Schwarz Dygos Wheeler Investment Advisors LLC holds a focused book of 174 stocks worth $523.9M as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). This quarter they opened Infleqtion Inc and trimmed Berkshire Hathaway Inc-CL B. Their largest long position is Berkshire Hathaway Inc-CL B at 11% of the equity book. Cloning the disclosed picks since 2024 would be +29% (+15.8%/yr). That is a simulation of the disclosed long book, not audited returns.
Growth of $10,000 cloning Schwarz Dygos Wheeler Investment Advisors LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~38 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
53% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Schwarz Dygos Wheeler Investment Advisors LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| LPL Financial LLC | 77 / 80 | $68.8B |
| OSAIC HOLDINGS, INC. | 77 / 80 | $14.6B |
| Farther Finance Advisors, LLC | 77 / 80 | $2.7B |
| MORGAN STANLEY | 76 / 80 | $500.9B |
| BANK OF AMERICA CORP /DE/ | 76 / 80 | $331.1B |
| ROYAL BANK OF CANADA | 76 / 80 | $145.4B |
| WELLS FARGO & COMPANY/MN | 76 / 80 | $137.3B |
| Kestra Advisory Services, LLC | 76 / 80 | $7.2B |
Ranked by how many of Schwarz Dygos Wheeler Investment Advisors LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc Del CL B NEW | $59.7M | 119.3K | 11.4% | ▼−1.1% Reduced · −1K sh | |
| 2 | Apple Inc COM | $37.2M | 128.6K | 7.1% | ▼−1.2% Reduced · −2K sh | |
| 3 | Ishares TR CORE DIV GRWTH | $27.4M | 362.2K | 5.2% | ▲+3.9% Added · +13K sh | |
| 4 | Dimensional ETF Trust US CORE EQT MKT | $27.3M | 528.4K | 5.2% | ▲+1.0% Added · +5K sh | |
| 5 | Sprott Asset Management LP PHYSICAL GOLD TR | $25.5M | 845.6K | 4.9% | ▼−0.9% Reduced · −8K sh | |
| 6 | Alphabet Inc CAP STK CL A | $24.4M | 68.4K | 4.7% | ▼−0.4% Reduced · −278 sh | |
| 7 | Ishares TR SELECT DIVID ETF | $19.6M | 125.7K | 3.7% | ▲+4.8% Added · +6K sh | |
| 8 | Dimensional ETF Trust INTL CORE EQT MK | $15.5M | 375.0K | 3.0% | ▲+0.5% Added · +2K sh | |
| 9 | Vanguard Intl Equity Index F FTSE EUROPE ETF | $12.6M | 142.6K | 2.4% | ▲+1.7% Added · +2K sh | |
| 10 | American Centy ETF TR US SML CP VALU | $12.0M | 96.6K | 2.3% | ▲+0.6% Added · +538 sh | |
| 11 | American Centy ETF TR EMERGING MKT VAL | $9.8M | 149.7K | 1.9% | ▲+0.8% Added · +1K sh | |
| 12 | Alphabet Inc CAP STK CL C | $9.5M | 26.9K | 1.8% | ▼−0.4% Reduced · −117 sh | |
| 13 | Vanguard Whitehall FDS INTL HIGH ETF | $7.7M | 78.1K | 1.5% | ▲+0.6% Added · +443 sh | |
| 14 | American Centy ETF TR AVANTIS US LARG | $7.6M | 84.3K | 1.4% | ▲+0.9% Added · +727 sh | |
| 15 | American Centy ETF TR INTL SMCP VLU | $7.0M | 67.6K | 1.3% | ▲~0% Added · +23 sh | |
| 16 | Pacer FDS TR US CASH COWS 100 | $7.0M | 112.0K | 1.3% | ▲+0.2% Added · +277 sh | |
| 17 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $6.9M | 115.6K | 1.3% | ▼−1.1% Reduced · −1K sh | |
| 18 | Target Corp COM | $6.7M | 51.0K | 1.3% | ▲+16% Added · +7K sh | |
| 19 | Palo Alto Networks Inc COM | $6.2M | 18.2K | 1.2% | ▼−4.0% Reduced · −757 sh | |
| 20 | American Centy ETF TR US EQT ETF | $6.2M | 48.1K | 1.2% | ▲+0.4% Added · +195 sh | |
| 21 | Virtus Equity & Conv Incm FD COM | $6.1M | 226.8K | 1.2% | ▲+3.7% Added · +8K sh | |
| 22 | JPMorgan Chase & Co COM | $6.1M | 18.6K | 1.2% | ▼~0% Reduced · −8 sh | |
