Schulz Wealth, LTD.

Name: Schulz Wealth, LTD. — 13F holdings
Creator: Fundocap
License: https://creativecommons.org/licenses/by/4.0/

CIK 0002011780 · MANSFIELD, TX · Quarter end: 2026-06-30 · Filed on: 2026-08-26 · Open the SEC source ↗

Schulz Wealth, LTD. reported 70 positions worth $193.7M as of June 30, 2026 (13F filed August 26, 2026). Largest holding: DFAC (21.8%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$193.7M

2026 Q2

Positions

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

63.0%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

10 / 70 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	DFAC	DIMENSIONAL ETF TRUST	SH	$42.3M	21.83%	953,100	—	—
▸ 2	VXUS	VANGUARD STAR FDS	SH	$15.3M	7.88%	178,505	—	—
▸ 3	BUFR	FIRST TR EXCHNG TRADED FD VI	SH	$12.5M	6.46%	342,573	—	—
▸ 4	AVDV	AMERICAN CENTY ETF TR	SH	$10.6M	5.49%	103,193	—	—
▸ 5	VUSB	VANGUARD BD INDEX FDS	SH	$8.7M	4.49%	174,683	—	—
▸ 6	FDEC	FIRST TR EXCHNG TRADED FD VI	SH	$8.1M	4.17%	148,313	—	—
▸ 7	ACYN	FIRST TR EXCHANGE-TRADED FD	SH	$7.1M	3.68%	343,070	—	—
▸ 8	GJAN	FIRST TR EXCHNG TRADED FD VI	SH	$6.6M	3.39%	145,960	—	—
▸ 9	FSEP	FIRST TR EXCHNG TRADED FD VI	SH	$5.7M	2.93%	103,086	—	—
▸ 10	GAPR	FIRST TR EXCHNG TRADED FD VI	SH	$5.2M	2.71%	125,868	—	—

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Schulz Wealth, LTD. hold as of Q2 2026?

Schulz Wealth, LTD. reported 70 positions worth $193.7M in its Q2 2026 13F filing. Largest positions: DFAC (21.8%), VXUS (7.9%), BUFR (6.5%), AVDV (5.5%) and VUSB (4.5%).

What did Schulz Wealth, LTD. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Schulz Wealth, LTD. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.