Fund HoldingsSCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC

Total Portfolio Value
$484.19M
Total Bought
$15.81M
Total Sold
$19.47M
Net Transaction
-$3.65M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ALPHABET INC(GOOG)71,16069,113-2,04717,29921,6334.47%+4,333
SPROTT ASSET MANAGEMENT LP(PHYS)858,616857,223-1,39325,43228,3065.85%+2,873
ALPHABET INC(GOOG)26,33427,151+8176,4148,5201.76%+2,106
APPLE INC(AAPL)134,652131,461-3,19134,28735,7397.38%+1,453
VANGUARD INSTL INDEX FD09,925+9,92507490.15%+749
SPROTT ASSET MANAGEMENT LP(PSLV)88,77488,097-6771,3942,0830.43%+690
BOOKING HOLDINGS INC(BKNG)0193+19301,0340.21%+1,034
DIMENSIONAL ETF TRUST
US CORE EQT MKT
631,695631,628-6728,90629,5606.11%+654
VANGUARD WHITEHALL FDS71,34574,239+2,8946,0426,6821.38%+640
ISHARES TR
CORE DIV GRWTH
338,467340,396+1,92923,04323,6304.88%+587
AMAZON COM INC(AMZN)019,355+19,35504,4680.92%+4,468
VANGUARD INTL EQUITY INDEX F138,487139,170+68311,05111,6362.40%+585
DIMENSIONAL ETF TRUST
INTL CORE EQT MK
371,223367,312-3,91113,49413,9982.89%+504
AMERICAN CENTY ETF TR90,58993,328+2,7399,0169,5181.97%+501
AMERICAN CENTY ETF TR67,52668,860+1,3346,0126,4711.34%+459
SPDR SERIES TRUST
ST STR AGGRE ETF
016,624+16,62404280.09%+428
AMERICAN CENTY ETF TR135,473139,184+3,7117,7728,1161.68%+344
WELLS FARGO CO NEW(WFC)40,97140,526-4453,4343,7770.78%+343
PACER FDS TR
US CASH COWS 100
107,363108,208+8456,1706,5111.34%+341
NVIDIA CORPORATION(NVDA)16,28118,021+1,7403,0383,3610.69%+323
SELECT SECTOR SPDR TR
ST STR STAPL ETF
04,022+4,02203120.06%+312
JOHNSON & JOHNSON(JNJ)12,94213,008+662,4002,6920.56%+292
CELCUITY INC(CELC)5,7005,70002825690.12%+287
SELECT SECTOR SPDR TR
ST STR CARE ETF
01,820+1,82002820.06%+282
SLEEP NUMBER CORP183,713183,71301,2901,5540.32%+265
SPDR SERIES TRUST
ST STR SP AERO
01,030+1,03002480.05%+248
NEWMONT CORP(NEM)02,356+2,35602350.05%+235
CATERPILLAR INC(CAT)0406+40602330.05%+233
US BANCORP DEL(USB)04,092+4,09202180.05%+218
TAPESTRY INC(TPR)01,681+1,68102150.04%+215
FEDEX CORP(FDX)3,8873,912+259171,1300.23%+213
ALLISON TRANSMISSION HLDGS I(ALSN)015,117+15,11701,4800.31%+1,480
DIMENSIONAL ETF TRUST
EMERGING MKTS CO
06,204+6,20402050.04%+205
C H ROBINSON WORLDWIDE INC(CHRW)01,253+1,25302010.04%+201
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
26,96730,167+3,2001,5401,7270.36%+187
AMERICAN CENTY ETF TR49,25149,483+2325,3545,5311.14%+178
BLUE OWL CAPITAL INC(OBDC)010,500+10,50001570.03%+157
VANGUARD INDEX FDS16,28818,515+2,2271,4891,6380.34%+149
MICRON TECHNOLOGY INC(MU)1,2101,21002023450.07%+143
AMERICAN CENTY ETF TR35,84736,054+2072,8282,9680.61%+140
VISA INC(V)07,697+7,69702,7000.56%+2,700
JPMORGAN CHASE & CO.(JPM)18,59318,59305,8655,9911.24%+126
LOCAL BOUNTI CORP056,705+56,70501210.03%+121
CAPITAL ONE FINL CORP(COF)04,405+4,40501,0680.22%+1,068
GOLDMAN SACHS GROUP INC(GS)1,2911,29101,0281,1350.23%+107
