Schwarz Dygos Wheeler Investment Advisors LLC
Net seller this quarter
$524M
116
-$2.32K
35.7%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 BRK.B | $59.7M | 11.40% | Not reported | -1.1% | Q4 2018 |
 AAPL | $37.2M | 7.10% | 0.00% | -1.2% | Q4 2018 |
 PHYS | $25.5M | 4.87% | 0.18% | -0.9% | Q4 2018 |
 GOOGL | $24.4M | 4.66% | 0.00% | -0.4% | Q4 2018 |
| GOOG | $9.49M | 1.81% | Not reported | -0.4% | Q4 2018 |
 TGT | $6.68M | 1.27% | 0.01% | +16.0% | Q4 2018 |
 PANW | $6.19M | 1.18% | 0.00% | -4.0% | Q4 2021 |
| NIE | $6.09M | 1.16% | Not reported | +3.7% | Q1 2021 |
 JPM | $6.09M | 1.16% | 0.00% | 0.0% | Q4 2018 |
 UNH | $5.87M | 1.12% | 0.00% | 0.0% | Q4 2018 |
 MSFT | $5.74M | 1.10% | 0.00% | -0.1% | Q4 2018 |
 PM | $5.35M | 1.02% | 0.00% | -0.1% | Q4 2018 |
 KARO | $4.65M | 0.89% | 0.31% | Not reported | Q2 2021 |
 AMZN | $4.64M | 0.89% | 0.00% | -1.0% | Q4 2018 |
 COST | $4.42M | 0.84% | 0.00% | -4.8% | Q4 2018 |
 NVDA | $3.43M | 0.66% | 0.00% | -3.9% | Q4 2021 |
 WFC | $3.42M | 0.65% | 0.00% | +1.3% | Q4 2018 |
 JNJ | $3.34M | 0.64% | 0.00% | +0.3% | Q4 2018 |
 META | $3.27M | 0.62% | Not reported | -0.2% | Q4 2018 |
 V | $2.59M | 0.49% | 0.00% | -1.7% | Q4 2018 |
 SBUX | $2.44M | 0.47% | 0.00% | +0.7% | Q4 2018 |
 MCD | $2.38M | 0.45% | 0.00% | +0.7% | Q4 2018 |
 WY | $2.38M | 0.45% | 0.01% | +9.2% | Q4 2018 |
 JHX | $1.72M | 0.33% | 0.01% | +15.9% | Q3 2025 |
 INFQ | $1.7M | 0.32% | 0.06% | New | Q2 2026 |
 IGR | $1.69M | 0.32% | Not reported | +6.5% | Q1 2022 |
 ARM | $1.65M | 0.31% | 0.00% | -8.4% | Q3 2023 |
 ALSN | $1.56M | 0.30% | 0.02% | -3.1% | Q1 2022 |
 DSL | $1.55M | 0.30% | Not reported | +9.6% | Q2 2019 |
| PSLV | $1.55M | 0.29% | 0.01% | Not reported | Q4 2018 |
 HD | $1.55M | 0.29% | 0.00% | -1.8% | Q4 2018 |
| BRK.A | $1.5M | 0.29% | Not reported | Not reported | Q4 2018 |
 VZ | $1.43M | 0.27% | 0.00% | +1.9% | Q4 2018 |
 PG | $1.39M | 0.27% | 0.00% | -17.4% | Q4 2018 |
 HON | $1.33M | 0.25% | 0.00% | -0.9% | Q4 2018 |
 HONA | $1.31M | 0.25% | Not reported | -0.9% | Q2 2026 |
 GS | $1.31M | 0.25% | 0.00% | Not reported | Q2 2020 |
 CVS | $1.29M | 0.25% | 0.00% | +0.4% | Q4 2018 |
 MU | $1.25M | 0.24% | 0.00% | -10.8% | Q3 2025 |
 FAX | $1.2M | 0.23% | Not reported | +19.2% | Q4 2018 |
 CVX | $1.13M | 0.22% | 0.00% | 0.0% | Q4 2023 |
 FRA | $1.12M | 0.21% | Not reported | +8.0% | Q4 2018 |
 SPY | $1.09M | 0.21% | Not reported | -0.9% | Q2 2020 |
| DLY | $1.09M | 0.21% | Not reported | +4.5% | Q4 2022 |
 PCAR | $1.09M | 0.21% | 0.00% | Not reported | Q4 2024 |
 DIS | $1.08M | 0.21% | 0.00% | -0.5% | Q4 2018 |
 LAND | $1.07M | 0.20% | 0.29% | -4.7% | Q4 2018 |
 DFAX | $1.06M | 0.20% | Not reported | -3.3% | Q3 2021 |
 EPD | $941K | 0.18% | 0.00% | Not reported | Q4 2018 |
