§ 13F · FUND PROFILE
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $472M (13F)Positions · 163Turnover · — · Q1Filed · May 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$8M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 121K | $58M | 12.0% | −1% |
| 2 | AAPL | APPLE INC | 130K | $33M | 6.9% | −1% |
| 3 | PHYS | SPROTT ASSET MANAGEMENT LP | 853K | $30M | 6.3% | ±0% |
| 4 | DGRO | ISHARES TR | 349K | $24M | 5.1% | +2% |
| 5 | DFAU | DIMENSIONAL ETF TRUST | 523K | $24M | 4.9% | −17% |
| 6 | GOOGL | ALPHABET INC | 69K | $20M | 4.1% | −1% |
| 7 | DVY | ISHARES TR | 120K | $18M | 3.8% | +1% |
| 8 | DFAI | DIMENSIONAL ETF TRUST | 373K | $15M | 3.0% | +2% |
| 9 | VGK | VANGUARD INTL EQUITY INDEX F | 140K | $12M | 2.4% | +1% |
| 10 | AVUV | AMERICAN CENTY ETF TR | 96K | $11M | 2.2% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SCHWARZ SIGNAL
AC read
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC is a Other fund managing $472 million in assets. The fund runs a portfolio of 163 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed