Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Dimensional ETF TrustUS COR EQU 2 ETF | US COR EQU 2 ETF | $42.3M | 21.8% |
| Vanguard Star FdsVG TL INTL STK F | VG TL INTL STK F | $15.3M | 7.9% |
| First TR Exchng Traded FD VIFT LADD BUFF ETF | FT LADD BUFF ETF | $12.5M | 6.5% |
| American Centy ETF TRINTL SMCP VLU | INTL SMCP VLU | $10.6M | 5.5% |
| Vanguard BD Index FdsVANGUARD ULTRA | VANGUARD ULTRA | $8.7M | 4.5% |
| First TR Exchng Traded FD VIFT VEST UQ EQT | FT VEST UQ EQT | $8.08M | 4.2% |
| First TR Exchange-traded FDVEST LADDERED | VEST LADDERED | $7.13M | 3.7% |
| First TR Exchng Traded FD VIFT VEST US EQT | FT VEST US EQT | $6.57M | 3.4% |
| First TR Exchng Traded FD VIFT VEST US EQT | FT VEST US EQT | $5.68M | 2.9% |
| First TR Exchng Traded FD VIFT VEST US EQT | FT VEST US EQT | $5.25M | 2.7% |
| First TR Exchange-traded FDVEST LAD AUT ETF | VEST LAD AUT ETF | $4.4M | 2.3% |
| First TR Exchng Traded FD VIFT VEST US EQT | FT VEST US EQT | $4.4M | 2.3% |
| First TR Exchng Traded FD VIFT VEST U.S EQT | FT VEST U.S EQT | $3.89M | 2.0% |
| First TR Exchng Traded FD VIFT VEST U.S EQT | FT VEST U.S EQT | $3.8M | 2.0% |
| Dimensional ETF TrustCORE FIXE IN ETF | CORE FIXE IN ETF | $3.7M | 1.9% |
| Vanguard Scottsdale FdsSHORT TERM TREAS | SHORT TERM TREAS | $3.58M | 1.8% |
| First TR Exchng Traded FD VIFT VEST US EQT | FT VEST US EQT | $3.15M | 1.6% |
| American Centy ETF TRUS EQT ETF | US EQT ETF | $3.03M | 1.6% |
| Innovator ETFS TrustEQUI DUAL 15 MAY | EQUI DUAL 15 MAY | $2.43M | 1.3% |
| First TR Exchng Traded FD VIFT VEST U.S EQT | FT VEST U.S EQT | $2.3M | 1.2% |
| First TR Exchng Traded FD VIFT VEST U.S EQT | FT VEST U.S EQT | $2.14M | 1.1% |
| First TR Exchng Traded FD VIFT VEST US EQT | FT VEST US EQT | $2.01M | 1.0% |
| First TR Exchng Traded FD VIFT VEST US EQT | FT VEST US EQT | $1.99M | 1.0% |
| Innovator ETFS TrustUS EQTY BUFR JAN | US EQTY BUFR JAN | $1.89M | 1.0% |
| First TR Exchng Traded FD VIFT VEST U.S EQT | FT VEST U.S EQT | $1.75M | 0.9% |
| First TR Exchng Traded FD VIFT VEST U.S EQT | FT VEST U.S EQT | $1.66M | 0.9% |
| Innovator ETFS TrustU S EQ 10 BUFFER | U S EQ 10 BUFFER | $1.49M | 0.8% |
| Vanguard Scottsdale FdsINTER TERM TREAS | INTER TERM TREAS | $1.35M | 0.7% |
| First TR Exchange-traded FDFT VEST S&P 500 | FT VEST S&P 500 | $1.22M | 0.6% |
| Palo Alto Networks Inc.COM | COM | $1.2M | 0.6% |
| Taiwan Semiconductor ManufacSPONSORED ADS | SPONSORED ADS | $1.06M | 0.5% |
| Apple Inc.COM | COM | $1.02M | 0.5% |
| Innovator ETFS TrustUS EQTY PWR BUF | US EQTY PWR BUF | $1.02M | 0.5% |
| Innovator ETFS TrustUS EQTY PWR BF | US EQTY PWR BF | $1.01M | 0.5% |
| Innovator ETFS TrustUS EQTY PWR BUF | US EQTY PWR BUF | $855K | 0.4% |
| Simplify Exchange Traded FunTREASURY OPT INC | TREASURY OPT INC | $828K | 0.4% |
| State Str SPDR S&P 500 ETF TTR UNIT | TR UNIT | $775K | 0.4% |
| Innovator ETFS TrustEQTY DUL DIRCT15 | EQTY DUL DIRCT15 | $703K | 0.4% |
