Schulz Wealth, LTD.

Portfolio Overview

Schulz Wealth, LTD. disclosed 70 positions worth $193.7M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 13 new positions and exited 5 and a full exit from $CYBR. The portfolio is most concentrated in Other (96.3% 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 - US COR EQU 2 ETF

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  Quality

  $42.3M953,100 sh

• VANGUARD STAR FDS - VG TL INTL STK F

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  Quality

  $15.3M178,505 sh

• FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF

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  Quality

  $12.5M342,573 sh

• AMERICAN CENTY ETF TR - INTL SMCP VLU

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  Quality

  $10.6M103,193 sh

• VANGUARD BD INDEX FDS - VANGUARD ULTRA

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  Quality

  $8.7M174,683 sh

• FIRST TR EXCHNG TRADED FD VI - FT VEST UQ EQT

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  Quality

  $8.1M148,313 sh

• FIRST TR EXCHANGE-TRADED FD - VEST LADDERED

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  Quality

  $7.1M343,070 sh

• FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT

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  Quality

  $6.6M145,960 sh

• FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT

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  Quality

  $5.7M103,086 sh

• FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT

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  Quality

  $5.2M125,868 sh

Showing top 10 of 70 holdings.

Full Holdings — Schulz Wealth, LTD. (Q2 2026)

