SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC
Top Portfolio Positions
110 positions ·
$266,297,733 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| 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% |
Portfolio Trend
25 quarters · across all stocks
Holdings in PHYS
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $30,241,129 | 853,305 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $28,305,503 | 857,223 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $25,432,205 | 858,616 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $21,959,614 | 866,257 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $20,696,676 | 860,211 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $16,893,613 | 838,809 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $16,628,918 | 815,943 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $14,060,649 | 778,552 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $13,364,544 | 772,517 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $12,222,085 | 767,237 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $11,179,724 | 780,707 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $11,533,264 | 773,007 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $11,860,788 | 767,192 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $10,320,382 | 731,942 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $9,271,296 | 724,320 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $10,339,091 | 729,132 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $10,834,067 | 704,884 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $8,845,961 | 616,014 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $8,378,863 | 607,164 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $8,438,946 | 601,493 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $7,674,234 | 572,277 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $8,297,010 | 549,835 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $8,017,661 | 532,735 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $7,031,218 | 491,350 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $6,318,264 | 481,575 | Shares | Sole | 2020-04-14 | |
| No 13F history on record for this holder in this stock. | ||||||