Sponsored

The Analysis of SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC's Holdings & P&L

Currently, SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC holds 173 types of securities in its portfolio with a total value $481.8M. In the most recent quarter, they have increased their positions in AVLC (+83.6K shares, valued at $6.5M), DGRO (+8.3K shares, valued at $583.8K), AVES (+9.3K shares, valued at $556.7K); decreased their positions in DFAU (-108.4K shares, valued at $4.9M), KARO (-11.0K shares, valued at $548.2K), N/A (-996 shares, valued at $477.3K); initiated new positions in AVLC (+83.6K shares, valued at $6.5M), SHEL (+2.5K shares, valued at $230.3K), JIVE (+2.6K shares, valued at $223.0K).

1M P&L

+11.4M+3.08%

3M P&L

+11.8M+3.21%

HY P&L

+39.5M+11.59%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A251.5M

64.3%

2Consumer Electronics33.0M

8.4%

3Discount Stores10.9M

2.8%

Top Industries by Stock Count

1N/A71 stocks

44.7%

2Oil & Gas Integrated6 stocks

3.8%

3Software - Infrastructure5 stocks

3.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL120.6K shares-0.82%2026-03-312026-05-08

AAPL APPLE INC130.1K shares-1.02%2026-03-312026-05-08

PHYS SPROTT ASSET MANAGEMENT LP853.3K shares-0.46%2026-03-312026-05-08

DGRO ISHARES TR348.7K shares2.44%2026-03-312026-05-08

DFAU DIMENSIONAL ETF TRUST523.2K shares-17.16%2026-03-312026-05-08

ALPHABET INC ALPHABET INC68.6K shares-0.70%2026-03-312026-05-08

DVY ISHARES TR119.9K shares1.35%2026-03-312026-05-08

DFAI DIMENSIONAL ETF TRUST373.1K shares1.57%2026-03-312026-05-08

Sponsored

VGK VANGUARD INTL EQUITY INDEX F140.1K shares0.70%2026-03-312026-05-08

AVUV AMERICAN CENTY ETF TR96.0K shares2.88%2026-03-312026-05-08

AVES AMERICAN CENTY ETF TR148.5K shares6.67%2026-03-312026-05-08

ALPHABET INC ALPHABET INC27.0K shares-0.67%2026-03-312026-05-08

VYMI VANGUARD WHITEHALL FDS77.7K shares4.60%2026-03-312026-05-08

COWZ PACER FDS TR111.8K shares3.28%2026-03-312026-05-08

AVDV AMERICAN CENTY ETF TR67.6K shares-1.80%2026-03-312026-05-08

AVLC AMERICAN CENTY ETF TR83.6K sharesnew addition2026-03-312026-05-08

Sponsored

VWO VANGUARD INTL EQUITY INDEX F117.0K shares1.89%2026-03-312026-05-08

MSFT MICROSOFT CORP15.4K shares5.26%2026-03-312026-05-08

JPM JPMORGAN CHASE & CO18.6K shares0.12%2026-03-312026-05-08

TGT TARGET CORP43.9K shares0.04%2026-03-312026-05-08

DFCF DIMENSIONAL ETF TRUST126.2K shares6.54%2026-03-312026-05-08

AVUS AMERICAN CENTY ETF TR47.9K shares-3.22%2026-03-312026-05-08

NIE VIRTUS EQUITY & CONV INCM FD218.7K shares1.25%2026-03-312026-05-08

COST COSTCO WHOLESALE CORPORATION5.0K shares-1.53%2026-03-312026-05-08

Sponsored

PM PHILIP MORRIS INTL INC29.6K shares0.01%2026-03-312026-05-08

KARO KAROOOOO LTD94.2K shares-10.45%2026-03-312026-05-08

DFAC DIMENSIONAL ETF TRUST120.8K shares-2.38%2026-03-312026-05-08

