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Schwarz Dygos Wheeler Investment Advisors

Latest statistics and disclosures from Schwarz Dygos Wheeler Investment Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are BRK.B, AAPL, PHYS, DGRO, DFAU, and represent 35.11% of Schwarz Dygos Wheeler Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: AVLC (+$6.5M), DGRO, AVES, DFGP, JHX, DFCF, VYMI, AVUV, MSFT, DVY.
Started 8 new stock positions in SHEL, DUK, AVLC, SOLS, SCHD, DFSV, DE, JIVE.
Reduced shares in these 10 stocks: DFAU, , KARO, BRK.B, AAPL, , BX, AVDE, SPAB, SPY.
Sold out of its positions in BX, OWL, CELH, TAP.
Schwarz Dygos Wheeler Investment Advisors was a net buyer of stock by $3.9M.
Schwarz Dygos Wheeler Investment Advisors has $482M in assets under management (AUM), dropping by -0.50%.
Central Index Key (CIK): 0001794153

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Portfolio Holdings for Schwarz Dygos Wheeler Investment Advisors

Schwarz Dygos Wheeler Investment Advisors holds 173 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Berkshire Hathaway Inc Del Cl B New (BRK.B)	12.0	$58M		121k	479.20	View chart
Apple (AAPL)	6.9	$33M		130k	253.79	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	6.3	$30M		853k	35.43	View chart
Ishares Tr Core Div Grwth (DGRO)	5.1	$25M	+2%	349k	70.18	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	4.9	$24M	-17%	523k	45.12	View chart
Alphabet Cap Stk Cl A (GOOGL)	4.1	$20M		69k	287.56	View chart
Ishares Tr Select Divid Etf (DVY)	3.8	$18M		120k	151.41	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	3.0	$15M		373k	38.96	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	2.4	$12M		140k	82.43	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	2.2	$11M	+2%	96k	110.47	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	1.8	$8.9M	+6%	149k	59.98	View chart
Alphabet Cap Stk Cl C (GOOG)	1.6	$7.7M		27k	286.86	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	1.5	$7.3M	+4%	78k	94.24	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	1.5	$7.0M	+3%	112k	62.56	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	1.4	$6.8M		68k	99.86	View chart
American Centy Etf Tr Avantis Us Larg (AVLC)	1.3	$6.5M	NEW	84k	77.55	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.3	$6.3M		117k	54.05	View chart
Microsoft Corporation (MSFT)	1.2	$5.7M	+5%	15k	370.19	View chart
JPMorgan Chase & Co. (JPM)	1.1	$5.5M		19k	294.17	View chart
Target Corporation (TGT)	1.1	$5.3M		44k	121.57	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	1.1	$5.3M	+6%	126k	42.22	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	1.1	$5.3M	-3%	48k	111.18	View chart
Virtus Allianzgi Equity & Conv (NIE)	1.1	$5.1M		219k	23.36	View chart
Costco Wholesale Corporation (COST)	1.0	$4.9M		5.0k	996.57	View chart
Philip Morris International (PM)	1.0	$4.9M		30k	165.34	View chart
Karooooo Ord Shs (KARO)	1.0	$4.7M	-10%	94k	49.84	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.0	$4.7M	-2%	121k	38.86	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	0.9	$4.1M	+11%	77k	53.99	View chart
Amazon (AMZN)	0.9	$4.1M		20k	208.27	View chart
UnitedHealth (UNH)	0.8	$3.8M		14k	270.59	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.7	$3.5M		56k	62.45	View chart
Meta Platforms Cl A (META)	0.7	$3.3M	-2%	5.8k	572.14	View chart
Wells Fargo & Company (WFC)	0.7	$3.3M		41k	79.61	View chart
Johnson & Johnson (JNJ)	0.7	$3.2M		13k	244.45	View chart
NVIDIA Corporation (NVDA)	0.6	$3.1M		18k	174.41	View chart
Palo Alto Networks (PANW)	0.6	$3.0M		19k	160.26	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.6	$2.8M	-7%	33k	84.84	View chart
McDonald's Corporation (MCD)	0.6	$2.7M	-2%	8.7k	310.79	View chart
Honeywell International (HON)	0.6	$2.7M		12k	226.03	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.6	$2.7M		53k	50.61	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.6	$2.7M		75k	35.78	View chart
Visa Com Cl A (V)	0.5	$2.3M		7.7k	302.24	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.5	$2.3M		58k	39.44	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.5	$2.3M		64k	35.53	View chart
Weyerhaeuser Com New (WY)	0.5	$2.2M	+2%	91k	24.43	View chart
Starbucks Corporation (SBUX)	0.4	$2.1M		24k	89.59	View chart
