Schwarz Dygos Wheeler Investment Advisors LLC
Annual return '25
+10.3%
SPY '25
+17.7%
Alpha
-7.4ptsvs SPY
Invested
$481.8M
Holdings
172
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 94%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$BRK/B
BERKSHIRE HATHAWAY INC DEL
Q1 2026: Sold 88.2% (121.6k → 14.3k shares)
12.0%
02
$AAPL
APPLE INC
Q1 2026: Sold 41.0% (131.5k → 77.6k shares)
6.9%
03
$PHYS
SPROTT ASSET MANAGEMENT LP
Q1 2026: Exited (was 857.2k shares)
6.3%
04
$DGRO
ISHARES TR
Q1 2026: Sold 93.5% (340.4k → 22.0k shares)
5.1%
05
$DFAU
DIMENSIONAL ETF TRUST
Q1 2026: Exited (was 631.6k shares)
4.9%
06
$GOOGL
ALPHABET INC
Q1 2026: Sold 36.0% (69.1k → 44.2k shares)
4.1%
07
$DVY
ISHARES TR
Q1 2026: Exited (was 118.3k shares)
3.8%
08
$DFAI
DIMENSIONAL ETF TRUST
Q1 2026: Exited (was 367.3k shares)
3.0%
09
$VGK
VANGUARD INTL EQUITY INDEX F
Q1 2026: Exited (was 139.2k shares)
2.4%
10
$AVUV
AMERICAN CENTY ETF TR
Q1 2026: Increased +42.3% (93.3k → 132.8k shares)
2.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:35 UTC.