All 70 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 - US COR EQU 2 ETF	$42.3M	21.8%	+6%	—
2	—	VANGUARD STAR FDS - VG TL INTL STK F	$15.3M	7.9%	+4%	—
3	—	FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF	$12.5M	6.5%	+5%	—
4	—	AMERICAN CENTY ETF TR - INTL SMCP VLU	$10.6M	5.5%	+22%	—
5	—	VANGUARD BD INDEX FDS - VANGUARD ULTRA	$8.7M	4.5%	-2%	—
6	—	FIRST TR EXCHNG TRADED FD VI - FT VEST UQ EQT	$8.1M	4.2%	-0%	—
7	—	FIRST TR EXCHANGE-TRADED FD - VEST LADDERED	$7.1M	3.7%	NEW	—
8	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	$6.6M	3.4%	+13%	—
9	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	$5.7M	2.9%	+1%	—
10	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	$5.2M	2.7%	+14%	—
11	—	FIRST TR EXCHANGE-TRADED FD - VEST LAD AUT ETF	$4.4M	2.3%	NEW	—
12	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	$4.4M	2.3%	+0%	—
13	—	FIRST TR EXCHNG TRADED FD VI - FT VEST U.S EQT	$3.9M	2.0%	-2%	—
14	—	FIRST TR EXCHNG TRADED FD VI - FT VEST U.S EQT	$3.8M	2.0%	-7%	—
15	—	DIMENSIONAL ETF TRUST - CORE FIXE IN ETF	$3.7M	1.9%	+9%	—
16	—	VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS	$3.6M	1.9%	+31%	—
17	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	$3.2M	1.6%	-0%	—
18	—	AMERICAN CENTY ETF TR - US EQT ETF	$3.0M	1.6%	NEW	—
19	—	INNOVATOR ETFS TRUST - EQUI DUAL 15 MAY	$2.4M	1.3%	NEW	—
20	—	FIRST TR EXCHNG TRADED FD VI - FT VEST U.S EQT	$2.3M	1.2%	-1%	—
21	—	FIRST TR EXCHNG TRADED FD VI - FT VEST U.S EQT	$2.1M	1.1%	+13%	—
22	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	$2.0M	1.0%	-0%	—
23	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	$2.0M	1.0%	+0%	—
24	—	INNOVATOR ETFS TRUST - US EQTY BUFR JAN	$1.9M	1.0%	+0%	—
25	—	FIRST TR EXCHNG TRADED FD VI - FT VEST U.S EQT	$1.7M	0.9%	+0%	—
26	—	FIRST TR EXCHNG TRADED FD VI - FT VEST U.S EQT	$1.7M	0.9%	+3%	—
27	—	INNOVATOR ETFS TRUST - U S EQ 10 BUFFER	$1.5M	0.8%	-34%	—
28	—	VANGUARD SCOTTSDALE FDS - INTER TERM TREAS	$1.3M	0.7%	+12%	—
29	—	FIRST TR EXCHANGE-TRADED FD - FT VEST S&P 500	$1.2M	0.6%	+0%	—
30	$PANW	Palo Alto Networks Inc	$1.2M	0.6%	NEW	65.4
31	$TSM	TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD	$1.1M	0.6%	-24%	—
32	$AAPL	Apple Inc.	$1.0M	0.5%	+7%	76.3
33	—	INNOVATOR ETFS TRUST - US EQTY PWR BUF	$1.0M	0.5%	-5%	—
34	—	INNOVATOR ETFS TRUST - US EQTY PWR BF	$1.0M	0.5%	+0%	—
35	—	INNOVATOR ETFS TRUST - US EQTY PWR BUF	$855,435	0.4%	-0%	—
36	—	SIMPLIFY EXCHANGE TRADED FUN - TREASURY OPT INC	$827,569	0.4%	NEW	—
37	$SPY	SPDR S&P 500 ETF TRUST	$775,327	0.4%	+0%	—
38	—	INNOVATOR ETFS TRUST - EQTY DUL DIRCT15	$703,120	0.4%	NEW	—
39	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	$694,569	0.4%	+0%	—
40	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	$673,129	0.3%	+0%	—
41	—	INNOVATOR ETFS TRUST - US EQT PWR BUF	$654,733	0.3%	+0%	—
42	—	FIRST TR EXCHNG TRADED FD VI - FT VEST U.S.	$612,417	0.3%	+0%	—
43	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	$599,997	0.3%	-0%	—
44	$AMZN	AMAZON COM INC	$576,783	0.3%	+1%	68.4
45	—	FIRST TR EXCHANGE-TRADED FD - FT VEST SMID	$547,233	0.3%	+0%	—
46	—	ISHARES TR - RUS 1000 GRW ETF	$546,877	0.3%	+300%	—
47	—	INNOVATOR ETFS TRUST - US EQTY PWR BUF	$505,330	0.3%	-17%	—
48	—	VANGUARD INDEX FDS - S&P 500 ETF SHS	$478,217	0.3%	-34%	—
49	—	DIMENSIONAL ETF TRUST - EMERGING MKTS CO	$478,008	0.3%	+0%	—
50	$WMT	Walmart Inc.	$476,711	0.3%	+0%	59.9
51	$IVZ	Invesco Ltd.	$455,328	0.2%	+0%	—
52	$MSFT	MICROSOFT CORP	$422,009	0.2%	+73%	79.7
53	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	$393,489	0.2%	+7%	—
54	—	VANGUARD INDEX FDS - GROWTH ETF	$378,327	0.2%	+500%	—
55	—	SPDR SERIES TRUST - ST STR P500ETF	$362,660	0.2%	+0%	—
56	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	$352,987	0.2%	+0%	—
57	—	VANGUARD INDEX FDS - TOTAL STK MKT	$333,908	0.2%	+16%	—
58	$DUK	Duke Energy CORP	$317,083	0.2%	+0%	56
59	$OKTA	Okta, Inc.	$311,652	0.2%	NEW	64.5
60	$COST	COSTCO WHOLESALE CORP /NEW	$306,834	0.2%	-1%	65.9
61	—	VANGUARD INDEX FDS - VALUE ETF	$304,605	0.2%	-6%	—
62	$BRK.B	BERKSHIRE HATHAWAY INC	$280,218	0.1%	+20%	73.6
63	$RSG	REPUBLIC SERVICES, INC.	$279,135	0.1%	+0%	62
64	—	INNOVATOR ETFS TRUST - US EQTY BUFR JUL	$278,339	0.1%	+0%	—
65	—	ISHARES INC - MSCI BRAZIL ETF	$236,532	0.1%	NEW	—
66	—	VANGUARD INDEX FDS - SM CP VAL ETF	$226,560	0.1%	NEW	—
67	$CSCO	CISCO SYSTEMS, INC.	$223,174	0.1%	NEW	70.1
68	—	INNOVATOR ETFS TRUST - US SML CP PWR B	$221,545	0.1%	NEW	—
69	—	VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT	$206,347	0.1%	NEW	—
70	$MA	Mastercard Inc	$202,872	0.1%	-1%	85