CIK 1794153
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC
Institutional 13F holdings & portfolio
Holdings
169
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 151–169 of 169
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| NFG | NATIONAL FUEL GAS CO | 3K | $100K–$500K | SH |
| NEM | NEWMONT CORP | 2K | $100K–$500K | SH |
| BAC | BANK AMERICA CORP | 4K | $100K–$500K | SH |
| AB | ALLIANCEBERNSTEIN HLDG L P | 6K | $100K–$500K | SH |
| LMT | LOCKHEED MARTIN CORP | 482 | $100K–$500K | SH |
| SCHG | SCHWAB STRATEGIC TR | 7K | $100K–$500K | SH |
| CAT | CATERPILLAR INC | 406 | $100K–$500K | SH |
| FENI | FIDELITY COVINGTON TRUST | 6K | $100K–$500K | SH |
| USB | US BANCORP DEL | 4K | $100K–$500K | SH |
| NFLX | NETFLIX INC | 2K | $100K–$500K | SH |
| TPR | TAPESTRY INC | 2K | $100K–$500K | SH |
| MDLZ | MONDELEZ INTL INC | 4K | $100K–$500K | SH |
| PLAY | DAVE & BUSTERS ENTMT INC | 13K | $100K–$500K | SH |
| DFEM | DIMENSIONAL ETF TRUST | 6K | $100K–$500K | SH |
| CHRW | C H ROBINSON WORLDWIDE INC | 1K | $100K–$500K | SH |
| OWL | BLUE OWL CAPITAL INC | 11K | $100K–$500K | SH |
| LOCL | LOCAL BOUNTI CORP | 57K | $100K–$500K | SH |
| EQS | EQUUS TOTAL RETURN INC | 20K | $15K–$50K | SH |
| TOVX | THERIVA BIOLOGICS INC | 15K | $1K–$15K | SH |