SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC
CIK 1794153
13F filing for Q2 2026・No. 3,793
- Holdings
- US$523.91M
- Quarter change
- +US$42.15M
- Entries
- 174
- Net bought (estimate)
- +US$4.82M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 9
- Sold out 8
- Cut 69
- Added 59
- Corporate actions 2
- Unchanged 37
Largest holdings
174 stocks worth US$523.91M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| BRK.BBERKSHIRE HATHAWAY INC DELCL B NEW | Cut | 119,328 | US$59.71M | 11.40% |
| AAPLAppleCOM | Cut | 128,572 | US$37.2M | 7.10% |
| ISHARES TRCORE DIV GRWTH | Added | 362,153 | US$27.45M | 5.24% |
| DIMENSIONAL ETF TRUSTUS CORE EQT MKT | Added | 528,385 | US$27.31M | 5.21% |
| SPROTT ASSET MANAGEMENT LPPHYSICAL GOLD TR | Cut | 845,580 | US$25.51M | 4.87% |
| GOOGLAlphabetCAP STK CL A | Cut | 68,351 | US$24.43M | 4.66% |
| ISHARES TRSELECT DIVID ETF | Added | 125,694 | US$19.65M | 3.75% |
| DIMENSIONAL ETF TRUSTINTL CORE EQT MK | Added | 375,041 | US$15.47M | 2.95% |
| VANGUARD INTL EQUITY INDEX FFTSE EUROPE ETF | Added | 142,574 | US$12.62M | 2.41% |
| AMERICAN CENTY ETF TRUS SML CP VALU | Added | 96,555 | US$12.05M | 2.30% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 7, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.