SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC

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1794153

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MINNEAPOLIS

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Stock

Top Portfolio Positions

109 positions · $208,494,713 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
AAPL	Apple Inc. Technology	130,120	$33,023,154	15.84%
PHYS	Sprott Physical Gold Trust	853,305	$30,241,129	14.50%
GOOGL	Alphabet Inc. Communication Services	68,629	$19,734,955	9.47%
MSFT	Microsoft Corp Technology	15,406	$5,702,839	2.74%
JPM	Jpmorgan Chase & Co Financial Services	18,616	$5,476,082	2.63%
TGT	Target Corp Consumer Defensive	43,932	$5,324,558	2.55%
NIE	Virtus Equity & Convertible Income Fund Financial Services	218,718	$5,109,252	2.45%
COST	Costco Wholesale Corp /New Consumer Defensive	4,958	$4,940,299	2.37%
PM	Philip Morris International Inc. Consumer Defensive	29,584	$4,891,418	2.35%
KARO	Karooooo Ltd. Technology	94,215	$4,695,675	2.25%

25 quarters · across all stocks

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25 of 25 shown

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,388,395	128,199	+6.6%	Shares	Sole	2026-05-08
2025-12-31	$1,355,183	120,247	+7.9%	Shares	Sole	2026-02-09
2025-09-30	$1,368,851	111,470	+2.9%	Shares	Sole	2025-11-07
2025-06-30	$1,326,155	108,346	+6.0%	Shares	Sole	2025-08-08
2025-03-31	$1,288,451	102,177	+13.5%	Shares	Sole	2025-05-02
2024-12-31	$1,131,413	90,009	+14.0%	Shares	Sole	2025-02-07
2024-09-30	$1,024,667	78,942	+4.4%	Shares	Sole	2024-11-08
2024-06-30	$946,386	75,590	+24.3%	Shares	Sole	2024-08-02
2024-03-31	$772,541	60,830	+18.0%	Shares	Sole	2024-05-03
2023-12-31	$630,874	51,542	+19.7%	Shares	Sole	2024-02-05
2023-09-30	$504,604	43,055	+12.4%	Shares	Sole	2023-11-03
2023-06-30	$456,236	38,307	+9.0%	Shares	Sole	2023-08-11
2023-03-31	$399,496	35,136	+3.6%	Shares	Sole	2023-04-27
2022-12-31	$376,039	33,908	-38.7%	Shares	Sole	2023-02-09
2022-09-30	$597,034	55,281	+9.0%	Shares	Sole	2022-11-04
2022-06-30	$615,136	50,712	+16.1%	Shares	Sole	2022-08-09
2022-03-31	$634,262	43,682	+14.1%	Shares	Sole	2022-05-11
2021-12-31	$617,121	38,283	+25.6%	Shares	Sole	2022-02-08
2021-09-30	$541,431	30,486	+5.4%	Shares	Sole	2021-10-21
2021-06-30	$523,343	28,930	+11.1%	Shares	Sole	2021-07-28
2021-03-31	$472,777	26,034	+2.4%	Shares	Sole	2021-05-07
2020-12-31	$421,546	25,425	+2.8%	Shares	Sole	2021-02-12
2020-09-30	$396,094	24,725	+3.3%	Shares	Sole	2020-11-03
2020-06-30	$367,757	23,927	+54.9%	Shares	Sole	2020-07-15
2020-03-31	$206,103	15,450	—	Shares	Sole	2020-04-14
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