§ 13F · FUND PROFILE
Schulz Wealth, LTD..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $133.8T (13F)Positions · 66Turnover · — · Q4Filed · Feb 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$156.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 899K | $35.6T | 22.8% | NEW |
| 2 | VXUS | VANGUARD STAR FDS | 171K | $12.9T | 8.3% | NEW |
| 3 | BUFR | FIRST TR EXCHNG TRADED FD VI | 325K | $11.1T | 7.1% | NEW |
| 4 | VUSB | VANGUARD BD INDEX FDS | 177K | $8.8T | 5.7% | NEW |
| 5 | AVDV | AMERICAN CENTY ETF TR | 84K | $7.9T | 5.1% | NEW |
| 6 | FDEC | FIRST TR EXCHNG TRADED FD VI | 148K | $7.6T | 4.9% | NEW |
| 7 | GJAN | FIRST TR EXCHNG TRADED FD VI | 129K | $5.5T | 3.5% | NEW |
| 8 | FSEP | FIRST TR EXCHNG TRADED FD VI | 102K | $5.3T | 3.4% | NEW |
| 9 | GAPR | FIRST TR EXCHNG TRADED FD VI | 110K | $4.4T | 2.8% | NEW |
| 10 | GJUL | FIRST TR EXCHNG TRADED FD VI | 101K | $4.2T | 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 $133780.5 trillion in assets. The fund runs a portfolio of 66 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed