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Portfolio (Quarterly) Guide ↗

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC

· CIK 0001794153
13F Portfolio $524M AUM 174 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 174 New
Page 4 of 9  ·  174 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VOO VANGUARD INDEX FDS 2,060.0 $1.4M 0.27% NEW $686.87 +2.9%
62 PG PROCTER & GAMBLE CO Consumer Defensive 9,497.0 $1.4M 0.27% NEW $146.65 -1.5%
63 COWG PACER FDS TR 33,457.0 $1.3M 0.26% NEW $40.15 -1.4%
64 HONEYWELL INTL INC 5,934.0 $1.3M 0.25% NEW $223.90
65 HONEYWELL AEROSPACE INC 5,934.0 $1.3M 0.25% NEW $221.08
66 GS GOLDMAN SACHS GROUP INC Financial Services 1,291.0 $1.3M 0.25% NEW $1011.37 +1.0%
67 CVS CVS HEALTH CORP Healthcare 12,503.0 $1.3M 0.25% NEW $103.45 -9.5%
68 IVV ISHARES TR 1,698.0 $1.3M 0.24% NEW $749.26 +3.1%
69 MU MICRON TECHNOLOGY INC Technology 1,084.0 $1.3M 0.24% NEW $1154.04 -18.8%
70 ABRDN ASIA PACIFIC INCOME FU 81,838.0 $1.2M 0.23% NEW $14.71
71 AVEM AMERICAN CENTY ETF TR 12,427.0 $1.2M 0.23% NEW $96.49 -3.6%
72 DFSU DIMENSIONAL ETF TRUST 24,514.0 $1.1M 0.22% NEW $46.63 +3.9%
73 CVX CHEVRON CORPORATION Energy 6,811.0 $1.1M 0.21% NEW $165.76 +24.1%
74 FRA BLACKROCK FLOATING RATE INCO Financial Services 101,501.0 $1.1M 0.21% NEW $10.99 -0.0%
75 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,465.0 $1.1M 0.21% NEW $747.10 +2.9%
76 DLY DOUBLELINE YIELD OPPORTUNITI Financial Services 77,737.0 $1.1M 0.21% NEW $14.07 -0.4%
77 PCAR PACCAR INC Industrials 9,071.0 $1.1M 0.21% NEW $120.12 +6.1%
78 DIS DISNEY WALT CO Communication Services 11,257.0 $1.1M 0.21% NEW $96.25 +11.1%
79 AVIG AMERICAN CENTY ETF TR 25,905.0 $1.1M 0.20% NEW $41.41 -1.2%
80 LAND GLADSTONE LD CORP Real Estate 125,287.0 $1.1M 0.20% NEW $8.53 +0.9%
Page 4 of 9  ·  174 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.7%
Financial Services 23.8%
Communication Services 18.0%
Consumer Defensive 9.0%
Consumer Cyclical 7.1%
Healthcare 6.1%
Real Estate 2.1%
Industrials 2.1%
Energy 1.8%
Basic Materials 0.3%