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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.93B
$249 Million 0.19% of portfolio
1,985
Q1 2025 Added 0.46%

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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