 COF | $914K | 0.17% | 0.00% | +3.4% | Q4 2020 |
| Q1 2026 | |||||
| BRK.B | $57.8M | 12.00% | Not reported | -0.8% | Q4 2018 |
| AAPL | $33M | 6.85% | 0.00% | -1.0% | Q4 2018 |
| PHYS | $30.2M | 6.28% | 0.18% | -0.5% | Q4 2018 |
| GOOGL | $19.7M | 4.10% | 0.00% | -0.7% | Q4 2018 |
| GOOG | $7.74M | 1.61% | Not reported | -0.7% | Q4 2018 |
| MSFT | $5.7M | 1.18% | 0.00% | +5.3% | Q4 2018 |
| JPM | $5.48M | 1.14% | 0.00% | +0.1% | Q4 2018 |
| TGT | $5.34M | 1.11% | 0.01% | 0.0% | Q4 2018 |
| NIE | $5.11M | 1.06% | Not reported | +1.3% | Q1 2021 |
| COST | $4.94M | 1.03% | 0.00% | -1.5% | Q4 2018 |
| PM | $4.89M | 1.02% | 0.00% | 0.0% | Q4 2018 |
| KARO | $4.7M | 0.97% | 0.31% | -10.5% | Q2 2021 |
| AMZN | $4.1M | 0.85% | 0.00% | +1.7% | Q4 2018 |
| UNH | $3.82M | 0.79% | 0.00% | 0.0% | Q4 2018 |
| META | $3.33M | 0.69% | Not reported | -2.1% | Q4 2018 |
| WFC | $3.26M | 0.68% | 0.00% | +0.9% | Q4 2018 |
| JNJ | $3.21M | 0.67% | 0.00% | +1.0% | Q4 2018 |
| NVDA | $3.11M | 0.65% | 0.00% | -0.9% | Q4 2021 |
| PANW | $3.03M | 0.63% | 0.00% | -1.5% | Q4 2021 |
| MCD | $2.72M | 0.56% | 0.00% | -2.7% | Q4 2018 |
| HON | $2.71M | 0.56% | 0.00% | -1.0% | Q4 2018 |
| V | $2.32M | 0.48% | 0.00% | -0.2% | Q4 2018 |
| WY | $2.22M | 0.46% | 0.01% | +2.5% | Q4 2018 |
| SBUX | $2.12M | 0.44% | 0.00% | -1.7% | Q4 2018 |
| PSLV | $2M | 0.41% | 0.01% | -7.0% | Q4 2018 |
| ALSN | $1.67M | 0.35% | 0.02% | -5.8% | Q1 2022 |
| VZ | $1.66M | 0.35% | 0.00% | +15.0% | Q4 2018 |
| PG | $1.66M | 0.34% | 0.00% | +0.2% | Q4 2018 |
| IGR | $1.51M | 0.31% | Not reported | +8.2% | Q1 2022 |
| HD | $1.47M | 0.30% | 0.00% | -0.3% | Q4 2018 |
| BRK.A | $1.44M | 0.30% | Not reported | Not reported | Q4 2018 |
| CVX | $1.41M | 0.29% | 0.00% | +0.3% | Q4 2023 |
 FDX | $1.39M | 0.29% | 0.00% | +0.1% | Q3 2020 |
| DSL | $1.39M | 0.29% | Not reported | +6.6% | Q2 2019 |
| LAND | $1.34M | 0.28% | 0.32% | -2.4% | Q4 2018 |
| GS | $1.09M | 0.23% | 0.00% | Not reported | Q2 2020 |
| DIS | $1.09M | 0.23% | 0.00% | -1.2% | Q4 2018 |
| JHX | $1.07M | 0.22% | 0.01% | +61.3% | Q3 2025 |
| PCAR | $1.05M | 0.22% | 0.00% | Not reported | Q4 2024 |
| FRA | $1.04M | 0.21% | Not reported | +6.4% | Q4 2018 |
| DLY | $1.04M | 0.21% | Not reported | +2.5% | Q4 2022 |
| DFAX | $1.01M | 0.21% | Not reported | -0.1% | Q3 2021 |
| FAX | $990K | 0.21% | Not reported | +2.2% | Q4 2018 |
| EPD | $969K | 0.20% | 0.00% | Not reported | Q4 2018 |
| SPY | $962K | 0.20% | Not reported | -16.9% | Q2 2020 |
| CVS | $895K | 0.19% | 0.00% | +5.3% | Q4 2018 |
 WINA | $876K | 0.18% | 0.06% | -4.7% | Q3 2020 |
 XOM | $860K | 0.18% | 0.00% | Not reported | Q4 2018 |
 ORCL | $844K | 0.18% | 0.00% | -1.3% | Q1 2021 |
 AZO | $838K | 0.17% | 0.00% | -0.8% | Q3 2020 |
