SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC — 13F holdings

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC reported 174 holdings worth $524M in its 13F filing for Q2 2026, filed August 7, 2026.

Largest positions

1. BRK.B BERKSHIRE HATHAWAY INC DEL — $59.7M (11.4%)
2. AAPL APPLE INC — $37.2M (7.1%)
3. DGRO ISHARES TR — $27.4M (5.2%)
4. DFAU DIMENSIONAL ETF TRUST — $27.3M (5.2%)
5. PHYS SPROTT ASSET MANAGEMENT LP — $25.5M (4.9%)
6. GOOGL ALPHABET INC — $24.4M (4.7%)
7. DVY ISHARES TR — $19.6M (3.7%)
8. DFAI DIMENSIONAL ETF TRUST — $15.5M (3.0%)
9. VGK VANGUARD INTL EQUITY INDEX F — $12.6M (2.4%)
10. AVUV AMERICAN CENTY ETF TR — $12.0M (2.3%)