account_balance
Investment manager · 13F filer · SEC CIK 1794153
Schwarz Dygos Wheeler Investment Advisors LLC
Reported value$528Mas of Sep 30, 2026
Positions175 8 new, 7 sold out
Top 10 weight50.7%BRK-B alone is 10%
FiledNov 1041 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
BRK-BBerkshire Hathaway Inc
9.8%Trimmed −13%
AAPLApple Inc.
8.1%
DGROiShares Tr
6.1%Added +17%
DFAUDimensional ETF Trust
5.5%Added +6%
PHYSSprott Physical Gold Trust
5.1%
GOOGLAlphabet Inc.
4.4%
DVYiShares Tr
4.1%Added +13%
DFAIDimensional ETF Trust
3.0%Added +3%
VGKVanguard Intl Equity Index F
2.4%+2%
AVUVAmerican Centy ETF Tr
2.1%
AVESAmerican Centy ETF Tr
1.9%
TGTTarget Corp
1.8%+17%
BRK-BBerkshire Hathaway Inc
9.8%Trimmed −13%
AAPLApple Inc.
8.1%
DGROiShares Tr
6.1%
DFAUDimensional ETF Trust
5.5%
PHYSSprott Physical Gold Trust
5.1%
GOOGLAlphabet Inc.
4.4%
DVYiShares Tr
4.1%
DFAI3.0%
VGK2.4%
AVUV
AVES
TGT1.8%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
BRK-B Berkshire Hathaway Inc 9.8% Trimmed −13%AAPL Apple Inc. 8.1% Held
DGRO iShares Tr 6.1% Added +17%
DFAU Dimensional ETF Trust 5.5% Added +6%
PHYS Sprott Physical Gold Trust 5.1% HeldGOOGL Alphabet Inc. 4.4% HeldDVY iShares Tr 4.1% Added +13%
DFAI Dimensional ETF Trust 3.0% Added +3%
VGK Vanguard Intl Equity Index F 2.4% Added +2%
AVUV American Centy ETF Tr 2.1% Held
AVES American Centy ETF Tr 1.9% Held
TGT Target Corp 1.8% Added +17%What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.