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 $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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