Schulz Wealth, LTD.
CIK 0002011780 · MANSFIELD, TX · Quarter end: 2026-06-30 · Filed on: 2026-08-26 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$193.7M
2026 Q2
Positions
70
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
63.0%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
DFAC
DIMENSIONAL ETF TRUST
21.8%
VXUS
VANGUARD STAR FDS
7.9%
BUFR
FIRST TR EXCHNG TRADED FD VI
6.5%
AVDV
AMERICAN CENTY ETF TR
5.5%
VUSB
VANGUARD BD INDEX FDS
4.5%
FDEC
FIRST TR EXCHNG TRADED FD VI
4.2%
ACYN
FIRST TR EXCHANGE-TRADED FD
3.7%
GJAN
FIRST TR EXCHNG TRADED FD VI
3.4%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.