SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 9, 2026, for the 2025 Q4 period, SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC held in its portfolio 168 assets valued at $484,191,332 (i.e. $484.19M).
The most valuable assets in the portfolio included: BERKSHIRE HATHAWAY INC DEL ($61.13M), APPLE INC ($35.74M), and DIMENSIONAL ETF TRUST ($29.56M).
The chart below shows the top 10 valuable assets, and the table below shows the top 168 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | 121620 | 61132605 | CL B NEW |
| APPLE INC | 131461 | 35739202 | COM |
| DIMENSIONAL ETF TRUST | 631628 | 29560212 | US CORE EQT MKT |
| SPROTT ASSET MANAGEMENT LP | 857223 | 28305512 | PHYSICAL GOLD TR |
| ISHARES TR | 340396 | 23630328 | CORE DIV GRWTH |
| ALPHABET INC | 69113 | 21632623 | CAP STK CL A |
| ISHARES TR | 118285 | 16694823 | SELECT DIVID ETF |
| DIMENSIONAL ETF TRUST | 367312 | 13998290 | INTL CORE EQT MK |
| VANGUARD INTL EQUITY INDEX F | 139170 | 11636031 | FTSE EUROPE ETF |
| AMERICAN CENTY ETF TR | 93328 | 9517676 | US SML CP VALU |
| ALPHABET INC | 27151 | 8519984 | CAP STK CL C |
| AMERICAN CENTY ETF TR | 139184 | 8115827 | EMERGING MKT VAL |
| MICROSOFT CORP | 14636 | 7078507 | COM |
| VANGUARD WHITEHALL FDS | 74239 | 6681564 | INTL HIGH ETF |
| PACER FDS TR | 108208 | 6510886 | US CASH COWS 100 |
| AMERICAN CENTY ETF TR | 68860 | 6470811 | INTL SMCP VLU |
| VANGUARD INTL EQUITY INDEX F | 114808 | 6172128 | FTSE EMR MKT ETF |
| JPMORGAN CHASE & CO. | 18593 | 5991164 | COM |
| AMERICAN CENTY ETF TR | 49483 | 5531225 | US EQT ETF |
| VIRTUS EQUITY & CONV INCM FD | 216008 | 5382939 | COM |
| DIMENSIONAL ETF TRUST | 118435 | 5040628 | CORE FIXED INCOM |
| DIMENSIONAL ETF TRUST | 123746 | 4899123 | US CORE EQUITY 2 |
| KAROOOOO LTD | 105215 | 4787283 | ORD SHS |
| PHILIP MORRIS INTL INC | 29581 | 4744868 | COM |
| UNITEDHEALTH GROUP INC | 14120 | 4661173 | COM |
| AMAZON COM INC | 19355 | 4467521 | COM |
| COSTCO WHSL CORP NEW | 5035 | 4342482 | COM |
| TARGET CORP | 43913 | 4305610 | COM |
| META PLATFORMS INC | 5947 | 3925584 | CL A |
| WELLS FARGO CO NEW | 40526 | 3777023 | COM |
| DIMENSIONAL ETF TRUST | 68636 | 3711202 | GLOBAL CORE PLUS |
| PALO ALTO NETWORKS INC | 19203 | 3537193 | COM |
| NVIDIA CORPORATION | 18021 | 3361030 | COM |
| DIMENSIONAL ETF TRUST | 56119 | 3341370 | US TARGETED VLU |
| AMERICAN CENTY ETF TR | 36054 | 2967991 | INTL EQT ETF |
| MCDONALDS CORP | 8986 | 2746559 | COM |
| VISA INC | 7697 | 2699615 | COM CL A |
| JOHNSON & JOHNSON | 13008 | 2692151 | COM |
| J P MORGAN EXCHANGE TRADED F | 53016 | 2682097 | ULTRA SHRT ETF |
| DIMENSIONAL ETF TRUST | 74370 | 2509258 | EMERGING MKTS VA |
| HONEYWELL INTL INC | 12099 | 2360394 | COM |
| DIMENSIONAL ETF TRUST | 64446 | 2220832 | INTL CORE EQUITY |
| DIMENSIONAL ETF TRUST | 57373 | 2180207 | INTL SMALL CAP V |
| WEYERHAEUSER CO MTN BE | 88777 | 2103145 | COM NEW |
| SPROTT ASSET MANAGEMENT LP | 88097 | 2083494 | PHYSICAL SILVER |
| STARBUCKS CORP | 24105 | 2029941 | COM |
| J P MORGAN EXCHANGE TRADED F | 30167 | 1726788 | EQUITY PREMIUM |
