Schulz Wealth, LTD.
Schulz Wealth, Ltd. is a Registered Investment Adviser (RIA) headquartered in Mansfield, Texas. Founded in 2014 by Rob Schulz, the firm serves successful business owners, executives, and families, specializing in comprehensive financial planning, investment management, and legacy planning. With a small team of about 3-4 employees, Schulz Wealth offers high-touch, tailored advice to clients navigating growth, transition, and succession challenges. They are recognized for their independence, fiduciary commitment, and transparent approach to wealth management.
Investment Strategy
Schulz Wealth, Ltd. develops customized financial and investment strategies primarily focused on the needs of business owners, executives, and families. The firm emphasizes disciplined financial planning, purposeful portfolio construction, and vigilant asset management. Rather than selling products, they act as fiduciaries—creating actionable, goal-oriented plans to help clients clarify vision, build strategies, and preserve wealth for future generations. Their approach includes regular reviews, proactive market insight, and legacy-focused planning to ensure alignment with each client's long-term objectives.
Top Holdings
Equity Positions (63)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAC | DIMENSIONAL ETF TRUST | 22.31% | $33.7M | 874,911 | $31.18 | $38.57 | +$5.2M |
V VXUS | VANGUARD STAR FDS | 8.39% | $12.7M | 172,730 | $60.46 | $73.46 | +$2.0M |
B BUFR | FIRST TR EXCHNG TRADED FD VI | 7.74% | $11.7M | 350,277 | $27.62 | $33.42 | +$1.8M |
V VUSB | VANGUARD BD INDEX FDS | 5.61% | $8.5M | 169,659 | $49.45 | $50.00 | +$128.8K |
F FDEC | FIRST TR EXCHNG TRADED FD VI | 4.90% | $7.4M | 150,522 | $38.99 | $49.24 | +$247.7K |