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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 6 of 9  ·  174 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 AVLV AMERICAN CENTY ETF TR 6,720.0 $613K 0.12% NEW $91.21 +3.6%
102 AMT AMERICAN TOWER CORP Real Estate 3,535.0 $578K 0.11% NEW $163.62 +6.6%
103 KKR KKR & CO INC Financial Services 6,269.0 $575K 0.11% NEW $91.78 +20.3%
104 ABBV ABBVIE INC Healthcare 2,264.0 $570K 0.11% NEW $251.64 +5.7%
105 AVIV AMERICAN CENTY ETF TR 7,223.0 $559K 0.11% NEW $77.42 +7.1%
106 HDV ISHARES TR 20,055.0 $550K 0.10% NEW $27.41 +9.2%
107 FAST FASTENAL CO Industrials 11,283.0 $542K 0.10% NEW $48.01 +7.1%
108 QQQ INVESCO QQQ TR Financial Services 725.0 $534K 0.10% NEW $736.40 -2.8%
109 WMT WALMART INC Consumer Defensive 4,692.0 $531K 0.10% NEW $113.27 +0.9%
110 NIM NUVEEN SELECT MAT MUN FD Financial Services 49,884.0 $470K 0.09% NEW $9.42 -1.5%
111 HACK AMPLIFY ETF TR 4,385.0 $460K 0.09% NEW $104.93 +7.0%
112 KO COCA COLA CO Consumer Defensive 5,533.0 $450K 0.09% NEW $81.27 +11.2%
113 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 6,855.0 $439K 0.08% NEW $64.01 +16.6%
114 DFSE DIMENSIONAL ETF TRUST 8,737.0 $427K 0.08% NEW $48.88 -1.5%
115 CAT CATERPILLAR INC Industrials 400.0 $426K 0.08% NEW $1064.90 -23.4%
116 APOS APOLLO GLOBAL MGMT INC Financial Services 3,600.0 $426K 0.08% NEW $118.31 -78.4%
117 GIS GENERAL MILLS INC Consumer Defensive 12,153.0 $423K 0.08% NEW $34.80 +14.9%
118 BND VANGUARD BD INDEX FDS 5,625.0 $413K 0.08% NEW $73.41 -1.2%
119 HELO J P MORGAN EXCHANGE TRADED F 6,097.0 $412K 0.08% NEW $67.59 +3.0%
120 MCK MCKESSON CORP Healthcare 540.0 $408K 0.08% NEW $755.60 +13.0%
Page 6 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%