SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC

Institutional manager (13F) · CIK 1794153

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $410M

#	Issuer	Value	Shares
1	BERKSHIRE HATHAWAY INC DEL	$58M	120,624
2	APPLE INC	$33M	130,120
3	SPROTT ASSET MANAGEMENT LP	$30M	853,305
4	ISHARES TR	$24M	348,715
5	DIMENSIONAL ETF TRUST	$24M	523,235
6	ALPHABET INC	$20M	68,629
7	ISHARES TR	$18M	119,877
8	DIMENSIONAL ETF TRUST	$15M	373,069
9	VANGUARD INTL EQUITY INDEX F	$12M	140,149
10	AMERICAN CENTY ETF TR	$11M	96,017
11	AMERICAN CENTY ETF TR	$9M	148,465
12	ALPHABET INC	$8M	26,969
13	VANGUARD WHITEHALL FDS	$7M	77,652
14	PACER FDS TR	$7M	111,761
15	AMERICAN CENTY ETF TR	$7M	67,619
16	AMERICAN CENTY ETF TR	$6M	83,565
17	VANGUARD INTL EQUITY INDEX F	$6M	116,978
18	MICROSOFT CORP	$6M	15,406
19	JPMORGAN CHASE & CO	$5M	18,616
20	TARGET CORP	$5M	43,932
21	DIMENSIONAL ETF TRUST	$5M	126,183
22	AMERICAN CENTY ETF TR	$5M	47,888
23	VIRTUS EQUITY & CONV INCM FD	$5M	218,718
24	COSTCO WHOLESALE CORPORATION	$5M	4,958
25	PHILIP MORRIS INTL INC	$5M	29,584
26	KAROOOOO LTD	$5M	94,215
27	DIMENSIONAL ETF TRUST	$5M	120,806
28	DIMENSIONAL ETF TRUST	$4M	76,519
29	AMAZON COM INC	$4M	19,677
30	UNITEDHEALTH GROUP INC	$4M	14,119
31	DIMENSIONAL ETF TRUST	$4M	56,313
32	META PLATFORMS INC	$3M	5,820
33	WELLS FARGO & CO	$3M	40,905
34	JOHNSON & JOHNSON	$3M	13,135
35	NVIDIA CORPORATION	$3M	17,852
36	PALO ALTO NETWORKS INC	$3M	18,916
37	AMERICAN CENTY ETF TR	$3M	33,402
38	MCDONALDS CORP	$3M	8,741
39	HONEYWELL INTL INC	$3M	11,974
40	J P MORGAN EXCHANGE TRADED F	$3M	53,009
41	DIMENSIONAL ETF TRUST	$3M	74,712
42	VISA INC	$2M	7,681
43	DIMENSIONAL ETF TRUST	$2M	57,803
44	DIMENSIONAL ETF TRUST	$2M	63,884
45	WEYERHAEUSER CO	$2M	90,999
46	STARBUCKS CORP	$2M	23,694
47	SPROTT ASSET MANAGEMENT LP	$2M	81,940
48	J P MORGAN EXCHANGE TRADED F	$2M	32,920
49	VANGUARD INDEX FDS	$2M	20,739
50	ISHARES TR	$2M	24,743

All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.