Schulz Wealth, LTD.

hedge fundUpdated 2 days ago

Managed by Schulz Wealth, Ltd. • Latest filing Q3 2026

Portfolio value

$213.3M

Q3 2026

Filings

4

Quarterly 13F history

Top-10 concentration

100.0%

Weight of largest holdings

Annualized return

64.0%

Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 4 quarters

Show data table

Period	Portfolio value
Q3 2025	$151.3M
Q4 2025	$156.1M
Q2 2026	$193.7M
Q3 2026	$213.3M

Top holdings

78 positions as of Q3 2026

#	Stock	Value	Shares	% Portfolio	Change
1	? N/A DIMENSIONAL ETF TRUST	$41.7M	938.6K	19.56%	—
2	V VGES History → VANGUARD STAR FDS	$16.1M	189.3K	7.54%	—
3	? N/A AMERICAN CENTY ETF TR	$12.6M	115.3K	5.91%	—
4	F FPF History → FIRST TR EXCHNG TRADED FD VI	$12.5M	334.7K	5.88%	—
5	V VGES History → VANGUARD BD INDEX FDS	$10.4M	209.8K	4.87%	—
6	? N/A AMERICAN CENTY ETF TR	$9.3M	72.7K	4.37%	—
7	? N/A FIRST TR EXCHNG TRADED FD VI	$8.3M	148.3K	3.90%	—
8	? N/A FIRST TR EXCHANGE-TRADED FD	$7.8M	373.4K	3.65%	—
9	A ATLX History → FIRST TR EXCHANGE-TRADED FD	$6.8M	332.2K	3.21%	—
10	K KGCRF History → FIRST TR EXCHNG TRADED FD VI	$6.6M	144.1K	3.11%	—
11	? N/A FIRST TR EXCHNG TRADED FD VI	$5.8M	101.9K	2.73%	—
12	? N/A FIRST TR EXCHNG TRADED FD VI	$5.3M	125.1K	2.50%	—
13	F FTAIM History → FIRST TR EXCHNG TRADED FD VI	$4.5M	101.0K	2.11%	—
14	? N/A SIMPLIFY EXCHANGE TRADED FUN	$4M	174.9K	1.89%	—
15	M MGM History → FIRST TR EXCHNG TRADED FD VI	$4M	94.8K	1.87%	—
16	? N/A FIRST TR EXCHNG TRADED FD VI	$3.7M	87.5K	1.76%	—
17	? N/A FIRST TR EXCHNG TRADED FD VI	$3.2M	76.1K	1.50%	—
18	H HONA History → DIMENSIONAL ETF TRUST	$3M	74.3K	1.40%	—
19	? N/A INNOVATOR ETFS TRUST	$2.9M	84.6K	1.37%	—
20	? N/A INNOVATOR ETFS TRUST	$2.5M	121.4K	1.17%	—

?

1.N/A

DIMENSIONAL ETF TRUST

Value

$41.7M

Shares

938.6K

% Port

19.56%

V

2.VGES History →

VANGUARD STAR FDS

Value

$16.1M

Shares

189.3K

% Port

7.54%

?

3.N/A

AMERICAN CENTY ETF TR

Value

$12.6M

Shares

115.3K

% Port

5.91%

F

4.FPF History →

FIRST TR EXCHNG TRADED FD VI

Value

$12.5M

Shares

334.7K

% Port

5.88%

V

5.VGES History →

VANGUARD BD INDEX FDS

Value

$10.4M

Shares

209.8K

% Port

4.87%

?

6.N/A

AMERICAN CENTY ETF TR

Value

$9.3M

Shares

72.7K

% Port

4.37%

?

7.N/A

FIRST TR EXCHNG TRADED FD VI

Value

$8.3M

Shares

148.3K

% Port

3.90%

?

8.N/A

FIRST TR EXCHANGE-TRADED FD

Value

$7.8M

Shares

373.4K

% Port

3.65%

A

9.ATLX History →

FIRST TR EXCHANGE-TRADED FD

Value

$6.8M

Shares

332.2K

% Port

3.21%

K

10.KGCRF History →

FIRST TR EXCHNG TRADED FD VI

Value

$6.6M

Shares

144.1K

% Port

3.11%

?

11.N/A

FIRST TR EXCHNG TRADED FD VI

Value

$5.8M

Shares

101.9K

% Port

2.73%

?

12.N/A

FIRST TR EXCHNG TRADED FD VI

Value

$5.3M

Shares

125.1K

% Port

2.50%

F

13.FTAIM History →

FIRST TR EXCHNG TRADED FD VI

Value

$4.5M

Shares

101.0K

% Port

2.11%

?

14.N/A

SIMPLIFY EXCHANGE TRADED FUN

Value

$4M

Shares

174.9K

% Port

1.89%

M

15.MGM History →

FIRST TR EXCHNG TRADED FD VI

Value

$4M

Shares

94.8K

% Port

1.87%

?

16.N/A

FIRST TR EXCHNG TRADED FD VI

Value

$3.7M

Shares

87.5K

% Port

1.76%

?

17.N/A

FIRST TR EXCHNG TRADED FD VI

Value

$3.2M

Shares

76.1K

% Port

1.50%

H

18.HONA History →

DIMENSIONAL ETF TRUST

Value

$3M

Shares

74.3K

% Port

1.40%

?

19.N/A

INNOVATOR ETFS TRUST

Value

$2.9M

Shares

84.6K

% Port

1.37%

?

20.N/A

INNOVATOR ETFS TRUST

Value

$2.5M

Shares

121.4K

% Port

1.17%

View full portfolio (78 holdings) →

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