Holders — by stockHoldings — by fund
Schulz Wealth, LTD.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002011780
$193.7M
disclosed book value
70
positions
21.8%
largest position share
Positions, as of 2026-06-30
top 70 of 70 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | DFACDIMENSIONAL ETF TRUST | 953,100 | $42.3M | 21.8% |
| 2 | VXUSVANGUARD STAR FDS | 178,505 | $15.3M | 7.9% |
| 3 | BUFRFIRST TR EXCHNG TRADED FD VI | 342,573 | $12.5M | 6.5% |
| 4 | AVDVAMERICAN CENTY ETF TR | 103,193 | $10.6M | 5.5% |
| 5 | VUSBVANGUARD BD INDEX FDS | 174,683 | $8.7M | 4.5% |
| 6 | FDECFIRST TR EXCHNG TRADED FD VI | 148,313 | $8.1M | 4.2% |
| 7 | ACYNFIRST TR EXCHANGE-TRADED FD | 343,070 | $7.1M | 3.7% |
| 8 | GJANFIRST TR EXCHNG TRADED FD VI | 145,960 | $6.6M | 3.4% |
| 9 | FSEPFIRST TR EXCHNG TRADED FD VI | 103,086 | $5.7M | 2.9% |
| 10 | GAPRFIRST TR EXCHNG TRADED FD VI | 125,868 | $5.2M | 2.7% |
| 11 | ACYSFIRST TR EXCHANGE-TRADED FD | 214,146 | $4.4M | 2.3% |
| 12 | GJULFIRST TR EXCHNG TRADED FD VI | 101,095 | $4.4M | 2.3% |
| 13 | GSEPFIRST TR EXCHNG TRADED FD VI | 95,087 | $3.9M | 2% |
| 14 | GNOVFIRST TR EXCHNG TRADED FD VI | 90,959 | $3.8M | 2% |
| 15 | DFCFDIMENSIONAL ETF TRUST | 87,540 | $3.7M | 1.9% |
| 16 | VGSHVANGUARD SCOTTSDALE FDS | 61,505 | $3.6M | 1.8% |
| 17 | GAUGFIRST TR EXCHNG TRADED FD VI | 76,101 | $3.2M | 1.6% |
| 18 | AVUSAMERICAN CENTY ETF TR | 23,664 | $3.0M | 1.6% |
| 19 | DDFYINNOVATOR ETFS TRUST | 121,446 | $2.4M | 1.3% |
| 20 | GJUNFIRST TR EXCHNG TRADED FD VI | 55,886 | $2.3M | 1.2% |
| 21 | GMAYFIRST TR EXCHNG TRADED FD VI | 49,653 | $2.1M | 1.1% |
| 22 | FJULFIRST TR EXCHNG TRADED FD VI | 33,695 | $2.0M | 1% |
| 23 | FMARFIRST TR EXCHNG TRADED FD VI | 38,105 | $2.0M | 1% |
| 24 | BJANINNOVATOR ETFS TRUST | 32,130 | $1.9M | 1% |
| 25 | GOCTFIRST TR EXCHNG TRADED FD VI | 42,065 | $1.7M | 0.9% |
| 26 | GMARFIRST TR EXCHNG TRADED FD VI | 37,497 | $1.7M | 0.9% |
| 27 | ZALTINNOVATOR ETFS TRUST | 43,935 | $1.5M | 0.8% |
| 28 | VGITVANGUARD SCOTTSDALE FDS | 22,877 | $1.3M | 0.7% |
| 29 | KNGFIRST TR EXCHANGE-TRADED FD | 24,225 | $1.2M | 0.6% |
| 30 | PANWPALO ALTO NETWORKS INC | 3,520 | $1.2M | 0.6% |
| 31 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 2,225 | $1.1M | 0.5% |
| 32 | AAPLAPPLE INC | 3,538 | $1.0M | 0.5% |
