13F Insight
DOSSIER · 13F-HR · Q1 2026

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC

$482M in tracked AUM across 173 positions as of Q1 2026.

SD
CIK 0001794153 · last filed Mar 31, 2026
Total AUM
$482M
as of Q1 2026
Holdings
173
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
BRK/B
BERKSHIRE HATHAWAY INC DEL
$58M121K12.0%02
AAPL
APPLE INC
$33M130K6.9%03
PHYS
SPROTT ASSET MANAGEMENT LP
$30M853K6.3%04
DGRO
ISHARES TR
$24M349K5.1%05
DFAU
DIMENSIONAL ETF TRUST
$24M523K4.9%06
GOOGL
ALPHABET INC
$20M69K4.1%07
DVY
ISHARES TR
$18M120K3.8%08
DFAI
DIMENSIONAL ETF TRUST
$15M373K3.0%09
VGK
VANGUARD INTL EQUITY INDEX F
$12M140K2.4%10
AVUV
AMERICAN CENTY ETF TR
$11M96K2.2%

Filing history

2026Q1Mar 31
$482M▼ 0.5%
173 positionsView →2025Q4Dec 31
$484M▲ 2.6%
169 positionsView →2025Q3Sep 30
$472M▲ 7.5%
163 positionsView →2025Q2Jun 30
$439M▲ 4.0%
160 positionsLocked2025Q1Mar 31
$422M▲ 3.6%
157 positionsLocked2024Q4Dec 31
$407M▲ 1.6%
159 positionsLocked2024Q3Sep 30
$401M▲ 7.6%
152 positionsLocked2024Q2Jun 30
$373M▲ 4.2%
145 positionsLocked2024Q1Mar 31
$358M▲ 10.0%
149 positionsLocked2023Q4Dec 31
$325M▲ 10.1%
145 positionsLocked2023Q3Sep 30
$295M▼ 2.7%
139 positionsLocked2023Q2Jun 30
$303M▲ 9.8%
140 positionsLocked
Showing 12 of 30