Fund Holdings

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC

Filing Period:
Securities
SharesValue ($K)
Q2 2025
Q3 2025
Change
Q2 2025
Q3 2025
Weight (%)
Change
SPROTT ASSET MANAGEMENT LP(PHYS)0858,616+858,616025,432,2135.39%+25,432,213
APPLE INC(AAPL)138,743134,652-4,09128,465,97634,286,5197.27%+5,820,543
ALPHABET INC(GOOG)72,35471,160-1,19412,751,11517,299,2373.67%+4,548,122
BERKSHIRE HATHAWAY INC DEL120,782122,656+1,87458,672,54561,664,38913.07%+2,991,844
DIMENSIONAL ETF TRUST617,878631,695+13,81726,173,31428,906,3836.13%+2,733,069
ISHARES TR321,004338,467+17,46320,524,99923,042,8394.89%+2,517,840
ISHARES TR111,320117,230+5,91014,784,50816,658,4283.53%+1,873,920
ALPHABET INC(GOOG)26,67426,334-3404,731,7016,413,6461.36%+1,681,945
SPROTT ASSET MANAGEMENT LP(PSLV)088,774+88,77401,393,7520.30%+1,393,752
AMERICAN CENTY ETF TR87,30090,589+3,2897,953,0319,016,4121.91%+1,063,381
DIMENSIONAL ETF TRUST97,740117,048+19,3084,130,5235,004,9811.06%+874,458
KAROOOOO LTD(KARO)106,215105,215-1,0005,202,4116,009,8811.27%+807,470
UNITEDHEALTH GROUP INC(UNH)13,29913,983+6844,149,0134,828,6501.02%+679,637
JAMES HARDIE INDS PLC035,050+35,0500673,3110.14%+673,311
VERIZON COMMUNICATIONS INC(VZ)13,60728,300+14,693588,7801,243,8030.26%+655,023
AMERICAN CENTY ETF TR68,37767,526-8515,420,9376,011,8491.27%+590,912
NVIDIA CORPORATION(NVDA)15,51416,281+7672,451,0853,037,8760.64%+586,791
VANGUARD INTL EQUITY INDEX F112,776113,084+3085,577,9496,126,9441.30%+548,995
POWERFLEET INC566,000566,00002,439,4602,965,8400.63%+526,380
AMERICAN CENTY ETF TR135,443135,473+307,252,3117,772,0881.65%+519,777
AMERICAN CENTY ETF TR48,04449,251+1,2074,843,8645,353,6531.13%+509,789
DIMENSIONAL ETF TRUST378,137371,223-6,91413,072,20613,493,9682.86%+421,762
JPMORGAN CHASE & CO.(JPM)18,78418,593-1915,445,7305,864,8841.24%+419,154
DIMENSIONAL ETF TRUST61,53167,877+6,3463,352,8603,771,9620.80%+419,102
JOHNSON & JOHNSON(JNJ)13,08712,942-1451,999,1192,399,8200.51%+400,701
MEDTRONIC PLC(MDT)5,1828,768+3,586451,751835,1260.18%+383,375
VANGUARD WHITEHALL FDS70,88971,345+4565,678,9236,041,5221.28%+362,599
VANGUARD INTL EQUITY INDEX F137,949138,487+53810,691,06811,051,3402.34%+360,272
PACER FDS TR105,753107,363+1,6105,826,9826,170,1621.31%+343,180
VIRTUS EQUITY & CONV INCM FD211,461213,709+2,2485,053,9415,366,2401.14%+312,299
MICROSOFT CORP(MSFT)14,43814,457+197,181,7087,488,2821.59%+306,574
CELCUITY INC(CELC)05,700+5,7000281,5800.06%+281,580
PALANTIR TECHNOLOGIES INC(PLTR)7,3377,002-3351,000,1801,277,3050.27%+277,125
DIMENSIONAL ETF TRUST132,620129,804-2,8164,753,1165,006,5751.06%+253,459
ORACLE CORP(ORCL)6,0715,601-4701,326,6221,575,4290.33%+248,807
DIMENSIONAL ETF TRUST59,84159,554-2873,229,0313,466,6790.73%+237,648
CELSIUS HLDGS INC(CELH)20,04320,0430929,7951,152,2720.24%+222,477
SCHWAB STRATEGIC TR06,787+6,7870216,5730.05%+216,573
LINDE PLC(LIN)0443+4430210,4250.04%+210,425
MICRON TECHNOLOGY INC(MU)01,210+1,2100202,4570.04%+202,457
TESLA INC(TSLA)1,2171,233+16386,592548,3400.12%+161,748
DIMENSIONAL ETF TRUST62,97962,493-4862,072,6512,230,3990.47%+157,748
VANGUARD INDEX FDS1,4921,640+148847,6021,004,4120.21%+156,810
HOME DEPOT INC(HD)4,4864,424-621,644,8611,792,6160.38%+147,755
AUTOZONE INC(AZO)2502500928,0581,072,5600.23%+144,502
ISHARES INC23,12223,239+1171,388,0441,531,9150.32%+143,871
WELLS FARGO CO NEW(WFC)41,12140,971-1503,294,6153,434,1890.73%+139,574
FASTENAL CO(FAST)10,15811,367+1,209426,636557,4380.12%+130,802
PACER FDS TR19,65022,560+2,910689,912818,9280.17%+129,016
ABRDN ASIA PACIFIC INCOME FU55,79761,884+6,087888,2891,008,1010.21%+119,812
DIMENSIONAL ETF TRUST82,30581,018-1,2872,468,3312,583,6710.55%+115,340
GOLDMAN SACHS GROUP INC(GS)1,2911,2910913,7051,028,0880.22%+114,383
AMERICAN CENTY ETF TR19,17321,515+2,342798,015905,3870.19%+107,372
ABBVIE INC(ABBV)2,1882,1880406,137506,6100.11%+100,473
CVS HEALTH CORP(CVS)11,56111,866+305797,529894,6370.19%+97,108
DIMENSIONAL ETF TRUST32,14133,069+928944,0061,037,7240.22%+93,718
WINMARK CORP(WINA)2,6002,150-450981,7861,070,2060.23%+88,420
SPDR S&P 500 ETF TR(SPY)1,7581,75801,086,5781,171,5730.25%+84,995
ORACLE CORP(ORCL)(Put)0300+300084,372+84,372
ISHARES TR1,5921,602+10988,9381,072,7360.23%+83,798
TAIWAN SEMICONDUCTOR MFG LTD(TSM)1,5431,5430349,578430,9440.09%+81,366
CHEVRON CORP NEW(CVX)6,5836,564-19942,6441,019,3480.22%+76,704
AMERICAN CENTY ETF TR13,10112,893-208897,958968,4100.21%+70,452
ISHARES TR6,4206,429+9866,974936,4710.20%+69,497
GE HEALTHCARE TECHNOLOGIES I(GEHC)6,9877,801+814517,536585,9240.12%+68,388
VANGUARD INDEX FDS15,95716,288+3311,421,1361,489,0550.32%+67,919
AMERICAN CENTY ETF TR37,35735,847-1,5102,764,8562,828,3970.60%+63,541
J P MORGAN EXCHANGE TRADED F53,90355,063+1,1602,731,8472,793,3720.59%+61,525
VANGUARD INDEX FDS2,2032,2030669,843723,2670.15%+53,424
NORFOLK SOUTHN CORP(NSC)1,2611,234-27322,778370,8060.08%+48,028
DIMENSIONAL ETF TRUST26,96126,041-9201,058,2191,106,0290.23%+47,810
MCDONALDS CORP(MCD)9,1378,938-1992,669,8172,716,1860.58%+46,369
AMERICAN CENTY ETF TR6,1286,411+283417,991463,2590.10%+45,268
EQUUS TOTAL RETURN INC020,000+20,000045,0000.01%+45,000
ISHARES TR24,53224,496-361,624,0401,668,6890.35%+44,649
BP PLC(BP)9,5689,5680286,370329,7130.07%+43,343
DOUBLELINE INCOME SOLUTIONS(DSL)108,346111,470+3,1241,326,1591,368,8550.29%+42,696
AMERICAN CENTY ETF TR6,9847,074+90434,649477,0710.10%+42,422
SIMON PPTY GROUP INC NEW(SPG)1,4681,4680235,996275,5000.06%+39,504
DIMENSIONAL ETF TRUST7,0217,355+334300,709339,2130.07%+38,504
WALMART INC(WMT)4,0904,250+160399,972438,0170.09%+38,045
ALTRIA GROUP INC(MO)5,1105,1100299,599337,5670.07%+37,968
BLACKSTONE INC(BX)1,6551,6550247,555282,7570.06%+35,202
J P MORGAN EXCHANGE TRADED F26,54326,967+4241,508,9701,539,8160.33%+30,846
FIDELITY COVINGTON TRUST10,47710,4770278,374308,8620.07%+30,488
PACCAR INC(PCAR)9,0719,0710862,289891,8610.19%+29,572
TRACTOR SUPPLY CO(TSCO)6,9406,9400365,985394,6780.08%+28,693
ISHARES TR1,9611,9610294,934322,6630.07%+27,729
MCKESSON CORP(MCK)6406400468,979494,4260.10%+25,447
DIMENSIONAL ETF TRUST70,97968,073-2,9062,206,7572,232,1350.47%+25,378
FEDEX CORP(FDX)3,9223,887-35891,642916,7060.19%+25,064
SPDR SERIES TRUST1,0301,0300217,268242,0090.05%+24,741
INVESCO QQQ TR4664660257,064279,7720.06%+22,708
NATIONAL FUEL GAS CO(NFG)2,9402,9400249,082271,5680.06%+22,486
SLEEP NUMBER CORP187,863183,713-4,1501,269,0151,289,6650.27%+20,650
DIMENSIONAL ETF TRUST9,5359,315-220362,902382,7530.08%+19,851
WEYERHAEUSER CO MTN BE(WY)86,74290,666+3,9242,228,4252,247,6140.48%+19,189
CBRE GBL REAL ESTATE INC FD291,921304,025+12,1041,544,2651,562,6930.33%+18,428
BANK AMERICA CORP4,2674,2670201,914220,1350.05%+18,221
DIMENSIONAL ETF TRUST21,06820,703-365830,290847,7900.18%+17,500
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