Schulz Wealth, Ltd. Portfolio Holdings

Schulz Wealth, Ltd.

  • $134 Billion
  • Q2 2025

Schulz Wealth, Ltd. has filed its 13F form on July 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $134 Billion distributed in 66 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $28.5B, Vanguard Star Fd Vanguard Tota with a value of $10.7B, First Tr Ex Td Viii Ft Cboe Ve with a value of $9.93B, Vanguard Bd Index Fds with a value of $8.35B, and First Tr Ex Tr Fd Viii Ft Cboe with a value of $7.16B.

Examining the 13F form we can see an increase of $2.66B in the current position value, from $131B to 134B.

Schulz Wealth, Ltd. is based out at Mansfield, TX

Below you can find more details about Schulz Wealth, Ltd. portfolio as well as his latest detailed transactions.

Portfolio value $134 Billion
ETFs: $84.8 Billion
Technology: $2.15 Billion
Financial Services: $950 Million
Consumer Defensive: $739 Million
Consumer Cyclical: $522 Million
Industrials: $323 Million
Utilities: $296 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$28.5 Billion 21.32% of portfolio
795,734
Q2 2025 Added 8.25%
$0
$10.7 Billion 8.0% of portfolio
154,950
Q2 2025 Added 3.28%
$0
$9.93 Billion 7.42% of portfolio
312,141
Q2 2025 Added 5.03%
-
$8.35 Billion 6.24% of portfolio
-
Q2 2025 Reduced 0.78%
$0
$7.16 Billion 5.36% of portfolio
153,514
Q2 2025 Reduced 2.53%
First Tr Exchng Traded Fd Vi
-
$5.44 Billion 4.06% of portfolio
-
Q2 2025 Added 3.92%
$0
$5.29 Billion 3.95% of portfolio
66,714
Q2 2025 Added 14.8%
$0
$5.1 Billion 3.81% of portfolio
106,261
Q2 2025 Reduced 1.39%
First Tr Exchng Traded Fd Vi
-
$4.27 Billion 3.19% of portfolio
-
Q2 2025 Reduced -0.0%
First Tr Exchng Traded Fd Vi
-
$3.72 Billion 2.78% of portfolio
-
Q2 2025 Reduced 5.88%
First Tr Exchng Traded Fd Vi
-
$3.7 Billion 2.77% of portfolio
-
Q2 2025 Reduced 0.82%
First Tr Exchng Traded Fd Vi
-
$3.57 Billion 2.67% of portfolio
-
Q2 2025 Reduced 3.71%
$0
$2.5 Billion 1.87% of portfolio
42,450
Q2 2025 Added 22.89%
First Tr Exchng Traded Fd Vi
-
$2.26 Billion 1.69% of portfolio
-
Q2 2025 Added 173.31%
$0
$2.01 Billion 1.5% of portfolio
38,892
Q2 2025 Reduced 3.89%
First Tr Exchng Traded Fd Vi
-
$1.78 Billion 1.33% of portfolio
-
Q2 2025 Added 23.61%
First Tr Exchng Traded Fd Vi
-
$1.7 Billion 1.27% of portfolio
-
Q2 2025 Reduced 2.81%
$0
$1.63 Billion 1.22% of portfolio
38,519
Q2 2025 Added 131.4%
$0
$1.61 Billion 1.21% of portfolio
32,130
Q3 2024 Added 1.32%
First Tr Exchng Traded Fd Vi
-
$1.47 Billion 1.1% of portfolio
-
Q2 2025 Added 6.25%
$0
$1.19 Billion 0.89% of portfolio
24,225
Q1 2024 Added 67.07%
$0
$1.13 Billion 0.85% of portfolio
30,010
Q2 2025 Reduced 4.0%
$0
$975 Million 0.73% of portfolio
16,307
Q2 2025 Added 26.54%
$0
$933 Million 0.7% of portfolio
23,065
Q3 2024 Reduced 13.87%
First Tr Exchng Traded Fd Vi
-
$884 Million 0.66% of portfolio
-
Q4 2024 New
$0
$870 Million 0.65% of portfolio
19,755
Q2 2025 Reduced 6.49%
Innovator Etfs Trust
-
$703 Million 0.53% of portfolio
-
Q4 2023 New
$3.69T
$674 Million 0.5% of portfolio
3,286
Q2 2025 Added 0.24%
$17B
$651 Million 0.49% of portfolio
1,600
Q4 2023 New
$0
$645 Million 0.48% of portfolio
12,875
Q4 2024 Added 33.21%
$0
$606 Million 0.45% of portfolio
981
Q2 2025 Added 92.35%
$0
$576 Million 0.43% of portfolio
12,873
Q4 2024 Added 0.27%
$0
$572 Million 0.43% of portfolio
13,700
Q2 2025 Reduced 11.94%
$0
$579 Million 0.43% of portfolio
15,515
Q4 2023 New
$0
$553 Million 0.41% of portfolio
12,615
Q2 2025 Reduced 14.94%
$0
$531 Million 0.4% of portfolio
13,417
Q1 2024 Reduced 23.89%
$2.26T
$522 Million 0.39% of portfolio
2,380
Q2 2024 Reduced 9.16%
First Tr Exch Traded Fd Iii
-
$486 Million 0.36% of portfolio
-
Q1 2024 New
Innovator Etfs Trust
-
$472 Million 0.35% of portfolio
-
Q4 2023 New
$0
$435 Million 0.33% of portfolio
1,024
Q2 2025 New
First Tr Exchng Traded Fd Vi
-
$441 Million 0.33% of portfolio
-
Q2 2025 New
$281B
$412 Million 0.31% of portfolio
4,209
Q1 2025 Reduced 5.63%
$0
$406 Million 0.3% of portfolio
13,672
Q1 2025 Reduced 6.5%
$0
$389 Million 0.29% of portfolio
2,140
Q4 2023 New
$0
$364 Million 0.27% of portfolio
7,427
Q4 2024 Reduced 5.59%
$0
$329 Million 0.25% of portfolio
1,862
Q2 2025 New
$0
$321 Million 0.24% of portfolio
732
Q1 2025 Reduced 0.68%
First Tr Exchng Traded Fd Vi
-
$325 Million 0.24% of portfolio
-
Q1 2025 New
$1.27T
$322 Million 0.24% of portfolio
1,420
Q2 2025 Reduced 13.41%

Summary

  • Portfolio
  • No. of Stocks 66
  • Current Value $134 Billion
  • Prior Value $131 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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