Filed: 11/7/2025ACC: 0001794153-25-000003
📋 What this filing means
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC filed this quarterly 13F‑HR report disclosing 162 equity positions with a total reported market value of $471.78M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
162
Positions
$471.78M
Total AUM (reported)
7.41M
Total Shares
Allocation by class
COM$138.36M29.3%
CL B NEW$61.66M13.1%
US CORE EQT MKT$28.91M6.1%
PHYSICAL GOLD TR$25.43M5.4%
CORE DIV GRWTH$23.04M4.9%
CAP STK CL A$17.30M3.7%
SELECT DIVID ETF$16.66M3.5%
Portfolio Concentration
Top 3$124.86M26.5%
4–10$115.99M24.6%
11–25$88.27M18.7%
Rest$142.66M30.2%
Top 3 weight
26.5%
Top 10 weight
51.1%
Voting Authority Distribution
Total shares with voting rights: 7.41M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
7.41M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole162
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings162
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares122.66K
TypeSH
Market value$61.66M
13.07%
Sole
0.00
Shared
0.00
None
122.66K
APPLE INC
SOLEShares134.65K
TypeSH
Market value$34.29M
7.27%
Sole
0.00
Shared
0.00
None
134.65K
DIMENSIONAL ETF TRUST
SOLEShares631.70K
TypeSH
Market value$28.91M
6.13%
Sole
0.00
Shared
0.00
None
631.70K
SPROTT ASSET MANAGEMENT LP
SOLEShares858.62K
TypeSH
Market value$25.43M
5.39%
Sole
0.00
Shared
0.00
None
858.62K
ISHARES TR
SOLEShares338.47K
TypeSH
Market value$23.04M
4.88%
Sole
0.00
Shared
0.00
None
338.47K
ALPHABET INC
SOLEShares71.16K
TypeSH
Market value$17.30M
3.67%
Sole
0.00
Shared
0.00
None
71.16K
ISHARES TR
SOLEShares117.23K
TypeSH
Market value$16.66M
3.53%
Sole
0.00
Shared
0.00
None
117.23K
DIMENSIONAL ETF TRUST
SOLEShares371.22K
TypeSH
Market value$13.49M
2.86%
Sole
0.00
Shared
0.00
None
371.22K
VANGUARD INTL EQUITY INDEX F
SOLEShares138.49K
TypeSH
Market value$11.05M
2.34%
Sole
0.00
Shared
0.00
None
138.49K
AMERICAN CENTY ETF TR
SOLEShares90.59K
TypeSH
Market value$9.02M
1.91%
Sole
0.00
Shared
0.00
None
90.59K
AMERICAN CENTY ETF TR
SOLEShares135.47K
TypeSH
Market value$7.77M
1.65%
Sole
0.00
Shared
0.00
None
135.47K
MICROSOFT CORP
SOLEShares14.46K
TypeSH
Market value$7.49M
1.59%
Sole
0.00
Shared
0.00
None
14.46K
ALPHABET INC
SOLEShares26.33K
TypeSH
Market value$6.41M
1.36%
Sole
0.00
Shared
0.00
None
26.33K
PACER FDS TR
SOLEShares107.36K
TypeSH
Market value$6.17M
1.31%
Sole
0.00
Shared
0.00
None
107.36K
VANGUARD INTL EQUITY INDEX F
SOLEShares113.08K
TypeSH
Market value$6.13M
1.30%
Sole
0.00
Shared
0.00
None
113.08K
VANGUARD WHITEHALL FDS
SOLEShares71.34K
TypeSH
Market value$6.04M
1.28%
Sole
0.00
Shared
0.00
None
71.34K
AMERICAN CENTY ETF TR
SOLEShares67.53K
TypeSH
Market value$6.01M
1.27%
Sole
0.00
Shared
0.00
None
67.53K
KAROOOOO LTD
SOLEShares105.22K
TypeSH
Market value$6.01M
1.27%
Sole
0.00
Shared
0.00
None
105.22K
JPMORGAN CHASE & CO.
