Schulz Wealth, LTD. - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 5, 2026, for the 2025 Q4 period, Schulz Wealth, LTD. held in its portfolio 42 assets valued at $156,065,507 (i.e. $156.07M).

The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($35.59M), FIRST TR EXCHNG TRADED FD VI ($28.57M), and FIRST TR EXCHNG TRADED FD VI ($14.83M).

The chart below shows the top 10 valuable assets, and the table below shows the top 42 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Schulz Wealth, LTD. Portfolio

DIMENSIONAL ETF TRUST

FIRST TR EXCHNG TRADED FD VI

VANGUARD STAR FDS

FIRST TR EXCHNG TRADED FD VI

VANGUARD BD INDEX FDS

AMERICAN CENTY ETF TR

FIRST TR EXCHNG TRADED FD VI

DIMENSIONAL ETF TRUST

VANGUARD SCOTTSDALE FDS

Schulz Wealth, LTD. - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
DIMENSIONAL ETF TRUST	899072	35594264	US CORE EQUITY 2
FIRST TR EXCHNG TRADED FD VI	643166	28572462	FT VEST US EQT
FIRST TR EXCHNG TRADED FD VI	373609	14833607	FT VEST U.S EQT
VANGUARD STAR FDS	171252	12919264	VG TL INTL STK F
FIRST TR EXCHNG TRADED FD VI	333817	11384630	FT VEST LADDERED
VANGUARD BD INDEX FDS	177475	8845354	VANGUARD ULTRA
AMERICAN CENTY ETF TR	84499	7940405	INTL SMCP VLU
FIRST TR EXCHNG TRADED FD VI	148314	7591126	FT VEST UQ EQT
DIMENSIONAL ETF TRUST	80536	3427612	CORE FIXED INCOM
VANGUARD SCOTTSDALE FDS	46843	2751089	SHORT TERM TREAS
INNOVATOR ETFS TRUST	61295	2663822	US EQTY PWR BUF
INNOVATOR ETFS TRUST	66782	2175090	U S EQ 10 BUFFER
INNOVATOR ETFS TRUST	32130	1768869	US EQTY BUFR JAN
VANGUARD SCOTTSDALE FDS	20388	1221853	INTER TERM TREAS
FIRST TR EXCHANGE-TRADED FD	24225	1190659	FT VEST S&P 500
INNOVATOR ETFS TRUST	22035	953014	US EQTY PWR BF
APPLE INC	3303	897954	COM
TAIWAN SEMICONDUCTOR MFG LTD	2925	889554	SPONSORED ADS
CYBERARK SOFTWARE LTD	1600	713696	SHS
SPDR S&P 500 ETF TR	1037	708127	TR UNIT
INNOVATOR ETFS TRUST	29500	707197	PREMIUM INC 15 B
VANGUARD INDEX FDS	1057	663079	S&P 500 ETF SHS
INNOVATOR ETFS TRUST	15515	606947	US EQT PWR BUF
FIRST TR EXCHNG TRADED FD VI	12927	582878	FT VEST U.S.
AMAZON COM INC	2394	552583	COM
ISHARES TR	1101	521225	RUS 1000 GRW ETF
FIRST TR EXCH TRADED FD III	23700	508602	FT VEST SMID
INNOVATOR ETFS TRUST	19000	483678	PREM INC 20 BARR
WALMART INC	4209	469178	COM
INVESCO EXCHANGE TRADED FD T	2140	409938	S&P500 EQL WGT
DIMENSIONAL ETF TRUST	11762	389087	EMERGING MKTS CO
VANGUARD INDEX FDS	732	357114	GROWTH ETF
SPDR SERIES TRUST	4110	329681	STATE STREET SPD
MICROSOFT CORP	655	316818	COM
DUKE ENERGY CORP NEW	2505	293611	COM NEW
COSTCO WHSL CORP NEW	331	285435	COM
VANGUARD INDEX FDS	1494	285260	VALUE ETF
REPUBLIC SVCS INC	1310	277628	COM
VANGUARD INDEX FDS	780	261512	TOTAL STK MKT
INNOVATOR ETFS TRUST	5125	260160	US EQTY BUFR JUL
BERKSHIRE HATHAWAY INC DEL	466	234235	CL B NEW
MASTERCARD INCORPORATED	398	227210	CL A