Sprott Asset Management Physical Silver (PSLV)	0.4	$2.0M	-6%	82k	24.35	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.4	$1.9M	+9%	33k	56.68	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.4	$1.8M	+12%	21k	88.70	View chart
Ishares Tr Core Msci Euro (IEUR)	0.4	$1.7M		25k	70.27	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$1.7M	+5%	25k	69.75	View chart
Allison Transmission Hldngs I (ALSN)	0.3	$1.7M	-5%	14k	117.06	View chart
Verizon Communications (VZ)	0.3	$1.7M	+15%	33k	50.20	View chart
Procter & Gamble Company (PG)	0.3	$1.7M		12k	144.45	View chart
Cbre Clarion Global Real Estat re (IGR)	0.3	$1.5M	+8%	344k	4.39	View chart
Home Depot (HD)	0.3	$1.5M		4.5k	328.86	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.3	$1.4M		2.00	718140.00	View chart
Chevron Corporation (CVX)	0.3	$1.4M		6.8k	206.92	View chart
FedEx Corporation (FDX)	0.3	$1.4M		3.9k	356.23	View chart
Doubleline Income Solutions (DSL)	0.3	$1.4M	+6%	128k	10.83	View chart
Gladstone Ld (LAND)	0.3	$1.3M	-2%	132k	10.20	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.2	$1.1M	+20%	27k	41.54	View chart
Goldman Sachs (GS)	0.2	$1.1M		1.3k	845.99	View chart
Walt Disney Company (DIS)	0.2	$1.1M		11k	96.38	View chart
James Hardie Inds Ord Shs (JHX)	0.2	$1.1M	+61%	57k	18.94	View chart
Paccar (PCAR)	0.2	$1.0M		9.1k	115.50	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$1.0M	-3%	1.6k	653.55	View chart
BlackRock Floating Rate Income Strat. Fn (FRA)	0.2	$1.0M	+6%	94k	11.02	View chart
Doubleline Yield (DLY)	0.2	$1.0M	+2%	74k	13.92	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$1.0M		13k	80.58	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.2	$1.0M		30k	33.97	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.2	$1.0M	+4%	24k	41.09	View chart
Abrdn Asia Pacific Income Fu Com New (FAX)	0.2	$990k	+2%	69k	14.42	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$975k		1.6k	597.62	View chart
Enterprise Products Partners (EPD)	0.2	$969k		26k	37.84	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$962k	-16%	1.5k	650.62	View chart
Pacer Fds Tr Us Lrg Cp Cash (COWG)	0.2	$958k	+25%	28k	33.74	View chart
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)	0.2	$932k	+24%	12k	75.65	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$919k		6.4k	142.44	View chart
CVS Caremark Corporation (CVS)	0.2	$895k	+5%	13k	71.82	View chart
Winmark Corporation (WINA)	0.2	$877k	-4%	2.1k	427.55	View chart
Exxon Mobil Corporation (XOM)	0.2	$860k		5.1k	169.66	View chart
Oracle Corporation (ORCL)	0.2	$844k		5.7k	146.98	View chart
AutoZone (AZO)	0.2	$838k		248.00	3377.78	View chart
Medtronic SHS (MDT)	0.2	$817k	+5%	9.4k	86.66	View chart
Palantir Technologies Cl A (PLTR)	0.2	$811k		5.5k	146.28	View chart
Capital One Financial (COF)	0.2	$804k		4.4k	182.43	View chart
Boeing Company (BA)	0.2	$794k		4.0k	199.04	View chart
Booking Holdings (BKNG)	0.2	$766k	-5%	182.00	4210.32	View chart
Arm Holdings Sponsored Ads (ARM)	0.2	$764k		5.1k	150.72	View chart
Mastercard Incorporated Cl A (MA)	0.2	$759k		1.5k	499.76	View chart
Dimensional Etf Trust International (DFSI)	0.1	$693k	-11%	16k	42.40	View chart
Celcuity (CELC)	0.1	$678k	+4%	5.9k	114.10	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$663k		2.1k	320.96	View chart
American Tower Reit (AMT)	0.1	$625k		3.6k	172.56	View chart
Tempur-Pedic International (SGI)	0.1	$610k		8.3k	73.92	View chart
Kkr & Co (KKR)	0.1	$580k		6.3k	92.51	View chart
Wal-Mart Stores (WMT)	0.1	$576k		4.6k	124.30	View chart
Cisco Systems (CSCO)	0.1	$572k		7.4k	77.59	View chart
Ge Healthcare Technologies I Common Stock (GEHC)	0.1	$561k		7.9k	71.18	View chart
American Centy Etf Tr International Lr (AVIV)	0.1	$549k		7.3k	74.83	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.1	$541k		6.7k	80.61	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$527k		1.6k	337.26	View chart
Fastenal Company (FAST)	0.1	$523k		11k	46.35	View chart
Abbvie (ABBV)	0.1	$513k		2.4k	217.49	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$499k	+77%	3.7k	135.72	View chart
Equinor Asa Sponsored Adr (EQNR)	0.1	$481k		11k	42.20	View chart
McKesson Corporation (MCK)	0.1	$476k	-6%	550.00	865.36	View chart
Nuveen Select Mat Mun Sh Ben Int (NIM)	0.1	$460k	+10%	49k	9.45	View chart
