Schulz Wealth, LTD.
- SEC CIK
- 0002011780
- Latest filing
- Aug 26, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 26, 2026. Long positions only.
- Positions
- 70
- No filing for Q1 2026
- Portfolio value
- $193.7M
- No filing for Q1 2026
Schulz Wealth, LTD. did not file a 13F for Q1 2026, 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 |
|---|---|---|---|---|---|---|---|
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 953,100 | $42.3M | 21.8% | – | – | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 178,505 | $15.3M | 7.9% | – | – | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 342,573 | $12.5M | 6.5% | – | – | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 103,193 | $10.6M | 5.5% | – | – | – |
| Vanguard BD Index FDS92203C303 | VANGUARD ULTRA | 174,683 | $8.70M | 4.5% | – | – | – |
| First Tr Exchng Traded FD VI33740U505 | FT VEST UQ EQT | 148,313 | $8.08M | 4.2% | – | – | – |
| First Tr Exchange-Traded FD33733E690 | VEST LADDERED | 343,070 | $7.13M | 3.7% | – | – | – |
| First Tr Exchng Traded FD VI33740F516 | FT VEST US EQT | 145,960 | $6.57M | 3.4% | – | – | – |
| First Tr Exchng Traded FD VI33740U307 | FT VEST US EQT | 103,086 | $5.68M | 2.9% | – | – | – |
| First Tr Exchng Traded FD VI33740F458 | FT VEST US EQT | 125,868 | $5.25M | 2.7% | – | – | – |
| First Tr Exchange-Traded FD33733E641 | VEST LAD AUT ETF | 214,146 | $4.40M | 2.3% | – | – | – |
| First Tr Exchng Traded FD VI33740U661 | FT VEST US EQT | 101,095 | $4.40M | 2.3% | – | – | – |
| First Tr Exchng Traded FD VI33740U711 | FT VEST U.S EQT | 95,087 | $3.89M | 2.0% | – | – | – |
| First Tr Exchng Traded FD VI33740U687 | FT VEST U.S EQT | 90,959 | $3.80M | 2.0% | – | – | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 87,540 | $3.70M | 1.9% | – | – | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 61,505 | $3.58M | 1.8% | – | – | – |
| First Tr Exchng Traded FD VI33740U653 | FT VEST US EQT | 76,101 | $3.15M | 1.6% | – | – | – |
| American Centy ETF Tr025072885 | US EQT ETF | 23,664 | $3.03M | 1.6% | – | – | – |
| Innovator ETFs Trust45784N338 | EQUI DUAL 15 MAY | 121,446 | $2.43M | 1.3% | – | – | – |
| First Tr Exchng Traded FD VI33740F433 | FT VEST U.S EQT | 55,886 | $2.30M | 1.2% | – | – | – |
| First Tr Exchng Traded FD VI33740F441 | FT VEST U.S EQT | 49,653 | $2.14M | 1.1% | – | – | – |
| First Tr Exchng Traded FD VI33740U208 | FT VEST US EQT | 33,695 | $2.01M | 1.0% | – | – | – |
| First Tr Exchng Traded FD VI33740F599 | FT VEST US EQT | 38,105 | $1.99M | 1.0% | – | – | – |
| Innovator ETFs Trust45782C409 | US EQTY BUFR JAN | 32,130 | $1.89M | 1.0% | – | – | – |
| First Tr Exchng Traded FD VI33740U695 | FT VEST U.S EQT | 42,065 | $1.75M | 0.9% | – | – | – |
| First Tr Exchng Traded FD VI33740F482 | FT VEST U.S EQT | 37,497 | $1.66M | 0.9% | – | – | – |
| Innovator ETFs Trust45783Y442 | U S EQ 10 BUFFER | 43,935 | $1.49M | 0.8% | – | – | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 22,877 | $1.35M | 0.7% | – | – | – |
| First Tr Exchange-Traded FD33739Q705 | FT VEST S&P 500 | 24,225 | $1.22M | 0.6% | – | – | – |
| PANWPalo Alto Networks Inc | Stock | 3,520 | $1.20M | 0.6% | – | – | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 2,225 | $1.06M | 0.5% | – | – | History |
