Schulz Wealth, LTD. - Portfolio Stock Holdings

Schulz Wealth, LTD. disclosed 74 stock positions in a recent SEC 13F filing. $193,674,051 of stock holdings were filed, with the largest holdings including DFAC, VXUS, and BUFR. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $438,057,650 and has 3 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.