Schulz Wealth, LTD. holds a focused book of 70 stocks worth $193.7M as of Q2 2026 (disclosed Aug 26, 2026, a ~57-day 13F lag). This quarter they opened FT Lad Autocall Bar Inc ETF and trimmed Vanguard Ultra Short Bond Et. Their largest long position is Dimensional US Core Equity 2 at 22% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
3% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Schulz Wealth, LTD.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Kestra Advisory Services, LLC | 72 / 70 | $5.2B |
| COMMONWEALTH EQUITY SERVICES, LLC | 70 / 70 | $13.5B |
| Steward Partners Investment Advisory, LLC | 70 / 70 | $3.3B |
| Farther Finance Advisors, LLC | 70 / 70 | $1.7B |
| LPL Financial LLC | 69 / 70 | $52.0B |
| OSAIC HOLDINGS, INC. | 69 / 70 | $11.8B |
| HARBOUR INVESTMENTS, INC. | 69 / 70 | $1.1B |
| RAYMOND JAMES FINANCIAL INC | 68 / 70 | $60.1B |
Ranked by the share of each fund's own book sitting in the names it shares with Schulz Wealth, LTD.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust US COR EQU 2 ETF | $42.3M | 953.1K | 21.8% | ▲+6.0% Added · +54K sh | |
| 2 | Vanguard Star FDS VG TL INTL STK F | $15.3M | 178.5K | 7.9% | ▲+4.2% Added · +7K sh | |
| 3 | First TR Exchng Traded FD VI FT LADD BUFF ETF | $12.5M | 342.6K | 6.5% | ▲+5.3% Added · +17K sh | |
| 4 | American Centy ETF TR INTL SMCP VLU | $10.6M | 103.2K | 5.5% | ▲+22% Added · +19K sh | |
| 5 | Vanguard BD Index FDS VANGUARD ULTRA | $8.7M | 174.7K | 4.5% | ▼−1.6% Reduced · −3K sh | |
| 6 | First TR Exchng Traded FD VI FT VEST UQ EQT | $8.1M | 148.3K | 4.2% | ▼~0% Reduced · −1 sh | |
| 7 | First TR Exchange-Traded FD VEST LADDERED | $7.1M | 343.1K | 3.7% | ▲New New position | |
| 8 | First TR Exchng Traded FD VI FT VEST US EQT | $6.6M | 146.0K | 3.4% | ▲+13% Added · +17K sh | |
| 9 | First TR Exchng Traded FD VI FT VEST US EQT | $5.7M | 103.1K | 2.9% | ▲+1.0% Added · +1K sh | |
| 10 | First TR Exchng Traded FD VI FT VEST US EQT | $5.2M | 125.9K | 2.7% | ▲+14% Added · +16K sh | |
| 11 | First TR Exchange-Traded FD VEST LAD AUT ETF | $4.4M | 214.1K | 2.3% | ▲New New position | |
| 12 | First TR Exchng Traded FD VI FT VEST US EQT | $4.4M | 101.1K | 2.3% | —Held | |
| 13 | First TR Exchng Traded FD VI FT VEST U.S EQT | $3.9M | 95.1K | 2.0% | ▼−1.7% Reduced · −2K sh | |
| 14 | First TR Exchng Traded FD VI FT VEST U.S EQT | $3.8M | 91.0K | 2.0% | ▼−6.9% Reduced · −7K sh | |
| 15 | Dimensional ETF Trust CORE FIXE IN ETF | $3.7M | 87.5K | 1.9% | ▲+8.7% Added · +7K sh | |
| 16 | Vanguard Scottsdale FDS SHORT TERM TREAS | $3.6M | 61.5K | 1.8% | ▲+31% Added · +15K sh | |
| 17 | First TR Exchng Traded FD VI FT VEST US EQT | $3.2M | 76.1K | 1.6% | ▼~0% Reduced · −5 sh | |
| 18 | American Centy ETF TR US EQT ETF | $3.0M | 23.7K | 1.6% | ▲New New position | |
| 19 | Innovator Etfs Trust EQUI DUAL 15 MAY | $2.4M | 121.4K | 1.3% | ▲New New position | |
