SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC

CIK

1794153

City

MINNEAPOLIS

State / Country

Stock

LAND — GLADSTONE LAND Corp

Top Portfolio Positions

110 positions · $266,297,733 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
BRK-B	Berkshire Hathaway Inc Financial Services	120,624	$57,803,020	21.71%
AAPL	Apple Inc. Technology	130,120	$33,023,154	12.40%
PHYS	Sprott Physical Gold Trust Financial Services	853,305	$30,241,129	11.36%
GOOGL	Alphabet Inc. Communication Services	68,629	$19,734,955	7.41%
MSFT	Microsoft Corp Technology	15,406	$5,702,839	2.14%
JPM	Jpmorgan Chase & Co Financial Services	18,616	$5,476,082	2.06%
TGT	Target Corp Consumer Defensive	43,932	$5,324,558	2.00%
NIE	Virtus Equity & Convertible Income Fund Financial Services	218,718	$5,109,252	1.92%
COST	Costco Wholesale Corp /New Consumer Defensive	4,958	$4,940,299	1.86%
PM	Philip Morris International Inc. Consumer Defensive	29,584	$4,891,418	1.84%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,341,555	131,525	-2.4%	Shares	Sole	2026-05-08
2025-12-31	$1,233,502	134,809	-5.7%	Shares	Sole	2026-02-09
2025-09-30	$1,309,037	142,908	-1.3%	Shares	Sole	2025-11-07
2025-06-30	$1,472,107	144,750	-1.0%	Shares	Sole	2025-08-08
2025-03-31	$1,537,624	146,162	-6.5%	Shares	Sole	2025-05-02
2024-12-31	$1,697,005	156,406	-4.6%	Shares	Sole	2025-02-07
2024-09-30	$2,279,725	164,009	-0.8%	Shares	Sole	2024-11-08
2024-06-30	$2,262,861	165,293	-1.3%	Shares	Sole	2024-08-02
2024-03-31	$2,234,716	167,520	-1.1%	Shares	Sole	2024-05-03
2023-12-31	$2,447,093	169,349	-1.9%	Shares	Sole	2024-02-05
2023-09-30	$2,457,022	172,665	+2.6%	Shares	Sole	2023-11-03
2023-06-30	$2,737,411	168,249	+4.2%	Shares	Sole	2023-08-11
2023-03-31	$2,688,825	161,491	+1.1%	Shares	Sole	2023-04-27
2022-12-31	$2,930,348	159,692	+0.9%	Shares	Sole	2023-02-09
2022-09-30	$2,864,849	158,279	-3.4%	Shares	Sole	2022-11-04
2022-06-30	$3,630,716	163,841	+2.7%	Shares	Sole	2022-08-09
2022-03-31	$5,812,486	159,596	-10.3%	Shares	Sole	2022-05-11
2021-12-31	$6,009,887	178,018	+0.2%	Shares	Sole	2022-02-08
2021-09-30	$4,043,997	177,602	-0.2%	Shares	Sole	2021-10-21
2021-06-30	$4,279,600	177,872	+2.0%	Shares	Sole	2021-07-28
2021-03-31	$3,192,764	174,468	+1.4%	Shares	Sole	2021-05-07
2020-12-31	$2,519,251	172,080	+320.0%	Shares	Sole	2021-02-12
2020-09-30	$615,444	40,975	0.0%	Shares	Sole	2020-11-03
2020-06-30	$649,863	40,975	-6.1%	Shares	Sole	2020-07-15
2020-03-31	$517,252	43,650	—	Shares	Sole	2020-04-14
No 13F history on record for this holder in this stock.