DFGP DIMENSIONAL ETF TRUST76.5K shares11.49%2026-03-312026-05-08

AMZN AMAZON COM INC19.7K shares1.66%2026-03-312026-05-08

UNH UNITEDHEALTH GROUP INC14.1K shares-0.01%2026-03-312026-05-08

DFAT DIMENSIONAL ETF TRUST56.3K shares0.35%2026-03-312026-05-08

META META PLATFORMS INC5.8K shares-2.14%2026-03-312026-05-08

Sponsored

WFC WELLS FARGO & CO40.9K shares0.94%2026-03-312026-05-08

JNJ JOHNSON & JOHNSON13.1K shares0.98%2026-03-312026-05-08

NVDA NVIDIA CORPORATION17.9K shares-0.94%2026-03-312026-05-08

PANW PALO ALTO NETWORKS INC18.9K shares-1.49%2026-03-312026-05-08

AVDE AMERICAN CENTY ETF TR33.4K shares-7.36%2026-03-312026-05-08

MCD MCDONALDS CORP8.7K shares-2.73%2026-03-312026-05-08

HON HONEYWELL INTL INC12.0K shares-1.03%2026-03-312026-05-08

JPST J P MORGAN EXCHANGE TRADED F53.0K shares-0.01%2026-03-312026-05-08

Sponsored

DFEV DIMENSIONAL ETF TRUST74.7K shares0.46%2026-03-312026-05-08

V VISA INC7.7K shares-0.21%2026-03-312026-05-08

DISV DIMENSIONAL ETF TRUST57.8K shares0.75%2026-03-312026-05-08

DFIC DIMENSIONAL ETF TRUST63.9K shares-0.87%2026-03-312026-05-08

WY WEYERHAEUSER CO91.0K shares2.50%2026-03-312026-05-08

SBUX STARBUCKS CORP23.7K shares-1.71%2026-03-312026-05-08

PSLV SPROTT ASSET MANAGEMENT LP81.9K shares-6.99%2026-03-312026-05-08

JEPI J P MORGAN EXCHANGE TRADED F32.9K shares9.13%2026-03-312026-05-08

Sponsored

VNQ VANGUARD INDEX FDS20.7K shares12.01%2026-03-312026-05-08

IEUR ISHARES TR24.7K shares1.81%2026-03-312026-05-08

IEMG ISHARES INC24.7K shares5.10%2026-03-312026-05-08

ALSN ALLISON TRANSMISSION HLDGS I14.2K shares-5.82%2026-03-312026-05-08

VZ VERIZON COMMUNICATIONS INC33.1K shares15.01%2026-03-312026-05-08

PG PROCTER & GAMBLE CO11.5K shares0.16%2026-03-312026-05-08

IGR CBRE GBL REAL ESTATE INC FD344.2K shares8.20%2026-03-312026-05-08

HD HOME DEPOT INC4.5K shares-0.34%2026-03-312026-05-08

Sponsored

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2026-03-312026-05-08

CVX CHEVRON CORPORATION6.8K shares0.26%2026-03-312026-05-08

FDX FEDEX CORP3.9K shares0.05%2026-03-312026-05-08

DSL DOUBLELINE INCOME SOLUTIONS128.2K shares6.61%2026-03-312026-05-08

LAND GLADSTONE LD CORP131.5K shares-2.44%2026-03-312026-05-08

AVIG AMERICAN CENTY ETF TR26.7K shares20.26%2026-03-312026-05-08

GS GOLDMAN SACHS GROUP INC1.3K shares0.00%2026-03-312026-05-08

DIS DISNEY WALT CO11.3K shares-1.21%2026-03-312026-05-08

Sponsored

JAMES HARDIE INDS PLC JAMES HARDIE INDS PLC56.5K shares61.34%2026-03-312026-05-08

PCAR PACCAR INC9.1K shares0.00%2026-03-312026-05-08

IVV ISHARES TR1.6K shares-3.05%2026-03-312026-05-08

FRA BLACKROCK FLOATING RATE INCO94.0K shares6.39%2026-03-312026-05-08

DLY DOUBLELINE YIELD OPPORTUNITI74.4K shares2.46%2026-03-312026-05-08

AVEM AMERICAN CENTY ETF TR12.7K shares-0.09%2026-03-312026-05-08

DFAX DIMENSIONAL ETF TRUST29.7K shares-0.13%2026-03-312026-05-08

