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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, AVDV, VUSB, and represent 46.15% of Schulz Wealth's stock portfolio.
Added to shares of these 10 stocks: ACYN (+$7.1M), First Tr Exchange-traded, AVUS, Innovator Etfs Trust, DFAC, AVDV, PANW, VGSH, BUCK, GJAN.
Started 13 new stock positions in Innovator Etfs Trust, EWZ, BUCK, ACYN, First Tr Exchange-traded, PANW, AVUS, CSCO, VEA, VBR. KOCT, OKTA, Innovator Etfs Trust.
Reduced shares in these 10 stocks: ZALT, CYBR, LOCT, JULH, TSM, GNOV, VOO, PSEP, BUFD, VUSB.
Sold out of its positions in BUFD, PSEP, LOCT, JULH, CYBR.
Schulz Wealth was a net buyer of stock by $26M.
Schulz Wealth has $194M in assets under management (AUM), dropping by 24.10%.
Central Index Key (CIK): 0002011780

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Portfolio Holdings for Schulz Wealth

Schulz Wealth holds 70 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	21.8	$42M	+6%	953k	44.36	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	7.9	$15M	+4%	179k	85.49	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	6.5	$13M	+5%	343k	36.53	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	5.5	$11M	+22%	103k	103.05	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	4.5	$8.7M		175k	49.78	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC)	4.2	$8.1M		148k	54.47	View chart
First Tr Exchange-traded Vest Laddered (ACYN)	3.7	$7.1M	NEW	343k	20.79	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN)	3.4	$6.6M	+13%	146k	45.02	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)	2.9	$5.7M		103k	55.08	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAPR)	2.7	$5.2M	+14%	126k	41.67	View chart
First Tr Exchange-traded Vest Lad Aut Etf	2.3	$4.4M	NEW	214k	20.54	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL)	2.3	$4.4M		101k	43.49	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GSEP)	2.0	$3.9M		95k	40.96	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GNOV)	2.0	$3.8M	-6%	91k	41.80	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	1.9	$3.7M	+8%	88k	42.21	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	1.8	$3.6M	+31%	62k	58.20	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAUG)	1.6	$3.2M		76k	41.42	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	1.6	$3.0M	NEW	24k	128.08	View chart
Innovator Etfs Trust Equi Dual 15 May	1.3	$2.4M	NEW	121k	20.03	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN)	1.2	$2.3M		56k	41.19	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY)	1.1	$2.1M	+13%	50k	43.04	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)	1.0	$2.0M		34k	59.54	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)	1.0	$2.0M		38k	52.26	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	1.0	$1.9M		32k	58.87	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GOCT)	0.9	$1.7M		42k	41.54	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR)	0.9	$1.7M	+2%	38k	44.24	View chart
Innovator Etfs Trust U S Eq 10 Buffer (ZALT)	0.8	$1.5M	-34%	44k	33.87	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.7	$1.3M	+12%	23k	58.98	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.6	$1.2M		24k	50.50	View chart
Palo Alto Networks (PANW)	0.6	$1.2M	NEW	3.5k	341.02	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.5	$1.1M	-23%	2.2k	477.93	View chart
Apple (AAPL)	0.5	$1.0M	+7%	3.5k	289.36	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.5	$1.0M	-4%	25k	41.30	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.5	$1.0M		22k	45.64	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.4	$855k		17k	49.49	View chart
Simplify Exchange Traded Fun Treasury Opt Inc (BUCK)	0.4	$828k	NEW	35k	23.42	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.4	$775k		1.0k	747.66	View chart
Innovator Etfs Trust Eqty Dul Dirct15	0.4	$703k	NEW	36k	19.39	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV)	0.4	$695k		12k	58.49	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT)	0.3	$673k		13k	52.29	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.3	$655k		16k	42.20	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC)	0.3	$612k		13k	47.38	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAR)	0.3	$600k		13k	44.73	View chart
Amazon (AMZN)	0.3	$577k		2.4k	238.34	View chart
First Tr Exchange-traded Ft Vest Smid (SDVD)	0.3	$547k		24k	23.09	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$547k	+300%	4.4k	124.18	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.3	$505k	-17%	10k	48.81	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$478k	-34%	696.00	687.09	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.2	$478k		12k	40.64	View chart
Wal-Mart Stores (WMT)	0.2	$477k		4.2k	113.26	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$455k		2.1k	212.77	View chart
Microsoft Corporation (MSFT)	0.2	$422k	+72%	1.1k	373.13	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GFEB)	0.2	$394k	+7%	8.9k	44.03	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$378k	+500%	4.4k	86.14	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.2	$363k		4.1k	87.88	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.2	$353k		6.2k	56.51	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$334k	+15%	902.00	370.19	View chart
Duke Energy Corp Com New (DUK)	0.2	$317k		2.5k	126.58	View chart
Okta Cl A (OKTA)	0.2	$312k	NEW	2.3k	136.45	View chart
Costco Wholesale Corporation (COST)	0.2	$307k		328.00	935.47	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$305k	-6%	1.4k	217.89	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$280k	+20%	560.00	500.39	View chart
Republic Services (RSG)	0.1	$279k		1.3k	213.08	View chart
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)	0.1	$278k		5.1k	54.31	View chart
Ishares Msci Brazil Etf (EWZ)	0.1	$237k	NEW	6.9k	34.50	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$227k	NEW	932.00	243.09	View chart
Cisco Systems (CSCO)	0.1	$223k	NEW	1.9k	117.46	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KOCT)	0.1	$222k	NEW	5.9k	37.36	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$206k	NEW	2.9k	71.25	View chart
Mastercard Incorporated Cl A (MA)	0.1	$203k		395.00	513.60	View chart

Past Filings by Schulz Wealth

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

Schulz Wealth 2026 Q2 filed Aug. 26, 2026
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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