account_balance

Investment manager · 13F filer · SEC CIK 2011780

Schulz Wealth, LTD.

Reported value$213Mas of Sep 30, 2026
Positions78 9 new, 1 sold out
Top 10 weight62.0%DFAC alone is 20%
FiledNov 334 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
DFAC Dimensional ETF Trust 19.6% Held
VXUS Vanguard Star FDS 7.5% Added +6%
AVDV American Centy ETF Tr 5.9% Added +12%
BUFR First Tr Exchng Traded Fd Vi 5.9% Trimmed −2%
VUSB Vanguard Bd Index FDS 4.9% Added +20%
AVUS American Centy ETF Tr 4.4% Added +207%
FDEC First Tr Exchng Traded Fd Vi 3.9% Held
ACYN First Tr Exchange-Traded Fd 3.7% Added +9%
ACYS First Tr Exchange-Traded Fd 3.2% Added +55%
GJAN First Tr Exchng Traded Fd Vi 3.1% Held
FSEP First Tr Exchng Traded Fd Vi 2.7% Held
GAPR First Tr Exchng Traded Fd Vi 2.5% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 3, 2026, compared with the Aug 26, 2026 filing
add_circleNew
  • DDFL $605K
  • DDFS $498K
  • CVX $266K
  • HUM $259K
arrow_upwardAdded
  • BUCK +395%
  • AVUS +207%
  • ZALT +93%
  • ACYS +55%
arrow_downwardTrimmed
  • VGSH −48%
  • VGIT −25%
  • DFCF −15%
  • PMAY −8%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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