SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC Portfolio Holdings - 13F Filings | 13F Fund Database
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 13F Holdings
CIK 0001794153 · MINNEAPOLIS, MN
As of Sep 30, 2025, SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC reported
162 positions worth $471.8M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 122,656 | $61.7M | 13.07% |
| APPLE INC | AAPL | Technology | 134,652 | $34.3M | 7.27% |
| DIMENSIONAL US CORE EQUITY MARKET ETF | DFAU | — | 631,695 | $28.9M | 6.13% |
| SPROTT PHYSICAL GOLD TRUST | PHYS | — | 858,616 | $25.4M | 5.39% |
| ISHARES CORE DIVIDEND GROWTH ETF | DGRO | — | 338,467 | $23.0M | 4.88% |
| ALPHABET INC | GOOGL | Equity | 71,160 |
|
7.3M3.67% |
| ISHARES SELECT DIVIDEND ETF | DVY | — | 117,230 |
6.7M | 3.53% |
| DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | DFAI | — | 371,223 |
3.5M | 2.86% |
| VANGUARD EUROPEAN STOCK INDEX FUND | VGK | — | 138,487 |
1.1M | 2.34% |
| AVANTIS US SMALL CAP VALUE ETF | AVUV | — | 90,589 | $9.0M | 1.91% |
| AMERICAN CENTY ETF TR | AVES | — | 135,473 | $7.8M | 1.65% |
| MICROSOFT CORP | MSFT | Technology | 14,457 | $7.5M | 1.59% |
| ALPHABET INC | GOOG | Equity | 26,334 | $6.4M | 1.36% |
| PACER US CASH COWS 100 ETF | COWZ | — | 107,363 | $6.2M | 1.31% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 113,084 | $6.1M | 1.30% |
| VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND | VYMI | — | 71,345 | $6.0M | 1.28% |
| AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | AVDV | Equity | 67,526 | $6.0M | 1.27% |
| KAROOOOO LTD | KARO | Technology | 105,215 | $6.0M | 1.27% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 18,593 | $5.9M | 1.24% |
| VIRTUS EQUITY & CONVERTIBLE INCOME FUND | NIE | — | 213,709 | $5.4M | 1.14% |
| AVANTIS US EQUITY ETF | AVUS | — | 49,251 | $5.4M | 1.13% |
| DIMENSIONAL US CORE EQUITY 2 ETF | DFAC | — | 129,804 | $5.0M | 1.06% |
| DIMENSIONAL CORE FIXED INCOME ETF | DFCF | — | 117,048 | $5.0M | 1.06% |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 13,983 | $4.8M | 1.02% |
| PHILIP MORRIS INTERNATIONAL INC | PM | Consumer Defensive | 29,665 | $4.8M | 1.02% |