Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC (CIK 1794153) reported $481.8M across 172 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BRK/B ($57.8M, 12.00%), AAPL ($33.0M, 6.85%), PHYS ($30.2M, 6.28%), DGRO ($24.5M, 5.08%), DFAU ($23.6M, 4.90%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $57.8M | 12.00% | 120,624 | Trimmed |
| 2 | AAPL | APPLE INC | $33.0M | 6.85% | 130,120 | Trimmed |
| 3 | PHYS | SPROTT ASSET MANAGEMENT LP | $30.2M | 6.28% | 853,305 | Trimmed |
| 4 | DGRO | ISHARES TR | $24.5M | 5.08% | 348,715 | Added |
| 5 | DFAU | DIMENSIONAL ETF TRUST | $23.6M | 4.90% | 523,235 | Trimmed |
| 6 | GOOGL | ALPHABET INC | $19.7M | 4.10% | 68,629 | Trimmed |
| 7 | DVY | ISHARES TR | $18.2M | 3.77% | 119,877 | Added |
| 8 | DFAI | DIMENSIONAL ETF TRUST | $14.5M | 3.02% | 373,069 | Added |
| 9 | VGK | VANGUARD INTL EQUITY INDEX F | $11.6M | 2.40% | 140,149 | Added |
| 10 | AVUV | AMERICAN CENTY ETF TR | $10.6M | 2.20% | 96,017 | Added |
| 11 | AVES | AMERICAN CENTY ETF TR | $8.9M | 1.85% | 148,465 | Added |
| 12 | GOOG | ALPHABET INC | $7.7M | 1.61% | 26,969 | Trimmed |
| 13 | VYMI | VANGUARD WHITEHALL FDS | $7.3M | 1.52% | 77,652 | Added |
| 14 | COWZ | PACER FDS TR | $7.0M | 1.45% | 111,761 | Added |
| 15 | AVDV | AMERICAN CENTY ETF TR | $6.8M | 1.40% | 67,619 | Trimmed |
| 16 | AVLC | AMERICAN CENTY ETF TR | $6.5M | 1.35% | 83,565 | New |
| 17 | VWO | VANGUARD INTL EQUITY INDEX F | $6.3M | 1.31% | 116,978 | Added |
| 18 | MSFT | MICROSOFT CORP | $5.7M | 1.18% | 15,406 | Added |
| 19 | JPM | JPMORGAN CHASE & CO | $5.5M | 1.14% | 18,616 | Added |
| 20 | TGT | TARGET CORP | $5.3M | 1.11% | 43,932 | Added |
| 21 | DFCF | DIMENSIONAL ETF TRUST | $5.3M | 1.11% | 126,183 | Added |
| 22 | AVUS | AMERICAN CENTY ETF TR | $5.3M | 1.11% | 47,888 | Trimmed |
| 23 | NIE | VIRTUS EQUITY & CONV INCM FD | $5.1M | 1.06% | 218,718 | Added |
| 24 | COST | COSTCO WHOLESALE CORPORATION | $4.9M | 1.03% | 4,958 | Trimmed |
| 25 | PM | PHILIP MORRIS INTL INC | $4.9M | 1.02% | 29,584 | Added |
Source: SEC Form 13F filings · as of 2026-03-31