Schulz Wealth, LTD.
- SEC CIK
- 0002011780
- Latest filing
- Aug 26, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Feb 12, 2024. Long positions only.
- Positions
- 54
- No filing for Q3 2023
- Portfolio value
- $104.6M
- No filing for Q3 2023
Schulz Wealth, LTD. did not file a 13F for Q3 2023, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 547 | $205.7K | 0.2% | – | – | History |
| OKTAOkta, Inc. | CL A | 2,284 | $206.8K | 0.2% | – | – | History |
| First Tr Exchng Traded FD VI33740U653 | FT VEST US EQT | 6,555 | $206.9K | 0.2% | – | – | – |
| CFRCullen/Frost Bankers, Inc. | COM | 1,976 | $214.4K | 0.2% | – | – | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 1,135 | $215.0K | 0.2% | – | – | History |
| First Tr Exchng Traded FD VI33740F672 | FT VEST UQ EQT | 6,118 | $222.4K | 0.2% | – | – | – |
| Innovator ETFs Trust45782C672 | US EQT ULTRA BF | 7,315 | $224.9K | 0.2% | – | – | – |
| RSGRepublic Services, Inc. | COM | 1,420 | $234.2K | 0.2% | – | – | History |
| COSTCostco Wholesale Corp | Stock | 356 | $235.0K | 0.2% | – | – | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 510 | $242.4K | 0.2% | – | – | History |
| DUKDuke Energy CORP | Stock | 2,505 | $243.1K | 0.2% | – | – | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 2,405 | $250.1K | 0.2% | – | – | History |
| WMTWalmart Inc. | Stock | 1,587 | $250.2K | 0.2% | – | – | History |
| First Tr Exchng Traded FD VI33740F862 | FT VEST US EQT | 7,867 | $319.6K | 0.3% | – | – | – |
| Innovator ETFs Trust45782C789 | US EQTY BUFR JUL | 8,515 | $320.4K | 0.3% | – | – | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 2,140 | $337.7K | 0.3% | – | – | – |
| Cyberark Software LtdM2682V108 | SHS | 1,600 | $350.5K | 0.3% | – | – | – |
| AMZNAmazon Com Inc | Stock | 2,620 | $398.1K | 0.4% | – | – | History |
| First Tr Exchng Traded FD VI33740F847 | FT VEST US EQT | 10,110 | $429.8K | 0.4% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,821 | $432.1K | 0.4% | – | – | – |
| Innov Prem Inc 20 Barr-July45783Y582 | ETP | 19,000 | $474.3K | 0.5% | – | – | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 19,456 | $485.6K | 0.5% | – | – | – |
| Innovator ETFs Trust45782C870 | US EQT PWR BUF | 15,515 | $507.2K | 0.5% | – | – | – |
| First Tr Exchng Traded FD VI33740F664 | FT VEST US EQT | 13,507 | $525.3K | 0.5% | – | – | – |
| Innovator ETFs Trust45782C813 | US EQTY PWR BUF | 14,921 | $540.0K | 0.5% | – | – | – |
| First Tr Exchng Traded FD VI33740F615 | FT VEST US EQT | 17,629 | $596.8K | 0.6% | – | – | – |
| First Tr Exchng Traded FD VI33740U703 | FT VEST DEEP ETF | 29,707 | $674.3K | 0.6% | – | – | – |
| AAPLApple Inc. | Stock | 3,633 | $699.5K | 0.7% | – | – | History |
| Innov PRM Inc 15BUFF ETF Oct45783Y434 | ETP | 29,500 | $710.4K | 0.7% | – | – | – |
| First Tr Exchange-Traded FD33739Q705 | FT VEST S&P 500 | 14,500 | $749.4K | 0.7% | – | – | – |
| First Tr Exchng Traded FD VI33740F516 | FT VEST US EQT | 24,030 | $828.6K | 0.8% | – | – | – |
| First Tr Exchng Traded FD VI33740F433 | FT VEST U.S EQT | 27,586 | $877.0K | 0.8% | – | – | – |
| First Tr Exchng Traded FD VI33740F680 | FT VEST US EQT | 24,269 | $884.2K | 0.8% | – | – | – |
| Innovator ETFs Trust45782C680 | US EQTY PWR BF | 27,865 | $929.9K | 0.9% | – | – | – |
| Innovator ETFs Trust45782C508 | US EQTY PWR BUF | 27,120 | $1.01M | 1.0% | – | – | – |
| First Tr Exchng Traded FD VI33740U406 | FT VEST U.S. | 28,293 | $1.01M | 1.0% | – | – | – |
| First Tr Exchng Traded FD VI33740F458 | FT VEST US EQT | 32,987 | $1.08M | 1.0% | – | – | – |
| Innovator ETFs Trust45782C318 | US EQTY PWR BUF | 34,995 | $1.10M | 1.1% | – | – | – |
| First Tr Exchng Traded FD VI33740F482 | FT VEST U.S EQT | 33,496 | $1.12M | 1.1% | – | – | – |
| First Tr Exchng Traded FD VI33740F441 | FT VEST U.S EQT | 35,956 | $1.18M | 1.1% | – | – | – |
| Innovator ETFs Trust45782C409 | US EQTY BUFR JAN | 31,710 | $1.30M | 1.2% | – | – | – |
| First Tr Exchng Traded FD VI33740F599 | FT VEST US EQT | 38,105 | $1.44M | 1.4% | – | – | – |
| First Tr Exchng Traded FD VI33740U711 | FT VEST U.S EQT | 58,144 | $1.84M | 1.8% | – | – | – |
| First Tr Exchng Traded FD VI33740U208 | FT VEST US EQT | 44,228 | $1.84M | 1.8% | – | – | – |
| First Tr Exchng Traded FD VI33740U661 | FT VEST US EQT | 61,187 | $1.96M | 1.9% | – | – | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 45,468 | $2.84M | 2.7% | – | – | – |
| First Tr Exchng Traded FD VI33740U687 | FT VEST U.S EQT | 118,015 | $3.74M | 3.6% | – | – | – |
| First Tr Exchng Traded FD VI33740U307 | FT VEST US EQT | 119,954 | $4.83M | 4.6% | – | – | – |
| First Tr Exchng Traded FD VI33740U505 | FT VEST UQ EQT | 162,590 | $6.34M | 6.1% | – | – | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 126,809 | $7.35M | 7.0% | – | – | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 330,707 | $8.79M | 8.4% | – | – | – |
| Vanguard Wellington FD921935508 | US MOMENTUM | 81,411 | $10.7M | 10.2% | – | – | – |
| Vanguard BD Index FDS92203C303 | VANGUARD ULTRA | 250,970 | $12.4M | 11.9% | – | – | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 605,799 | $17.7M | 16.9% | – | – | – |