Schulz Wealth, LTD.
All 13F Filings
- Location
- Mansfield, TX
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 193,676
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/26/2026 | 70 | 193,676 | 13F-HR | Schulz Wealth, LTD. |
| Q4 2025 | 2/5/2026 | 62 | 156,066 | 13F-HR | Schulz Wealth, LTD. |
| Q3 2025 | 10/17/2025 | 64 | 151,256 | 13F-HR | Schulz Wealth, LTD. |
| Q2 2025 | 7/7/2025 | 66 | 133,780 | 13F-HR | Schulz Wealth, LTD. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 82.63 K | 42.7% | 82.63 K | 0 | 82.63 K |
| ETFs | 111 K | 57.3% | 111 K | 0 | 111 K |
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Fund Snapshot
Q2 2026
Latest filed
8/26/2026
Total value ($000)
193,676
Holdings
70
QoQ value change ($000)
—
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.