| First TR Exchng Traded FD VIFT VEST US EQT | FT VEST US EQT | $695K | 0.4% |
| First TR Exchng Traded FD VIFT VEST US EQT | FT VEST US EQT | $673K | 0.3% |
| Innovator ETFS TrustUS EQT PWR BUF | US EQT PWR BUF | $655K | 0.3% |
| First TR Exchng Traded FD VIFT VEST U.S. | FT VEST U.S. | $612K | 0.3% |
| First TR Exchng Traded FD VIFT VEST US EQT | FT VEST US EQT | $600K | 0.3% |
| Amazon Com Inc.COM | COM | $577K | 0.3% |
| First TR Exchange-traded FDFT VEST SMID | FT VEST SMID | $547K | 0.3% |
| iShares TRRUS 1000 GRW ETF | RUS 1000 GRW ETF | $547K | 0.3% |
| Innovator ETFS TrustUS EQTY PWR BUF | US EQTY PWR BUF | $505K | 0.3% |
| Vanguard Index FdsS&P 500 ETF SHS | S&P 500 ETF SHS | $478K | 0.2% |
| Dimensional ETF TrustEMERGING MKTS CO | EMERGING MKTS CO | $478K | 0.2% |
| Walmart Inc.COM | COM | $477K | 0.2% |
Dimensional ETF TrustUS COR EQU 2 ETF$42.3M
- Class
- US COR EQU 2 ETF
- Share
- 21.8%
Vanguard Star FdsVG TL INTL STK F$15.3M
- Class
- VG TL INTL STK F
- Share
- 7.9%
First TR Exchng Traded FD VIFT LADD BUFF ETF$12.5M
- Class
- FT LADD BUFF ETF
- Share
- 6.5%
American Centy ETF TRINTL SMCP VLU$10.6M
- Class
- INTL SMCP VLU
- Share
- 5.5%
Vanguard BD Index FdsVANGUARD ULTRA$8.7M
- Class
- VANGUARD ULTRA
- Share
- 4.5%
First TR Exchng Traded FD VIFT VEST UQ EQT$8.08M
- Class
- FT VEST UQ EQT
- Share
- 4.2%
First TR Exchange-traded FDVEST LADDERED$7.13M
- Class
- VEST LADDERED
- Share
- 3.7%
First TR Exchng Traded FD VIFT VEST US EQT$6.57M
- Class
- FT VEST US EQT
- Share
- 3.4%
First TR Exchng Traded FD VIFT VEST US EQT$5.68M
- Class
- FT VEST US EQT
- Share
- 2.9%
First TR Exchng Traded FD VIFT VEST US EQT$5.25M
- Class
- FT VEST US EQT
- Share
- 2.7%
First TR Exchange-traded FDVEST LAD AUT ETF$4.4M
- Class
- VEST LAD AUT ETF
- Share
- 2.3%
First TR Exchng Traded FD VIFT VEST US EQT$4.4M
- Class
- FT VEST US EQT
- Share
- 2.3%
First TR Exchng Traded FD VIFT VEST U.S EQT$3.89M
- Class
- FT VEST U.S EQT
- Share
- 2.0%
First TR Exchng Traded FD VIFT VEST U.S EQT$3.8M
- Class
- FT VEST U.S EQT
- Share
- 2.0%
Dimensional ETF TrustCORE FIXE IN ETF$3.7M
- Class
- CORE FIXE IN ETF
- Share
- 1.9%
Vanguard Scottsdale FdsSHORT TERM TREAS$3.58M
- Class
- SHORT TERM TREAS
- Share
- 1.8%
First TR Exchng Traded FD VIFT VEST US EQT$3.15M
- Class
- FT VEST US EQT
- Share
- 1.6%
American Centy ETF TRUS EQT ETF$3.03M
- Class
- US EQT ETF
- Share
- 1.6%
Innovator ETFS TrustEQUI DUAL 15 MAY$2.43M
- Class
- EQUI DUAL 15 MAY
- Share
- 1.3%
First TR Exchng Traded FD VIFT VEST U.S EQT$2.3M
- Class
- FT VEST U.S EQT
- Share
- 1.2%
First TR Exchng Traded FD VIFT VEST U.S EQT$2.14M
- Class
- FT VEST U.S EQT
- Share
- 1.1%
First TR Exchng Traded FD VIFT VEST US EQT$2.01M
- Class
- FT VEST US EQT
- Share
- 1.0%
First TR Exchng Traded FD VIFT VEST US EQT$1.99M
- Class
- FT VEST US EQT
- Share
- 1.0%
Innovator ETFS TrustUS EQTY BUFR JAN$1.89M
- Class
- US EQTY BUFR JAN
- Share
- 1.0%
First TR Exchng Traded FD VIFT VEST U.S EQT$1.75M
- Class
- FT VEST U.S EQT
