SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC
CIK: 0001794153SEC EDGAR →
Portfolio Value
$484K
Holdings
169
As of
Q4 2025
New Positions
6
Closed Positions
4
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | 131,461 | $35.0M | 7231.40% |
| 2 | DIMENSIONAL ETF TRUST | 631,628 | $29.0M | 5991.74% |
| 3 | SPROTT ASSET MANAGEMENT LP | 857,223 | $28.0M | 5785.12% |
| 4 | ISHARES TR | 340,396 | $23.0M | 4752.07% |
| 5 | ALPHABET INC | 69,113 | $21.0M | 4338.84% |
| 6 | ISHARES TR | 118,285 | $16.0M | 3305.79% |
| 7 | DIMENSIONAL ETF TRUST | 367,312 | $13.0M | 2685.95% |
| 8 | VANGUARD INTL EQUITY INDEX F | 139,170 | $11.0M | 2272.73% |
| 9 | AMERICAN CENTY ETF TR | 93,328 | $9.0M | 1859.50% |
| 10 | AMERICAN CENTY ETF TR | 139,184 | $8.0M | 1652.89% |
Quarterly Changes
Top Buys
New Positions (11)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 77 | $166.0M | 49.4% |
| Unknown | 13 | $61.1M | 18.2% |
| Technology | 14 | $55.0M | 16.4% |
| Communication Services | 7 | $30.0M | 8.9% |
| Consumer Cyclical | 12 | $10.0M | 3.0% |
| Healthcare | 10 | $6.0M | 1.8% |
| Industrials | 11 | $3.0M | 0.9% |
| Real Estate | 4 | $3.0M | 0.9% |
| Consumer Defensive | 11 | $1.0M | 0.3% |
| Energy | 7 | $1.0M | 0.3% |
| Basic Materials | 3 | $0 | 0.0% |