Schulz Wealth, LTD. 13F Holdings

CIK 0002011780 · MANSFIELD, TX

As of Sep 30, 2025, Schulz Wealth, LTD. reported 64 positions worth 51.3M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
DIMENSIONAL US CORE EQUITY 2 ETFDFAC—874,911$33.7M22.31%
VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUNDVXUS—172,730 2.7M8.39%
FT VEST LADDERED BUFFER ETFBUFR—350,277 1.7M7.74%
VANGUARD ULTRA-SHORT BOND ETFVUSB—169,659$8.5M5.61%
FT VEST US EQUITY BUFFER ETF - DECEMBERFDEC—150,522$7.4M4.90%
AVANTIS INTERNATIONAL SMALL CAP VALUE ETFAVDVEquity82,472$7.3M4.85%
FT VEST US EQUITY MODERATE BUFFER ETF - JANUARYGJAN—134,583$5.6M3.71%
FT VEST US EQUITY BUFFER ETF - SEPTEMBERFSEP—105,943$5.4M3.54%
FT VEST US EQUITY MODERATE BUFFER ETF - APRILGAPR—111,508$4.4M2.89%
FT VEST US EQUITY MODERATE BUFFER ETF - JULYGJUL—101,095$4.1M2.71%
FT VEST US EQUITY MODERATE BUFFER ETF - NOVEMBERGNOV—100,931$3.8M2.54%
FT VEST US EQUITY MODERATE BUFFER ETF - SEPTEMBERGSEP—99,765$3.8M2.51%
DIMENSIONAL CORE FIXED INCOME ETFDFCF—69,589$3.0M1.97%
FT VEST US EQUITY MODERATE BUFFER ETF - AUGUSTGAUG—76,586$3.0M1.95%
VANGUARD SHORT-TERM TREASURY INDEX FUNDVGSH—47,624$2.8M1.85%
FT VEST US EQUITY MODERATE BUFFER ETF - JUNEGJUN—56,646$2.2M1.46%
FT VEST US EQUITY BUFFER ETF - JULYFJUL—38,170$2.1M1.38%
FT VEST US EQUITY MODERATE BUFFER ETF - MAYGMAY—45,428 .8M1.22%
FT VEST US EQUITY BUFFER ETF - MARCHFMAR—38,105 .8M1.17%
INNOVATOR US EQUITY BUFFER ETF - JANUARYBJAN—32,130 .7M1.13%
FT VEST US EQUITY MODERATE BUFFER ETF - MARCHGMAR—37,637 .5M1.00%
INNOVATOR US EQUITY 10 BUFFER ETF - QUARTERLYZALT—43,063 .4M0.91%
VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUNDVGIT—20,353 .2M0.81%
FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETFKNG—24,225 .2M0.79%
INNOVATOR US EQUITY POWER BUFFER ETF - MAYPMAY—27,939 .1M0.72%