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Manager record

Schwarz Dygos Wheeler Investment Advisors Llc

Minneapolis, MN · CIK 1794153 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$523.91MReported 13F valueQ2 2026 · as filed
174Holdings listed
+8.7%vs prior quartervalue change includes market moves
5Quarters on record
Aug 07Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $438.9M$438.9MQ2 2025160 holdingsQ3 2025: $471.8M$471.8MQ3 2025163 holdingsQ4 2025: $484.2M$484.2MQ4 2025169 holdingsQ1 2026: $481.8M$481.8MQ1 2026173 holdingsQ2 2026: $523.9M$523.9MQ2 2026174 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 07 2026 13F-HR · period Q2 2026

$523.91M · 174 holdings listed · View original SEC filing ↗
May 08 2026 13F-HR · period Q1 2026

$481.76M · 173 holdings listed · View original SEC filing ↗
Feb 09 2026 13F-HR · period Q4 2025

$484.19M · 169 holdings listed · View original SEC filing ↗
Nov 07 2025 13F-HR · period Q3 2025

$471.78M · 163 holdings listed · View original SEC filing ↗
Aug 08 2025 13F-HR · period Q2 2025

$438.92M · 160 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 07, 2026 · Change methodology