§ 13F · FUND PROFILE
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $438.9T (13F)Positions · 160Turnover · — · Q4Filed · Feb 9, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 122K | $61.1T | 12.6% | −1% |
| 2 | AAPL | APPLE INC | 131K | $35.7T | 7.4% | −2% |
| 3 | DFAU | DIMENSIONAL ETF TRUST | 632K | $29.6T | 6.1% | ±0% |
| 4 | PHYS | SPROTT ASSET MANAGEMENT LP | 857K | $28.3T | 5.8% | ±0% |
| 5 | DGRO | ISHARES TR | 340K | $23.6T | 4.9% | +1% |
| 6 | GOOGL | ALPHABET INC | 69K | $21.6T | 4.5% | −3% |
| 7 | DVY | ISHARES TR | 118K | $16.7T | 3.4% | +1% |
| 8 | DFAI | DIMENSIONAL ETF TRUST | 367K | $14.0T | 2.9% | −1% |
| 9 | VGK | VANGUARD INTL EQUITY INDEX F | 139K | $11.6T | 2.4% | ±0% |
| 10 | AVUV | AMERICAN CENTY ETF TR | 93K | $9.5T | 2.0% | +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 $438918.6 trillion in assets. The fund runs a portfolio of 160 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed