Data as of Q4 2025 (Dec 31, 2025)·Next filing deadline: May 15, 2026

Schulz Wealth, LTD.

•CIK: 2011780•Filing: Q4 2025

**Schulz Wealth, LTD.** manages $156M across a diversified portfolio of 62 positions. The fund exhibits significant concentration in select names, notably maintaining a $35.6M position in DFAC. Further allocations include substantial holdings in VXUS ($12.9M), BUFR ($11.1M), and VUSB ($8.8M). This structure suggests a tactical approach emphasizing large, established names alongside targeted international and sector exposure.

Total AUM

$156.1M

QoQ Performance

+3.2%

Positions

25

Top 10 Concentration

66.3%

Latest Filing

Q4 2025

Top Holdings Allocation

DFAC

VXUS

BUFR

VUSB

AVDV

DFAC22.8%

VXUS8.3%

BUFR7.1%

VUSB5.7%

AVDV5.1%

FDEC4.9%

GJAN3.5%

FSEP3.4%

📈 Biggest Buys

DIMENSIONAL ETF TRUST

+2.8%

22.8% of portfolio

INNOVATOR ETFS TRUST

+55.1%

1.4% of portfolio

FIRST TR EXCHNG TRADED FD VI

+74.0%

1.1% of portfolio

VANGUARD INDEX FDS

NEW

0.4% of portfolio

DIMENSIONAL ETF TRUST

+15.7%

2.2% of portfolio

📉 Biggest Sells

FIRST TR EXCHNG TRADED FD VI

-7.2%

7.1% of portfolio

FIRST TR EXCHNG TRADED FD VI

-11.7%

1.2% of portfolio

FIRST TR EXCHNG TRADED FD VI

-4.1%

3.5% of portfolio

FIRST TR EXCHNG TRADED FD VI

-3.7%

3.4% of portfolio

FIRST TR EXCHNG TRADED FD VI

-3.2%

2.5% of portfolio

Sector Breakdown

Other97.0%

ETF0.9%

Consumer0.8%

Technology0.8%

Financial0.3%

Utilities0.2%

🚪 Exited Positionssold since Q3 2025

MARSH & MCLENNAN COS INC

SOLD

$228.7K

FIRST TR EXCHNG TRADED FD VI

SOLD

$215.6K

OKTA INC

SOLD

$209.4K

Changes from Q3 2025

NEW1 new position

↑14 increased

↓21 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

DIMENSIONAL ETF TRUST

VANGUARD STAR FDS

FIRST TR EXCHNG TRADED FD VI

VANGUARD BD INDEX FDS

AMERICAN CENTY ETF TR

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