SEC Form 13F

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-08
Reported value$523,909,334
Positions174

Largest disclosed positions

IssuerTickerClassReported valueReported amount
BERKSHIRE HATHAWAY INC DELBRK.BCL B NEW$59,710,269119,328
APPLE INCAAPLCOM$37,203,834128,572
ISHARES TRDGROCORE DIV GRWTH$27,447,583362,153
DIMENSIONAL ETF TRUSTDFAUUS CORE EQT MKT$27,312,235528,385
SPROTT ASSET MANAGEMENT LPPHYSPHYSICAL GOLD TR$25,511,496845,580
ALPHABET INCGOOGLCAP STK CL A$24,426,92668,351
ISHARES TRDVYSELECT DIVID ETF$19,646,065125,694
DIMENSIONAL ETF TRUSTDFAIINTL CORE EQT MK$15,470,480375,041
VANGUARD INTL EQUITY INDEX FVGKFTSE EUROPE ETF$12,623,590142,574
AMERICAN CENTY ETF TRAVUVUS SML CP VALU$12,046,28096,555

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

NexusTrade Loading NexusTrade… Taking too long? Reload this page