DFSU DIMENSIONAL ETF TRUST24.4K shares4.58%2026-03-312026-05-08

Sponsored

FAX ABRDN ASIA PACIFIC INCOME FU68.7K shares2.20%2026-03-312026-05-08

VANGUARD INDEX FDS VANGUARD INDEX FDS1.6K shares-0.55%2026-03-312026-05-08

EPD ENTERPRISE PRODS PARTNERS L25.6K shares0.00%2026-03-312026-05-08

SPY STATE STR SPDR S&P 500 ETF T1.5K shares-16.87%2026-03-312026-05-08

COWG PACER FDS TR28.4K shares25.29%2026-03-312026-05-08

VBIL VANGUARD INSTL INDEX FD12.3K shares24.18%2026-03-312026-05-08

ITOT ISHARES TR6.4K shares0.19%2026-03-312026-05-08

CVS CVS HEALTH CORP12.5K shares5.34%2026-03-312026-05-08

Sponsored

WINA WINMARK CORP2.0K shares-4.65%2026-03-312026-05-08

XOM EXXON MOBIL CORP5.1K shares0.00%2026-03-312026-05-08

ORCL ORACLE CORP5.7K shares-1.27%2026-03-312026-05-08

AZO AUTOZONE INC248 shares-0.80%2026-03-312026-05-08

MEDTRONIC PLC MEDTRONIC PLC9.4K shares5.46%2026-03-312026-05-08

PLTR PALANTIR TECHNOLOGIES INC5.5K shares-0.89%2026-03-312026-05-08

COF CAPITAL ONE FINL CORP4.4K shares0.00%2026-03-312026-05-08

BA BOEING CO4.0K shares0.00%2026-03-312026-05-08

Sponsored

BKNG BOOKING HOLDINGS INC182 shares-5.70%2026-03-312026-05-08

ARM ARM HOLDINGS PLC5.1K shares-1.74%2026-03-312026-05-08

MA MASTERCARD INCORPORATED1.5K shares0.00%2026-03-312026-05-08

DFSI DIMENSIONAL ETF TRUST16.3K shares-11.46%2026-03-312026-05-08

CELC CELCUITY INC5.9K shares4.21%2026-03-312026-05-08

VTI VANGUARD INDEX FDS2.1K shares0.00%2026-03-312026-05-08

AMT AMERICAN TOWER CORP3.6K shares-0.55%2026-03-312026-05-08

SGI SOMNIGROUP INTERNATIONAL INC8.3K shares0.00%2026-03-312026-05-08

Sponsored

KKR & CO INC KKR & CO INC6.3K shares0.00%2026-03-312026-05-08

WMT WALMART INC4.6K shares0.09%2026-03-312026-05-08

CSCO CISCO SYS INC7.4K shares0.00%2026-03-312026-05-08

GEHC GE HEALTHCARE TECHNOLOGIES I7.9K shares1.01%2026-03-312026-05-08

AVIV AMERICAN CENTY ETF TR7.3K shares-0.14%2026-03-312026-05-08

AVLV AMERICAN CENTY ETF TR6.7K shares1.36%2026-03-312026-05-08

TSM TAIWAN SEMICONDUCTOR MANUFAC1.6K shares-1.01%2026-03-312026-05-08

FAST FASTENAL CO11.3K shares0.00%2026-03-312026-05-08

Sponsored

ABBV ABBVIE INC2.4K shares0.00%2026-03-312026-05-08

HDV ISHARES TR3.7K shares77.03%2026-03-312026-05-08

EQNR EQUINOR ASA11.4K shares0.00%2026-03-312026-05-08

MCK MCKESSON CORP550 shares-6.78%2026-03-312026-05-08

NIM NUVEEN SELECT MAT MUN FD48.7K shares10.74%2026-03-312026-05-08

GIS GENERAL MILLS INC12.2K shares0.00%2026-03-312026-05-08

BP BP PLC9.6K shares0.00%2026-03-312026-05-08

KO COCA COLA CO5.7K shares-0.45%2026-03-312026-05-08

Sponsored

COP CONOCOPHILLIPS3.2K shares0.03%2026-03-312026-05-08

BND VANGUARD BD INDEX FDS5.7K shares0.00%2026-03-312026-05-08

MU MICRON TECHNOLOGY INC1.2K shares0.41%2026-03-312026-05-08

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC3.6K shares0.00%2026-03-312026-05-08

