SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC

Est. AUM

$481.8M

13F long equity, this entity only

Positions

173

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$57.8M	120624	12.00%	SOLE
2	APPLE INC	COM	$33.0M	130120	6.85%	SOLE
3	SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD TR	$30.2M	853305	6.28%	SOLE
4	ISHARES TR	CORE DIV GRWTH	$24.5M	348715	5.08%	SOLE
5	DIMENSIONAL ETF TRUST	US CORE EQT MKT	$23.6M	523235	4.90%	SOLE
6	ALPHABET INC	CAP STK CL A	$19.7M	68629	4.10%	SOLE
7	ISHARES TR	SELECT DIVID ETF	$18.2M	119877	3.77%	SOLE
8	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$14.5M	373069	3.02%	SOLE
9	VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$11.6M	140149	2.40%	SOLE
10	AMERICAN CENTY ETF TR	US SML CP VALU	$10.6M	96017	2.20%	SOLE
11	AMERICAN CENTY ETF TR	EMERGING MKT VAL	$8.9M	148465	1.85%	SOLE
12	ALPHABET INC	CAP STK CL C	$7.7M	26969	1.61%	SOLE
13	VANGUARD WHITEHALL FDS	INTL HIGH ETF	$7.3M	77652	1.52%	SOLE
14	PACER FDS TR	US CASH COWS 100	$7.0M	111761	1.45%	SOLE
15	AMERICAN CENTY ETF TR	INTL SMCP VLU	$6.8M	67619	1.40%	SOLE
16	AMERICAN CENTY ETF TR	AVANTIS US LARG	$6.5M	83565	1.35%	SOLE
17	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$6.3M	116978	1.31%	SOLE
18	MICROSOFT CORP	COM	$5.7M	15406	1.18%	SOLE
19	JPMORGAN CHASE & CO	COM	$5.5M	18616	1.14%	SOLE
20	TARGET CORP	COM	$5.3M	43932	1.11%	SOLE
21	DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$5.3M	126183	1.11%	SOLE
22	AMERICAN CENTY ETF TR	US EQT ETF	$5.3M	47888	1.11%	SOLE
23	VIRTUS EQUITY & CONV INCM FD	COM	$5.1M	218718	1.06%	SOLE
24	COSTCO WHOLESALE CORPORATION	COM	$4.9M	4958	1.03%	SOLE
25	PHILIP MORRIS INTL INC	COM	$4.9M	29584	1.02%	SOLE
26	KAROOOOO LTD	ORD SHS	$4.7M	94215	0.97%	SOLE
27	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$4.7M	120806	0.97%	SOLE
28	DIMENSIONAL ETF TRUST	GLOBAL CORE PLUS	$4.1M	76519	0.86%	SOLE
29	AMAZON COM INC	COM	$4.1M	19677	0.85%	SOLE
30	UNITEDHEALTH GROUP INC	COM	$3.8M	14119	0.79%	SOLE
31	DIMENSIONAL ETF TRUST	US TARGETED VLU	$3.5M	56313	0.73%	SOLE
32	META PLATFORMS INC	CL A	$3.3M	5820	0.69%	SOLE
33	WELLS FARGO & CO	COM	$3.3M	40905	0.68%	SOLE
34	JOHNSON & JOHNSON	COM	$3.2M	13135	0.67%	SOLE
35	NVIDIA CORPORATION	COM	$3.1M	17852	0.65%	SOLE
36	PALO ALTO NETWORKS INC	COM	$3.0M	18916	0.63%	SOLE
37	AMERICAN CENTY ETF TR	INTL EQT ETF	$2.8M	33402	0.59%	SOLE
38	MCDONALDS CORP	COM	$2.7M	8741	0.56%	SOLE
39	HONEYWELL INTL INC	COM	$2.7M	11974	0.56%	SOLE
40	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$2.7M	53009	0.56%	SOLE
41	DIMENSIONAL ETF TRUST	EMERGING MKTS VA	$2.7M	74712	0.55%	SOLE
42	VISA INC	COM CL A	$2.3M	7681	0.48%	SOLE
43	DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$2.3M	57803	0.47%	SOLE
44	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$2.3M	63884	0.47%	SOLE
45	WEYERHAEUSER CO	COM NEW	$2.2M	90999	0.46%	SOLE
46	STARBUCKS CORP	COM	$2.1M	23694	0.44%	SOLE
47	SPROTT ASSET MANAGEMENT LP	PHYSICAL SILVER	$2.0M	81940	0.41%	SOLE
48	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$1.9M	32920	0.39%	SOLE
49	VANGUARD INDEX FDS	REAL ESTATE ETF	$1.8M	20739	0.38%	SOLE
50	ISHARES TR	CORE MSCI EURO	$1.7M	24743	0.36%	SOLE

1–50 of 173

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.