| 33 | PMAYINNOVATOR ETFS TRUST | 24,634 | $1.0M | 0.5% |
| 34 | PAUGINNOVATOR ETFS TRUST | 22,035 | $1.0M | 0.5% |
| 35 | PJANINNOVATOR ETFS TRUST | 17,285 | $855,435 | 0.4% |
| 36 | BUCKSIMPLIFY EXCHANGE TRADED FUN | 35,336 | $827,569 | 0.4% |
| 37 | SPYSTATE STR SPDR S&P 500 ETF T | 1,037 | $775,327 | 0.4% |
| 38 | DDFZINNOVATOR ETFS TRUST | 36,262 | $703,120 | 0.4% |
| 39 | FNOVFIRST TR EXCHNG TRADED FD VI | 11,875 | $694,569 | 0.4% |
| 40 | FOCTFIRST TR EXCHNG TRADED FD VI | 12,873 | $673,129 | 0.3% |
| 41 | PAPRINNOVATOR ETFS TRUST | 15,515 | $654,733 | 0.3% |
| 42 | DDECFIRST TR EXCHNG TRADED FD VI | 12,927 | $612,417 | 0.3% |
| 43 | DMARFIRST TR EXCHNG TRADED FD VI | 13,413 | $599,997 | 0.3% |
| 44 | AMZNAMAZON COM INC | 2,420 | $576,783 | 0.3% |
| 45 | SDVDFIRST TR EXCHANGE-TRADED FD | 23,700 | $547,233 | 0.3% |
| 46 | IWFISHARES TR | 4,404 | $546,877 | 0.3% |
| 47 | PJULINNOVATOR ETFS TRUST | 10,353 | $505,330 | 0.3% |
| 48 | VOOVANGUARD INDEX FDS | 696 | $478,217 | 0.2% |
| 49 | DFEMDIMENSIONAL ETF TRUST | 11,762 | $478,008 | 0.2% |
| 50 | WMTWALMART INC | 4,209 | $476,711 | 0.2% |
| 51 | RSPINVESCO EXCHANGE TRADED FD T | 2,140 | $455,328 | 0.2% |
| 52 | MSFTMICROSOFT CORP | 1,131 | $422,009 | 0.2% |
| 53 | GFEBFIRST TR EXCHNG TRADED FD VI | 8,937 | $393,489 | 0.2% |
| 54 | VUGVANGUARD INDEX FDS | 4,392 | $378,327 | 0.2% |
| 55 | SPYMSPDR SERIES TRUST | 4,127 | $362,660 | 0.2% |
| 56 | FAUGFIRST TR EXCHNG TRADED FD VI | 6,247 | $352,987 | 0.2% |
| 57 | VTIVANGUARD INDEX FDS | 902 | $333,908 | 0.2% |
| 58 | DUKDUKE ENERGY CORP NEW | 2,505 | $317,083 | 0.2% |
| 59 | OKTAOKTA INC | 2,284 | $311,652 | 0.2% |
| 60 | COSTCOSTCO WHOLESALE CORPORATION | 328 | $306,834 | 0.2% |
| 61 | VTVVANGUARD INDEX FDS | 1,398 | $304,605 | 0.2% |
| 62 | BRK/BBERKSHIRE HATHAWAY INC DEL | 560 | $280,218 | 0.1% |
| 63 | RSGREPUBLIC SVCS INC | 1,310 | $279,135 | 0.1% |
| 64 | BJULINNOVATOR ETFS TRUST | 5,125 | $278,339 | 0.1% |
| 65 | EWZISHARES INC | 6,856 | $236,532 | 0.1% |
| 66 | VBRVANGUARD INDEX FDS | 932 | $226,560 | 0.1% |
| 67 | CSCOCISCO SYS INC | 1,900 | $223,174 | 0.1% |
| 68 | KOCTINNOVATOR ETFS TRUST | 5,930 | $221,545 | 0.1% |
| 69 | VEAVANGUARD TAX-MANAGED FDS | 2,896 | $206,347 | 0.1% |
| 70 | MAMASTERCARD INCORPORATED | 395 | $202,872 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.