Schulz Wealth, LTD.

Portfolio Overview

Schulz Wealth, LTD. disclosed 62 positions worth $156.1M in its Form 13F-HR for Q4 2025. During the quarter the fund opened 0 new positions and exited 2 and a full exit from $MRSH. The portfolio is most concentrated in Other (96.4% of disclosed assets). All figures are sourced directly from Schulz Wealth, LTD.’s Form 13F-HR filing with the SEC under CIK 2011780.

• DIMENSIONAL ETF TRUST

  —

  Quality

  $35.6M899,072 sh

• VANGUARD STAR FDS

  —

  Quality

  $12.9M171,252 sh

• FIRST TR EXCHNG TRADED FD VI

  —

  Quality

  $11.1M325,189 sh

• VANGUARD BD INDEX FDS

  —

  Quality

  $8.8M177,475 sh

• AMERICAN CENTY ETF TR

  —

  Quality

  $7.9M84,499 sh

• FIRST TR EXCHNG TRADED FD VI

  —

  Quality

  $7.6M148,314 sh

• FIRST TR EXCHNG TRADED FD VI

  —

  Quality

  $5.5M129,031 sh

• FIRST TR EXCHNG TRADED FD VI

  —

  Quality

  $5.3M102,053 sh

• FIRST TR EXCHNG TRADED FD VI

  —

  Quality

  $4.4M110,319 sh

• FIRST TR EXCHNG TRADED FD VI

  —

  Quality

  $4.2M101,095 sh

Showing top 10 of 62 holdings.

Full Holdings — Schulz Wealth, LTD. (Q4 2025)

All 62 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	—	DIMENSIONAL ETF TRUST	$35.6M	22.8%	+3%	—
2	—	VANGUARD STAR FDS	$12.9M	8.3%	-1%	—
3	—	FIRST TR EXCHNG TRADED FD VI	$11.1M	7.1%	-7%	—
4	—	VANGUARD BD INDEX FDS	$8.8M	5.7%	+5%	—
5	—	AMERICAN CENTY ETF TR	$7.9M	5.1%	+2%	—
6	—	FIRST TR EXCHNG TRADED FD VI	$7.6M	4.9%	-1%	—
7	—	FIRST TR EXCHNG TRADED FD VI	$5.5M	3.5%	-4%	—
8	—	FIRST TR EXCHNG TRADED FD VI	$5.3M	3.4%	-4%	—
9	—	FIRST TR EXCHNG TRADED FD VI	$4.4M	2.8%	-1%	—
10	—	FIRST TR EXCHNG TRADED FD VI	$4.2M	2.7%	+0%	—
11	—	FIRST TR EXCHNG TRADED FD VI	$3.9M	2.5%	-3%	—
12	—	FIRST TR EXCHNG TRADED FD VI	$3.7M	2.4%	-3%	—
13	—	DIMENSIONAL ETF TRUST	$3.4M	2.2%	+16%	—
14	—	FIRST TR EXCHNG TRADED FD VI	$3.0M	1.9%	-1%	—
15	—	VANGUARD SCOTTSDALE FDS	$2.8M	1.8%	-2%	—
16	—	FIRST TR EXCHNG TRADED FD VI	$2.2M	1.4%	+0%	—
17	—	INNOVATOR ETFS TRUST	$2.2M	1.4%	+55%	—
18	—	FIRST TR EXCHNG TRADED FD VI	$1.9M	1.2%	-12%	—
19	—	FIRST TR EXCHNG TRADED FD VI	$1.8M	1.2%	-3%	—
20	—	FIRST TR EXCHNG TRADED FD VI	$1.8M	1.2%	+0%	—
21	—	INNOVATOR ETFS TRUST	$1.8M	1.1%	+0%	—
22	—	FIRST TR EXCHNG TRADED FD VI	$1.7M	1.1%	+74%	—
23	—	FIRST TR EXCHNG TRADED FD VI	$1.5M	1.0%	-3%	—
24	—	VANGUARD SCOTTSDALE FDS	$1.2M	0.8%	+0%	—
25	—	FIRST TR EXCHANGE-TRADED FD	$1.2M	0.8%	+0%	—
26	—	INNOVATOR ETFS TRUST	$1.0M	0.7%	-7%	—
27	—	INNOVATOR ETFS TRUST	$953,014	0.6%	-4%	—
28	$AAPL	Apple Inc.	$897,954	0.6%	+1%	76.1
29	$TSM	TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD	$889,554	0.6%	+106%	—
30	—	INNOVATOR ETFS TRUST	$812,976	0.5%	-12%	—
31	$CYBR	CyberArk Software Ltd.	$713,696	0.5%	+0%	—
32	$SPY	SPDR S&P 500 ETF TRUST	$708,127	0.5%	+0%	—
33	—	INNOVATOR ETFS TRUST	$707,197	0.5%	+0%	—
34	—	VANGUARD INDEX FDS	$663,079	0.4%	-21%	—
35	—	FIRST TR EXCHNG TRADED FD VI	$651,106	0.4%	-8%	—
36	—	FIRST TR EXCHNG TRADED FD VI	$630,648	0.4%	+0%	—
37	—	INNOVATOR ETFS TRUST	$606,947	0.4%	+0%	—
38	—	FIRST TR EXCHNG TRADED FD VI	$582,878	0.4%	-6%	—
39	—	INNOVATOR ETFS TRUST	$580,421	0.4%	-0%	—
40	—	FIRST TR EXCHNG TRADED FD VI	$558,881	0.4%	+0%	—
41	$AMZN	AMAZON COM INC	$552,583	0.3%	+1%	74.6
42	—	ISHARES TR	$521,225	0.3%	+0%	—
43	—	FIRST TR EXCH TRADED FD III	$508,602	0.3%	+0%	—
44	—	INNOVATOR ETFS TRUST	$483,678	0.3%	+0%	—
45	$WMT	Walmart Inc.	$469,178	0.3%	+0%	63.2
46	$IVZ	Invesco Ltd.	$409,938	0.3%	+0%	—
47	—	DIMENSIONAL ETF TRUST	$389,087	0.3%	+0%	—
48	—	VANGUARD INDEX FDS	$357,114	0.2%	+0%	—
49	—	FIRST TR EXCHNG TRADED FD VI	$346,236	0.2%	+0%	—
50	—	FIRST TR EXCHNG TRADED FD VI	$330,779	0.2%	-16%	—
51	—	SPDR SERIES TRUST	$329,681	0.2%	+1%	—
52	$MSFT	MICROSOFT CORP	$316,818	0.2%	+1%	83.7
53	$DUK	Duke Energy CORP	$293,611	0.2%	+0%	64
54	$COST	COSTCO WHOLESALE CORP /NEW	$285,435	0.2%	+0%	67
55	—	VANGUARD INDEX FDS	$285,260	0.2%	+11%	—
56	$RSG	REPUBLIC SERVICES, INC.	$277,628	0.2%	+0%	72
57	—	VANGUARD INDEX FDS	$261,512	0.2%	-7%	—
58	—	INNOVATOR ETFS TRUST	$260,160	0.2%	+0%	—
59	—	INNOVATOR ETFS TRUST	$245,479	0.2%	+0%	—
60	—	FIRST TR EXCHNG TRADED FD VI	$243,655	0.2%	+0%	—
61	$BRK.B	BERKSHIRE HATHAWAY INC	$234,235	0.1%	+1%	64.5
62	$MA	Mastercard Inc	$227,210	0.1%	+0%	81.7