General Mills (GIS)	0.1	$452k		12k	37.22	View chart
BP Sponsored Adr (BP)	0.1	$450k		9.6k	47.00	View chart
Coca-Cola Company (KO)	0.1	$435k		5.7k	76.05	View chart
ConocoPhillips (COP)	0.1	$428k		3.2k	132.03	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$418k		5.7k	73.64	View chart
Micron Technology (MU)	0.1	$410k		1.2k	337.05	View chart
Apollo Global Mgmt (APO)	0.1	$401k		3.6k	111.42	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$388k		7.4k	52.78	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.1	$370k	+2%	8.7k	42.37	View chart
Union Pacific Corporation (UNP)	0.1	$359k		1.5k	242.62	View chart
Norfolk Southern (NSC)	0.1	$354k		1.2k	287.08	View chart
Altria (MO)	0.1	$337k		5.1k	65.99	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.1	$337k		4.5k	75.09	View chart
Constellation Brands Cl A (STZ)	0.1	$319k		2.1k	150.01	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.1	$318k	-3%	5.0k	63.91	View chart
Tractor Supply Company (TSCO)	0.1	$315k		7.0k	45.30	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$315k		545.00	577.18	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$304k		2.0k	155.11	View chart
American Centy Etf Tr Avantis Respon U (AVSU)	0.1	$299k	+2%	4.1k	73.93	View chart
Prudential Financial (PRU)	0.1	$299k		3.1k	97.69	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.1	$297k	-9%	3.6k	81.99	View chart
Sleep Number Corp (SNBR)	0.1	$293k	-11%	163k	1.79	View chart
Lockheed Martin Corporation (LMT)	0.1	$293k		484.00	604.39	View chart
Lesaka Technologies Com New (LSAK)	0.1	$292k		57k	5.09	View chart
Sezzle (SEZL)	0.1	$291k		4.6k	63.29	View chart
3M Company (MMM)	0.1	$288k		2.0k	145.24	View chart
Atlanta Braves Hldgs Com Ser A (BATRA)	0.1	$284k		6.0k	47.14	View chart
Caterpillar (CAT)	0.1	$283k		400.00	708.46	View chart
Linde SHS (LIN)	0.1	$277k		559.00	495.76	View chart
National Fuel Gas (NFG)	0.1	$276k		2.9k	94.01	View chart
Simon Property (SPG)	0.1	$274k		1.5k	186.53	View chart
Tesla Motors (TSLA)	0.1	$273k		733.00	371.75	View chart
Novo-nordisk A S Adr (NVO)	0.1	$270k	-2%	7.3k	36.75	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$268k	+3%	3.2k	82.59	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$267k		1.8k	146.61	View chart
Spdr Series Trust State Street Spd (XAR)	0.1	$262k		1.0k	253.98	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$251k		5.2k	48.05	View chart
Newmont Mining Corporation (NEM)	0.1	$249k	-2%	2.3k	107.81	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.0	$239k		1.7k	138.42	View chart
Tapestry (TPR)	0.0	$237k		1.7k	141.11	View chart
Shell Spon Ads (SHEL)	0.0	$230k	NEW	2.5k	93.00	View chart
Spdr Series Trust State Street Spd (SPAB)	0.0	$230k	-46%	9.0k	25.62	View chart
Alliancebernstein Hldg Unit Ltd Partn (AB)	0.0	$228k		6.1k	37.44	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$228k		4.0k	57.65	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.0	$225k		6.0k	37.20	View chart
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)	0.0	$223k	NEW	2.6k	85.64	View chart
Domino's Pizza (DPZ)	0.0	$223k		621.00	358.79	View chart
Fidelity Covington Trust Fidelity Fund Lr (FFLG)	0.0	$222k	-23%	8.0k	27.81	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$222k	+6%	7.6k	29.13	View chart
Netflix (NFLX)	0.0	$221k		2.3k	96.15	View chart
Franklin Resources (BEN)	0.0	$217k	-17%	9.2k	23.62	View chart
Duke Energy Corp Com New (DUK)	0.0	$217k	NEW	1.7k	131.01	View chart
Solstice Advanced Matls Com Shs (SOLS)	0.0	$216k	NEW	2.8k	76.16	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.0	$214k		6.2k	34.55	View chart
Us Bancorp Com New (USB)	0.0	$213k		4.1k	52.01	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.0	$212k	NEW	6.0k	35.04	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$209k	NEW	6.8k	30.68	View chart
C H Robinson Worldwide In Com New (CHRW)	0.0	$208k		1.3k	166.07	View chart
Bank of America Corporation (BAC)	0.0	$208k		4.3k	48.75	View chart
Deere & Company (DE)	0.0	$206k	NEW	365.00	563.30	View chart
Dave & Buster's Entertainmnt (PLAY)	0.0	$124k	-11%	11k	10.83	View chart
Local Bounti Corp Com New (LOCL)	0.0	$65k		56k	1.16	View chart
Equus Total Return (EQS)	0.0	$37k		20k	1.84	View chart
Theriva Biologics Com New (TOVX)	0.0	$2.9k		15k	0.20	View chart

