SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC: 13F holdings
CIK 17941532026Q2
| Positions | 174 |
|---|
| Reported value | $523.9m |
|---|
| Filed | 2026-08-07 |
|---|
Change since last quarter
| Positions | 174 (+1 vs prior quarter) |
|---|
| Reported value | $523.9m (+8.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| BRK-B BERKSHIRE HATHAWAY INC DEL | 119,328 | $59.7m | 11.4% |
| AAPL APPLE INC | 128,572 | $37.2m | 7.1% |
| DGRO ISHARES TR | 362,153 | $27.4m | 5.2% |
| PAVE DIMENSIONAL ETF TRUST | 528,385 | $27.3m | 5.2% |
| PHYS SPROTT ASSET MANAGEMENT LP | 845,580 | $25.5m | 4.9% |
| GOOGL ALPHABET INC | 68,351 | $24.4m | 4.7% |
| DVY ISHARES TR | 125,694 | $19.6m | 3.7% |
| DFAI DIMENSIONAL ETF TRUST | 375,041 | $15.5m | 3.0% |
| VGK VANGUARD INTL EQUITY INDEX F | 142,574 | $12.6m | 2.4% |
| AVUV AMERICAN CENTY ETF TR | 96,555 | $12.0m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1794153")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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