Schwarz Dygos Wheeler Investment Advisors LLC has disclosed its latest holdings in a 13F filing, reporting a total of $527.7 million as of September 30, 2026. This filing is significant as it provides insights into the firm's investment strategy and positions in various sectors.

The firm, based in Minneapolis, Minnesota, is categorized as an investment advisor. This recent filing showcases the growing trend among investment advisors to disclose their holdings, which can influence the broader investment advisory industry.

Background

Schwarz Dygos Wheeler Investment Advisors LLC, incorporated in Delaware, is an investment advisory firm that provides financial and investment management services. The firm has been active in filing with the SEC, with its most recent filings including a 13F-HR on November 10, 2026, and prior submissions dating back to August 2026.

What the Filing Says

The filing indicates that Schwarz Dygos Wheeler has a total of 175 entries in its portfolio, with a reported total value of $527,692,880. The firm has made significant investments in various companies, including 3M Co., AbbVie Inc., and Alphabet Inc.

Impact

This disclosure may affect a range of stakeholders, including investors and competitors in the investment advisory space. By revealing its holdings, Schwarz Dygos Wheeler provides insights into its investment strategies, which may influence market perceptions and investment decisions among peers and clients.

What's Next

The filing does not say what happens next.