Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Schulz Wealth

Latest statistics and disclosures from Schulz Wealth's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFAC, VXUS, BUFR, VUSB, FDEC, and represent 48.95% of Schulz Wealth's stock portfolio.
Added to shares of these 10 stocks: DFAC, AVDV, ZALT, DFCF, VXUS, BUFR, GAUG, GJUL, VGSH, VGIT.
Started 1 new stock position in ZALT.
Reduced shares in these 10 stocks: GDEC, CFR, VBR, FDEC, GJUN, VTV, PMAY, DFEM, GJAN, GSEP.
Sold out of its positions in CFR, GDEC, VBR.
Schulz Wealth was a net buyer of stock by $10M.
Schulz Wealth has $151M in assets under management (AUM), dropping by 13.06%.
Central Index Key (CIK): 0002011780

Tip: Access up to 7 years of quarterly data

Positions held by Schulz Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Schulz Wealth

Schulz Wealth holds 64 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	22.3	$34M	+9%	875k	38.57	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	8.4	$13M	+11%	173k	73.46	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	7.7	$12M	+12%	350k	33.42	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	5.6	$8.5M		170k	49.99	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC)	4.9	$7.4M		151k	49.24	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	4.9	$7.3M	+23%	83k	89.03	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN)	3.7	$5.6M		135k	41.67	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)	3.5	$5.4M		106k	50.54	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAPR)	2.9	$4.4M		112k	39.25	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL)	2.7	$4.1M	+9%	101k	40.56	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GNOV)	2.5	$3.8M		101k	38.05	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GSEP)	2.5	$3.8M		100k	38.08	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	2.0	$3.0M	+80%	70k	42.76	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAUG)	2.0	$3.0M	+67%	77k	38.61	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	1.9	$2.8M	+12%	48k	58.85	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN)	1.5	$2.2M	-5%	57k	38.88	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)	1.4	$2.1M		38k	54.73	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY)	1.2	$1.8M		45k	40.47	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)	1.2	$1.8M		38k	46.39	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	1.1	$1.7M		32k	53.02	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR)	1.0	$1.5M		38k	40.10	View chart
Innovator Etfs Trust U S Eq 10 Buffer (ZALT)	0.9	$1.4M	NEW	43k	31.88	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.8	$1.2M	+24%	20k	60.03	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.8	$1.2M		24k	49.31	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.7	$1.1M	-6%	28k	38.90	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.6	$980k		23k	42.47	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GOCT)	0.6	$926k		24k	38.31	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.6	$905k		20k	45.80	View chart
Apple (AAPL)	0.6	$837k		3.3k	254.63	View chart
Cyberark Software SHS (CYBR)	0.5	$773k		1.6k	483.15	View chart
Innovator Etfs Trust Premium Inc 15 B (LOCT)	0.5	$702k		30k	23.81	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.5	$691k	+5%	1.0k	666.14	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV)	0.5	$681k		13k	52.89	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT)	0.4	$612k		13k	47.51	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC)	0.4	$600k		14k	43.77	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.4	$595k		16k	38.36	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.4	$572k		13k	45.60	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAR)	0.4	$547k		13k	40.77	View chart
Amazon (AMZN)	0.3	$523k		2.4k	219.57	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$516k	+7%	1.1k	468.52	View chart
First Tr Exch Traded Fd Iii Ft Vest Smid (SDVD)	0.3	$512k		24k	21.62	View chart
Innovator Etfs Trust Prem Inc 20 Barr (JULH)	0.3	$476k		19k	25.03	View chart
Wal-Mart Stores (WMT)	0.3	$434k		4.2k	103.06	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$406k		2.1k	189.70	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.3	$397k		1.4k	279.29	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.3	$386k		7.4k	51.91	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.2	$377k	-13%	12k	32.07	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$351k		732.00	479.61	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GFEB)	0.2	$338k		8.3k	40.57	View chart
Microsoft Corporation (MSFT)	0.2	$337k	+18%	651.00	517.95	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.2	$320k		4.1k	78.34	View chart
Duke Energy Corp Com New (DUK)	0.2	$310k		2.5k	123.75	View chart
Costco Wholesale Corporation (COST)	0.2	$306k		331.00	925.63	View chart
Republic Services (RSG)	0.2	$301k		1.3k	229.48	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$275k	-2%	838.00	328.06	View chart
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)	0.2	$255k		5.1k	49.66	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$250k	-27%	1.3k	186.47	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.2	$241k		5.6k	42.95	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.2	$239k		8.6k	27.64	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$231k		460.00	502.74	View chart
Marsh & McLennan Companies (MMC)	0.2	$229k		1.1k	201.53	View chart
Mastercard Incorporated Cl A (MA)	0.1	$226k		398.00	568.81	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (DOCT)	0.1	$216k		5.0k	43.20	View chart
Okta Cl A (OKTA)	0.1	$209k		2.3k	91.70	View chart

Past Filings by Schulz Wealth

SEC 13F filings are viewable for Schulz Wealth going back to 2023

Schulz Wealth 2025 Q3 filed Oct. 17, 2025
Schulz Wealth 2025 Q2 filed July 7, 2025
Schulz Wealth 2025 Q1 filed April 29, 2025
Schulz Wealth 2024 Q4 filed Feb. 5, 2025
Schulz Wealth 2024 Q3 filed Oct. 25, 2024
Schulz Wealth 2024 Q2 filed July 25, 2024
Schulz Wealth 2024 Q1 filed April 10, 2024
Schulz Wealth 2023 Q4 filed Feb. 12, 2024

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z