Schulz Wealth, Ltd. Portfolio Holdings

Schulz Wealth, Ltd.

  • $151 Billion
  • Q3 2025

Schulz Wealth, Ltd. has filed its 13F form on October 17, 2025 for Q3 2025 where it was disclosed a total value porftolio of $151 Billion distributed in 64 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 $33.7B, Vanguard Star Fd Vanguard Tota with a value of $12.7B, First Tr Ex Td Viii Ft Cboe Ve with a value of $11.7B, Vanguard Bd Index Fds with a value of $8.48B, and First Tr Ex Tr Fd Viii Ft Cboe with a value of $7.41B.

Examining the 13F form we can see an increase of $17.5B in the current position value, from $134B to 151B.

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 $151 Billion
ETFs: $98.5 Billion
Technology: $2.55 Billion
Consumer Defensive: $740 Million
Financial Services: $686 Million
Consumer Cyclical: $523 Million
Utilities: $310 Million
Industrials: $301 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$837 Million 0.55% of portfolio
3,286
Q2 2025 Added 0.24%
$2.39T
$523 Million 0.35% of portfolio
2,380
Q2 2024 Reduced 9.16%
$279B
$434 Million 0.29% of portfolio
4,209
Q1 2025 Reduced 5.63%
$1.46T
$397 Million 0.26% of portfolio
1,420
Q2 2025 Reduced 13.41%
$3.78T
$337 Million 0.22% of portfolio
651
Q3 2025 Added 18.15%
$404B
$306 Million 0.2% of portfolio
331
Q2 2025 Added 0.91%
$512B
$226 Million 0.15% of portfolio
398
Q2 2025 Added 0.76%
$662B
$231 Million 0.15% of portfolio
460
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 64
  • Current Value $151 Billion
  • Prior Value $134 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 17, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 1 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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