StockDriftsStockDriftsTop 50 Schulz Wealth LTD Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 21.83% | 953.1K | $42.3M | new | $30.68(+47.19%) | 2026-06-30 | |
| VXUS | VANGUARD STAR FDS | 7.88% | 178.5K | $15.3M | new | $59.28(+46.99%) | 2026-06-30 | |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 6.46% | 342.6K | $12.5M | new | $27.03(+38.20%) | 2026-06-30 | |
| AVDV | AMERICAN CENTY ETF TR | 5.49% | 103.2K | $10.6M | new | $73.65(+51.54%) | 2026-06-30 | |
| VUSB | VANGUARD BD INDEX FDS | 4.49% | 174.7K | $8.7M | new | $49.35(+0.41%) | 2026-06-30 | |
| FDEC | FIRST TR EXCHNG TRADED FD VI | 4.17% | 148.3K | $8.1M | new | $37.09(+50.39%) | 2026-06-30 | |
| ACYN | FIRST TR EXCHANGE-TRADED FD | 3.68% | 343.1K | $7.1M | new | $20.42(+1.35%) | 2026-06-30 | |
| GJAN | FIRST TR EXCHNG TRADED FD VI | 3.39% | 146.0K | $6.6M | new | $36.47(+26.02%) | 2026-06-30 | |
| FSEP | FIRST TR EXCHNG TRADED FD VI | 2.93% | 103.1K | $5.7M | new | $38.83(+46.43%) | 2026-06-30 | |
| GAPR | FIRST TR EXCHNG TRADED FD VI | 2.71% | 125.9K | $5.2M | new | $34.37(+23.57%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (9 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +28.61% |
| Top 20 Holdings Unweighted | — | — | — | — | +26.37% |
Schulz Wealth LTD reports $193.68M in US-listed equity holdings across 70 positions in its most recent 13F filing. Its largest disclosed positions are DFAC (21.8%), VXUS (7.9%) and BUFR (6.5%). The top 20 holdings account for 79.55% of reported assets. Its disclosed equity book has returned +28.61% cumulatively over 9 quarters. Figures reflect the Q2 2026 filing.
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Holdings on this page are parsed from Schulz Wealth LTD’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2011780). View Schulz Wealth LTD’s 13F filings on SEC