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 101–150 of 169
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ARM | ARM HOLDINGS PLC | 5K | $500K+ | SH |
| ABBV | ABBVIE INC | 2K | $500K+ | SH |
| AVIV | AMERICAN CENTY ETF TR | 7K | $500K+ | SH |
| APO | APOLLO GLOBAL MGMT INC | 4K | $500K+ | SH |
| WMT | WALMART INC | 5K | $500K+ | SH |
| AVLV | AMERICAN CENTY ETF TR | 7K | $500K+ | SH |
| MCK | MCKESSON CORP | 590 | $100K–$500K | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 2K | $100K–$500K | SH |
| FAST | FASTENAL CO | 11K | $100K–$500K | SH |
| SPAB | SPDR SERIES TRUST | 17K | $100K–$500K | SH |
| BND | VANGUARD BD INDEX FDS | 6K | $100K–$500K | SH |
| NIM | NUVEEN SELECT MAT MUN FD | 44K | $100K–$500K | SH |
| KO | COCA COLA CO | 6K | $100K–$500K | SH |
| NVO | NOVO-NORDISK A S | 7K | $100K–$500K | SH |
| DFIV | DIMENSIONAL ETF TRUST | 7K | $100K–$500K | SH |
| HACK | AMPLIFY ETF TR | 4K | $100K–$500K | SH |
| NSC | NORFOLK SOUTHN CORP | 1K | $100K–$500K | SH |
| DFSE | DIMENSIONAL ETF TRUST | 9K | $100K–$500K | SH |
| TSCO | TRACTOR SUPPLY CO | 7K | $100K–$500K | SH |
| MU | MICRON TECHNOLOGY INC | 1K | $100K–$500K | SH |
| PRU | PRUDENTIAL FINL INC | 3K | $100K–$500K | SH |
| HELO | J P MORGAN EXCHANGE TRADED F | 5K | $100K–$500K | SH |
| UNP | UNION PAC CORP | 1K | $100K–$500K | SH |
| QQQ | INVESCO QQQ TR | 545 | $100K–$500K | SH |
| BP | BP PLC | 10K | $100K–$500K | SH |
| TSLA | TESLA INC | 733 | $100K–$500K | SH |
| IUSG | ISHARES TR | 2K | $100K–$500K | SH |
| MMM | 3M CO | 2K | $100K–$500K | SH |
| FFLG | FIDELITY COVINGTON TRUST | 10K | $100K–$500K | SH |
| XLP | SELECT SECTOR SPDR TR | 4K | $100K–$500K | SH |
| COP | CONOCOPHILLIPS | 3K | $100K–$500K | SH |
| AVSU | AMERICAN CENTY ETF TR | 4K | $100K–$500K | SH |
| STZ | CONSTELLATION BRANDS INC | 2K | $100K–$500K | SH |
| MO | ALTRIA GROUP INC | 5K | $100K–$500K | SH |
| TAP | MOLSON COORS BEVERAGE CO | 6K | $100K–$500K | SH |
| SEZL | SEZZLE INC | 5K | $100K–$500K | SH |
| XLV | SELECT SECTOR SPDR TR | 2K | $100K–$500K | SH |
| LSAK | LESAKA TECHNOLOGIES INC | 57K | $100K–$500K | SH |
| SPG | SIMON PPTY GROUP INC NEW | 1K | $100K–$500K | SH |
| EQNR | EQUINOR ASA | 11K | $100K–$500K | SH |
| BEN | FRANKLIN RESOURCES INC | 11K | $100K–$500K | SH |
| DPZ | DOMINOS PIZZA INC | 621 | $100K–$500K | SH |
| SHY | ISHARES TR | 3K | $100K–$500K | SH |
| BATRA | ATLANTA BRAVES HLDGS INC | 6K | $100K–$500K | SH |
| BX | BLACKSTONE INC | 2K | $100K–$500K | SH |
| HDV | ISHARES TR | 2K | $100K–$500K | SH |
| BNDX | VANGUARD CHARLOTTE FDS | 5K | $100K–$500K | SH |
| XAR | SPDR SERIES TRUST | 1K | $100K–$500K | SH |
| ACWI | ISHARES TR | 2K | $100K–$500K | SH |
| LIN | LINDE PLC | 559 | $100K–$500K | SH |