SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC Diversified Active

Location: Minneapolis, MN

CIK: 0001794153 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 9, 2026

Total Value: $484M (100.0% shares, 0.0% debt)

Holdings (169)

BRK/B BERKSHIRE HATHAWAY INC DEL 12.6%
Value $61.13M Shares 121,620 Est. Cost $222.89 Unrealized +123.2%
AAPL APPLE INC 7.4%
Value $35.74M Shares 131,461 Est. Cost $92.63 Unrealized +189.7%
DFAU DIMENSIONAL ETF TRUST 6.1%
Value $29.56M Shares 631,628 Est. Cost $32.75 Unrealized
PHYS SPROTT ASSET MANAGEMENT LP 5.8%
Value $28.31M Shares 857,223 Est. Cost $13.05 Unrealized
DGRO ISHARES TR 4.9%
Value $23.63M Shares 340,396 Est. Cost $43.14 Unrealized
GOOGL ALPHABET INC 4.5%
Value $21.63M Shares 69,113 Est. Cost $107.48 Unrealized +165.7%
DVY ISHARES TR 3.4%
Value $16.69M Shares 118,285 Est. Cost $105.64 Unrealized
DFAI DIMENSIONAL ETF TRUST 2.9%
Value $14M Shares 367,312 Est. Cost $27.72 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 2.4%
Value $11.64M Shares 139,170 Est. Cost $53.78 Unrealized
AVUV AMERICAN CENTY ETF TR 2.0%
Value $9.518M Shares 93,328 Est. Cost $88.11 Unrealized
GOOG ALPHABET INC 1.8%
Value $8.52M Shares 27,151 Est. Cost $116.36 Unrealized +146.1%
AVES AMERICAN CENTY ETF TR 1.7%
Value $8.116M Shares 139,184 Est. Cost $48.85 Unrealized
MSFT MICROSOFT CORP 1.5%
Value $7.079M Shares 14,636 Est. Cost $179.95 Unrealized +178.2%
VYMI VANGUARD WHITEHALL FDS 1.4%
Value $6.682M Shares 74,239 Est. Cost $63.91 Unrealized
COWZ PACER FDS TR 1.3%
Value $6.511M Shares 108,208 Est. Cost $46.18 Unrealized
AVDV AMERICAN CENTY ETF TR 1.3%
Value $6.471M Shares 68,860 Est. Cost $62.06 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 1.3%
Value $6.172M Shares 114,808 Est. Cost $41.69 Unrealized
JPM JPMORGAN CHASE & CO. 1.2%
Value $5.991M Shares 18,593 Est. Cost $103.17 Unrealized +200.0%
AVUS AMERICAN CENTY ETF TR 1.1%
Value $5.531M Shares 49,483 Est. Cost $85.44 Unrealized
VIRTUS EQUITY & CONV INCM FD 1.1%
Value $5.383M Shares 216,008 Est. Cost $26.67 Unrealized
DFCF DIMENSIONAL ETF TRUST 1.0%
Value $5.041M Shares 118,435 Est. Cost $42.46 Unrealized
DFAC DIMENSIONAL ETF TRUST 1.0%
Value $4.899M Shares 123,746 Est. Cost $28.06 Unrealized
KARO KAROOOOO LTD 1.0%
Value $4.787M Shares 105,215 Est. Cost $31.21 Unrealized +50.1%
PM PHILIP MORRIS INTL INC 1.0%
Value $4.745M Shares 29,581 Est. Cost $86.84 Unrealized +76.8%
UNH UNITEDHEALTH GROUP INC 1.0%
Value $4.661M Shares 14,120 Est. Cost $296.04 Unrealized +13.9%
AMZN AMAZON COM INC 0.9%
Value $4.468M Shares 19,355 Est. Cost $136.03 Unrealized +68.2%
COST COSTCO WHSL CORP NEW 0.9%
Value $4.342M Shares 5,035 Est. Cost $211.22 Unrealized +328.8%
TGT TARGET CORP 0.9%
Value $4.306M Shares 43,913 Est. Cost $108.63 Unrealized -15.7%
META META PLATFORMS INC 0.8%
Value $3.926M Shares 5,947 Est. Cost $178.55 Unrealized +273.7%
WFC WELLS FARGO CO NEW 0.8%
Value $3.777M Shares 40,526 Est. Cost $36.25 Unrealized +139.0%
DFGP DIMENSIONAL ETF TRUST 0.8%
Value $3.711M Shares 68,636 Est. Cost $54.73 Unrealized
PANW PALO ALTO NETWORKS INC 0.7%
Value $3.537M Shares 19,203 Est. Cost $173.12 Unrealized +16.5%
NVDA NVIDIA CORPORATION 0.7%
Value $3.361M Shares 18,021 Est. Cost $109.37 Unrealized +70.2%
DFAT DIMENSIONAL ETF TRUST 0.7%
Value $3.341M Shares 56,119 Est. Cost $46.62 Unrealized
AVDE AMERICAN CENTY ETF TR 0.6%
Value $2.968M Shares 36,054 Est. Cost $58.49 Unrealized
MCD MCDONALDS CORP 0.6%
Value $2.747M Shares 8,986 Est. Cost $160.38 Unrealized +90.2%
V VISA INC 0.6%
Value $2.7M Shares 7,697 Est. Cost $161.95 Unrealized +110.2%
JNJ JOHNSON & JOHNSON 0.6%
Value $2.692M Shares 13,008 Est. Cost $122.31 Unrealized +61.1%
JPST J P MORGAN EXCHANGE TRADED F 0.6%
Value $2.682M Shares 53,016 Est. Cost $50.40 Unrealized
DFEV DIMENSIONAL ETF TRUST 0.5%
Value $2.509M Shares 74,370 Est. Cost $25.36 Unrealized
HON HONEYWELL INTL INC 0.5%
Value $2.36M Shares 12,099 Est. Cost $147.61 Unrealized +32.1%
DFIC DIMENSIONAL ETF TRUST 0.5%
Value $2.221M Shares 64,446 Est. Cost $26.08 Unrealized
DISV DIMENSIONAL ETF TRUST 0.5%
Value $2.18M Shares 57,373 Est. Cost $25.69 Unrealized
WY WEYERHAEUSER CO MTN BE 0.4%
Value $2.103M Shares 88,777 Est. Cost $21.82 Unrealized +5.3%
PSLV SPROTT ASSET MANAGEMENT LP 0.4%
Value $2.083M Shares 88,097 Est. Cost $6.71 Unrealized
SBUX STARBUCKS CORP 0.4%
Value $2.03M Shares 24,105 Est. Cost $59.03 Unrealized +42.4%
JEPI J P MORGAN EXCHANGE TRADED F 0.4%
Value $1.727M Shares 30,167 Est. Cost $56.12 Unrealized
IEUR ISHARES TR 0.4%
Value $1.725M Shares 24,303 Est. Cost $48.49 Unrealized
PG PROCTER AND GAMBLE CO 0.3%
Value $1.644M Shares 11,474 Est. Cost $91.04 Unrealized +61.7%
VNQ VANGUARD INDEX FDS 0.3%
Value $1.638M Shares 18,515 Est. Cost $85.48 Unrealized
IEMG ISHARES INC 0.3%
Value $1.582M Shares 23,534 Est. Cost $51.56 Unrealized
SNBR SLEEP NUMBER CORP 0.3%
Value $1.554M Shares 183,713 Est. Cost $18.87 Unrealized -66.5%
HD HOME DEPOT INC 0.3%
Value $1.54M Shares 4,476 Est. Cost $222.18 Unrealized +64.1%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.3%
