Schulz Wealth

Schulz Wealth as of June 30, 2026

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