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Schwarz Dygos Wheeler Investment Advisors LLC
Schwarz Dygos Wheeler Investment Advisors LLC is an independent registered investment advisory firm based in Minneapolis, Minnesota. Founded by Joseph Wm Schwarz (CFA), Stephen J. Dygos (CFP, CPWA), and Benjamin J. Wheeler (CFP, CIMA), the firm provides personalized financial planning and portfolio management services to a select group of investors. The team is composed of experienced advisors with industry-leading credentials, serving high-net-worth individuals, families, and institutions. The firm emphasizes fiduciary responsibility and a client-first approach, offering tailored advice backed by decades of expertise. The company was established prior to 2018 and remains privately held with a boutique operational style.
Investment Strategy
Schwarz Dygos Wheeler Investment Advisors LLC employs a personalized, client-focused investment strategy leveraging diversified portfolio holdings. The firm focuses on disciplined asset allocation, long-term growth, and risk management, utilizing both equities and fixed income along with ETFs and mutual funds. They place strong emphasis on fiduciary standards, ensuring that all investment decisions align with the unique financial goals and risk tolerances of each client. Their approach regularly incorporates a combination of strategic core holdings in major equities (such as Berkshire Hathaway and Apple) and diversified exposure through ETFs, reflecting both active and passive investment philosophies.
Latest 13F Filing Activity
Schwarz Dygos Wheeler Investment Advisors LLC filed their most recent 13F report on Jun 30, 2025 disclosing 159 equity positions with a total 13F market value of $439M. The fund increased holdings in Dimensional Etf Trust, Palo Alto Networks Inc., Microsoft Corp. among other positions. Schwarz Dygos Wheeler Investment Advisors LLC reduced exposure to Berkshire Hathaway Inc. Del, Apple Inc., Unitedhealth Group Inc. among others.
Top Holdings
Equity Positions (159)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | 13.37% | $58.7M | 120,782 | $218.37 | $485.77 | -$5.9M | |
A AAPL | APPLE INC | 6.49% | $28.5M | 138,743 | $51.10 | $205.17 | -$2.5M |
D DFAU | DIMENSIONAL ETF TRUST | 5.96% | $26.2M | 617,878 | $32.45 | $42.36 | +$4.4M |
P PHYS | SPROTT PHYSICAL GOLD TR | 5.00% | $22.0M | 866,257 | $13.26 | $25.35 | +$1.3M |
D DGRO | ISHARES TR | 4.68% | $20.5M | 321,004 | $41.98 | $63.94 | +$1.0M |
Industry Allocation
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