What does SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · 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.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

BERKSHIRE HATHAWAY INC DEL

$58M121K12.0%

APPLE INC

$33M130K6.9%

SPROTT ASSET MANAGEMENT LP

$30M853K6.3%

ISHARES TR

$24M349K5.1%

DIMENSIONAL ETF TRUST

$24M523K4.9%

ALPHABET INC

$20M69K4.1%

ISHARES TR

$18M120K3.8%

DIMENSIONAL ETF TRUST

$15M373K3.0%

VANGUARD INTL EQUITY INDEX F

$12M140K2.4%

AMERICAN CENTY ETF TR

$11M96K2.2%

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