§ 13F · FUND PROFILE
Schulz Wealth, LTD..
AUM · $194M (13F)Positions · 70Turnover · n/a · Q2Filed · Aug 26, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$194M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 26, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 953K | $42M | 21.8% | NEW |
| 2 | VXUS | VANGUARD STAR FDS | 179K | $15M | 7.9% | NEW |
| 3 | BUFR | FIRST TR EXCHNG TRADED FD VI | 343K | $13M | 6.5% | NEW |
| 4 | AVDV | AMERICAN CENTY ETF TR | 103K | $11M | 5.5% | NEW |
| 5 | VUSB | VANGUARD BD INDEX FDS | 175K | $9M | 4.5% | NEW |
| 6 | FDEC | FIRST TR EXCHNG TRADED FD VI | 148K | $8M | 4.2% | NEW |
| 7 | ACYN | FIRST TR EXCHANGE-TRADED FD | 343K | $7M | 3.7% | NEW |
| 8 | GJAN | FIRST TR EXCHNG TRADED FD VI | 146K | $7M | 3.4% | NEW |
| 9 | FSEP | FIRST TR EXCHNG TRADED FD VI | 103K | $6M | 2.9% | NEW |
| 10 | GAPR | FIRST TR EXCHNG TRADED FD VI | 126K | $5M | 2.7% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SCHULZ SIGNAL
AC read
Schulz Wealth, LTD. is a Other fund managing $194 million in assets. The fund runs a portfolio of 70 positions.
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