| ISHARES TR | 24303 | 1725049 | CORE MSCI EURO |
| PROCTER AND GAMBLE CO | 11474 | 1644402 | COM |
| VANGUARD INDEX FDS | 18515 | 1638406 | REAL ESTATE ETF |
| ISHARES INC | 23534 | 1581956 | CORE MSCI EMKT |
| SLEEP NUMBER CORP | 183713 | 1554212 | COM |
| HOME DEPOT INC | 4476 | 1540239 | COM |
| BERKSHIRE HATHAWAY INC DEL | 2 | 1509600 | CL A |
| ALLISON TRANSMISSION HLDGS I | 15117 | 1479954 | COM |
| CBRE GBL REAL ESTATE INC FD | 318080 | 1393194 | COM |
| DOUBLELINE INCOME SOLUTIONS | 120247 | 1355191 | COM |
| DISNEY WALT CO | 11448 | 1302479 | COM |
| GLADSTONE LD CORP | 134809 | 1233508 | COM |
| SPDR S&P 500 ETF TR | 1778 | 1212892 | TR UNIT |
| VERIZON COMMUNICATIONS INC | 28813 | 1173575 | COM |
| GOLDMAN SACHS GROUP INC | 1291 | 1134789 | COM |
| ORACLE CORP | 5817 | 1133933 | COM |
| FEDEX CORP | 3912 | 1130037 | COM |
| ISHARES TR | 1640 | 1123850 | CORE S&P500 ETF |
| CAPITAL ONE FINL CORP | 4405 | 1067596 | COM |
| DOUBLELINE YIELD OPPORTUNITI | 72592 | 1055496 | COM |
| BLACKROCK FLOATING RATE INCO | 88334 | 1040576 | COM |
| CHEVRON CORP NEW | 6796 | 1035855 | COM |
| BOOKING HOLDINGS INC | 193 | 1033579 | COM |
| ABRDN ASIA PACIFIC INCOME FU | 67185 | 1030628 | COM NEW |
| VANGUARD INDEX FDS | 1640 | 1028605 | S&P 500 ETF SHS |
| DIMENSIONAL ETF TRUST | 23297 | 1011789 | US SUSTAINABILTY |
| PALANTIR TECHNOLOGIES INC | 5597 | 994867 | CL A |
| PACCAR INC | 9071 | 993365 | COM |
| AMERICAN CENTY ETF TR | 12741 | 981329 | AVANTIS EMGMKT |
| DIMENSIONAL ETF TRUST | 29780 | 974726 | WORLD EX US CORE |
| ISHARES TR | 6437 | 957131 | CORE S&P TTL STK |
| CVS HEALTH CORP | 11828 | 938749 | COM |
| AMERICAN CENTY ETF TR | 22173 | 929564 | AVANTIS CORE FI |
| CELSIUS HLDGS INC | 20043 | 916767 | COM NEW |
| WINMARK CORP | 2150 | 870621 | COM |
| MASTERCARD INCORPORATED | 1518 | 866772 | CL A |
| BOEING CO | 3990 | 866368 | COM |
| MEDTRONIC PLC | 8940 | 858789 | SHS |
| AUTOZONE INC | 250 | 847875 | COM |
| ENTERPRISE PRODS PARTNERS L | 25599 | 820704 | COM |
| KKR & CO INC | 6274 | 799860 | COM |
| PACER FDS TR | 22660 | 797859 | US LRG CP CASH |
| DIMENSIONAL ETF TRUST | 18454 | 790662 | INTERNATIONAL |
| VANGUARD INSTL INDEX FD | 9925 | 748643 | 0-3 MO TREAS BIL |
| SOMNIGROUP INTERNATIONAL INC | 8250 | 736560 | COM |
| JAMES HARDIE INDS PLC | 35050 | 727288 | ORD SHS |
| VANGUARD INDEX FDS | 2065 | 692648 | TOTAL STK MKT |
| SPDR SERIES TRUST | 17654 | 676550 | STATE STREET SPD |
| GE HEALTHCARE TECHNOLOGIES I | 7802 | 639970 | COMMON STOCK |
| AMERICAN TOWER CORP NEW | 3640 | 639075 | COM |
| EXXON MOBIL CORP | 5069 | 610003 | COM |
| CELCUITY INC | 5700 | 568518 | COM |
| CISCO SYS INC | 7367 | 567480 | COM |
| GENERAL MLS INC | 12153 | 565115 | COM |
| ARM HOLDINGS PLC | 5159 | 563939 | SPONSORED ADS |
| ABBVIE INC | 2357 | 538551 | COM |
| AMERICAN CENTY ETF TR | 7343 | 523042 | INTERNATIONAL LR |
| APOLLO GLOBAL MGMT INC | 3600 | 521136 | COM |
| WALMART INC | 4631 | 515952 | COM |
| AMERICAN CENTY ETF TR | 6616 | 501294 | US LARGE CAP VLU |