DFIV DIMENSIONAL ETF TRUST7.4K shares0.00%2026-03-312026-05-08

DFSE DIMENSIONAL ETF TRUST8.7K shares2.39%2026-03-312026-05-08

UNP UNION PAC CORP1.5K shares0.00%2026-03-312026-05-08

NSC NORFOLK SOUTHN CORP1.2K shares0.00%2026-03-312026-05-08

Sponsored

MO ALTRIA GROUP INC5.1K shares0.00%2026-03-312026-05-08

HACK AMPLIFY ETF TR4.5K shares0.00%2026-03-312026-05-08

STZ CONSTELLATION BRANDS INC2.1K shares-0.79%2026-03-312026-05-08

HELO J P MORGAN EXCHANGE TRADED F5.0K shares-3.93%2026-03-312026-05-08

TSCO TRACTOR SUPPLY CO7.0K shares-0.57%2026-03-312026-05-08

INVESCO QQQ TR INVESCO QQQ TR545 shares0.00%2026-03-312026-05-08

IUSG ISHARES TR2.0K shares0.00%2026-03-312026-05-08

AVSU AMERICAN CENTY ETF TR4.0K shares2.20%2026-03-312026-05-08

Sponsored

PRU PRUDENTIAL FINL INC3.1K shares0.00%2026-03-312026-05-08

XLP SELECT SECTOR SPDR TR3.6K shares-9.95%2026-03-312026-05-08

SNBR SLEEP NUMBER CORP163.1K shares-11.20%2026-03-312026-05-08

LMT LOCKHEED MARTIN CORP484 shares0.41%2026-03-312026-05-08

LSAK LESAKA TECHNOLOGIES INC57.4K shares0.00%2026-03-312026-05-08

SEZL SEZZLE INC4.6K shares0.00%2026-03-312026-05-08

MMM 3M CO2.0K shares0.00%2026-03-312026-05-08

ATLANTA BRAVES HLDGS INC ATLANTA BRAVES HLDGS INC6.0K shares0.00%2026-03-312026-05-08

Sponsored

CAT CATERPILLAR INC400 shares-1.48%2026-03-312026-05-08

LINDE PLC LINDE PLC559 shares0.00%2026-03-312026-05-08

NFG NATIONAL FUEL GAS CO2.9K shares0.00%2026-03-312026-05-08

SPG SIMON PPTY GROUP INC NEW1.5K shares0.00%2026-03-312026-05-08

TSLA TESLA INC733 shares0.00%2026-03-312026-05-08

NVO NOVO-NORDISK A S7.3K shares-2.00%2026-03-312026-05-08

SHY ISHARES TR3.2K shares3.94%2026-03-312026-05-08

XLV SELECT SECTOR SPDR TR1.8K shares0.00%2026-03-312026-05-08

Sponsored

XAR SPDR SERIES TRUST1.0K shares0.00%2026-03-312026-05-08

BNDX VANGUARD CHARLOTTE FDS5.2K shares0.00%2026-03-312026-05-08

NEM NEWMONT CORP2.3K shares-2.12%2026-03-312026-05-08

ACWI ISHARES TR1.7K shares0.58%2026-03-312026-05-08

TPR TAPESTRY INC1.7K shares0.00%2026-03-312026-05-08

SHEL SHELL PLC2.5K sharesnew addition2026-03-312026-05-08

SPAB SPDR SERIES TRUST9.0K shares-46.07%2026-03-312026-05-08

AB ALLIANCEBERNSTEIN HLDG L P6.1K shares0.00%2026-03-312026-05-08

Sponsored

MDLZ MONDELEZ INTL INC4.0K shares0.00%2026-03-312026-05-08

FENI FIDELITY COVINGTON TRUST6.0K shares0.00%2026-03-312026-05-08

JIVE J P MORGAN EXCHANGE TRADED F2.6K sharesnew addition2026-03-312026-05-08

DPZ DOMINOS PIZZA INC621 shares0.00%2026-03-312026-05-08

FFLG FIDELITY COVINGTON TRUST8.0K shares-23.67%2026-03-312026-05-08

SCHG SCHWAB STRATEGIC TR7.6K shares6.83%2026-03-312026-05-08

NFLX NETFLIX INC.2.3K shares-0.86%2026-03-312026-05-08

BEN FRANKLIN RESOURCES INC9.2K shares-17.87%2026-03-312026-05-08

Sponsored

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW1.7K sharesnew addition2026-03-312026-05-08

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC2.8K sharesnew addition2026-03-312026-05-08

