Schwarz Dygos Wheeler Investment Advisors LLC - Q12026 Holdings

Schwarz Dygos Wheeler Investment Advisors LLC holds 173 stocks with a total portfolio value of $ 481.76M as of Q12026. In Q12026, Schwarz Dygos Wheeler Investment Advisors LLC added 8 new positions, increased stakes in 58 stocks, reduced 58 holdings, and fully exited 4 positions. The largest holding is Berkshire Hathaway Inc Del (BRK-B), representing 12.00% of the total portfolio.