Past Filings by Schwarz Dygos Wheeler Investment Advisors

SEC 13F filings are viewable for Schwarz Dygos Wheeler Investment Advisors going back to 2018

Schwarz Dygos Wheeler Investment Advisors 2026 Q1 filed May 8, 2026
Schwarz Dygos Wheeler Investment Advisors 2025 Q4 filed Feb. 9, 2026
Schwarz Dygos Wheeler Investment Advisors 2025 Q3 filed Nov. 7, 2025
Schwarz Dygos Wheeler Investment Advisors 2025 Q2 filed Aug. 8, 2025
Schwarz Dygos Wheeler Investment Advisors 2025 Q1 filed May 2, 2025
Schwarz Dygos Wheeler Investment Advisors 2024 Q4 filed Feb. 7, 2025
Schwarz Dygos Wheeler Investment Advisors 2024 Q3 filed Nov. 8, 2024
Schwarz Dygos Wheeler Investment Advisors 2024 Q2 filed Aug. 2, 2024
Schwarz Dygos Wheeler Investment Advisors 2024 Q1 filed May 3, 2024
Schwarz Dygos Wheeler Investment Advisors 2023 Q4 filed Feb. 5, 2024
Schwarz Dygos Wheeler Investment Advisors 2023 Q3 filed Nov. 3, 2023
Schwarz Dygos Wheeler Investment Advisors 2023 Q2 filed Aug. 11, 2023
Schwarz Dygos Wheeler Investment Advisors 2023 Q1 filed April 27, 2023
Schwarz Dygos Wheeler Investment Advisors 2022 Q4 filed Feb. 9, 2023
Schwarz Dygos Wheeler Investment Advisors 2022 Q3 filed Nov. 4, 2022
Schwarz Dygos Wheeler Investment Advisors 2022 Q2 filed Aug. 9, 2022

View all past filings

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