DFEM DIMENSIONAL ETF TRUST6.2K shares0.00%2026-03-312026-05-08

USB US BANCORP4.1K shares0.00%2026-03-312026-05-08

DFSV DIMENSIONAL ETF TRUST6.0K sharesnew addition2026-03-312026-05-08

SCHD SCHWAB STRATEGIC TR6.8K sharesnew addition2026-03-312026-05-08

CHRW C H ROBINSON WORLDWIDE IN1.3K shares0.00%2026-03-312026-05-08

BAC BANK AMERICA CORP4.3K shares0.00%2026-03-312026-05-08

Sponsored

DE DEERE & CO365 sharesnew addition2026-03-312026-05-08

PLAY DAVE & BUSTERS ENTMT INC11.4K shares-11.59%2026-03-312026-05-08

LOCAL BOUNTI CORP LOCAL BOUNTI CORP55.7K shares-1.76%2026-03-312026-05-08

EQS EQUUS TOTAL RETURN INC20.0K shares0.00%2026-03-312026-05-08

TOVX THERIVA BIOLOGICS INC15.0K shares0.00%2026-03-312026-05-08

BERKSHIRE HATHAWAY INC DEL

-0.82%

Shares120.6K

Event2026-03-31

Filed2026-05-08

AAPL

APPLE INC

-1.02%

Shares130.1K

Event2026-03-31

Filed2026-05-08

PHYS

SPROTT ASSET MANAGEMENT LP

-0.46%

Shares853.3K

Event2026-03-31

Filed2026-05-08

DGRO

ISHARES TR

2.44%

Shares348.7K

Event2026-03-31

Filed2026-05-08

DFAU

DIMENSIONAL ETF TRUST

-17.16%

Shares523.2K

Event2026-03-31

Filed2026-05-08

ALPHABET INC

-0.70%

Shares68.6K

Event2026-03-31

Filed2026-05-08

DVY

ISHARES TR

1.35%

Shares119.9K

Event2026-03-31

Filed2026-05-08

DFAI

DIMENSIONAL ETF TRUST

1.57%

Shares373.1K

Event2026-03-31

Filed2026-05-08

VGK

VANGUARD INTL EQUITY INDEX F

0.70%

Shares140.1K

Event2026-03-31

Filed2026-05-08

AVUV

AMERICAN CENTY ETF TR

2.88%

Shares96.0K

Event2026-03-31

Filed2026-05-08

AVES

AMERICAN CENTY ETF TR

6.67%

Shares148.5K

Event2026-03-31

Filed2026-05-08

ALPHABET INC

-0.67%

Shares27.0K

Event2026-03-31

Filed2026-05-08

VYMI

VANGUARD WHITEHALL FDS

4.60%

Shares77.7K

Event2026-03-31

Filed2026-05-08

COWZ

PACER FDS TR

3.28%

Shares111.8K

Event2026-03-31

Filed2026-05-08

AVDV

AMERICAN CENTY ETF TR

-1.80%

Shares67.6K

Event2026-03-31

Filed2026-05-08

AVLC

AMERICAN CENTY ETF TR

New

Shares83.6K

Event2026-03-31

Filed2026-05-08

VWO

VANGUARD INTL EQUITY INDEX F

1.89%

Shares117.0K

Event2026-03-31

Filed2026-05-08

MSFT

MICROSOFT CORP

5.26%

Shares15.4K

Event2026-03-31

Filed2026-05-08

JPM

JPMORGAN CHASE & CO

0.12%

Shares18.6K

Event2026-03-31

Filed2026-05-08

TGT

TARGET CORP

0.04%

Shares43.9K

Event2026-03-31

Filed2026-05-08

DFCF

DIMENSIONAL ETF TRUST

6.54%

Shares126.2K

Event2026-03-31

Filed2026-05-08

AVUS

AMERICAN CENTY ETF TR

-3.22%

Shares47.9K

Event2026-03-31

Filed2026-05-08

NIE

VIRTUS EQUITY & CONV INCM FD

1.25%

Shares218.7K

Event2026-03-31

Filed2026-05-08

COST

COSTCO WHOLESALE CORPORATION

-1.53%

Shares5.0K

Event2026-03-31

Filed2026-05-08

PHILIP MORRIS INTL INC

0.01%

Shares29.6K

Event2026-03-31

Filed2026-05-08

KARO

KAROOOOO LTD

-10.45%

Shares94.2K

Event2026-03-31

Filed2026-05-08

DFAC

DIMENSIONAL ETF TRUST

-2.38%

Shares120.8K

Event2026-03-31

Filed2026-05-08

DFGP

DIMENSIONAL ETF TRUST

11.49%

Shares76.5K

Event2026-03-31

Filed2026-05-08

AMZN

AMAZON COM INC

1.66%

Shares19.7K

Event2026-03-31

Filed2026-05-08

UNH

UNITEDHEALTH GROUP INC

-0.01%

Shares14.1K

Event2026-03-31

Filed2026-05-08

DFAT

DIMENSIONAL ETF TRUST

0.35%

Shares56.3K

Event2026-03-31

Filed2026-05-08