Schulz Wealth, Ltd. Portfolio Holdings

Schulz Wealth, Ltd.

  • $131 Billion
  • Q1 2025

Schulz Wealth, Ltd. has filed its 13F form on April 29, 2025 for Q1 2025 where it was disclosed a total value porftolio of $131 Billion distributed in 63 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 $24.3B, Vanguard Wellington Fd U S Mom with a value of $13.1B, Vanguard Star Fd Vanguard Tota with a value of $9.32B, First Tr Ex Td Viii Ft Cboe Ve with a value of $8.82B, and Vanguard Bd Index Fds with a value of $8.42B.

Examining the 13F form we can see an increase of $907M in the current position value, from $130B to 131B.

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 $131 Billion
ETFs: $85.9 Billion
Technology: $1.99 Billion
Financial Services: $987 Million
Consumer Defensive: $680 Million
Consumer Cyclical: $453 Million
Industrials: $317 Million
Utilities: $306 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$24.3 Billion 18.49% of portfolio
735,098
Q1 2025 Added 3.57%
$0
$13.1 Billion 10.01% of portfolio
86,511
Q1 2025 Added 1.07%
$0
$9.32 Billion 7.11% of portfolio
150,034
Q1 2025 Added 9.96%
$0
$8.82 Billion 6.73% of portfolio
297,181
Q1 2025 Reduced 5.15%
-
$8.42 Billion 6.42% of portfolio
-
Q1 2025 Reduced 9.1%
$0
$6.84 Billion 5.21% of portfolio
157,491
Q1 2025 Reduced 0.93%
First Tr Exchng Traded Fd Vi
-
$4.93 Billion 3.76% of portfolio
-
Q1 2025 Added 26.01%
$0
$4.8 Billion 3.66% of portfolio
107,757
Q1 2025 Reduced 5.77%
First Tr Exchng Traded Fd Vi
-
$4.19 Billion 3.19% of portfolio
-
Q1 2025 Reduced -0.0%
$0
$4.05 Billion 3.09% of portfolio
58,114
Q1 2025 Added 9.21%
First Tr Exchng Traded Fd Vi
-
$3.71 Billion 2.83% of portfolio
-
Q1 2025 Reduced 0.52%
First Tr Exchng Traded Fd Vi
-
$3.52 Billion 2.68% of portfolio
-
Q3 2024 Added 75.19%
First Tr Exchng Traded Fd Vi
-
$3.44 Billion 2.63% of portfolio
-
Q4 2024 Reduced 1.3%
$0
$2.03 Billion 1.55% of portfolio
34,543
Q1 2025 New
$0
$1.93 Billion 1.47% of portfolio
40,468
Q4 2024 Reduced 1.69%
First Tr Exchng Traded Fd Vi
-
$1.64 Billion 1.25% of portfolio
-
Q3 2024 Added 619.41%
$0
$1.5 Billion 1.14% of portfolio
32,130
Q3 2024 Added 1.32%
First Tr Exchng Traded Fd Vi
-
$1.34 Billion 1.02% of portfolio
-
Q1 2025 Reduced 9.96%
First Tr Exchng Traded Fd Vi
-
$1.32 Billion 1.0% of portfolio
-
Q1 2025 Added 0.76%
$0
$1.22 Billion 0.93% of portfolio
24,225
Q1 2024 Added 67.07%
$0
$1.12 Billion 0.85% of portfolio
31,260
Q4 2024 Reduced 2.01%
$0
$876 Million 0.67% of portfolio
21,125
Q4 2024 Reduced 0.05%
$0
$871 Million 0.66% of portfolio
23,065
Q3 2024 Reduced 13.87%
First Tr Exchng Traded Fd Vi
-
$830 Million 0.63% of portfolio
-
Q4 2024 New
First Tr Exchng Traded Fd Vi
-
$772 Million 0.59% of portfolio
-
Q1 2025 Reduced 3.64%
$0
$765 Million 0.58% of portfolio
12,887
Q1 2025 Added 110.68%
$3.42T
$728 Million 0.56% of portfolio
3,278
Q1 2025 Reduced 0.7%
Innovator Etfs Trust
-
$698 Million 0.53% of portfolio
-
Q4 2023 New
$0
$700 Million 0.53% of portfolio
16,646
Q1 2025 Added 11.31%
$0
$601 Million 0.46% of portfolio
12,875
Q4 2024 Added 33.21%
$0
$609 Million 0.46% of portfolio
15,557
Q4 2024 Reduced 8.1%
$0
$596 Million 0.45% of portfolio
14,831
Q1 2024 Reduced 0.6%
$0
$553 Million 0.42% of portfolio
15,515
Q4 2023 New
$0
$534 Million 0.41% of portfolio
12,873
Q4 2024 Added 0.27%
$14.3B
$541 Million 0.41% of portfolio
1,600
Q4 2023 New
$0
$506 Million 0.39% of portfolio
13,417
Q1 2024 Reduced 23.89%
First Tr Exch Traded Fd Iii
-
$473 Million 0.36% of portfolio
-
Q1 2024 New
Innovator Etfs Trust
-
$472 Million 0.36% of portfolio
-
Q4 2023 New
$1.88T
$453 Million 0.35% of portfolio
2,380
Q2 2024 Reduced 9.16%
$0
$362 Million 0.28% of portfolio
13,672
Q1 2025 Reduced 6.5%
$264B
$370 Million 0.28% of portfolio
4,209
Q1 2025 Reduced 5.63%
$0
$371 Million 0.28% of portfolio
2,140
Q4 2023 New
$0
$341 Million 0.26% of portfolio
13,668
Q1 2025 Reduced 13.27%
$0
$338 Million 0.26% of portfolio
7,427
Q4 2024 Reduced 5.59%
$79.2B
$317 Million 0.24% of portfolio
1,310
Q2 2024 Reduced 7.75%
$440B
$310 Million 0.24% of portfolio
328
Q1 2025 Reduced 0.61%
$94B
$306 Million 0.23% of portfolio
2,505
Q4 2023 New
First Tr Exchng Traded Fd Vi
-
$307 Million 0.23% of portfolio
-
Q1 2025 New
$0
$285 Million 0.22% of portfolio
510
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 63
  • Current Value $131 Billion
  • Prior Value $130 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 29, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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