| 23 | Unitedhealth Group Inc COM | $5.9M | 14.1K | 1.1% | ▼~0% Reduced · −4 sh | |
| 24 | Microsoft Corp COM | $5.7M | 15.4K | 1.1% | ▼−0.1% Reduced · −16 sh | |
| 25 | Philip Morris Intl Inc COM | $5.3M | 29.5K | 1.0% | ▼−0.1% Reduced · −38 sh | |
| 26 | Dimensional ETF Trust CORE FIXE IN ETF | $5.3M | 126.2K | 1.0% | ▲+0.1% Added · +64 sh | |
| 27 | Dimensional ETF Trust US COR EQU 2 ETF | $5.2M | 117.0K | 1.0% | ▼−3.1% Reduced · −4K sh | |
| 28 | Karooooo Ltd ORD SHS | $4.7M | 94.2K | 0.9% | —Held | |
| 29 | Amazon Com Inc COM | $4.6M | 19.5K | 0.9% | ▼−1.0% Reduced · −202 sh | |
| 30 | Costco Wholesale Corporation COM | $4.4M | 4.7K | 0.8% | ▼−4.8% Reduced · −239 sh | |
| 31 | Dimensional ETF Trust GLOB CO PLUS ETF | $4.2M | 76.8K | 0.8% | ▲+0.3% Added · +233 sh | |
| 32 | Dimensional ETF Trust US TARGETED VLU | $3.9M | 55.8K | 0.7% | ▼−0.9% Reduced · −535 sh | |
| 33 | Nvidia Corporation COM | $3.4M | 17.2K | 0.7% | ▼−3.9% Reduced · −689 sh | |
| 34 | Wells Fargo & Co COM | $3.4M | 41.4K | 0.7% | ▲+1.3% Added · +516 sh | |
| 35 | Johnson & Johnson COM | $3.3M | 13.2K | 0.6% | ▲+0.3% Added · +34 sh | |
| 36 | Meta Platforms Inc CL A | $3.3M | 5.8K | 0.6% | ▼−0.2% Reduced · −13 sh | |
| 37 | Dimensional ETF Trust EMERGING MKTS VA | $3.1M | 72.8K | 0.6% | ▼−2.5% Reduced · −2K sh | |
| 38 | American Centy ETF TR INTL EQT ETF | $3.0M | 33.7K | 0.6% | ▲+0.8% Added · +280 sh | |
| 39 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $2.7M | 52.8K | 0.5% | ▼−0.3% Reduced · −181 sh | |
| 40 | Visa Inc COM CL A | $2.6M | 7.5K | 0.5% | ▼−1.7% Reduced · −133 sh | |
| 41 | Starbucks Corp COM | $2.4M | 23.9K | 0.5% | ▲+0.7% Added · +159 sh | |
| 42 | McDonalds Corp COM | $2.4M | 8.8K | 0.5% | ▲+0.7% Added · +60 sh | |
| 43 | Weyerhaeuser Co COM NEW | $2.4M | 99.4K | 0.5% | ▲+9.2% Added · +8K sh | |
| 44 | Dimensional ETF Trust INTL SMALL CAP V | $2.3M | 57.4K | 0.4% | ▼−0.6% Reduced · −366 sh | |
| 45 | Dimensional ETF Trust INTL CORE EQUITY | $2.3M | 61.2K | 0.4% | ▼−4.2% Reduced · −3K sh | |
| 46 | Vanguard Index FDS REAL ESTATE ETF | $2.1M | 21.8K | 0.4% | ▲+5.1% Added · +1K sh | |
| 47 | J P Morgan Exchange Traded F EQUITY PREMIUM | $2.1M | 36.6K | 0.4% | ▲+11% Added · +4K sh | |
| 48 | Ishares TR CORE MSCI EURO | $2.0M | 26.8K | 0.4% | ▲+8.4% Added · +2K sh | |
| 49 | Ishares Inc CORE MSCI EMKT | $2.0M | 24.2K | 0.4% | ▼−2.1% Reduced · −522 sh | |
| 50 | James Hardie Inds PLC ORD SHS | $1.7M | 65.5K | 0.3% | ▲+16% Added · +9K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1794153/holdings"
Use Arkolith to show SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 7, 2026 | 174 | $523.9M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 8, 2026 | 173 | $481.8M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 9, 2026 | 169 | $484.2M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 7, 2025 | 163 | $471.8M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 8, 2025 | 160 | $438.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 2, 2025 | 157 | $421.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 7, 2025 | 159 | $407.4M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 8, 2024 | 152 | $401.0M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.