Holdings
Schwarz Dygos Wheeler Investment Advisors LLC
As of Jun 30, 2026, Schwarz Dygos Wheeler Investment Advisors LLC reported 92 positions worth US$243M. Largest: Berkshire Hathaway Inc., Apple Inc and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Berkshire Hathaway Inc. | 122K | US$61.2M | −1,300 | Jun 30, 2026 |
| Apple Inc | 129K | US$37.2M | −1,548 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 94,899 | US$33.9M | −633 | Jun 30, 2026 |
| Target Corporation | 50,971 | US$6.68M | +7,039 | Jun 30, 2026 |
| Palo Alto Networks, Inc. | 18,159 | US$6.19M | −757 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 18,608 | US$6.09M | −8 | Jun 30, 2026 |
| Unitedhealth Group Incorporated | 14,115 | US$5.87M | −4 | Jun 30, 2026 |
| Microsoft Corp. | 15,390 | US$5.74M | −16 | Jun 30, 2026 |
| Philip Morris International Inc | 29,546 | US$5.35M | −38 | Jun 30, 2026 |
| Amazon.com, Inc. | 19,475 | US$4.64M | −202 | Jun 30, 2026 |