StockDriftsStockDriftsTop 50 Schwarz Dygos Wheeler Investment Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 11.4% | 119.3K | $59.7M | -1.07%(-1.30K) | $224.87(+122.95%) | 2026-06-30 | |
| AAPL | APPLE INC | 7.1% | 128.6K | $37.2M | -1.19%(-1.55K) | $54.08(+464.67%) | 2026-06-30 | |
| DGRO | ISHARES TR | 5.24% | 362.2K | $27.4M | +3.85%(+13.44K) | $45.69(+74.20%) | 2026-06-30 | |
| DFAU | DIMENSIONAL ETF TRUST | 5.21% | 528.4K | $27.3M | +0.98%(+5.15K) | $31.96(+68.07%) | 2026-06-30 | |
| PHYS | SPROTT ASSET MANAGEMENT LP | 4.87% | 845.6K | $25.5M | -0.91%(-7.72K) | $13.07(+155.69%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 4.66% | 68.4K | $24.4M | -0.41%(-278) | $63.73(+440.89%) | 2026-06-30 | |
| DVY | ISHARES TR | 3.75% | 125.7K | $19.6M | +4.85%(+5.82K) | $101.43(+62.31%) | 2026-06-30 | |
| DFAI | DIMENSIONAL ETF TRUST | 2.95% | 375.0K | $15.5M | +0.53%(+1.97K) | $27.71(+56.44%) | 2026-06-30 | |
| VGK | VANGUARD INTL EQUITY INDEX F | 2.41% | 142.6K | $12.6M | +1.73%(+2.42K) | $58.90(+56.53%) | 2026-06-30 | |
| AVUV | AMERICAN CENTY ETF TR | 2.3% | 96.6K | $12.0M | +0.56%(+538) | $88.24(+45.23%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.66% | +62.87% | +9.21% | +55.33% |
| Top 20 Holdings Unweighted | +17.02% | +60.24% | +6.43% | +36.56% |
Schwarz Dygos Wheeler Investment Advisors LLC reports $523.91M in US-listed equity holdings across 174 positions in its most recent 13F filing. Its largest disclosed positions are BRK.B (11.4%), AAPL (7.1%) and DGRO (5.2%). The top 20 holdings account for 64.09% of reported assets. Its disclosed equity book has returned +62.87% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Schwarz Dygos Wheeler Investment Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1794153). View Schwarz Dygos Wheeler Investment Advisors LLC’s 13F filings on SEC