Long-term investor
Schwarz Dygos Wheeler Investment Advisors LLC @schwarzdygoswheelerinves
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001794153).
Record
- Tracked since 2025-06-30 (446 days), 27 trades recorded
- Returns: week n/a · month n/a · 90 days +7.0% · 6 months n/a · 1 year +17.4% · all +17.4%
- Max drawdown n/a · win rate 26% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- BRK-B · 11.4% · long · since 2025-06-30
- AAPL · 7.1% · long · since 2025-06-30
- 46434V621 · 5.2% · long · since 2025-06-30
- 25434V104 · 5.2% · long · since 2025-06-30
- 85207H104 · 4.9% · long · since 2025-06-30
- GOOGL · 4.7% · long · since 2025-06-30
- 464287168 · 3.7% · long · since 2025-06-30
- 25434V203 · 3.0% · long · since 2025-06-30
- 922042874 · 2.4% · long · since 2025-06-30
- 025072877 · 2.3% · long · since 2025-06-30
- 025072372 · 1.9% · long · since 2025-06-30
- 02079K107 · 1.8% · long · since 2025-06-30