BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 8 of 9  ·  174 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 TSLA TESLA INC Consumer Cyclical 677.0 $285K 0.05% NEW $420.60 -16.5%
142 JIVE J P MORGAN EXCHANGE TRADED F 3,047.0 $280K 0.05% NEW $91.95 +5.7%
143 LIN LINDE PLC Basic Materials 537.0 $279K 0.05% NEW $518.94 -7.3%
144 ACWI ISHARES TR 1,747.0 $274K 0.05% NEW $157.03 +2.3%
145 FFLG FIDELITY COVINGTON TRUST 7,827.0 $271K 0.05% NEW $34.68 -4.0%
146 STZ CONSTELLATION BRANDS INC Consumer Defensive 1,905.0 $265K 0.05% NEW $139.10 -4.0%
147 SCHG SCHWAB STRATEGIC TR 7,726.0 $261K 0.05% NEW $33.84 +4.8%
148 DFEM DIMENSIONAL ETF TRUST 6,204.0 $252K 0.05% NEW $40.64 -2.7%
149 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 2,838.0 $251K 0.05% NEW $88.60 -35.3%
150 BNDX VANGUARD CHARLOTTE FDS 5,154.0 $250K 0.05% NEW $48.43 -1.4%
151 ANET ARISTA NETWORKS INC Technology 1,461.0 $248K 0.05% NEW $169.88 +9.8%
152 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 617.0 $248K 0.05% NEW $401.95 +0.2%
153 FENI FIDELITY COVINGTON TRUST 6,164.0 $247K 0.05% NEW $40.13 +3.5%
154 USB US BANCORP Financial Services 4,092.0 $247K 0.05% NEW $60.41 +4.0%
155 LMT LOCKHEED MARTIN CORP Industrials 484.0 $247K 0.05% NEW $509.46 +15.6%
156 TPR TAPESTRY INC Consumer Cyclical 1,681.0 $246K 0.05% NEW $146.38 -10.0%
157 BAC BANK OF AMER CORP Financial Services 4,136.0 $236K 0.04% NEW $56.98 +10.9%
158 CHRW C H ROBINSON WORLDWIDE IN Industrials 1,249.0 $235K 0.04% NEW $188.34 -23.3%
159 DFSV DIMENSIONAL ETF TRUST 6,047.0 $235K 0.04% NEW $38.79 +3.9%
160 IWM ISHARES TR 760.0 $228K 0.04% NEW $300.45 +0.4%
Page 8 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%