| MCKESSON CORP | 590 | 483971 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 1577 | 479235 | SPONSORED ADS |
| FASTENAL CO | 11283 | 452787 | COM |
| VANGUARD BD INDEX FDS | 5670 | 419977 | TOTAL BND MRKT |
| NUVEEN SELECT MAT MUN FD | 43947 | 409147 | SH BEN INT |
| COCA COLA CO | 5746 | 401719 | COM |
| NOVO-NORDISK A S | 7489 | 381040 | ADR |
| DIMENSIONAL ETF TRUST | 7355 | 367015 | INTERNATNAL VAL |
| AMPLIFY ETF TR | 4485 | 360459 | AMPLIFY CYBERSEC |
| NORFOLK SOUTHN CORP | 1234 | 356376 | COM |
| DIMENSIONAL ETF TRUST | 8533 | 353949 | EMERGING MARKETS |
| TRACTOR SUPPLY CO | 6990 | 349570 | COM |
| MICRON TECHNOLOGY INC | 1210 | 345346 | COM |
| PRUDENTIAL FINL INC | 3057 | 345074 | COM |
| J P MORGAN EXCHANGE TRADED F | 5186 | 344517 | HEDGED EQUITY LA |
| UNION PAC CORP | 1480 | 342354 | COM |
| INVESCO QQQ TR | 545 | 334799 | UNIT SER 1 |
| BP PLC | 9568 | 332297 | SPONSORED ADR |
| TESLA INC | 733 | 329645 | COM |
| ISHARES TR | 1961 | 329330 | CORE S&P US GWT |
| 3M CO | 1980 | 317010 | COM |
| FIDELITY COVINGTON TRUST | 10477 | 313681 | FIDELITY FUND LR |
| SELECT SECTOR SPDR TR | 4022 | 312456 | STATE STREET CON |
| CONOCOPHILLIPS | 3240 | 303345 | COM |
| AMERICAN CENTY ETF TR | 3963 | 302425 | AVANTIS RESPON U |
| CONSTELLATION BRANDS INC | 2142 | 295510 | CL A |
| ALTRIA GROUP INC | 5110 | 294643 | COM |
| MOLSON COORS BEVERAGE CO | 6309 | 294519 | CL B |
| SEZZLE INC | 4600 | 291985 | COM |
| SELECT SECTOR SPDR TR | 1820 | 281736 | STATE STREET HEA |
| LESAKA TECHNOLOGIES INC | 57422 | 273903 | COM NEW |
| SIMON PPTY GROUP INC NEW | 1468 | 271741 | COM |
| EQUINOR ASA | 11390 | 269146 | SPONSORED ADR |
| FRANKLIN RESOURCES INC | 11191 | 267353 | COM |
| DOMINOS PIZZA INC | 621 | 258845 | COM |
| ISHARES TR | 3119 | 258330 | 1 3 YR TREAS BD |
| ATLANTA BRAVES HLDGS INC | 6022 | 255879 | COM SER A |
| BLACKSTONE INC | 1655 | 255102 | COM |
| ISHARES TR | 2077 | 252584 | CORE HIGH DV ETF |
| VANGUARD CHARLOTTE FDS | 5217 | 252085 | TOTAL INT BD ETF |
| ISHARES TR | 1716 | 242886 | MSCI ACWI ETF |
| LINDE PLC | 559 | 238352 | SHS |
| NATIONAL FUEL GAS CO | 2940 | 235376 | COM |
| NEWMONT CORP | 2356 | 235247 | COM |
| BANK AMERICA CORP | 4267 | 234685 | COM |
| ALLIANCEBERNSTEIN HLDG L P | 6095 | 234536 | UNIT LTD PARTN |
| LOCKHEED MARTIN CORP | 482 | 233129 | COM |
| SCHWAB STRATEGIC TR | 7143 | 233005 | US LCAP GR ETF |
| CATERPILLAR INC | 406 | 232585 | COM |
| FIDELITY COVINGTON TRUST | 6040 | 220946 | ENHANCED INTL |
| US BANCORP DEL | 4092 | 218367 | COM NEW |
| NETFLIX INC | 2320 | 217523 | COM |
| TAPESTRY INC | 1681 | 214781 | COM |
| MONDELEZ INTL INC | 3954 | 212880 | CL A |
| DAVE & BUSTERS ENTMT INC | 12940 | 209757 | COM |
| DIMENSIONAL ETF TRUST | 6204 | 205228 | EMERGING MKTS CO |
| C H ROBINSON WORLDWIDE INC | 1253 | 201432 | COM NEW |
| BLUE OWL CAPITAL INC | 10500 | 156870 | COM CL A |
| LOCAL BOUNTI CORP | 56705 | 121349 | COM NEW |
| EQUUS TOTAL RETURN INC | 20000 | 28296 | COM |
| THERIVA BIOLOGICS INC | 15000 | 3156 | COM NEW |
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