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SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 13F holdings

Filed 2026-08-07 · SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC · 174 positions · $523.9M

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TickerCompanySharesValue% of portfolio
BRK-BBERKSHIRE HATHAWAY INC DEL119.3K$59.7M11.4%
AAPLAPPLE INC128.6K$37.2M7.1%
DGROISHARES TR362.2K$27.4M5.2%
DFAUDIMENSIONAL ETF TRUST528.4K$27.3M5.2%
PHYSSPROTT ASSET MANAGEMENT LP845.6K$25.5M4.9%
GOOGLALPHABET INC68.4K$24.4M4.7%
DVYISHARES TR125.7K$19.6M3.7%
DFAIDIMENSIONAL ETF TRUST375.0K$15.5M3.0%
VGKVANGUARD INTL EQUITY INDEX F142.6K$12.6M2.4%
AVUVAMERICAN CENTY ETF TR96.6K$12.0M2.3%
AVESAMERICAN CENTY ETF TR149.7K$9.8M1.9%
GOOGALPHABET INC26.9K$9.5M1.8%
VYMIVANGUARD WHITEHALL FDS78.1K$7.7M1.5%
AVLCAMERICAN CENTY ETF TR84.3K$7.6M1.4%
AVDVAMERICAN CENTY ETF TR67.6K$7.0M1.3%
COWZPACER FDS TR112.0K$7.0M1.3%
VWOVANGUARD INTL EQUITY INDEX F115.6K$6.9M1.3%
TGTTARGET CORP51.0K$6.7M1.3%
PANWPALO ALTO NETWORKS INC18.2K$6.2M1.2%
AVUSAMERICAN CENTY ETF TR48.1K$6.2M1.2%
XNIEXVIRTUS EQUITY & CONV INCM FD226.8K$6.1M1.2%
JPMJPMORGAN CHASE & CO18.6K$6.1M1.2%
UNHUNITEDHEALTH GROUP INC14.1K$5.9M1.1%
MSFTMICROSOFT CORP15.4K$5.7M1.1%
PMPHILIP MORRIS INTL INC29.5K$5.3M1.0%
DFCFDIMENSIONAL ETF TRUST126.2K$5.3M1.0%
DFACDIMENSIONAL ETF TRUST117.0K$5.2M1.0%
—KAROOOOO LTD94.2K$4.7M0.9%
AMZNAMAZON COM INC19.5K$4.6M0.9%
COSTCOSTCO WHOLESALE CORPORATION4.7K$4.4M0.8%
DFGPDIMENSIONAL ETF TRUST76.8K$4.2M0.8%
DFATDIMENSIONAL ETF TRUST55.8K$3.9M0.7%
NVDANVIDIA CORPORATION17.2K$3.4M0.7%
WFCWELLS FARGO & CO41.4K$3.4M0.7%
JNJJOHNSON & JOHNSON13.2K$3.3M0.6%
METAMETA PLATFORMS INC5.8K$3.3M0.6%
DFEVDIMENSIONAL ETF TRUST72.8K$3.1M0.6%
AVDEAMERICAN CENTY ETF TR33.7K$3.0M0.6%
JPSTJ P MORGAN EXCHANGE TRADED F52.8K$2.7M0.5%
VVISA INC7.5K$2.6M0.5%
SBUXSTARBUCKS CORP23.9K$2.4M0.5%
MCDMCDONALDS CORP8.8K$2.4M0.5%
WYWEYERHAEUSER CO99.4K$2.4M0.5%
DISVDIMENSIONAL ETF TRUST57.4K$2.3M0.4%
DFICDIMENSIONAL ETF TRUST61.2K$2.3M0.4%
VNQVANGUARD INDEX FDS21.8K$2.1M0.4%
JEPIJ P MORGAN EXCHANGE TRADED F36.6K$2.1M0.4%
IEURISHARES TR26.8K$2.0M0.4%
ACWIISHARES INC24.2K$2.0M0.4%
—JAMES HARDIE INDS PLC65.5K$1.7M0.3%
INFQINFLEQTION INC127.7K$1.7M0.3%
—CBRE GBL REAL ESTATE INC FD366.6K$1.7M0.3%
ARMARM HOLDINGS PLC4.6K$1.6M0.3%
ALSNALLISON TRANSMISSION HLDGS I13.8K$1.6M0.3%
DSLDOUBLELINE INCOME SOLUTIONS140.5K$1.6M0.3%
PSLVSPROTT ASSET MANAGEMENT LP81.9K$1.5M0.3%
HDHOME DEPOT INC4.4K$1.5M0.3%
BRK-BBERKSHIRE HATHAWAY INC DEL2$1.5M0.3%
VBILVANGUARD INSTL INDEX FD19.2K$1.5M0.3%
VZVERIZON COMMUNICATIONS INC33.8K$1.4M0.3%
Top Fund Holdings
13F
Top Fund Holdings

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