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Latest Schulz Wealth, LTD. Stock Portfolio

$193Million | No. of Holdings #70

About Schulz Wealth, LTD. and 13F Hedge Fund Stock Holdings

On 2026-08-26, the fund reported it's updated stock portfolio. In the 13F Holdings report, Schulz Wealth, LTD. reported an equity portfolio of $193.7 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Schulz Wealth, LTD. are DFAC, VXUS, AFLG. The fund has invested 21.8% of it's portfolio in DIMENSIONAL ETF TRUST and 7.9% of portfolio in VANGUARD STAR FDS. <br><br> Schulz Wealth, LTD. opened new stock positions in DIMENSIONAL ETF TRUST (DFAC), VANGUARD STAR FDS (VXUS) and FIRST TR EXCHNG TRADED FD VI (AFLG).
Schulz Wealth, LTD. Equity Portfolio Value
Last Reported on: 26 Aug, 2026
$193Million
  as of Aug 26, 2026

Schulz Wealth, LTD. Annual Return Estimates Vs S&P 500

  • Performance

New Buys

Ticker$ Bought
dimensional etf trust42,279,500
vanguard star fds15,260,400
first tr exchng traded fd vi12,514,200
american centy etf tr10,634,000
vanguard bd index fds8,695,720
first tr exchng traded fd vi8,078,210
first tr exchange-traded fd7,132,420
first tr exchng traded fd vi6,571,670
New stocks bought by Schulz Wealth, LTD.

Additions

No additions were made to existing positions by Schulz Wealth, LTD.

Reductions

None of the existing positions were reduced by Schulz Wealth, LTD.

Sold off

None of the stocks were completely sold off by Schulz Wealth, LTD.

Sector Distribution

  • Others
  • Technology
Sector%
Others97.2
Technology1.6

Market Cap. Distribution

  • UNALLOCATED
  • MEGA-CAP
Category%
UNALLOCATED97.2
MEGA-CAP2.3

Stocks belong to which Index?

  • Others
  • S&P 500
Index%
Others97.4
S&P 5002.6
Top 5 Winners (%)%
Top 5 Winners ($)$
Top 5 Losers (%)%
Top 5 Losers ($)$

Schulz Wealth, LTD. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Schulz Wealth, LTD.

$193.68MTotal Value
70.00Positions
26 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Schulz Wealth, LTD., last reported on 26 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
ACWV
Ishares Inc

Ishares Inc

ACWV
Schulz Wealth, LTD.'s holding in Ishares Inc over time
0.12%6,856
$236.5K
0.12%
new position
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Schulz Wealth, LTD.'s holding in American Centy Etf Tr over time
5.49%103,193
$10.63M
5.49%
new position
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Schulz Wealth, LTD.'s holding in American Centy Etf Tr over time
1.56%23,664
$3.03M
1.56%
new position
AFLG
First Tr Exchng Traded Fd Vi

First Tr Exchng Traded Fd Vi

AFLG
Schulz Wealth, LTD.'s holding in First Tr Exchng Traded Fd Vi over time
6.46%342,573
$12.51M
6.46%
new position
AFLG
First Tr Exchng Traded Fd Vi

First Tr Exchng Traded Fd Vi

AFLG
Schulz Wealth, LTD.'s holding in First Tr Exchng Traded Fd Vi over time
3.39%145,960
$6.57M
3.39%
new position
AFLG
First Tr Exchng Traded Fd Vi

First Tr Exchng Traded Fd Vi

AFLG
Schulz Wealth, LTD.'s holding in First Tr Exchng Traded Fd Vi over time
2.71%125,868
$5.25M
2.71%
new position
AFLG
First Tr Exchng Traded Fd Vi

First Tr Exchng Traded Fd Vi

AFLG
Schulz Wealth, LTD.'s holding in First Tr Exchng Traded Fd Vi over time
1.19%55,886
$2.30M
1.19%
new position
AFLG
First Tr Exchng Traded Fd Vi

First Tr Exchng Traded Fd Vi

AFLG
Schulz Wealth, LTD.'s holding in First Tr Exchng Traded Fd Vi over time
1.1%49,653
$2.14M
1.1%
new position
AFLG
First Tr Exchng Traded Fd Vi

First Tr Exchng Traded Fd Vi

AFLG
Schulz Wealth, LTD.'s holding in First Tr Exchng Traded Fd Vi over time
1.03%38,105
$1.99M
1.03%
new position
AFLG
First Tr Exchng Traded Fd Vi

First Tr Exchng Traded Fd Vi

AFLG
Schulz Wealth, LTD.'s holding in First Tr Exchng Traded Fd Vi over time
0.86%37,497
$1.66M
0.86%
new position
AFLG
First Tr Exchng Traded Fd Vi

First Tr Exchng Traded Fd Vi

AFLG
Schulz Wealth, LTD.'s holding in First Tr Exchng Traded Fd Vi over time
0.36%11,875
$694.6K
0.36%
new position
AFLG
First Tr Exchng Traded Fd Vi

First Tr Exchng Traded Fd Vi

AFLG
Schulz Wealth, LTD.'s holding in First Tr Exchng Traded Fd Vi over time
0.35%12,873
$673.1K
0.35%
new position
AFLG
First Tr Exchng Traded Fd Vi

First Tr Exchng Traded Fd Vi

AFLG
Schulz Wealth, LTD.'s holding in First Tr Exchng Traded Fd Vi over time
0.31%13,413
$600.0K
0.31%
new position
AFLG
First Tr Exchng Traded Fd Vi

First Tr Exchng Traded Fd Vi

AFLG
Schulz Wealth, LTD.'s holding in First Tr Exchng Traded Fd Vi over time
0.18%6,247
$353.0K
0.18%
new position
AGGH
Simplify Exchange Traded Fun

Simplify Exchange Traded Fun

AGGH
Schulz Wealth, LTD.'s holding in Simplify Exchange Traded Fun over time
0.43%35,336
$827.6K
0.43%
new position
BALT
Innovator Etfs Trust

Innovator Etfs Trust

BALT
Schulz Wealth, LTD.'s holding in Innovator Etfs Trust over time
0.77%43,935
$1.49M
0.77%
new position
BAPR
Innovator Etfs Trust

Innovator Etfs Trust

BAPR
Schulz Wealth, LTD.'s holding in Innovator Etfs Trust over time
0.98%32,130
$1.89M
0.98%
new position
BAPR
Innovator Etfs Trust

Innovator Etfs Trust

BAPR
Schulz Wealth, LTD.'s holding in Innovator Etfs Trust over time
0.52%24,634
$1.02M
0.52%
new position