| Q4 2025 | |||||
| BRK.B | $61.1M | 12.63% | Not reported | -0.8% | Q4 2018 |
| AAPL | $35.7M | 7.38% | 0.00% | -2.4% | Q4 2018 |
| PHYS | $28.3M | 5.85% | 0.18% | -0.2% | Q4 2018 |
| GOOGL | $21.6M | 4.47% | 0.00% | -2.9% | Q4 2018 |
| GOOG | $8.52M | 1.76% | Not reported | +3.1% | Q4 2018 |
| MSFT | $7.08M | 1.46% | 0.00% | +1.2% | Q4 2018 |
| JPM | $5.99M | 1.24% | 0.00% | Not reported | Q4 2018 |
| NIE | $5.38M | 1.11% | Not reported | +1.1% | Q1 2021 |
| KARO | $4.79M | 0.99% | 0.34% | Not reported | Q2 2021 |
| PM | $4.74M | 0.98% | 0.00% | -0.3% | Q4 2018 |
| UNH | $4.66M | 0.96% | 0.00% | +1.0% | Q4 2018 |
| AMZN | $4.47M | 0.92% | 0.00% | +9.5% | Q4 2018 |
| COST | $4.34M | 0.90% | 0.00% | -0.6% | Q4 2018 |
| TGT | $4.31M | 0.89% | 0.01% | -13.4% | Q4 2018 |
| META | $3.93M | 0.81% | Not reported | +0.1% | Q4 2018 |
| WFC | $3.78M | 0.78% | 0.00% | -1.1% | Q4 2018 |
| PANW | $3.54M | 0.73% | 0.00% | -0.2% | Q4 2021 |
| NVDA | $3.36M | 0.69% | 0.00% | +10.7% | Q4 2021 |
| MCD | $2.75M | 0.57% | 0.00% | +0.5% | Q4 2018 |
| V | $2.7M | 0.56% | 0.00% | +2.2% | Q4 2018 |
| JNJ | $2.69M | 0.56% | 0.00% | +0.5% | Q4 2018 |
| HON | $2.36M | 0.49% | 0.00% | Not reported | Q4 2018 |
| WY | $2.1M | 0.43% | 0.01% | -2.1% | Q4 2018 |
| PSLV | $2.08M | 0.43% | 0.01% | -0.8% | Q4 2018 |
| SBUX | $2.03M | 0.42% | 0.00% | 0.0% | Q4 2018 |
| PG | $1.64M | 0.34% | 0.00% | +1.9% | Q4 2018 |
| SNBRQ | $1.55M | 0.32% | 0.81% | Not reported | Q4 2018 |
| HD | $1.54M | 0.32% | 0.00% | +1.2% | Q4 2018 |
| BRK.A | $1.51M | 0.31% | Not reported | Not reported | Q4 2018 |
| ALSN | $1.48M | 0.31% | 0.02% | +1.0% | Q1 2022 |
| IGR | $1.39M | 0.29% | Not reported | +4.6% | Q1 2022 |
| DSL | $1.36M | 0.28% | Not reported | +7.9% | Q2 2019 |
| DIS | $1.3M | 0.27% | 0.00% | 0.0% | Q4 2018 |
| LAND | $1.23M | 0.25% | 0.35% | -5.7% | Q4 2018 |
| SPY | $1.21M | 0.25% | Not reported | +1.1% | Q2 2020 |
| VZ | $1.17M | 0.24% | 0.00% | +1.8% | Q4 2018 |
| GS | $1.13M | 0.23% | 0.00% | Not reported | Q2 2020 |
| ORCL | $1.13M | 0.23% | 0.00% | +3.9% | Q1 2021 |
| FDX | $1.13M | 0.23% | 0.00% | +0.6% | Q3 2020 |
| COF | $1.07M | 0.22% | 0.00% | -2.1% | Q4 2020 |
| DLY | $1.06M | 0.22% | Not reported | +7.1% | Q4 2022 |
| FRA | $1.04M | 0.21% | Not reported | +6.7% | Q4 2018 |
| CVX | $1.04M | 0.21% | 0.00% | +3.5% | Q4 2023 |
 BKNG | $1.03M | 0.21% | 0.00% | +175.7% | Q4 2018 |
| FAX | $1.03M | 0.21% | Not reported | +8.6% | Q4 2018 |
 PLTR | $995K | 0.21% | 0.00% | -20.1% | Q4 2021 |
| PCAR | $993K | 0.21% | 0.00% | Not reported | Q4 2024 |
| DFAX | $975K | 0.20% | Not reported | -10.0% | Q3 2021 |
| CVS | $939K | 0.19% | 0.00% | -0.3% | Q4 2018 |
 CELH | $917K | 0.19% | 0.01% | Not reported | Q3 2024 |
| Q3 2025 | |||||
| BRK.B | $61.7M | 13.07% | Not reported | +1.6% | Q4 2018 |
| AAPL | $34.3M | 7.27% | 0.00% | -3.0% | Q4 2018 |
| PHYS | $25.4M | 5.39% | 0.21% | -0.9% | Q4 2018 |
| GOOGL | $17.3M | 3.67% | 0.00% | -1.7% | Q4 2018 |
| MSFT | $7.49M | 1.59% | 0.00% | +0.1% | Q4 2018 |
| GOOG | $6.41M | 1.36% | Not reported | -1.3% | Q4 2018 |
| KARO | $6.01M | 1.27% | 0.34% | -0.9% | Q2 2021 |
| JPM | $5.86M | 1.24% | 0.00% | -1.0% | Q4 2018 |
| NIE | $5.37M | 1.14% | Not reported | +1.1% | Q1 2021 |
| UNH | $4.83M | 1.02% | 0.00% | +5.1% | Q4 2018 |
| PM | $4.81M | 1.02% | 0.00% | -0.1% | Q4 2018 |
| COST | $4.69M | 0.99% | 0.00% | -2.6% | Q4 2018 |
| TGT | $4.56M | 0.97% | 0.01% | +0.3% | Q4 2018 |
| META | $4.37M | 0.93% | Not reported | -3.3% | Q4 2018 |
| PANW | $3.92M | 0.83% | 0.00% | -0.8% | Q4 2021 |
| AMZN | $3.88M | 0.82% | 0.00% | -1.7% | Q4 2018 |
| WFC | $3.43M | 0.73% | 0.00% | -0.4% | Q4 2018 |
| NVDA | $3.04M | 0.64% | 0.00% | +4.9% | Q4 2021 |
 AIOT | $2.97M | 0.63% | 0.42% | Not reported | Q1 2025 |
| MCD | $2.72M | 0.58% | 0.00% | -2.2% | Q4 2018 |
| V | $2.57M | 0.54% | 0.00% | -1.0% | Q4 2018 |
| HON | $2.55M | 0.54% | 0.00% | Not reported | Q4 2018 |
| JNJ | $2.4M | 0.51% | 0.00% | -1.1% | Q4 2018 |
| WY | $2.25M | 0.48% | 0.01% | +4.5% | Q4 2018 |
| SBUX | $2.04M | 0.43% | 0.00% | -0.9% | Q4 2018 |
| HD | $1.79M | 0.38% | 0.00% | -1.4% | Q4 2018 |
| PG | $1.73M | 0.37% | 0.00% | -1.7% | Q4 2018 |
| ORCL | $1.58M | 0.33% | 0.00% | -7.7% | Q1 2021 |
| IGR | $1.56M | 0.33% | Not reported | +4.2% | Q1 2022 |
| BRK.A | $1.51M | 0.32% | Not reported | -60.0% | Q4 2018 |
| PSLV | $1.39M | 0.30% | 0.02% | Not reported | Q4 2018 |
| DSL | $1.37M | 0.29% | Not reported | +2.9% | Q2 2019 |
| DIS | $1.31M | 0.28% | 0.00% | -3.2% | Q4 2018 |
| LAND | $1.31M | 0.28% | 0.39% | -1.3% | Q4 2018 |
| SNBRQ | $1.29M | 0.27% | 0.81% | -2.2% | Q4 2018 |
| PLTR | $1.28M | 0.27% | 0.00% | -4.6% | Q4 2021 |
| ALSN | $1.27M | 0.27% | 0.02% | Not reported | Q1 2022 |
| VZ | $1.24M | 0.26% | 0.00% | +108.0% | Q4 2018 |
| SPY | $1.17M | 0.25% | Not reported | Not reported | Q2 2020 |
| CELH | $1.15M | 0.24% | 0.01% | Not reported | Q3 2024 |
| FRA | $1.07M | 0.23% | Not reported | +0.4% | Q4 2018 |
| AZO | $1.07M | 0.23% | 0.00% | Not reported | Q3 2020 |
| WINA | $1.07M | 0.23% | 0.06% | -17.3% | Q3 2020 |
| DFAX | $1.04M | 0.22% | Not reported | +2.9% | Q3 2021 |
| GS | $1.03M | 0.22% | 0.00% | Not reported | Q2 2020 |
| DLY | $1.02M | 0.22% | Not reported | +0.6% | Q4 2022 |
| CVX | $1.02M | 0.22% | 0.00% | -0.3% | Q4 2023 |
| FAX | $1.01M | 0.21% | Not reported | +10.9% | Q4 2018 |
| COF | $957K | 0.20% | 0.00% | Not reported | Q4 2020 |
| FDX | $917K | 0.19% | 0.00% | -0.9% | Q3 2020 |