Schulz Wealth, LTD.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 26, 2026), Schulz Wealth, LTD. reported 70 stock positions worth $193.7 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 21.8% of the portfolio, followed by Vanguard Total Intl Stock (VXUS, 7.9%) and FT Vest Lad Buffervetf-Usd I (BUFR, 6.5%).
- Most Recent 13F
- Q2 2026
- Location
- MANSFIELD, TX
- CIK
- 0002011780
- Portfolio Value
- $193.7M (Q2 2026)
- SEC Filing
- 0002011780-26-000002 ↗ filed Aug 26, 2026
Holdings Value
Holdings 70 stocks · $193.7M
| DFAC Dimensional US Core Equity 2 | 21.83% | 953,100 | $42.3M | — |
| VXUS Vanguard Total Intl Stock | 7.88% | 178,505 | $15.3M | — |
| BUFR FT Vest Lad Buffervetf-Usd I | 6.46% | 342,573 | $12.5M | — |
| AVDV Avantis Intl S/C Value ETF | 5.49% | 103,193 | $10.6M | — |
| VUSB Vanguard Ultra Short Bond Et | 4.49% | 174,683 | $8.7M | — |
| FDEC FT Vest U.S. Equity Buffer E | 4.17% | 148,313 | $8.1M | — |
| ACYN FT Lad Autocall Bar Inc. ETF | 3.68% | 343,070 | $7.1M | — |
| GJAN FT Vest US Equity Moderate B | 3.39% | 145,960 | $6.6M | — |
| FSEP FT Vest U.S. Equity Buffer E | 2.93% | 103,086 | $5.7M | — |
| GAPR FT Vest US Equity Moderate B | 2.71% | 125,868 | $5.2M | — |
| ACYS FT Vest Lad A Bar & Ri ETF | 2.27% | 214,146 | $4.4M | — |
| GJUL FT Vest US Equity Moderate B | 2.27% | 101,095 | $4.4M | — |
| GSEP FT Vest US Equity Moderate B | 2.01% | 95,087 | $3.9M | — |
| GNOV FT Vest US Equity Moderate B | 1.96% | 90,959 | $3.8M | — |
| DFCF Dimensional Core Fixed Inc. | 1.91% | 87,540 | $3.7M | — |
| VGSH Vanguard Short-Term Treasury | 1.85% | 61,505 | $3.6M | — |
| GAUG FT Vest US Equity Moderate B | 1.63% | 76,101 | $3.2M | — |
| AVUS Avantis U.S. Equity ETF | 1.56% | 23,664 | $3.0M | — |
| DDFY Invtr Eqty DD 15 BFR ETF May | 1.26% | 121,446 | $2.4M | — |
| GJUN FT Vest US Equity Moderate B | 1.19% | 55,886 | $2.3M | — |
| GMAY FT Vest U.S. Equity Moderate | 1.10% | 49,653 | $2.1M | — |
| FJUL FT Vest US Equity Buffer ETF | 1.04% | 33,695 | $2.0M | — |
| FMAR FT Vest US Equity Buffer ETF | 1.03% | 38,105 | $2.0M | — |
| BJAN Innovator U.S. Equity Buffer | 0.98% | 32,130 | $1.9M | — |
| GOCT FT Vest US Equity Moderate B | 0.90% | 42,065 | $1.7M | — |
| GMAR FT Vest US Equity Moderate B | 0.86% | 37,497 | $1.7M | — |
| ZALT Innovator US Eq 10 Buffer | 0.77% | 43,935 | $1.5M | — |
| VGIT Vanguard Intermediate-Term T | 0.70% | 22,877 | $1.3M | — |
| KNG FT Vest S&P 500 DVD Arst TRG | 0.63% | 24,225 | $1.2M | — |
| PANW Palo Alto Networks Inc. | 0.62% | 3,520 | $1.2M | — |
| TSM Taiwan Semiconductor-SP ADR | 0.55% | 2,225 | $1.1M | — |
| AAPL Apple Inc. | 0.53% | 3,538 | $1.0M | — |
| PMAY Innovator U.S. Equity Power | 0.53% | 24,634 | $1.0M | — |
| PAUG Innovator U.S. Equity Power | 0.52% | 22,035 | $1.0M | — |
| PJAN Innovator U.S. Equity Power | 0.44% | 17,285 | $855K | — |