- Share
- 0.9%
First TR Exchng Traded FD VIFT VEST U.S EQT$1.66M
- Class
- FT VEST U.S EQT
- Share
- 0.9%
Innovator ETFS TrustU S EQ 10 BUFFER$1.49M
- Class
- U S EQ 10 BUFFER
- Share
- 0.8%
Vanguard Scottsdale FdsINTER TERM TREAS$1.35M
- Class
- INTER TERM TREAS
- Share
- 0.7%
First TR Exchange-traded FDFT VEST S&P 500$1.22M
- Class
- FT VEST S&P 500
- Share
- 0.6%
Palo Alto Networks Inc.COM$1.2M
- Class
- COM
- Share
- 0.6%
Taiwan Semiconductor ManufacSPONSORED ADS$1.06M
- Class
- SPONSORED ADS
- Share
- 0.5%
Apple Inc.COM$1.02M
- Class
- COM
- Share
- 0.5%
Innovator ETFS TrustUS EQTY PWR BUF$1.02M
- Class
- US EQTY PWR BUF
- Share
- 0.5%
Innovator ETFS TrustUS EQTY PWR BF$1.01M
- Class
- US EQTY PWR BF
- Share
- 0.5%
Innovator ETFS TrustUS EQTY PWR BUF$855K
- Class
- US EQTY PWR BUF
- Share
- 0.4%
Simplify Exchange Traded FunTREASURY OPT INC$828K
- Class
- TREASURY OPT INC
- Share
- 0.4%
State Str SPDR S&P 500 ETF TTR UNIT$775K
- Class
- TR UNIT
- Share
- 0.4%
Innovator ETFS TrustEQTY DUL DIRCT15$703K
- Class
- EQTY DUL DIRCT15
- Share
- 0.4%
First TR Exchng Traded FD VIFT VEST US EQT$695K
- Class
- FT VEST US EQT
- Share
- 0.4%
First TR Exchng Traded FD VIFT VEST US EQT$673K
- Class
- FT VEST US EQT
- Share
- 0.3%
Innovator ETFS TrustUS EQT PWR BUF$655K
- Class
- US EQT PWR BUF
- Share
- 0.3%
First TR Exchng Traded FD VIFT VEST U.S.$612K
- Class
- FT VEST U.S.
- Share
- 0.3%
First TR Exchng Traded FD VIFT VEST US EQT$600K
- Class
- FT VEST US EQT
- Share
- 0.3%
Amazon Com Inc.COM$577K
- Class
- COM
- Share
- 0.3%
First TR Exchange-traded FDFT VEST SMID$547K
- Class
- FT VEST SMID
- Share
- 0.3%
iShares TRRUS 1000 GRW ETF$547K
- Class
- RUS 1000 GRW ETF
- Share
- 0.3%
Innovator ETFS TrustUS EQTY PWR BUF$505K
- Class
- US EQTY PWR BUF
- Share
- 0.3%
Vanguard Index FdsS&P 500 ETF SHS$478K
- Class
- S&P 500 ETF SHS
- Share
- 0.2%
Dimensional ETF TrustEMERGING MKTS CO$478K
- Class
- EMERGING MKTS CO
- Share
- 0.2%
Walmart Inc.COM$477K
- Class
- COM
- Share
- 0.2%
The share class is shown on a wider screen.
The 50 largest of 70 positions by value, with holdings of the same security combined. The 70 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 2011780
- File number
- 028-23714
- Options
- 0 call, 0 put
- In the 25 largest
- 86.0%
Common questions
What are Schulz Wealth’s 13F holdings worth?
$194 million across 70 positions for the quarter ended 30 June 2026.
What is Schulz Wealth’s largest 13F holding?
DIMENSIONAL ETF TRUST (US COR EQU 2 ETF) was the largest position at $42.3 million, or 21.8% of reported 13F value, as of 30 June 2026.
How concentrated is Schulz Wealth’s 13F portfolio?
The ten largest positions accounted for 63.0% of reported value and the twenty-five largest for 86.0%, across 70 positions as of 30 June 2026.
Does Form 13F show everything Schulz Wealth manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Schulz Wealth file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.