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 51–100 of 169
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IEMG | ISHARES INC | 24K | $1M+ | SH |
| SNBR | SLEEP NUMBER CORP | 184K | $1M+ | SH |
| HD | HOME DEPOT INC | 4K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 2 | $1M+ | SH |
| ALSN | ALLISON TRANSMISSION HLDGS I | 15K | $1M+ | SH |
| IGR | CBRE GBL REAL ESTATE INC FD | 318K | $1M+ | SH |
| DSL | DOUBLELINE INCOME SOLUTIONS | 120K | $1M+ | SH |
| DIS | DISNEY WALT CO | 11K | $1M+ | SH |
| LAND | GLADSTONE LD CORP | 135K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 2K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 29K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 1K | $1M+ | SH |
| ORCL | ORACLE CORP | 6K | $1M+ | SH |
| FDX | FEDEX CORP | 4K | $1M+ | SH |
| IVV | ISHARES TR | 2K | $1M+ | SH |
| COF | CAPITAL ONE FINL CORP | 4K | $1M+ | SH |
| DLY | DOUBLELINE YIELD OPPORTUNITI | 73K | $1M+ | SH |
| FRA | BLACKROCK FLOATING RATE INCO | 88K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 7K | $1M+ | SH |
| BKNG | BOOKING HOLDINGS INC | 193 | $1M+ | SH |
| FAX | ABRDN ASIA PACIFIC INCOME FU | 67K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 2K | $1M+ | SH |
| DFSU | DIMENSIONAL ETF TRUST | 23K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 6K | $500K+ | SH |
| PCAR | PACCAR INC | 9K | $500K+ | SH |
| AVEM | AMERICAN CENTY ETF TR | 13K | $500K+ | SH |
| DFAX | DIMENSIONAL ETF TRUST | 30K | $500K+ | SH |
| ITOT | ISHARES TR | 6K | $500K+ | SH |
| CVS | CVS HEALTH CORP | 12K | $500K+ | SH |
| AVIG | AMERICAN CENTY ETF TR | 22K | $500K+ | SH |
| CELH | CELSIUS HLDGS INC | 20K | $500K+ | SH |
| WINA | WINMARK CORP | 2K | $500K+ | SH |
| MA | MASTERCARD INCORPORATED | 2K | $500K+ | SH |
| BA | BOEING CO | 4K | $500K+ | SH |
| MDT | MEDTRONIC PLC | 9K | $500K+ | SH |
| AZO | AUTOZONE INC | 250 | $500K+ | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 26K | $500K+ | SH |
| KKR | KKR & CO INC | 6K | $500K+ | SH |
| COWG | PACER FDS TR | 23K | $500K+ | SH |
| DFSI | DIMENSIONAL ETF TRUST | 18K | $500K+ | SH |
| VBIL | VANGUARD INSTL INDEX FD | 10K | $500K+ | SH |
| SGI | SOMNIGROUP INTERNATIONAL INC | 8K | $500K+ | SH |
| JHX | JAMES HARDIE INDS PLC | 35K | $500K+ | SH |
| VTI | VANGUARD INDEX FDS | 2K | $500K+ | SH |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | 8K | $500K+ | SH |
| AMT | AMERICAN TOWER CORP NEW | 4K | $500K+ | SH |
| XOM | EXXON MOBIL CORP | 5K | $500K+ | SH |
| CELC | CELCUITY INC | 6K | $500K+ | SH |
| CSCO | CISCO SYS INC | 7K | $500K+ | SH |
| GIS | GENERAL MLS INC | 12K | $500K+ | SH |