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 ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
DFAC Dimensional ETF Tr U S Core Eq ETFs	$0	$28.5 Billion 21.32% of portfolio	795,734	Q2 2025 Added 8.25%
VXUS Vanguard Star Fd Vanguard Tota ETFs	$0	$10.7 Billion 8.0% of portfolio	154,950	Q2 2025 Added 3.28%
BUFR First Tr Ex Td Viii Ft Cboe Ve ETFs	$0	$9.93 Billion 7.42% of portfolio	312,141	Q2 2025 Added 5.03%
FDEC First Tr Ex Tr Fd Viii Ft Cboe ETFs	$0	$7.16 Billion 5.36% of portfolio	153,514	Q2 2025 Reduced 2.53%
AVDV American Centy ETF Tr Avantis ETFs	$0	$5.29 Billion 3.95% of portfolio	66,714	Q2 2025 Added 14.8%
FSEP First Tr ETF Viii Cboe Vest Us ETFs	$0	$5.1 Billion 3.81% of portfolio	106,261	Q2 2025 Reduced 1.39%
VGSH Vanguard ETFs	$0	$2.5 Billion 1.87% of portfolio	42,450	Q2 2025 Added 22.89%
FJUL First Tr Exch Trd Fd Viii Ft C Technology	$0	$2.01 Billion 1.5% of portfolio	38,892	Q2 2025 Reduced 3.89%
FMAR First Tr Ex Tr Fd Viii Ft Cboe	$0	$1.71 Billion 1.28% of portfolio	38,105	Q4 2023 New
DFCF Dimensional ETF Tr Core Fxd In ETFs	$0	$1.63 Billion 1.22% of portfolio	38,519	Q2 2025 Added 131.4%
BJAN Innovator U.S. Equity Buffer E ETFs	$0	$1.61 Billion 1.21% of portfolio	32,130	Q3 2024 Added 1.32%
KNG Ft Cboe Vest S&P 500 Dividend ETFs	$0	$1.19 Billion 0.89% of portfolio	24,225	Q1 2024 Added 67.07%
PMAY Innovator Etfs Tr S&P 500 Pwr ETFs	$0	$1.13 Billion 0.85% of portfolio	30,010	Q2 2025 Reduced 4.0%
VGIT Vanguard Intermediate Term Tre ETFs	$0	$975 Million 0.73% of portfolio	16,307	Q2 2025 Added 26.54%
PAUG Innovator U.S. Equity Power Bu ETFs	$0	$933 Million 0.7% of portfolio	23,065	Q3 2024 Reduced 13.87%
PJAN Innovator U.S. Equity Power Bu ETFs	$0	$870 Million 0.65% of portfolio	19,755	Q2 2025 Reduced 6.49%
FNOV First Tr ETF Viii Ft Cboe Vest ETFs	$0	$645 Million 0.48% of portfolio	12,875	Q4 2024 Added 33.21%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$606 Million 0.45% of portfolio	981	Q2 2025 Added 92.35%
FOCT First Tr Ex Trad Fd Viii Cboe ETFs	$0	$576 Million 0.43% of portfolio	12,873	Q4 2024 Added 0.27%
DDEC First Tr Ex Tr Fd Viii Ft Cboe ETFs	$0	$572 Million 0.43% of portfolio	13,700	Q2 2025 Reduced 11.94%
PAPR Innovator U.S. Equity Power Bu ETFs	$0	$579 Million 0.43% of portfolio	15,515	Q4 2023 New
PJUL Innovator U.S. Equity Power Bu ETFs	$0	$553 Million 0.41% of portfolio	12,615	Q2 2025 Reduced 14.94%
DMAR First Tr Ex Tr Viii Cboe Vest	$0	$531 Million 0.4% of portfolio	13,417	Q1 2024 Reduced 23.89%
IWF Ishares Russell 1000 Gr ETF ETFs	$0	$435 Million 0.33% of portfolio	1,024	Q2 2025 New
DFEM Dimensional ETF Tr Emerging Mk ETFs	$0	$406 Million 0.3% of portfolio	13,672	Q1 2025 Reduced 6.5%
RSP Invesco S&P 500 Equal Weight E ETFs	$0	$389 Million 0.29% of portfolio	2,140	Q4 2023 New
FAUG First Tr ETF Viii Cboe Vest Us ETFs	$0	$364 Million 0.27% of portfolio	7,427	Q4 2024 Reduced 5.59%
VTV Vanguard Value ETF ETFs	$0	$329 Million 0.25% of portfolio	1,862	Q2 2025 New
VUG Vanguard Growth ETF ETFs	$0	$321 Million 0.24% of portfolio	732	Q1 2025 Reduced 0.68%
SPLG Spdr Portfolio S&P 500 ETF (Ma ETFs	$0	$297 Million 0.22% of portfolio	4,081	Q2 2025 Reduced 0.34%
VTI Vanguard Total Stock Market Et ETFs	$0	$261 Million 0.19% of portfolio	857	Q2 2025 Reduced 0.12%
BJUL Innovator U.S. Equity Buffer E ETFs	$0	$242 Million 0.18% of portfolio	5,125	Q3 2024 Reduced 39.81%
BUFD First Tr Exc Trd Fd Viii Ft Cb ETFs	$0	$229 Million 0.17% of portfolio	8,628	Q2 2025 Reduced 36.87%
DOCT First Tr Ex Trad Fd Viii Cboe ETFs	$0	$205 Million 0.15% of portfolio	4,991	Q2 2025 New
VBR Vanguard Small Cap Value ETF ETFs	$0	$203 Million 0.15% of portfolio	1,039	Q2 2025 New

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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Schulz Wealth, Ltd. Portfolio Holdings