Schwarz Dygos Wheeler Investment Advisors Buys and Sells in Q3 2026
Schwarz Dygos Wheeler Investment Advisors Llc significantly increased its holdings of BRK-B, AAPL, DGRO, WY, and others while reducing positions in PHYS.
As reported by insiderset.com,Schwarz Dygos Wheeler Investment Advisors Llc(view profile) managed a portfolio valued at $514,633,865 as of June 2026. This quarter saw notable shifts in the fund's holdings across various sectors.
The investor demonstrated strong accumulation behavior with significant purchases reported for several major positions:
- BRK-B: Berkshire Hathaway Inc (Delaware) shares increased by 1,072.45% ($396 million), though the absolute change was small (-$1.28 million or -1.07%). View BRK-B Stock Details
- AAPL: Apple Inc shares increased by $36,459,280 (or 1.19% in value), though the absolute change was small (-$1.7 million). View AAPL Stock Details
- DGRO: iShares Core Dividend Growth ETF shares increased by $3,850 (or 1.72% in value). View DGRO Stock Details
- WY: Weyerhaeuser Co shares increased by $90,853 (or 1.72% in value). View WY Stock Details
- PHYS: Sprott Asset Management LP ETF shares increased by $54,960 (or 1.73% in value). View PHYS Stock Details
- DVY: iShares Core Dividend Yield ETF shares increased by $4,850 (or 1.73% in value). View DVY Stock Details
- DFAU: Dimensional Fund Advisors Core Undersized Equity ETF shares increased by $5,150 (or 1.73% in value). View DFAU Stock Details
- DSL: DoubleLine Income Solution shares increased by $9,610 (or 9.61% in value). View DSL Stock Details
- XFRAX: BlackRock Floating Rate Fund shares increased by $8,010 (or 9.61% in value). View XFRAX Stock Details
- HDV: iShares Core High Dividend ETF shares increased by $4,850 (or 9.61% in value). View HDV Stock Details
- IGR: CBRE Global REIT Inc shares increased by $2,540 (or 9.61% in value). View IGR Stock Details
- LAND: Gladstone Land Corp shares increased by $2,540 (or 9.61% in value). View LAND Stock Details
- XNIEX: Virtus Equity & Convertible Income Fund shares increased by $3,710 (or 9.61% in value). View XNIEX Stock Details
- COWG: Pacer CoreSOFA COW Growth ETF shares increased by $5,066 (or 17.84% in value). View COWG Stock Details
- AMAT: Applied Materials Inc shares increased by $5,066 (or 17.84% in value). View AMAT Stock Details
- ANET: Apollo Digital Energy & Technology ETF shares increased by $5,066 (or 17.84% in value). View ANET Stock Details
- MSGS: Messages Inc shares increased by $5,066 (or 17.84% in value). View MSGS Stock Details
Conversely, the investor reduced its stake in several holdings:
- BKNG: Booking Holdings Inc shares increased by $2,400 (or 17.84% in value). View BKNG Stock Details
- LOCL: Local Bounty Corp shares increased by $5,066 (or 17.84% in value). View LOCL Stock Details
- LAND: Gladstone Land Corp shares increased by $5,066 (or 17.84% in value). View LAND Stock Details
The fund's largest position remains BRK-B at $597 million, representing an 11.4% allocation despite a small share reduction this quarter.
Technology sector holdings like AAPL and GOOGL (Google) saw slight reductions in shares (-$1.07%, -$0.41%), while the iShares Core Dividend Growth ETF (DGRO) gained significantly ($3,850 increase). The significant buys noted include BKNG which increased by $2,400.
Real Estate holdings showed mixed results: WY saw a substantial increase of $90,853 (+1.72%), while LAND experienced a decrease of -$6,238 (-4.74%).
In Consumer Defensive, the investor added positions in IGR and TGT (Target Corp) but sold LOCL.