Schulz Wealth, LTD.
CIK: 0002011780Latest portfolio: $156.1M · Q4 2025
Holdings
62
Total Value
$156.1M
New Positions
61
Closed Positions
0
Top Holdings
View All 62 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | DFACDIMENSIONAL ETF TRUST | 899,072 | $35.6M | 22.81% | NEW | |
| 2 | VXUSVANGUARD STAR FDS | 171,252 | $12.9M | 8.28% | NEW | |
| 3 | BUFRFIRST TR EXCHNG TRADED FD VI | 325,189 | $11.1M | 7.14% | NEW | |
| 4 | VUSBVANGUARD BD INDEX FDS | 177,475 | $8.8M | 5.67% | NEW | |
| 5 | AVDVAMERICAN CENTY ETF TR | 84,499 | $7.9M | 5.09% | NEW | |
| 6 | FDECFIRST TR EXCHNG TRADED FD VI | 148,314 | $7.6M | 4.86% | NEW | |
| 7 | GJANFIRST TR EXCHNG TRADED FD VI | 129,031 | $5.5M | 3.54% | NEW | |
| 8 | FSEPFIRST TR EXCHNG TRADED FD VI | 102,053 | $5.3M | 3.37% | NEW | |
| 9 | GAPRFIRST TR EXCHNG TRADED FD VI | 110,319 | $4.4M | 2.83% | NEW | |
| 10 | XFEBFIRST TR EXCHNG TRADED FD VI | 101,095 | $4.2M | 2.68% | NEW | |
| 11 | GNOVFIRST TR EXCHNG TRADED FD VI | 97,716 | $3.9M | 2.49% | NEW | |
| 12 | GSEPFIRST TR EXCHNG TRADED FD VI | 96,780 | $3.7M | 2.40% | NEW | |
| 13 | DFCFDIMENSIONAL ETF TRUST | 80,536 | $3.4M | 2.20% | NEW | |
| 14 | GAUGFIRST TR EXCHNG TRADED FD VI | 76,106 | $3.0M | 1.91% | NEW | |
| 15 | VGSHVANGUARD SCOTTSDALE FDS | 46,843 | $2.8M | 1.76% | NEW | |
| 16 | GJUNFIRST TR EXCHNG TRADED FD VI | 56,646 | $2.2M | 1.44% | NEW | |
| 17 | ZALTINNOVATOR ETFS TRUST | 66,782 | $2.2M | 1.39% | NEW | |
| 18 | FJULFIRST TR EXCHNG TRADED FD VI | 33,708 | $1.9M | 1.21% | NEW | |
| 19 | GMAYFIRST TR EXCHNG TRADED FD VI | 43,931 | $1.8M | 1.16% | NEW | |
| 20 | FMARFIRST TR EXCHNG TRADED FD VI | 38,105 | $1.8M | 1.16% | NEW | |
| 21 | BJANINNOVATOR ETFS TRUST | 32,130 | $1.8M | 1.13% | NEW | |
| 22 | GOCTFIRST TR EXCHNG TRADED FD VI | 42,065 | $1.7M | 1.06% | NEW | |
| 23 | GMARFIRST TR EXCHNG TRADED FD VI | 36,471 | $1.5M | 0.96% | NEW | |
| 24 | VGITVANGUARD SCOTTSDALE FDS | 20,388 | $1.2M | 0.78% | NEW | |
| 25 | KNGFIRST TR EXCHANGE-TRADED FD | 24,225 | $1.2M | 0.76% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($3.5594129191114085e+165T)
Unknown0.0% ($4178.5T)
Technology0.0% ($897.9T)
Consumer Defensive0.0% ($469.3M)
Consumer Cyclical0.0% ($552K)
Utilities0.0% ($293K)
Industrials0.0% ($277K)
Filing History
Fund Information
Schulz Wealth, LTD. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $156.1M across 62 holdings. The largest position is DIMENSIONAL ETF TRUST (DFAC), representing 22.8% of the portfolio. Compared to the previous quarter, the fund opened 62 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.