| AAPLApple Inc. | Stock | 3,538 | $1.02M | 0.5% | – | – | History |
| Innovator ETFs Trust45782C318 | US EQTY PWR BUF | 24,634 | $1.02M | 0.5% | – | – | – |
| Innovator ETFs Trust45782C680 | US EQTY PWR BF | 22,035 | $1.01M | 0.5% | – | – | – |
| Innovator ETFs Trust45782C508 | US EQTY PWR BUF | 17,285 | $855.4K | 0.4% | – | – | – |
| Simplify Exchange Traded Fun82889N640 | TREASURY OPT INC | 35,336 | $827.6K | 0.4% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,037 | $775.3K | 0.4% | – | – | History |
| Innovator ETFs Trust45784N197 | EQTY DUL DIRCT15 | 36,262 | $703.1K | 0.4% | – | – | – |
| First Tr Exchng Traded FD VI33740F847 | FT VEST US EQT | 11,875 | $694.6K | 0.4% | – | – | – |
| First Tr Exchng Traded FD VI33740F664 | FT VEST US EQT | 12,873 | $673.1K | 0.3% | – | – | – |
| Innovator ETFs Trust45782C870 | US EQT PWR BUF | 15,515 | $654.7K | 0.3% | – | – | – |
| First Tr Exchng Traded FD VI33740U406 | FT VEST U.S. | 12,927 | $612.4K | 0.3% | – | – | – |
| First Tr Exchng Traded FD VI33740F615 | FT VEST US EQT | 13,413 | $600.0K | 0.3% | – | – | – |
| AMZNAmazon Com Inc | Stock | 2,420 | $576.8K | 0.3% | – | – | History |
| First Tr Exchange-Traded FD33738D820 | FT VEST SMID | 23,700 | $547.2K | 0.3% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 4,404 | $546.9K | 0.3% | – | – | – |
| Innovator ETFs Trust45782C813 | US EQTY PWR BUF | 10,353 | $505.3K | 0.3% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 696 | $478.2K | 0.2% | – | – | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 11,762 | $478.0K | 0.2% | – | – | – |
| WMTWalmart Inc. | Stock | 4,209 | $476.7K | 0.2% | – | – | History |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 2,140 | $455.3K | 0.2% | – | – | – |
| MSFTMicrosoft Corp | Stock | 1,131 | $422.0K | 0.2% | – | – | History |
| First Tr Exchng Traded FD VI33740U737 | FT VEST US EQT | 8,937 | $393.5K | 0.2% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 4,392 | $378.3K | 0.2% | – | – | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 4,127 | $362.7K | 0.2% | – | – | – |
| First Tr Exchng Traded FD VI33740F862 | FT VEST US EQT | 6,247 | $353.0K | 0.2% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 902 | $333.9K | 0.2% | – | – | – |
| DUKDuke Energy CORP | Stock | 2,505 | $317.1K | 0.2% | – | – | History |
| OKTAOkta, Inc. | CL A | 2,284 | $311.7K | 0.2% | – | – | History |
| COSTCostco Wholesale Corp | Stock | 328 | $306.8K | 0.2% | – | – | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,398 | $304.6K | 0.2% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 560 | $280.2K | 0.1% | – | – | History |
| RSGRepublic Services, Inc. | COM | 1,310 | $279.1K | 0.1% | – | – | History |
| Innovator ETFs Trust45782C789 | US EQTY BUFR JUL | 5,125 | $278.3K | 0.1% | – | – | – |
| iShares Inc464286400 | MSCI BRAZIL ETF | 6,856 | $236.5K | 0.1% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 932 | $226.6K | 0.1% | – | – | – |
| CSCOCisco Systems, Inc. | Stock | 1,900 | $223.2K | 0.1% | – | – | History |
| Innovator ETFs Trust45782C599 | US SML CP PWR B | 5,930 | $221.5K | 0.1% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 2,896 | $206.3K | 0.1% | – | – | – |
| MAMastercard Inc | Stock | 395 | $202.9K | 0.1% | – | – | History |