Schulz Wealth, LTD.

Est. AUM

$156.1M

13F long equity, this entity only

Positions

Period

Dec 2025 (Q4)

SEC EDGAR

View filings ↗

Dec 2025 (Q4)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$35.6M	899072	22.81%	SOLE
2	VANGUARD STAR FDS	VG TL INTL STK F	$12.9M	171252	8.28%	SOLE
3	FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$11.1M	325189	7.14%	SOLE
4	VANGUARD BD INDEX FDS	VANGUARD ULTRA	$8.8M	177475	5.67%	SOLE
5	AMERICAN CENTY ETF TR	INTL SMCP VLU	$7.9M	84499	5.09%	SOLE
6	FIRST TR EXCHNG TRADED FD VI	FT VEST UQ EQT	$7.6M	148314	4.86%	SOLE
7	FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$5.5M	129031	3.54%	SOLE
8	FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$5.3M	102053	3.37%	SOLE
9	FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$4.4M	110319	2.83%	SOLE
10	FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$4.2M	101095	2.68%	SOLE
11	FIRST TR EXCHNG TRADED FD VI	FT VEST U.S EQT	$3.9M	97716	2.49%	SOLE
12	FIRST TR EXCHNG TRADED FD VI	FT VEST U.S EQT	$3.7M	96780	2.40%	SOLE
13	DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$3.4M	80536	2.20%	SOLE
14	FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$3.0M	76106	1.91%	SOLE
15	VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$2.8M	46843	1.76%	SOLE
16	FIRST TR EXCHNG TRADED FD VI	FT VEST U.S EQT	$2.2M	56646	1.44%	SOLE
17	INNOVATOR ETFS TRUST	U S EQ 10 BUFFER	$2.2M	66782	1.39%	SOLE
18	FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$1.9M	33708	1.21%	SOLE
19	FIRST TR EXCHNG TRADED FD VI	FT VEST U.S EQT	$1.8M	43931	1.16%	SOLE
20	FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$1.8M	38105	1.16%	SOLE
21	INNOVATOR ETFS TRUST	US EQTY BUFR JAN	$1.8M	32130	1.13%	SOLE
22	FIRST TR EXCHNG TRADED FD VI	FT VEST U.S EQT	$1.7M	42065	1.06%	SOLE
23	FIRST TR EXCHNG TRADED FD VI	FT VEST U.S EQT	$1.5M	36471	0.96%	SOLE
24	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$1.2M	20388	0.78%	SOLE
25	FIRST TR EXCHANGE-TRADED FD	FT VEST S&P 500	$1.2M	24225	0.76%	SOLE
26	INNOVATOR ETFS TRUST	US EQTY PWR BUF	$1.0M	25889	0.66%	SOLE
27	INNOVATOR ETFS TRUST	US EQTY PWR BF	$953K	22035	0.61%	SOLE
28	APPLE INC	COM	$898K	3303	0.58%	SOLE
29	TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$890K	2925	0.57%	SOLE
30	INNOVATOR ETFS TRUST	US EQTY PWR BUF	$813K	17290	0.52%	SOLE
31	CYBERARK SOFTWARE LTD	SHS	$714K	1600	0.46%	SOLE
32	SPDR S&P 500 ETF TR	TR UNIT	$708K	1037	0.45%	SOLE
33	INNOVATOR ETFS TRUST	PREMIUM INC 15 B	$707K	29500	0.45%	SOLE
34	VANGUARD INDEX FDS	S&P 500 ETF SHS	$663K	1057	0.42%	SOLE
35	FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$651K	11875	0.42%	SOLE
36	FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$631K	12873	0.40%	SOLE
37	INNOVATOR ETFS TRUST	US EQT PWR BUF	$607K	15515	0.39%	SOLE
38	FIRST TR EXCHNG TRADED FD VI	FT VEST U.S.	$583K	12927	0.37%	SOLE
39	INNOVATOR ETFS TRUST	US EQTY PWR BUF	$580K	12501	0.37%	SOLE
40	FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$559K	13417	0.36%	SOLE
41	AMAZON COM INC	COM	$553K	2394	0.35%	SOLE
42	ISHARES TR	RUS 1000 GRW ETF	$521K	1101	0.33%	SOLE
43	FIRST TR EXCH TRADED FD III	FT VEST SMID	$509K	23700	0.33%	SOLE
44	INNOVATOR ETFS TRUST	PREM INC 20 BARR	$484K	19000	0.31%	SOLE
45	WALMART INC	COM	$469K	4209	0.30%	SOLE
46	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$410K	2140	0.26%	SOLE
47	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$389K	11762	0.25%	SOLE
48	VANGUARD INDEX FDS	GROWTH ETF	$357K	732	0.23%	SOLE
49	FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$346K	8337	0.22%	SOLE
50	FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$331K	6247	0.21%	SOLE

1–50 of 62

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.