, AAPL, DGRO, PHYS, DVY 13F-HR 11/14/2019, 06:22 PM
Q1 2019 79 $116M +$16.7M -$1.56M +$15.1M BRKB, AAPL, DGRO, SNBR, GOOGL 13F-HR 11/14/2019, 06:22 PM
Q4 2018 69 $92.7M $0 $0 BRKB, AAPL, DGRO, PHYS, DVY 13F-HR 11/14/2019, 06:27 PM