| BUCK Simplify Treasury Option Inc. | 0.43% | 35,336 | $828K | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.40% | 1,037 | $775K | — |
| DDFZ Invtr Eqt DD 15 BFR ETF June | 0.36% | 36,262 | $703K | — |
| FNOV FT Vest US Equity Buffer ETF | 0.36% | 11,875 | $695K | — |
| FOCT FT Vest U.S. Equity Buffer E | 0.35% | 12,873 | $673K | — |
| PAPR Innovator U.S. Equity Power | 0.34% | 15,515 | $655K | — |
| DDEC FT Vest U.S. Equity Deep Buf | 0.32% | 12,927 | $612K | — |
| DMAR FT Vest US Equity Deep Buffe | 0.31% | 13,413 | $600K | — |
| AMZN Amazon.com Inc. | 0.30% | 2,420 | $577K | — |
| SDVD FT Vest Smid Rising Dividend | 0.28% | 23,700 | $547K | — |
| IWF iShares Russell 1000 Growth | 0.28% | 4,404 | $547K | — |
| PJUL Innovator U.S. Equity Power | 0.26% | 10,353 | $505K | — |
| VOO Vanguard S&P 500 ETF | 0.25% | 696 | $478K | — |
| DFEM Dimensional Emrg MRKT Core | 0.25% | 11,762 | $478K | — |
| WMT Walmart Inc. | 0.25% | 4,209 | $477K | — |
| RSP Invesco S&P 500 Equal Weight | 0.24% | 2,140 | $455K | — |
| MSFT Microsoft Corp. | 0.22% | 1,131 | $422K | — |
| GFEB FT Vest US Equity Moderate B | 0.20% | 8,937 | $393K | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.20% | 4,392 | $378K | — |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.19% | 4,127 | $363K | — |
| FAUG FT Vest U.S. Equity Buffer E | 0.18% | 6,247 | $353K | — |
| VTI VG Morningstar TS MKT ETF-US | 0.17% | 902 | $334K | — |
| DUK Duke Energy Corp. | 0.16% | 2,505 | $317K | — |
| OKTA Okta Inc. | 0.16% | 2,284 | $312K | — |
| COST Costco Wholesale Corp. | 0.16% | 328 | $307K | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.16% | 1,398 | $305K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.14% | 560 | $280K | — |
| RSG Republic Services Inc. | 0.14% | 1,310 | $279K | — |
| BJUL Innovator U.S. Equity Buffer | 0.14% | 5,125 | $278K | — |
| EWZ iShares MSCI Brazil ETF | 0.12% | 6,856 | $237K | — |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.12% | 932 | $227K | — |
| CSCO Cisco Systems Inc. | 0.12% | 1,900 | $223K | — |
| KOCT Innovator U.S. Small Cap Pow | 0.11% | 5,930 | $222K | — |
| VEA Vanguard Ftse Developed ETF | 0.11% | 2,896 | $206K | — |
| MA Mastercard Inc. Class A | 0.10% | 395 | $203K | — |
Portfolio Sells Q2 2026
No earlier filing to compare with.
Portfolio Buys Q2 2026
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 70 | $193.7M | DFAC, VXUS, BUFR, AVDV, VUSB |
| Q4 2025 | 62 | $156.1M | DFAC, VXUS, BUFR, VUSB, AVDV |
| Q3 2025 | 64 | $151.3M | DFAC, VXUS, BUFR, VUSB, FDEC |
| Q2 2025 | 66 | $133.8M | DFAC, VXUS, BUFR, VUSB, FDEC |
| Q1 2025 | 63 | $131.1M | DFAC, VFMO, VXUS, BUFR, VUSB |
| Q4 2024 | 61 | $130.2M | DFAC, VFMO, BUFR, VUSB, VXUS |
| Q3 2024 | 58 | $129.3M | DFAC, VFMO, VUSB, BUFR, VXUS |
| Q2 2024 | 57 | $118.1M | DFAC, VFMO, VUSB, BUFR, VXUS |
| Q1 2024 | 57 | $117.0M | DFAC, VFMO, VUSB, BUFR, VXUS |