SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC

CIK

1794153

City

MINNEAPOLIS

State / Country

Stock

SNBR — Sleep Number 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	$293,653	163,141	-11.2%	Shares	Sole	2026-05-08
2025-12-31	$1,554,211	183,713	0.0%	Shares	Sole	2026-02-09
2025-09-30	$1,289,665	183,713	-2.2%	Shares	Sole	2025-11-07
2025-06-30	$1,269,953	187,863	-52.7%	Shares	Sole	2025-08-08
2025-03-31	$2,515,566	396,777	+188.6%	Shares	Sole	2025-05-02
2024-12-31	$2,094,936	137,463	+1.1%	Shares	Sole	2025-02-07
2024-09-30	$2,490,915	135,967	-18.9%	Shares	Sole	2024-11-08
2024-06-30	$1,604,678	167,678	0.0%	Shares	Sole	2024-08-02
2024-03-31	$2,687,878	167,678	+42.8%	Shares	Sole	2024-05-03
2023-12-31	$1,740,997	117,397	+105.5%	Shares	Sole	2024-02-05
2023-09-30	$1,404,507	57,117	+3.6%	Shares	Sole	2023-11-03
2023-06-30	$1,504,273	55,142	0.0%	Shares	Sole	2023-08-11
2023-03-31	$1,676,868	55,142	-1.2%	Shares	Sole	2023-04-27
2022-12-31	$1,449,476	55,792	+0.4%	Shares	Sole	2023-02-09
2022-09-30	$1,879,565	55,592	-4.1%	Shares	Sole	2022-11-04
2022-06-30	$1,794,078	57,967	-38.1%	Shares	Sole	2022-08-09
2022-03-31	$4,749,853	93,667	+3.3%	Shares	Sole	2022-05-11
2021-12-31	$6,948,922	90,717	-19.1%	Shares	Sole	2022-02-08
2021-09-30	$10,478,360	112,092	+35.1%	Shares	Sole	2021-10-21
2021-06-30	$9,124,970	82,992	+1.2%	Shares	Sole	2021-07-28
2021-03-31	$11,765,032	81,992	+5.6%	Shares	Sole	2021-05-07
2020-12-31	$6,353,645	77,616	+3.6%	Shares	Sole	2021-02-12
2020-09-30	$3,664,092	74,915	-25.5%	Shares	Sole	2020-11-03
2020-06-30	$4,189,608	100,615	-1.7%	Shares	Sole	2020-07-15
2020-03-31	$1,960,834	102,340	—	Shares	Sole	2020-04-14
No 13F history on record for this holder in this stock.