Value $1.51M Shares 2 Est. Cost $311006.66 Unrealized +140.0%
ALSN ALLISON TRANSMISSION HLDGS I 0.3%
Value $1.48M Shares 15,117 Est. Cost $39.85 Unrealized +119.6%
CBRE GBL REAL ESTATE INC FD 0.3%
Value $1.393M Shares 318,080 Est. Cost $6.77 Unrealized
DOUBLELINE INCOME SOLUTIONS 0.3%
Value $1.355M Shares 120,247 Est. Cost $13.37 Unrealized
DIS DISNEY WALT CO 0.3%
Value $1.302M Shares 11,448 Est. Cost $104.68 Unrealized +4.6%
LAND GLADSTONE LD CORP 0.3%
Value $1.234M Shares 134,809 Est. Cost $14.46 Unrealized
SPY SPDR S&P 500 ETF TR 0.3%
Value $1.213M Shares 1,778 Est. Cost $477.30 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.2%
Value $1.174M Shares 28,813 Est. Cost $40.66 Unrealized -0.4%
GS GOLDMAN SACHS GROUP INC 0.2%
Value $1.135M Shares 1,291 Est. Cost $285.26 Unrealized +185.1%
ORCL ORACLE CORP 0.2%
Value $1.134M Shares 5,817 Est. Cost $73.31 Unrealized +224.7%
FDX FEDEX CORP 0.2%
Value $1.13M Shares 3,912 Est. Cost $215.41 Unrealized +21.4%
IVV ISHARES TR 0.2%
Value $1.124M Shares 1,640 Est. Cost $441.40 Unrealized
COF CAPITAL ONE FINL CORP 0.2%
Value $1.068M Shares 4,405 Est. Cost $105.48 Unrealized +110.6%
DOUBLELINE YIELD OPPORTUNITI 0.2%
Value $1.055M Shares 72,592 Est. Cost $14.42 Unrealized
BLACKROCK FLOATING RATE INCO 0.2%
Value $1.041M Shares 88,334 Est. Cost $12.47 Unrealized
CVX CHEVRON CORP NEW 0.2%
Value $1.036M Shares 6,796 Est. Cost $141.72 Unrealized +6.8%
BKNG BOOKING HOLDINGS INC 0.2%
Value $1.034M Shares 193 Est. Cost $4567.59 Unrealized +12.5%
ABRDN ASIA PACIFIC INCOME FU 0.2%
Value $1.031M Shares 67,185 Est. Cost $16.90 Unrealized
VOO VANGUARD INDEX FDS 0.2%
Value $1.029M Shares 1,640 Est. Cost $544.10 Unrealized
DFSU DIMENSIONAL ETF TRUST 0.2%
Value $1.012M Shares 23,297 Est. Cost $29.56 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.2%
Value $995K Shares 5,597 Est. Cost $19.96 Unrealized +807.1%
PCAR PACCAR INC 0.2%
Value $993K Shares 9,071 Est. Cost $103.86 Unrealized -2.5%
AVEM AMERICAN CENTY ETF TR 0.2%
Value $981K Shares 12,741 Est. Cost $59.06 Unrealized
DFAX DIMENSIONAL ETF TRUST 0.2%
Value $975K Shares 29,780 Est. Cost $25.23 Unrealized
ITOT ISHARES TR 0.2%
Value $957K Shares 6,437 Est. Cost $91.18 Unrealized
CVS CVS HEALTH CORP 0.2%
Value $939K Shares 11,828 Est. Cost $60.64 Unrealized +29.7%
AVIG AMERICAN CENTY ETF TR 0.2%
Value $930K Shares 22,173 Est. Cost $42.33 Unrealized
CELH CELSIUS HLDGS INC 0.2%
Value $917K Shares 20,043 Est. Cost $34.37 Unrealized +46.6%
WINA WINMARK CORP 0.2%