| 20 | First TR Exchng Traded FD VI FT VEST U.S EQT | $2.3M | 55.9K | 1.2% | ▼−1.3% Reduced · −760 sh | |
| 21 | First TR Exchng Traded FD VI FT VEST U.S EQT | $2.1M | 49.7K | 1.1% | ▲+13% Added · +6K sh | |
| 22 | First TR Exchng Traded FD VI FT VEST US EQT | $2.0M | 33.7K | 1.0% | ▼~0% Reduced · −13 sh | |
| 23 | First TR Exchng Traded FD VI FT VEST US EQT | $2.0M | 38.1K | 1.0% | —Held | |
| 24 | Innovator Etfs Trust US EQTY BUFR JAN | $1.9M | 32.1K | 1.0% | —Held | |
| 25 | First TR Exchng Traded FD VI FT VEST U.S EQT | $1.7M | 42.1K | 0.9% | —Held | |
| 26 | First TR Exchng Traded FD VI FT VEST U.S EQT | $1.7M | 37.5K | 0.9% | ▲+2.8% Added · +1K sh | |
| 27 | Innovator Etfs Trust U S EQ 10 BUFFER | $1.5M | 43.9K | 0.8% | ▼−34% Reduced · −23K sh | |
| 28 | Vanguard Scottsdale FDS INTER TERM TREAS | $1.3M | 22.9K | 0.7% | ▲+12% Added · +2K sh | |
| 29 | First TR Exchange-Traded FD FT VEST S&P 500 | $1.2M | 24.2K | 0.6% | —Held | |
| 30 | Palo Alto Networks Inc COM | $1.2M | 3.5K | 0.6% | ▲New New position | |
| 31 | Taiwan Semiconductor Manufac SPONSORED ADS | $1.1M | 2.2K | 0.5% | ▼−24% Reduced · −700 sh | |
| 32 | Apple Inc COM | $1.0M | 3.5K | 0.5% | ▲+7.1% Added · +235 sh | |
| 33 | Innovator Etfs Trust US EQTY PWR BUF | $1.0M | 24.6K | 0.5% | ▼−4.8% Reduced · −1K sh | |
| 34 | Innovator Etfs Trust US EQTY PWR BF | $1.0M | 22.0K | 0.5% | —Held | |
| 35 | Innovator Etfs Trust US EQTY PWR BUF | $855K | 17.3K | 0.4% | ▼~0% Reduced · −5 sh | |
| 36 | Simplify Exchange Traded Fun TREASURY OPT INC | $828K | 35.3K | 0.4% | ▲New New position | |
| 37 | State STR SPDR S&P 500 ETF T TR UNIT | $775K | 1.0K | 0.4% | —Held | |
| 38 | Innovator Etfs Trust EQTY DUL DIRCT15 | $703K | 36.3K | 0.4% | ▲New New position | |
| 39 | First TR Exchng Traded FD VI FT VEST US EQT | $695K | 11.9K | 0.4% | —Held | |
| 40 | First TR Exchng Traded FD VI FT VEST US EQT | $673K | 12.9K | 0.3% | —Held | |
| 41 | Innovator Etfs Trust US EQT PWR BUF | $655K | 15.5K | 0.3% | —Held | |
| 42 | First TR Exchng Traded FD VI FT VEST U.S. | $612K | 12.9K | 0.3% | —Held | |
| 43 | First TR Exchng Traded FD VI FT VEST US EQT | $600K | 13.4K | 0.3% | ▼~0% Reduced · −4 sh | |
| 44 | Amazon Com Inc COM | $577K | 2.4K | 0.3% | ▲+1.1% Added · +26 sh | |
| 45 | First TR Exchange-Traded FD FT VEST SMID | $547K | 23.7K | 0.3% | —Held | |
| 46 | Ishares TR RUS 1000 GRW ETF | $547K | 4.4K | 0.3% | ▲+300% Added · +3K sh | |
| 47 | Innovator Etfs Trust US EQTY PWR BUF | $505K | 10.4K | 0.3% | ▼−17% Reduced · −2K sh | |
| 48 | Vanguard Index FDS S&P 500 ETF SHS | $478K | 696 | 0.2% | ▼−34% Reduced · −361 sh | |
| 49 | Dimensional ETF Trust EMERGING MKTS CO | $478K | 11.8K | 0.2% | —Held | |
| 50 | Walmart Inc COM | $477K | 4.2K | 0.2% | —Held |
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Use Arkolith to show Schulz Wealth, LTD.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.