CIK 1794153
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC
Institutional 13F holdings & portfolio
Holdings
169
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 169
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 122K | $1M+ | SH |
| AAPL | APPLE INC | 131K | $1M+ | SH |
| DFAU | DIMENSIONAL ETF TRUST | 632K | $1M+ | SH |
| PHYS | SPROTT ASSET MANAGEMENT LP | 857K | $1M+ | SH |
| DGRO | ISHARES TR | 340K | $1M+ | SH |
| GOOGL | ALPHABET INC | 69K | $1M+ | SH |
| DVY | ISHARES TR | 118K | $1M+ | SH |
| DFAI | DIMENSIONAL ETF TRUST | 367K | $1M+ | SH |
| VGK | VANGUARD INTL EQUITY INDEX F | 139K | $1M+ | SH |
| AVUV | AMERICAN CENTY ETF TR | 93K | $1M+ | SH |
| GOOG | ALPHABET INC | 27K | $1M+ | SH |
| AVES | AMERICAN CENTY ETF TR | 139K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 15K | $1M+ | SH |
| VYMI | VANGUARD WHITEHALL FDS | 74K | $1M+ | SH |
| COWZ | PACER FDS TR | 108K | $1M+ | SH |
| AVDV | AMERICAN CENTY ETF TR | 69K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 115K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 19K | $1M+ | SH |
| AVUS | AMERICAN CENTY ETF TR | 49K | $1M+ | SH |
| NIE | VIRTUS EQUITY & CONV INCM FD | 216K | $1M+ | SH |
| DFCF | DIMENSIONAL ETF TRUST | 118K | $1M+ | SH |
| DFAC | DIMENSIONAL ETF TRUST | 124K | $1M+ | SH |
| KARO | KAROOOOO LTD | 105K | $1M+ | SH |
| PM | PHILIP MORRIS INTL INC | 30K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 14K | $1M+ | SH |
| AMZN | AMAZON COM INC | 19K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 5K | $1M+ | SH |
| TGT | TARGET CORP | 44K | $1M+ | SH |
| META | META PLATFORMS INC | 6K | $1M+ | SH |
| WFC | WELLS FARGO CO NEW | 41K | $1M+ | SH |
| DFGP | DIMENSIONAL ETF TRUST | 69K | $1M+ | SH |
| PANW | PALO ALTO NETWORKS INC | 19K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 18K | $1M+ | SH |
| DFAT | DIMENSIONAL ETF TRUST | 56K | $1M+ | SH |
| AVDE | AMERICAN CENTY ETF TR | 36K | $1M+ | SH |
| MCD | MCDONALDS CORP | 9K | $1M+ | SH |
| V | VISA INC | 8K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 13K | $1M+ | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 53K | $1M+ | SH |
| DFEV | DIMENSIONAL ETF TRUST | 74K | $1M+ | SH |
| HON | HONEYWELL INTL INC | 12K | $1M+ | SH |
| DFIC | DIMENSIONAL ETF TRUST | 64K | $1M+ | SH |
| DISV | DIMENSIONAL ETF TRUST | 57K | $1M+ | SH |
| WY | WEYERHAEUSER CO MTN BE | 89K | $1M+ | SH |
| PSLV | SPROTT ASSET MANAGEMENT LP | 88K | $1M+ | SH |
| SBUX | STARBUCKS CORP | 24K | $1M+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 30K | $1M+ | SH |
| IEUR | ISHARES TR | 24K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 11K | $1M+ | SH |
| VNQ | VANGUARD INDEX FDS | 19K | $1M+ | SH |