Value $871K Shares 2,150 Est. Cost $167.69 Unrealized +155.1%
MA MASTERCARD INCORPORATED 0.2%
Value $867K Shares 1,518 Est. Cost $322.14 Unrealized +73.5%
BA BOEING CO 0.2%
Value $866K Shares 3,990 Est. Cost $297.23 Unrealized -30.8%
MDT MEDTRONIC PLC 0.2%
Value $859K Shares 8,940 Est. Cost $89.07 Unrealized +9.1%
AZO AUTOZONE INC 0.2%
Value $848K Shares 250 Est. Cost $1225.81 Unrealized +208.2%
EPD ENTERPRISE PRODS PARTNERS L 0.2%
Value $821K Shares 25,599 Est. Cost $20.57 Unrealized
KKR KKR & CO INC 0.2%
Value $800K Shares 6,274 Est. Cost $24.46 Unrealized +408.2%
COWG PACER FDS TR 0.2%
Value $798K Shares 22,660 Est. Cost $32.53 Unrealized
DFSI DIMENSIONAL ETF TRUST 0.2%
Value $791K Shares 18,454 Est. Cost $31.54 Unrealized
VBIL VANGUARD INSTL INDEX FD 0.2%
Value $749K Shares 9,925 Est. Cost $75.43 Unrealized
SGI SOMNIGROUP INTERNATIONAL INC 0.2%
Value $737K Shares 8,250 Est. Cost $28.73 Unrealized +204.1%
JHX JAMES HARDIE INDS PLC 0.2%
Value $727K Shares 35,050 Est. Cost $23.95 Unrealized -16.3%
VTI VANGUARD INDEX FDS 0.1%
Value $693K Shares 2,065 Est. Cost $237.85 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES I 0.1%
Value $640K Shares 7,802 Est. Cost $73.30 Unrealized +6.3%
AMT AMERICAN TOWER CORP NEW 0.1%
Value $639K Shares 3,640 Est. Cost $162.90 Unrealized +10.7%
XOM EXXON MOBIL CORP 0.1%
Value $610K Shares 5,069 Est. Cost $49.48 Unrealized +133.4%
CELC CELCUITY INC 0.1%
Value $569K Shares 5,700 Est. Cost $40.03 Unrealized +105.4%
CSCO CISCO SYS INC 0.1%
Value $567K Shares 7,367 Est. Cost $38.76 Unrealized +90.4%
GIS GENERAL MLS INC 0.1%
Value $565K Shares 12,153 Est. Cost $41.01 Unrealized +15.7%
ARM ARM HOLDINGS PLC 0.1%
Value $564K Shares 5,159 Est. Cost $58.03 Unrealized
ABBV ABBVIE INC 0.1%
Value $539K Shares 2,357 Est. Cost $100.81 Unrealized +125.7%
AVIV AMERICAN CENTY ETF TR 0.1%
Value $523K Shares 7,343 Est. Cost $49.95 Unrealized
APO APOLLO GLOBAL MGMT INC 0.1%
Value $521K Shares 3,600 Est. Cost $66.51 Unrealized +99.3%
WMT WALMART INC 0.1%
Value $516K Shares 4,631 Est. Cost $62.77 Unrealized +70.8%
AVLV AMERICAN CENTY ETF TR 0.1%
Value $501K Shares 6,616 Est. Cost $64.34 Unrealized
MCK MCKESSON CORP 0.1%
Value $484K Shares 590 Est. Cost $317.05 Unrealized +157.2%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value $479K Shares 1,577 Est. Cost $139.67 Unrealized
FAST FASTENAL CO 0.1%
Value $453K Shares 11,283 Est. Cost $35.43 Unrealized +18.6%
SPAB SPDR SERIES TRUST 0.1%
Value $428K Shares 16,624 Est. Cost $25.10 Unrealized
