§ 13F · FUND PROFILE
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC.
AUM · $524M (13F)Positions · 174Turnover · n/a · Q2Filed · Aug 7, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$6M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 119K | $60M | 11.4% | −1% |
| 2 | AAPL | APPLE INC | 129K | $37M | 7.1% | −1% |
| 3 | DGRO | ISHARES TR | 362K | $27M | 5.2% | +4% |
| 4 | DFAU | DIMENSIONAL ETF TRUST | 528K | $27M | 5.2% | +1% |
| 5 | PHYS | SPROTT ASSET MANAGEMENT LP | 846K | $26M | 4.9% | −1% |
| 6 | GOOGL | ALPHABET INC | 68K | $24M | 4.7% | ±0% |
| 7 | DVY | ISHARES TR | 126K | $20M | 3.7% | +5% |
| 8 | DFAI | DIMENSIONAL ETF TRUST | 375K | $15M | 3.0% | +1% |
| 9 | VGK | VANGUARD INTL EQUITY INDEX F | 143K | $13M | 2.4% | +2% |
| 10 | AVUV | AMERICAN CENTY ETF TR | 97K | $12M | 2.3% | +1% |
§ 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 $524 million in assets. The fund runs a portfolio of 174 positions.
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