Schulz Wealth
Schulz Wealth reported 70 stocks worth $194M in its 13F filing for Q2 2026, filed Aug 26, 2026. Its largest holdings are Dimensional ETF Trust (21.8%), VXUS (7.9%) and BUFR (6.5%). Compared with Q4 2025, the fund opened new positions in ACYN, ACYS and AVUS, added to VXUS, BUFR and AVDV, trimmed VUSB, GSEP and GNOV and sold out of CYBR, LOCT and JULH.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 7 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | $42.3M | 21.8% | 953K | +54K (+6%) | 7 of 7 | |
| 2 |  VXUS Vanguard Star Fds | $15.3M | 7.9% | 179K | +7,253 (+4%) | 7 of 7 | |
| 3 |  BUFR First Trust | $12.5M | 6.5% | 343K | +17K (+5%) | 7 of 7 | |
| 4 |  AVDV Avantis International Small Cap Value ETF | $10.6M | 5.5% | 103K | +19K (+22%) | 7 of 7 | |
| 5 |  VUSB Van Ultra Shrt Bnd | $8.7M | 4.5% | 175K | −2,792 (−2%) | 7 of 7 | |
| 6 |  FDEC First TR Exchng Traded FD VI | $8.1M | 4.2% | 148K | No change | 7 of 7 | |
| 7 |  ACYN First TR Exchange-Traded FD | $7.1M | 3.7% | 343K | New position | 1 of 7 | |
| 8 |  GJAN First TR Exchng Traded FD VI | $6.6M | 3.4% | 146K | +17K (+13%) | 7 of 7 | |
| 9 |  FSEP First TR Exchng Traded FD VI | $5.7M | 2.9% | 103K | +1,033 (+1%) | 7 of 7 | |
| 10 |  GAPR First TR Exchng Traded FD VI | $5.2M | 2.7% | 126K | +16K (+14%) | 7 of 7 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q4 2025 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q4 2025, gone in Q2 2026
Reported value
last 7 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 26, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Schulz Wealth 13F FAQ
What does Schulz Wealth own?
Schulz Wealth reported 70 stocks worth $194M in its 13F filing for Q2 2026, filed Aug 26, 2026. Its largest holdings are Dimensional ETF Trust (21.8%), VXUS (7.9%) and BUFR (6.5%). The table above lists every position in the filing (the top 10 without an account).
What did Schulz Wealth buy and sell in Q2 2026?
Compared with Q4 2025: 13 new positions, 21 added to, 12 trimmed and 5 sold out. New positions include ACYN, ACYS and AVUS. It sold all of CYBR, LOCT and JULH.
When will Schulz Wealth file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Schulz Wealth's portfolio worth?
The Q2 2026 filing reports $194M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.