SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC
Q2 2026 13F filing
Updated 35 days ago174 disclosed positions worth $523.9M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $59.7M | 119.3K | 11.40% | — |
| 2 | A AAPL APPLE INC | $37.2M | 128.6K | 7.10% | — |
| 3 | E ETHA ISHARES TR | $27.4M | 362.2K | 5.24% | — |
| 4 | ? N/A DIMENSIONAL ETF TRUST | $27.3M | 528.4K | 5.21% | — |
| 5 | P PHYS SPROTT ASSET MANAGEMENT LP | $25.5M | 845.6K | 4.87% | — |
| 6 | G GOOGN ALPHABET INC | $24.4M | 68.4K | 4.66% | — |
| 7 | E ETHA ISHARES TR | $19.6M | 125.7K | 3.75% | — |
| 8 | C CRDO DIMENSIONAL ETF TRUST | $15.5M | 375.0K | 2.95% | — |
| 9 | V VGES VANGUARD INTL EQUITY INDEX F | $12.6M | 142.6K | 2.41% | — |
| 10 | ? N/A AMERICAN CENTY ETF TR | $12M | 96.6K | 2.30% | — |
| 11 | ? N/A AMERICAN CENTY ETF TR | $9.8M | 149.7K | 1.87% | — |
| 12 | G GOOGN ALPHABET INC | $9.5M | 26.9K | 1.81% | — |
| 13 | V VGES VANGUARD WHITEHALL FDS | $7.7M | 78.1K | 1.46% | — |
| 14 | ? N/A AMERICAN CENTY ETF TR | $7.6M | 84.3K | 1.45% | — |
| 15 | ? N/A AMERICAN CENTY ETF TR | $7M | 67.6K | 1.33% | — |
| 16 | Q QCOM PACER FDS TR | $7M | 112.0K | 1.33% | — |
| 17 | V VGES VANGUARD INTL EQUITY INDEX F | $6.9M | 115.6K | 1.32% | — |
| 18 | T TGT TARGET CORP | $6.7M | 51.0K | 1.27% | — |
| 19 | P PANW PALO ALTO NETWORKS INC | $6.2M | 18.2K | 1.18% | — |
| 20 | ? N/A AMERICAN CENTY ETF TR | $6.2M | 48.1K | 1.18% | — |
| 21 | N NIE VIRTUS EQUITY & CONV INCM FD | $6.1M | 226.8K | 1.16% | — |
| 22 | J JPM-PM JPMORGAN CHASE & CO | $6.1M | 18.6K | 1.16% | — |
| 23 | U UNH UNITEDHEALTH GROUP INC | $5.9M | 14.1K | 1.12% | — |
| 24 | M MSFT MICROSOFT CORP | $5.7M | 15.4K | 1.10% | — |
| 25 | P PM PHILIP MORRIS INTL INC | $5.3M | 29.5K | 1.02% | — |
| 26 | ? N/A DIMENSIONAL ETF TRUST | $5.3M | 126.2K | 1.02% | — |
| 27 | ? N/A DIMENSIONAL ETF TRUST | $5.2M | 117.0K | 0.99% | — |
| 28 | K KARO KAROOOOO LTD | $4.7M | 94.2K | 0.89% | — |
| 29 | A AMZN AMAZON COM INC | $4.6M | 19.5K | 0.89% | — |
| 30 | C COST COSTCO WHOLESALE CORPORATION | $4.4M | 4.7K | 0.84% | — |
| 31 | ? N/A DIMENSIONAL ETF TRUST | $4.2M | 76.8K | 0.80% | — |
| 32 | ? N/A DIMENSIONAL ETF TRUST | $3.9M | 55.8K | 0.74% | — |
| 33 | N NVDA NVIDIA CORPORATION | $3.4M | 17.2K | 0.66% | — |
| 34 | W WFC-PZ WELLS FARGO & CO | $3.4M | 41.4K | 0.65% | — |
| 35 | J JNJ JOHNSON & JOHNSON | $3.3M | 13.2K | 0.64% | — |
| 36 | M META META PLATFORMS INC | $3.3M | 5.8K | 0.62% | — |
| 37 | C COST DIMENSIONAL ETF TRUST | $3.1M | 72.8K | 0.59% | — |
| 38 | ? N/A AMERICAN CENTY ETF TR | $3M | 33.7K | 0.57% | — |
| 39 | J JPM-PM J P MORGAN EXCHANGE TRADED F | $2.7M | 52.8K | 0.51% | — |
| 40 | V V VISA INC | $2.6M | 7.5K | 0.49% | — |
| 41 | S SBUX STARBUCKS CORP | $2.4M | 23.9K | 0.47% | — |
| 42 | M MCD MCDONALDS CORP | $2.4M | 8.8K | 0.45% | — |
| 43 | W WY WEYERHAEUSER CO | $2.4M | 99.4K | 0.45% | — |
| 44 | ? N/A DIMENSIONAL ETF TRUST | $2.3M | 57.4K | 0.44% | — |
| 45 | ? N/A DIMENSIONAL ETF TRUST | $2.3M | 61.2K | 0.44% | — |
| 46 | V VGES VANGUARD INDEX FDS | $2.1M | 21.8K | 0.40% | — |
| 47 | J JPM-PM J P MORGAN EXCHANGE TRADED F | $2.1M | 36.6K | 0.39% | — |
| 48 | E ETHA ISHARES TR | $2M | 26.8K | 0.38% | — |
| 49 | E ETHA ISHARES INC | $2M | 24.2K | 0.38% | — |
| 50 | J JHIUF JAMES HARDIE INDS PLC | $1.7M | 65.5K | 0.33% | — |