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Schulz Wealth

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

Top 5 stock holdings are Dimensional Etf Trust, VXUS, AVDV, BUFR, VUSB, and represent 43.76% of Schulz Wealth's stock portfolio.
Added to shares of these 10 stocks: AVUS (+$6.3M), BUCK, ACYS, VUSB, ZALT, AVDV, VXUS, ACYN, DDFL, DDFS.
Started 9 new stock positions in DDFL, BAUG, HUM, AMD, PSEP, DDFS, DOCT, DDFO, CVX.
Reduced shares in these 10 stocks: VGSH, Dimensional Etf Trust, DFCF, VGIT, BUFR, , GNOV, GJAN, PMAY, FSEP.
Sold out of its position in CSCO.
Schulz Wealth was a net buyer of stock by $17M.
Schulz Wealth has $213M in assets under management (AUM), dropping by 10.13%.
Central Index Key (CIK): 0002011780

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Portfolio Holdings for Schulz Wealth

Schulz Wealth holds 78 positions in its portfolio as reported in the September 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	19.6	$42M		939k	44.45	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	7.5	$16M	+6%	189k	84.96	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	5.9	$13M	+11%	115k	109.38	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	5.9	$13M	-2%	335k	37.47	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	4.9	$10M	+20%	210k	49.55	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	4.4	$9.3M	+207%	73k	128.09	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC)	3.9	$8.3M		148k	56.03	View chart
First Tr Exchange-traded Vest Laddered (ACYN)	3.7	$7.8M	+8%	373k	20.86	View chart
First Tr Exchange-traded Vest Lad Aut Etf (ACYS)	3.2	$6.8M	+55%	332k	20.58	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN)	3.1	$6.6M		144k	46.10	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)	2.7	$5.8M		102k	57.13	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAPR)	2.5	$5.3M		125k	42.58	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL)	2.1	$4.5M		101k	44.56	View chart
Simplify Exchange Traded Fun Treasury Opt Inc (BUCK)	1.9	$4.0M	+394%	175k	23.08	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GSEP)	1.9	$4.0M		95k	42.12	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GNOV)	1.8	$3.7M	-3%	88k	42.81	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAUG)	1.5	$3.2M		76k	42.10	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	1.4	$3.0M	-15%	74k	40.12	View chart
Innovator Etfs Trust U S Eq 10 Buffer (ZALT)	1.4	$2.9M	+92%	85k	34.54	View chart
Innovator Etfs Trust Equi Dual 15 May (DDFY)	1.2	$2.5M		121k	20.48	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN)	1.1	$2.4M	+4%	58k	41.94	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY)	1.0	$2.2M		50k	43.92	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)	1.0	$2.1M		34k	61.21	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)	1.0	$2.0M		38k	53.58	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	0.9	$1.9M		32k	60.53	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.9	$1.8M	-47%	32k	57.56	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GOCT)	0.8	$1.8M		42k	42.68	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR)	0.8	$1.7M		38k	45.24	View chart
Palo Alto Networks (PANW)	0.7	$1.5M	+5%	3.7k	397.31	View chart
Apple (AAPL)	0.6	$1.2M		3.5k	333.02	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.5	$1.2M		24k	48.14	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.5	$1.0M		2.2k	456.61	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.5	$995k	-3%	21k	46.65	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.5	$973k	-24%	17k	56.66	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.5	$962k	-7%	23k	42.26	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.4	$877k		17k	50.72	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.4	$841k	+6%	1.1k	763.46	View chart
Innovator Etfs Trust Eqty Dul Dirct15 (DDFZ)	0.3	$717k		36k	19.76	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV)	0.3	$714k		12k	60.16	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT)	0.3	$696k		13k	54.08	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.3	$670k		16k	43.18	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC)	0.3	$628k		13k	48.59	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAR)	0.3	$613k		13k	45.72	View chart
Innovator Etfs Trust Equity Dual Dirt (DDFL)	0.3	$606k	NEW	28k	21.64	View chart
Amazon (AMZN)	0.3	$603k		2.4k	249.15	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$552k		4.4k	125.27	View chart
Microsoft Corporation (MSFT)	0.3	$550k	-5%	1.1k	512.93	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.2	$514k		10k	49.68	View chart
First Tr Exchange-traded Ft Vest Smid (SDVD)	0.2	$511k		24k	21.56	View chart
Innovator Etfs Trust Equity Dual Dirc (DDFS)	0.2	$498k	NEW	22k	22.31	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$489k		697.00	701.34	View chart
Okta Cl A (OKTA)	0.2	$478k		2.3k	209.11	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.2	$467k		12k	39.72	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	0.2	$456k	+35%	1.2k	374.38	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$445k		2.1k	208.02	View chart
Wal-Mart Stores (WMT)	0.2	$437k		4.2k	103.92	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	0.2	$396k		4.4k	90.11	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.2	$370k		4.1k	89.77	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.2	$360k		6.2k	57.61	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GFEB)	0.2	$340k	-15%	7.5k	45.05	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	0.1	$308k		1.4k	216.10	View chart
Costco Wholesale Corporation (COST)	0.1	$301k		331.00	910.35	View chart
Duke Energy Corp Com New (DUK)	0.1	$293k	+2%	2.6k	114.01	View chart
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)	0.1	$284k		5.1k	55.42	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$279k		560.00	497.95	View chart
Republic Services (RSG)	0.1	$275k		1.3k	209.87	View chart
Chevron Corporation (CVX)	0.1	$266k	NEW	1.3k	204.21	View chart
Humana (HUM)	0.1	$260k	NEW	680.00	381.57	View chart
Ishares Msci Brazil Etf (EWZ)	0.1	$255k		6.9k	37.25	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KOCT)	0.1	$224k		5.9k	37.71	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$220k	+7%	3.1k	70.61	View chart
Mastercard Incorporated Cl A (MA)	0.1	$220k		398.00	551.47	View chart
Vanguard Index Fds MRNGSTR SML CP V (VBR)	0.1	$219k		947.00	230.99	View chart
Advanced Micro Devices (AMD)	0.1	$214k	NEW	350.00	611.76	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.1	$203k	NEW	4.3k	46.86	View chart
Innovator Etfs Trust Us Equt Bufr Aug (BAUG)	0.1	$202k	NEW	3.7k	55.28	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (DOCT)	0.1	$201k	NEW	4.2k	48.05	View chart
Innovator Etfs Trust Equi Du Di Octo (DDFO)	0.1	$200k	NEW	8.7k	22.97	View chart

Past Filings by Schulz Wealth

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

Schulz Wealth 2026 Q3 filed Nov. 3, 2026
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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