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Schulz Wealth

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

Top 5 stock holdings are DFAC, VXUS, BUFR, VUSB, AVDV, and represent 48.98% of Schulz Wealth's stock portfolio.
Added to shares of these 10 stocks: DFAC, ZALT, GOCT, VOO, DFCF, TSM, VUSB, AVDV, VTV, AAPL.
Started 1 new stock position in VOO.
Reduced shares in these 10 stocks: BUFR, FJUL, GJAN, Marsh & McLennan Companies, DOCT, OKTA, FSEP, GNOV, PJAN, GSEP.
Sold out of its positions in DOCT, Marsh & McLennan Companies, OKTA.
Schulz Wealth was a net buyer of stock by $1.3M.
Schulz Wealth has $156M in assets under management (AUM), dropping by 3.18%.
Central Index Key (CIK): 0002011780

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Portfolio Holdings for Schulz Wealth

Schulz Wealth holds 62 positions in its portfolio as reported in the December 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)	22.8	$36M	+2%	899k	39.59	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	8.3	$13M		171k	75.44	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	7.1	$11M	-7%	325k	34.26	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	5.7	$8.8M	+4%	178k	49.84	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	5.1	$7.9M	+2%	85k	93.97	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC)	4.9	$7.6M		148k	51.18	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN)	3.5	$5.5M	-4%	129k	42.79	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)	3.4	$5.3M	-3%	102k	51.56	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAPR)	2.8	$4.4M		110k	39.99	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL)	2.7	$4.2M		101k	41.33	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GNOV)	2.5	$3.9M	-3%	98k	39.72	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GSEP)	2.4	$3.7M	-2%	97k	38.74	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	2.2	$3.4M	+15%	81k	42.56	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAUG)	1.9	$3.0M		76k	39.26	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	1.8	$2.8M		47k	58.73	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN)	1.4	$2.2M		57k	39.60	View chart
Innovator Etfs Trust U S Eq 10 Buffer (ZALT)	1.4	$2.2M	+55%	67k	32.57	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)	1.2	$1.9M	-11%	34k	55.92	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY)	1.2	$1.8M	-3%	44k	41.29	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)	1.2	$1.8M		38k	47.47	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	1.1	$1.8M		32k	55.05	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GOCT)	1.1	$1.7M	+73%	42k	39.29	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR)	1.0	$1.5M	-3%	37k	40.94	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.8	$1.2M		20k	59.93	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.8	$1.2M		24k	49.15	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.7	$1.0M	-7%	26k	39.59	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.6	$953k	-4%	22k	43.25	View chart
Apple (AAPL)	0.6	$898k		3.3k	271.86	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.6	$890k	+105%	2.9k	304.12	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.5	$813k	-12%	17k	47.02	View chart
Cyberark Software SHS (CYBR)	0.5	$714k		1.6k	446.06	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.5	$708k		1.0k	682.86	View chart
Innovator Etfs Trust Premium Inc 15 B (LOCT)	0.5	$707k		30k	23.97	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$663k	NEW	1.1k	627.32	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV)	0.4	$651k	-7%	12k	54.83	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT)	0.4	$631k		13k	48.99	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.4	$607k		16k	39.12	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC)	0.4	$583k	-5%	13k	45.09	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.4	$580k		13k	46.43	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAR)	0.4	$559k		13k	41.65	View chart
Amazon (AMZN)	0.4	$553k		2.4k	230.82	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$521k		1.1k	473.41	View chart
First Tr Exch Traded Fd Iii Ft Vest Smid (SDVD)	0.3	$509k		24k	21.46	View chart
Innovator Etfs Trust Prem Inc 20 Barr (JULH)	0.3	$484k		19k	25.46	View chart
Wal-Mart Stores (WMT)	0.3	$469k		4.2k	111.47	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$410k		2.1k	191.56	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.2	$389k		12k	33.08	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$357k		732.00	487.86	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GFEB)	0.2	$346k		8.3k	41.53	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.2	$331k	-15%	6.2k	52.95	View chart
Spdr Series Trust State Street Spd (SPYM)	0.2	$330k		4.1k	80.21	View chart
Microsoft Corporation (MSFT)	0.2	$317k		655.00	483.69	View chart
Duke Energy Corp Com New (DUK)	0.2	$294k		2.5k	117.21	View chart
Costco Wholesale Corporation (COST)	0.2	$285k		331.00	862.34	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$285k	+11%	1.5k	190.94	View chart
Republic Services (RSG)	0.2	$278k		1.3k	211.93	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$262k	-6%	780.00	335.27	View chart
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)	0.2	$260k		5.1k	50.76	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.2	$246k		5.6k	43.72	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.2	$244k		8.6k	28.24	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$234k		466.00	502.65	View chart
Mastercard Incorporated Cl A (MA)	0.1	$227k		398.00	570.88	View chart

Past Filings by Schulz Wealth

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

Schulz Wealth 2025 Q4 filed Feb. 5, 2026
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

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