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Disclosed positions
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC: source evidence dated 2026-08-08T03:59:59.999Z.
- Issuer
- BERKSHIRE HATHAWAY INC DEL
- Ticker
- BRK.B
- Class
- CL B NEW
- Reported value
- $59,710,269
- Reported amount
- 119,328
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001794153-26-000004Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
Browse institutional filingsKeep reporting dates and units beside the answer, and inspect its original citations.
Disclosed positions
See the complete disclosed positions
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $59,710,269 | 119,328 | SH | None |
| APPLE INC | AAPL | COM | $37,203,834 | 128,572 | SH | None |
| ISHARES TR | DGRO | CORE DIV GRWTH | $27,447,583 | 362,153 | SH | None |
| DIMENSIONAL ETF TRUST | DFAU | US CORE EQT MKT | $27,312,235 | 528,385 | SH | None |
| SPROTT ASSET MANAGEMENT LP | PHYS | PHYSICAL GOLD TR | $25,511,496 | 845,580 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $24,426,926 | 68,351 | SH | None |
| ISHARES TR | DVY | SELECT DIVID ETF | $19,646,065 | 125,694 | SH | None |
| DIMENSIONAL ETF TRUST | DFAI | INTL CORE EQT MK | $15,470,480 | 375,041 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VGK | FTSE EUROPE ETF | $12,623,590 | 142,574 | SH | None |
| AMERICAN CENTY ETF TR | AVUV | US SML CP VALU | $12,046,280 | 96,555 | SH | None |
| AMERICAN CENTY ETF TR | AVES | EMERGING MKT VAL | $9,818,111 | 149,666 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $9,487,623 | 26,852 | SH | None |
| VANGUARD WHITEHALL FDS | VYMI | INTL HIGH ETF | $7,669,005 | 78,095 | SH | None |
| AMERICAN CENTY ETF TR | AVLC | AVANTIS US LARG | $7,582,909 | 84,292 | SH | None |
| AMERICAN CENTY ETF TR | AVDV | INTL SMCP VLU | $6,970,554 | 67,642 | SH | None |
| PACER FDS TR | COWZ | US CASH COWS 100 | $6,968,982 | 112,038 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $6,902,244 | 115,634 | SH | None |
| TARGET CORP | TGT | COM | $6,675,200 | 50,971 | SH | None |
| PALO ALTO NETWORKS INC | PANW | COM | $6,190,959 | 18,159 | SH | None |
| AMERICAN CENTY ETF TR | AVUS | US EQT ETF | $6,158,505 | 48,083 | SH | None |
| VIRTUS EQUITY & CONV INCM FD | NIE | COM | $6,092,836 | 226,836 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $6,091,152 | 18,608 | SH | None |
| UNITEDHEALTH GROUP INC | UNH | COM | $5,866,673 | 14,115 | SH | None |
| MICROSOFT CORP | MSFT | COM | $5,741,114 | 15,390 | SH | None |
| PHILIP MORRIS INTL INC | PM | COM | $5,345,286 | 29,546 | SH | None |
| DIMENSIONAL ETF TRUST | DFCF | CORE FIXE IN ETF | $5,328,923 | 126,247 | SH | None |
| DIMENSIONAL ETF TRUST | DFAC | US COR EQU 2 ETF | $5,190,706 | 117,013 | SH | None |
| KAROOOOO LTD | KARO | ORD SHS | $4,650,452 | 94,215 | SH | None |
| AMAZON COM INC | AMZN | COM | $4,641,672 | 19,475 | SH | None |
| COSTCO WHOLESALE CORPORATION | COST | COM | $4,415,234 | 4,719 | SH | None |
| DIMENSIONAL ETF TRUST | DFGP | GLOB CO PLUS ETF | $4,179,949 | 76,752 | SH | None |
| DIMENSIONAL ETF TRUST | DFAT | US TARGETED VLU | $3,898,900 | 55,778 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $3,434,215 | 17,163 | SH | None |
| WELLS FARGO & CO | WFC | COM | $3,423,031 | 41,421 | SH | None |
| JOHNSON & JOHNSON | JNJ | COM | $3,344,748 | 13,169 | SH | None |
| META PLATFORMS INC | META | CL A | $3,271,067 | 5,807 | SH | None |
| DIMENSIONAL ETF TRUST | DFEV | EMERGING MKTS VA | $3,106,865 | 72,816 | SH | None |
| AMERICAN CENTY ETF TR | AVDE | INTL EQT ETF | $3,004,436 | 33,682 | SH | None |
| J P MORGAN EXCHANGE TRADED F | JPST | ULTRA SHRT ETF | $2,671,538 | 52,828 | SH | None |
| VISA INC | V | COM CL A | $2,589,768 | 7,548 | SH | None |
| STARBUCKS CORP | SBUX | COM | $2,437,557 | 23,853 | SH | None |
| MCDONALDS CORP | MCD | COM | $2,379,153 | 8,801 | SH | None |
| WEYERHAEUSER CO | WY | COM NEW | $2,378,535 | 99,353 | SH | None |
| DIMENSIONAL ETF TRUST | DISV | INTL SMALL CAP V | $2,304,971 | 57,437 | SH | None |
| DIMENSIONAL ETF TRUST | DFIC | INTL CORE EQUITY | $2,281,268 | 61,225 | SH | None |
| VANGUARD INDEX FDS | VNQ | REAL ESTATE ETF | $2,101,706 | 21,795 | SH | None |
| J P MORGAN EXCHANGE TRADED F | JEPI | EQUITY PREMIUM | $2,068,608 | 36,625 | SH | None |
| ISHARES TR | IEUR | CORE MSCI EURO | $2,016,083 | 26,820 | SH | None |
| ISHARES INC | IEMG | CORE MSCI EMKT | $2,005,722 | 24,212 | SH | None |
| JAMES HARDIE INDS PLC | JHX | ORD SHS | $1,716,099 | 65,550 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.