BND VANGUARD BD INDEX FDS 0.1%
Value $420K Shares 5,670 Est. Cost $83.82 Unrealized
NUVEEN SELECT MAT MUN FD 0.1%
Value $409K Shares 43,947 Est. Cost $9.49 Unrealized
KO COCA COLA CO 0.1%
Value $402K Shares 5,746 Est. Cost $41.53 Unrealized +67.1%
NVO NOVO-NORDISK A S 0.1%
Value $381K Shares 7,489 Est. Cost $75.48 Unrealized
DFIV DIMENSIONAL ETF TRUST 0.1%
Value $367K Shares 7,355 Est. Cost $31.22 Unrealized
HACK AMPLIFY ETF TR 0.1%
Value $360K Shares 4,485 Est. Cost $68.28 Unrealized
NSC NORFOLK SOUTHN CORP 0.1%
Value $356K Shares 1,234 Est. Cost $143.49 Unrealized +101.2%
DFSE DIMENSIONAL ETF TRUST 0.1%
Value $354K Shares 8,533 Est. Cost $31.13 Unrealized
TSCO TRACTOR SUPPLY CO 0.1%
Value $350K Shares 6,990 Est. Cost $52.86 Unrealized +1.6%
MU MICRON TECHNOLOGY INC 0.1%
Value $345K Shares 1,210 Est. Cost $127.82 Unrealized +79.4%
PRU PRUDENTIAL FINL INC 0.1%
Value $345K Shares 3,057 Est. Cost $56.32 Unrealized +89.1%
HELO J P MORGAN EXCHANGE TRADED F 0.1%
Value $345K Shares 5,186 Est. Cost $60.05 Unrealized
UNP UNION PAC CORP 0.1%
Value $342K Shares 1,480 Est. Cost $151.97 Unrealized +49.6%
QQQ INVESCO QQQ TR 0.1%
Value $335K Shares 545 Est. Cost $416.11 Unrealized
BP BP PLC 0.1%
Value $332K Shares 9,568 Est. Cost $24.41 Unrealized
TSLA TESLA INC 0.1%
Value $330K Shares 733 Est. Cost $326.30 Unrealized +35.9%
IUSG ISHARES TR 0.1%
Value $329K Shares 1,961 Est. Cost $104.10 Unrealized
MMM 3M CO 0.1%
Value $317K Shares 1,980 Est. Cost $112.68 Unrealized +44.8%
FFLG FIDELITY COVINGTON TRUST 0.1%
Value $314K Shares 10,477 Est. Cost $21.21 Unrealized
XLP SELECT SECTOR SPDR TR 0.1%
Value $312K Shares 4,022 Est. Cost $50.79 Unrealized
COP CONOCOPHILLIPS 0.1%
Value $303K Shares 3,240 Est. Cost $41.39 Unrealized +117.5%
AVSU AMERICAN CENTY ETF TR 0.1%
Value $302K Shares 3,963 Est. Cost $65.45 Unrealized
STZ CONSTELLATION BRANDS INC 0.1%
Value $296K Shares 2,142 Est. Cost $184.77 Unrealized -25.9%
MO ALTRIA GROUP INC 0.1%
Value $295K Shares 5,110 Est. Cost $35.97 Unrealized +65.0%
TAP MOLSON COORS BEVERAGE CO 0.1%
Value $295K Shares 6,309 Est. Cost $40.30 Unrealized +13.6%
SEZL SEZZLE INC 0.1%
Value $292K Shares 4,600 Est. Cost $88.51 Unrealized -23.0%
XLV SELECT SECTOR SPDR TR 0.1%
Value $282K Shares 1,820 Est. Cost $118.57 Unrealized
LSAK LESAKA TECHNOLOGIES INC 0.1%
Value $274K Shares 57,422 Est. Cost $4.33 Unrealized -4.0%
SPG SIMON PPTY GROUP INC NEW 0.1%
Value $272K Shares 1,468 Est. Cost $108.32 Unrealized +66.2%
EQNR EQUINOR ASA 0.1%
Value $269K Shares 11,390 Est. Cost $16.10 Unrealized
