Schulz Wealth, LTD.

Q2 2026 13F-HR Holdings

Location
Mansfield, TX
Holdings as of
6/30/2026
Date filed
8/26/2026
Form type
13F-HR
Num holdings
70
Total value ($000)
$193,676
Net value change ($000)
—
New positions
70
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/5/2026 Next filing: 11/3/2026 SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DFAC 42,280 —
VXUS 15,260 —
BUFR 12,514 —
AVDV 10,634 —
VUSB 8,696 —
FDEC 8,078 —
FIRST TRUST EXCHANGE-TRADED FUND 7,132 —
GJAN 6,572 —
FSEP 5,678 —
GAPR 5,245 —
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type