Schulz Wealth, LTD. 13F Holdings · Q2 2026
Schulz Wealth, LTD. reported 70 securities worth $193.68M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: DFAC (21.83%), VXUS (7.88%), BUFR (6.46%). Among its top 25 positions this quarter: 4 new, 10 added, 7 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $42.3M | 21.83% | 953,100 | Added |
| 2 | VXUS | VANGUARD STAR FDS | $15.3M | 7.88% | 178,505 | Added |
| 3 | BUFR | FIRST TR EXCHNG TRADED FD VI | $12.5M | 6.46% | 342,573 | Added |
| 4 | AVDV | AMERICAN CENTY ETF TR | $10.6M | 5.49% | 103,193 | Added |
| 5 | VUSB | VANGUARD BD INDEX FDS | $8.7M | 4.49% | 174,683 | Trimmed |
| 6 | FDEC | FIRST TR EXCHNG TRADED FD VI | $8.1M | 4.17% | 148,313 | Trimmed |
| 7 | ACYN | FIRST TR EXCHANGE-TRADED FD | $7.1M | 3.68% | 343,070 | New |
| 8 | GJAN | FIRST TR EXCHNG TRADED FD VI | $6.6M | 3.39% | 145,960 | Added |
| 9 | FSEP | FIRST TR EXCHNG TRADED FD VI | $5.7M | 2.93% | 103,086 | Added |
| 10 | GAPR | FIRST TR EXCHNG TRADED FD VI | $5.2M | 2.71% | 125,868 | Added |
| 11 | ACYS | FIRST TR EXCHANGE-TRADED FD | $4.4M | 2.27% | 214,146 | New |
| 12 | GJUL | FIRST TR EXCHNG TRADED FD VI | $4.4M | 2.27% | 101,095 | Hold |
| 13 | GSEP | FIRST TR EXCHNG TRADED FD VI | $3.9M | 2.01% | 95,087 | Trimmed |
| 14 | GNOV | FIRST TR EXCHNG TRADED FD VI | $3.8M | 1.96% | 90,959 | Trimmed |
| 15 | DFCF | DIMENSIONAL ETF TRUST | $3.7M | 1.91% | 87,540 | Added |
| 16 | VGSH | VANGUARD SCOTTSDALE FDS | $3.6M | 1.85% | 61,505 | Added |
| 17 | GAUG | FIRST TR EXCHNG TRADED FD VI | $3.2M | 1.63% | 76,101 | Trimmed |
| 18 | AVUS | AMERICAN CENTY ETF TR | $3.0M | 1.56% | 23,664 | New |
| 19 | DDFY | INNOVATOR ETFS TRUST | $2.4M | 1.26% | 121,446 | New |
| 20 | GJUN | FIRST TR EXCHNG TRADED FD VI | $2.3M | 1.19% | 55,886 | Trimmed |
| 21 | GMAY | FIRST TR EXCHNG TRADED FD VI | $2.1M | 1.10% | 49,653 | Added |
| 22 | FJUL | FIRST TR EXCHNG TRADED FD VI | $2.0M | 1.04% | 33,695 | Trimmed |
| 23 | FMAR | FIRST TR EXCHNG TRADED FD VI | $2.0M | 1.03% | 38,105 | Hold |
| 24 | BJAN | INNOVATOR ETFS TRUST | $1.9M | 0.98% | 32,130 | Hold |
| 25 | GOCT | FIRST TR EXCHNG TRADED FD VI | $1.7M | 0.90% | 42,065 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR