Schulz Wealth, LTD.
13F holdings for Q2 2026 · MANSFIELD, TX · filed August 26, 2026
Schulz Wealth, LTD. reported $194M in 13F securities across 70 holdings for Q2 2026, in a Form 13F filed August 26, 2026. The largest positions were Dimensional ETF Trust (21.8%), VXUS (7.9%), First TR Exchng Traded FD VI (6.5%).
- 13F value Q2 2026
- $194M
- Holdings
- 70
- Change vs prior quarter
- First report
- Rank by 13F value
- #6,613
Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
Top holdings
| Stock | Value | Weight | Shares | Change in shares | Move |
|---|---|---|---|---|---|
| Dimensional ETF Trust | $42.3M | 21.8% | 953,100 | New | First report |
| VXUS Vanguard Total International Stock ETF | $15.3M | 7.9% | 178,505 | New | First report |
| First TR Exchng Traded FD VI | $12.5M | 6.5% | 342,573 | New | First report |
| American Centy ETF TR | $10.6M | 5.5% | 103,193 | New | First report |
| Vanguard Ultra-Short Bond ETF | $8.7M | 4.5% | 174,683 | New | First report |
| First TR Exchng Traded FD VI | $8.1M | 4.2% | 148,313 | New | First report |
| First TR Exchange-Traded FD | $7.1M | 3.7% | 343,070 | New | First report |
| First TR Exchng Traded FD VI | $6.6M | 3.4% | 145,960 | New | First report |
| First TR Exchng Traded FD VI | $5.7M | 2.9% | 103,086 | New | First report |
| First TR Exchng Traded FD VI | $5.2M | 2.7% | 125,868 | New | First report |
| First TR Exchange-Traded FD | $4.4M | 2.3% | 214,146 | New | First report |
| First TR Exchng Traded FD VI | $4.4M | 2.3% | 101,095 | New | First report |
| First TR Exchng Traded FD VI | $3.9M | 2.0% | 95,087 | New | First report |
| First TR Exchng Traded FD VI | $3.8M | 2.0% | 90,959 | New | First report |
| Dimensional ETF Trust | $3.7M | 1.9% | 87,540 | New | First report |
| VGSH Vanguard Short-Term Treasury ETF | $3.6M | 1.8% | 61,505 | New | First report |
| First TR Exchng Traded FD VI | $3.2M | 1.6% | 76,101 | New | First report |
| American Centy ETF TR | $3.0M | 1.6% | 23,664 | New | First report |
| Innovator Etfs Trust | $2.4M | 1.3% | 121,446 | New | First report |
| First TR Exchng Traded FD VI | $2.3M | 1.2% | 55,886 | New | First report |
| First TR Exchng Traded FD VI | $2.1M | 1.1% | 49,653 | New | First report |
| First TR Exchng Traded FD VI | $2.0M | 1.0% | 33,695 | New | First report |
| First TR Exchng Traded FD VI | $2.0M | 1.0% | 38,105 | New | First report |
| Innovator Etfs Trust | $1.9M | 1.0% | 32,130 | New | First report |
| First TR Exchng Traded FD VI | $1.7M | 0.9% | 42,065 | New | First report |
Share positions only, at the value reported for the end of Q2 2026. Weight is the share of $194M in share positions; options and bonds count in the 13F value but not here.
Sector mix
- Not listed with us85.7%
- n/a10.4%
- Technology2.1%
- Consumer Discretionary0.8%
- Funds and other0.5%
- Utilities0.3%
- Telecommunications0.1%
13F value by quarter
Q1 '24
Q2 '24
Q3 '24
Q4 '24
Q1 '25
Q2 '25
Q3 '25
Q4 '25
Q2 '26
More holdings
| Stock | Value | Weight | Shares | Change in shares | Move |
|---|---|---|---|---|---|
| First TR Exchng Traded FD VI | $1.7M | 0.9% | 37,497 | New | First report |
| Innovator Etfs Trust | $1.5M | 0.8% | 43,935 | New | First report |
| VGIT Vanguard Intermediate-Term Treasury ETF | $1.3M | 0.7% | 22,877 | New | First report |
| First TR Exchange-Traded FD | $1.2M | 0.6% | 24,225 | New | First report |
| PANW Palo Alto Networks Inc. | $1.2M | 0.6% | 3,520 | New | First report |
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $1.1M | 0.5% | 2,225 | New | First report |
| AAPL Apple Inc. | $1.0M | 0.5% | 3,538 | New | First report |
| Innovator Etfs Trust | $1.0M | 0.5% | 24,634 | New | First report |
| Innovator Etfs Trust | $1.0M | 0.5% | 22,035 | New | First report |
| Innovator Etfs Trust | $855K | 0.4% | 17,285 | New | First report |
| Simplify Exchange Traded Fun | $828K | 0.4% | 35,336 | New | First report |
| SPY State Street SPDR S&P 500 ETF Trust Unit | $775K | 0.4% | 1,037 | New | First report |
| Innovator Etfs Trust | $703K | 0.4% | 36,262 | New | First report |
| First TR Exchng Traded FD VI | $695K | 0.4% | 11,875 | New | First report |
| First TR Exchng Traded FD VI | $673K | 0.3% | 12,873 | New | First report |
| Innovator Etfs Trust | $655K | 0.3% | 15,515 | New | First report |
| First TR Exchng Traded FD VI | $612K | 0.3% | 12,927 | New | First report |
| First TR Exchng Traded FD VI | $600K | 0.3% | 13,413 | New | First report |
| AMZN Amazon.com Inc. | $577K | 0.3% | 2,420 | New | First report |
| First TR Exchange-Traded FD | $547K | 0.3% | 23,700 | New | First report |
| iShares Russell 1000 Growth ETF | $547K | 0.3% | 4,404 | New | First report |
| Innovator Etfs Trust | $505K | 0.3% | 10,353 | New | First report |
| Vanguard Index FDS | $478K | 0.2% | 696 | New | First report |
| Dimensional ETF Trust | $478K | 0.2% | 11,762 | New | First report |
| WMT Walmart Inc. | $477K | 0.2% | 4,209 | New | First report |
Showing the 50 largest of 70 share positions. The full filing on SEC EDGAR
Questions about Schulz Wealth, LTD.
- What does Schulz Wealth, LTD. own?
- In its Form 13F for Q2 2026, Schulz Wealth, LTD. reported 70 holdings worth $194M. The five largest were Dimensional ETF Trust, VXUS, First TR Exchng Traded FD VI, American Centy ETF TR, Vanguard Ultra-Short Bond ETF.
- What did Schulz Wealth, LTD. buy and sell in Q2 2026?
- Schulz Wealth, LTD. opened 0 new positions, added to 0, trimmed 0 and sold out of 0 compared with the quarter before.
- When did Schulz Wealth, LTD. file its latest 13F?
- Form 13F is due 45 days after each quarter ends. The Q2 2026 report was due August 14, 2026 and was filed August 26, 2026.
From Form 13F filed by Schulz Wealth, LTD. (SEC CIK 0002011780) for the quarter ended June 30, 2026, via the SEC's Form 13F data sets. Amendments that restate a report replace it; amendments that add holdings are included. View on SEC EDGAR · All funds