SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC - Portfolio overview

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC has 179 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. BRKB - BERKSHIRE HATHAWAY INC DEL, 11.87%
2. AAPL - APPLE INC, 6.78%
3. PHYS - SPROTT ASSET MANAGEMENT LP, 6.21%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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