SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC
All 13F Filings
- Location
- Minneapolis, MN
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 527,693
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 11/10/2026 | 175 | 527,693 | 13F-HR | SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC |
| Q2 2026 | 8/7/2026 | 174 | 523,909 | 13F-HR | SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC |
| Q1 2026 | 5/8/2026 | 173 | 481,759 | 13F-HR | SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC |
| Q4 2025 | 2/9/2026 | 169 | 484,191 | 13F-HR | SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC |
| Q3 2025 | 11/7/2025 | 163 | 471,782 | 13F-HR | SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC |
| Q2 2025 | 8/8/2025 | 160 | 438,919 | 13F-HR | SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 304.7 K | 57.7% | 1.004 K | 0 | 1.004 K |
| ETFs | 222.8 K | 42.2% | 2.537 K | 0 | 2.537 K |
| Other | 246 | 0.0% | 246 | 0 | 246 |
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Fund Snapshot
Q3 2026
Latest filed
11/10/2026
Total value ($000)
527,693
Holdings
175
QoQ value change ($000)
3,784
(0.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.