SOLEShares18.59K
TypeSH
Market value$5.86M
1.24%
Sole
0.00
Shared
0.00
None
18.59K
VIRTUS EQUITY & CONV INCM FD
SOLEShares213.71K
TypeSH
Market value$5.37M
1.14%
Sole
0.00
Shared
0.00
None
213.71K
AMERICAN CENTY ETF TR
SOLEShares49.25K
TypeSH
Market value$5.35M
1.13%
Sole
0.00
Shared
0.00
None
49.25K
DIMENSIONAL ETF TRUST
SOLEShares129.80K
TypeSH
Market value$5.01M
1.06%
Sole
0.00
Shared
0.00
None
129.80K
DIMENSIONAL ETF TRUST
SOLEShares117.05K
TypeSH
Market value$5.00M
1.06%
Sole
0.00
Shared
0.00
None
117.05K
UNITEDHEALTH GROUP INC
SOLEShares13.98K
TypeSH
Market value$4.83M
1.02%
Sole
0.00
Shared
0.00
None
13.98K
PHILIP MORRIS INTL INC
SOLEShares29.66K
TypeSH
Market value$4.81M
1.02%
Sole
0.00
Shared
0.00
None
29.66K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 122.66K | SH | $61.66M 13.07% | 0.00 | 0.00 | 122.66K |
APPLE INCSOLE | COM | 134.65K | SH | $34.29M 7.27% | 0.00 | 0.00 | 134.65K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 631.70K | SH | $28.91M 6.13% | 0.00 | 0.00 | 631.70K |
SPROTT ASSET MANAGEMENT LPSOLE | PHYSICAL GOLD TR | 858.62K | SH | $25.43M 5.39% | 0.00 | 0.00 | 858.62K |
ISHARES TRSOLE | CORE DIV GRWTH | 338.47K | SH | $23.04M 4.88% | 0.00 | 0.00 | 338.47K |
ALPHABET INCSOLE | CAP STK CL A | 71.16K | SH | $17.30M 3.67% | 0.00 | 0.00 | 71.16K |
ISHARES TRSOLE | SELECT DIVID ETF | 117.23K | SH | $16.66M 3.53% | 0.00 | 0.00 | 117.23K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 371.22K | SH | $13.49M 2.86% | 0.00 | 0.00 | 371.22K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EUROPE ETF | 138.49K | SH | $11.05M 2.34% | 0.00 | 0.00 | 138.49K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 90.59K | SH | $9.02M 1.91% | 0.00 | 0.00 | 90.59K |
AMERICAN CENTY ETF TRSOLE | EMERGING MKT VAL | 135.47K | SH | $7.77M 1.65% | 0.00 | 0.00 | 135.47K |
MICROSOFT CORPSOLE | COM | 14.46K | SH | $7.49M 1.59% | 0.00 | 0.00 | 14.46K |
ALPHABET INCSOLE | CAP STK CL C | 26.33K | SH | $6.41M 1.36% | 0.00 | 0.00 | 26.33K |
PACER FDS TRSOLE | US CASH COWS 100 | 107.36K | SH | $6.17M 1.31% | 0.00 | 0.00 | 107.36K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 113.08K | SH | $6.13M 1.30% | 0.00 | 0.00 | 113.08K |
VANGUARD WHITEHALL FDSSOLE | INTL HIGH ETF | 71.34K | SH | $6.04M 1.28% | 0.00 | 0.00 | 71.34K |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 67.53K | SH | $6.01M 1.27% | 0.00 | 0.00 | 67.53K |
KAROOOOO LTDSOLE | ORD SHS | 105.22K | SH | $6.01M 1.27% | 0.00 | 0.00 | 105.22K |
JPMORGAN CHASE & CO.SOLE | COM | 18.59K | SH | $5.86M 1.24% | 0.00 | 0.00 | 18.59K |
VIRTUS EQUITY & CONV INCM FDSOLE | COM | 213.71K | SH | $5.37M 1.14% | 0.00 | 0.00 | 213.71K |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 49.25K | SH | $5.35M 1.13% | 0.00 | 0.00 | 49.25K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 129.80K | SH | $5.01M 1.06% | 0.00 | 0.00 | 129.80K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 117.05K | SH | $5.00M 1.06% | 0.00 | 0.00 | 117.05K |
UNITEDHEALTH GROUP INCSOLE | COM | 13.98K | SH | $4.83M 1.02% | 0.00 | 0.00 | 13.98K |
PHILIP MORRIS INTL INCSOLE | COM | 29.66K | SH | $4.81M 1.02% | 0.00 | 0.00 | 29.66K |
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