PACCAR INC(PCAR)9,0719,07108929930.21%+102
WALMART INC(WMT)4,2504,631+3814385160.11%+78
CISCO SYS INC(CSCO)07,367+7,36705670.12%+567
EXXON MOBIL CORP05,069+5,06906100.13%+610
COCA COLA CO(KO)05,746+5,74604020.08%+402
ISHARES TR
CORE MSCI EURO
24,49624,303-1931,6691,7250.36%+56
INVESCO QQQ TR466545+792803350.07%+55
GE HEALTHCARE TECHNOLOGIES I(GEHC)7,8017,802+15866400.13%+54
JAMES HARDIE INDS PLC
ORD SHS
35,05035,05006737270.15%+54
ISHARES TR1,6021,640+381,0731,1240.23%+51
ISHARES INC
CORE MSCI EMKT
23,23923,534+2951,5321,5820.33%+50
TAIWAN SEMICONDUCTOR MFG LTD(TSM)1,5431,577+344314790.10%+48
AMERICAN CENTY ETF TR7,0747,343+2694775230.11%+46
VANGUARD INTL EQUITY INDEX F113,084114,808+1,7246,1276,1721.27%+45
CVS HEALTH CORP(CVS)11,86611,828-388959390.19%+44
APOLLO GLOBAL MGMT INC(APO)03,600+3,60005210.11%+521
SPDR S&P 500 ETF TR(SPY)1,7581,778+201,1721,2130.25%+41
SOMNIGROUP INTERNATIONAL INC(SGI)08,250+8,25007370.15%+737
NUVEEN SELECT MAT MUN FD043,947+43,94704090.08%+409
AMERICAN CENTY ETF TR6,4116,616+2054635010.10%+38
ISHARES TR117,230118,285+1,05516,65816,6953.45%+36
DIMENSIONAL ETF TRUST
CORE FIXE IN ETF
117,048118,435+1,3875,0055,0411.04%+36
DOUBLELINE YIELD OPPORTUNITI072,592+72,59201,0550.22%+1,055
ABBVIE INC(ABBV)2,1882,357+1695075390.11%+32
MCDONALDS CORP(MCD)8,9388,986+482,7162,7470.57%+30
PRUDENTIAL FINL INC(PFH)03,057+3,05703450.07%+345
LINDE PLC(LIN)443559+1162102380.05%+28
DIMENSIONAL ETF TRUST
INTERNATNAL VAL
7,3557,35503393670.08%+28
J P MORGAN EXCHANGE TRADED F
HEDG EQU LAD ETF
05,186+5,18603450.07%+345
VANGUARD INDEX FDS1,6401,64001,0041,0290.21%+24
AMERICAN CENTY ETF TR21,51522,173+6589059300.19%+24
MEDTRONIC PLC(MDT)8,7688,940+1728358590.18%+24
ABRDN ASIA PACIFIC INCOME FU61,88467,185+5,3011,0081,0310.21%+23
ISHARES TR6,4296,437+89369570.20%+21
VIRTUS EQUITY & CONV INCM FD
COM
213,709216,008+2,2995,3665,3831.11%+17
CHEVRON CORP NEW(CVX)6,5646,796+2321,0191,0360.21%+17
SCHWAB STRATEGIC TR6,7877,143+3562172330.05%+16
3M CO(MMM)01,980+1,98003170.07%+317
BANK AMERICA CORP4,2674,26702202350.05%+15
AMERICAN CENTY ETF TR12,89312,741-1529689810.20%+13
AMERICAN CENTY ETF TR03,963+3,96303020.06%+302
MASTERCARD INCORPORATED(MA)01,518+1,51808670.18%+867
ENTERPRISE PRODS PARTNERS L(EPD)025,599+25,59908210.17%+821
MOLSON COORS BEVERAGE CO(TAP)06,309+6,30902950.06%+295
FRANKLIN RESOURCES INC(BEN)011,191+11,19102670.06%+267
FIDELITY COVINGTON TRUST
ENHANCED INTL
06,040+6,04002210.05%+221
CONSTELLATION BRANDS INC(STZ)02,142+2,14202960.06%+296
ISHARES TR1,9611,96103233290.07%+7
ISHARES TR01,716+1,71602430.05%+243
BOEING CO(BA)03,990+3,99008660.18%+866
FIDELITY COVINGTON TRUST10,47710,47703093140.06%+5
THERIVA BIOLOGICS INC015,000+15,000030.00%+3
BP PLC(BP)9,5689,56803303320.07%+3
VANGUARD BD INDEX FDS05,670+5,67004200.09%+420
ALLIANCEBERNSTEIN HLDG L P(AB)06,095+6,09502350.05%+235
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