BEN FRANKLIN RESOURCES INC 0.1%
Value $267K Shares 11,191 Est. Cost $17.72 Unrealized +27.9%
DPZ DOMINOS PIZZA INC 0.1%
Value $259K Shares 621 Est. Cost $306.56 Unrealized +35.5%
SHY ISHARES TR 0.1%
Value $258K Shares 3,119 Est. Cost $81.68 Unrealized
BATRA ATLANTA BRAVES HLDGS INC 0.1%
Value $256K Shares 6,022 Est. Cost $42.37 Unrealized +1.4%
BX BLACKSTONE INC 0.1%
Value $255K Shares 1,655 Est. Cost $102.08 Unrealized +48.4%
HDV ISHARES TR 0.1%
Value $253K Shares 2,077 Est. Cost $110.66 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.1%
Value $252K Shares 5,217 Est. Cost $55.12 Unrealized
XAR SPDR SERIES TRUST 0.1%
Value $248K Shares 1,030 Est. Cost $210.94 Unrealized
ACWI ISHARES TR 0.1%
Value $243K Shares 1,716 Est. Cost $110.16 Unrealized
LIN LINDE PLC 0.0%
Value $238K Shares 559 Est. Cost $461.63 Unrealized -7.4%
NFG NATIONAL FUEL GAS CO 0.0%
Value $235K Shares 2,940 Est. Cost $71.92 Unrealized +14.6%
NEM NEWMONT CORP 0.0%
Value $235K Shares 2,356 Est. Cost $90.20 Unrealized 0.0%
BAC BANK AMERICA CORP 0.0%
Value $235K Shares 4,267 Est. Cost $41.45 Unrealized +27.1%
AB ALLIANCEBERNSTEIN HLDG L P 0.0%
Value $235K Shares 6,095 Est. Cost $34.74 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value $233K Shares 482 Est. Cost $516.14 Unrealized -7.7%
SCHG SCHWAB STRATEGIC TR 0.0%
Value $233K Shares 7,143 Est. Cost $31.95 Unrealized
CAT CATERPILLAR INC 0.0%
Value $233K Shares 406 Est. Cost $555.50 Unrealized 0.0%
FENI FIDELITY COVINGTON TRUST 0.0%
Value $221K Shares 6,040 Est. Cost $33.26 Unrealized
USB US BANCORP DEL 0.0%
Value $218K Shares 4,092 Est. Cost $48.72 Unrealized 0.0%
NFLX NETFLIX INC 0.0%
Value $218K Shares 2,320 Est. Cost $108.33 Unrealized -0.5%
TPR TAPESTRY INC 0.0%
Value $215K Shares 1,681 Est. Cost $114.03 Unrealized 0.0%
MDLZ MONDELEZ INTL INC 0.0%
Value $213K Shares 3,954 Est. Cost $41.35 Unrealized +38.0%
PLAY DAVE & BUSTERS ENTMT INC 0.0%
Value $210K Shares 12,940 Est. Cost $37.12 Unrealized -54.9%
DFEM DIMENSIONAL ETF TRUST 0.0%
Value $205K Shares 6,204 Est. Cost $33.08 Unrealized
CHRW C H ROBINSON WORLDWIDE INC 0.0%
Value $201K Shares 1,253 Est. Cost $147.32 Unrealized 0.0%
OWL BLUE OWL CAPITAL INC 0.0%
Value $157K Shares 10,500 Est. Cost $15.64 Unrealized 0.0%
LOCL LOCAL BOUNTI CORP 0.0%
Value $121K Shares 56,705 Est. Cost $2.64 Unrealized 0.0%
EQS EQUUS TOTAL RETURN INC 0.0%
Value $28,296 Shares 20,000 Est. Cost $1.86 Unrealized +0.9%
TOVX THERIVA BIOLOGICS INC 0.0%
Value $3,156 Shares 15,000 Est. Cost $0.30 Unrealized 0.0%