SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC

RIA/Wealth

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC is a RIA/Wealth based in Minneapolis, MN led by Stephen John Dygos, reporting $644.4M in AUM as of Q3 2025 with 41% ETF concentration and 51% concentrated in top 10 holdings.

Managing PartnerStephen John Dygos

Portfolio Value: $473.1M
Positions: 164
Top Holding: BRK.B at 13.04%
Last Reported: Q3 2025

Address50 South 6th Street, Suite 1405, Minneapolis, MN, 55402, United States

Top Holdings

Largest long holdings in SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC's portfolio (50.9% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Berkshire Hathaway BRK.B	Insurance - Diversified Financial Services	$61.7M	13.04%	+$942.1K Bought	0.01% 122.7K shares	Q4 2019 Held for 5y 11m
2 Apple AAPL	Consumer Electronics Technology	$34.3M	7.25%	-$1.0M Sold	0.00% 134.7K shares	Q4 2018 Held for 6y 11m
3 Dimensional US Core Equity Market DFAU	ETF ETF	$28.9M	6.11%	+$632.3K Bought	— 631.7K shares	Q4 2020 Held for 4y 11m
4 PHYS Sprott Physical Gold Trust PHYS	Unknown Unknown	$25.4M	5.38%	-$226.3K Sold	— 858.6K shares	Q4 2022 Held for 2y 11m
5 iShares Core Dividend Growth DGRO	ETF ETF	$23.0M	4.87%	+$1.2M Bought	— 338.5K shares	Q4 2018 Held for 6y 11m
6 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$17.3M	3.66%	-$290.3K Sold	0.00% 71.2K shares	Q4 2018 Held for 6y 11m
7 iShares Select Dividend DVY	ETF ETF	$16.7M	3.52%	+$839.8K Bought	— 117.2K shares	Q4 2018 Held for 6y 11m
8 Dimensional International Core Equity Market DFAI	ETF ETF	$13.5M	2.85%	-$251.3K Sold	— 371.2K shares	Q1 2021 Held for 4y 8m
9 Vanguard FTSE Europe VGK	ETF ETF	$11.1M	2.34%	+$42.9K Bought	— 138.5K shares	Q4 2018 Held for 6y 11m
10 Avantis U.S. Small Cap Value AVUV	ETF ETF	$9.0M	1.91%	+$327.4K Bought	— 90.6K shares	Q2 2022 Held for 3y 5m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC's latest filing

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Increased Positions

Position	Shares Δ	Change
1 JHX James Hardie Industries JHX	New	0 → 35.1K +$673.3K
2 JHX James Hardie Industries plc JHX	New	0 → 35.1K +$673.3K
3 Celcuity CELC	New	0 → 5.7K +$281.6K
4 Schwab U.S. Large-Cap Growth SCHG	New	0 → 6.8K +$216.6K
5 Micron Technology MU	New	0 → 1.2K +$202.5K

Decreased Positions

Position	Shares Δ	Change
1 iShares U.S. Telecommunications IYZ	Sold	21.4K → 0 −$637.7K
2 iShares U.S. Medical Devices IHI	Sold	10.0K → 0 −$627.3K
3 Deere & Company DE	Sold	419.0 → 0 −$213.1K
4 Topgolf Callaway Brands MODG	Sold	11.0K → 0 −$88.7K
5 Consumer Staples Select Sector SPDR Fund XLP	-87.25%	32.7K → 4.2K −$2.2M