13F HOLDINGS REPORT

Schulz Wealth, LTD.

Quarter ended Q4 2025 · Filed February 5, 2026 · Accession 0002011780-26-000001

Total Value

$156.1M

Positions

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (62)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	DIMENSIONAL ETF TRUST	25434V708	899,072	$35.6M	22.81%
2	VANGUARD STAR FDS	921909768	171,252	$12.9M	8.28%
3	FIRST TR EXCHNG TRADED FD VI	33740F755	325,189	$11.1M	7.14%
4	VANGUARD BD INDEX FDS	92203C303	177,475	$8.8M	5.67%
5	AMERICAN CENTY ETF TR	025072802	84,499	$7.9M	5.09%
6	FIRST TR EXCHNG TRADED FD VI	33740U505	148,314	$7.6M	4.86%
7	FIRST TR EXCHNG TRADED FD VI	33740F516	129,031	$5.5M	3.54%
8	FIRST TR EXCHNG TRADED FD VI	33740U307	102,053	$5.3M	3.37%
9	FIRST TR EXCHNG TRADED FD VI	33740F458	110,319	$4.4M	2.83%
10	FIRST TR EXCHNG TRADED FD VI	33740U661	101,095	$4.2M	2.68%
11	FIRST TR EXCHNG TRADED FD VI	33740U687	97,716	$3.9M	2.49%
12	FIRST TR EXCHNG TRADED FD VI	33740U711	96,780	$3.7M	2.40%
13	DIMENSIONAL ETF TRUST	25434V872	80,536	$3.4M	2.20%
14	FIRST TR EXCHNG TRADED FD VI	33740U653	76,106	$3.0M	1.91%
15	VANGUARD SCOTTSDALE FDS	92206C102	46,843	$2.8M	1.76%
16	FIRST TR EXCHNG TRADED FD VI	33740F433	56,646	$2.2M	1.44%
17	INNOVATOR ETFS TRUST	INHD	66,782	$2.2M	1.39%
18	FIRST TR EXCHNG TRADED FD VI	33740U208	33,708	$1.9M	1.21%
19	FIRST TR EXCHNG TRADED FD VI	33740F441	43,931	$1.8M	1.16%
20	FIRST TR EXCHNG TRADED FD VI	33740F599	38,105	$1.8M	1.16%
21	INNOVATOR ETFS TRUST	INHD	32,130	$1.8M	1.13%
22	FIRST TR EXCHNG TRADED FD VI	33740U695	42,065	$1.7M	1.06%
23	FIRST TR EXCHNG TRADED FD VI	33740F482	36,471	$1.5M	0.96%
24	VANGUARD SCOTTSDALE FDS	92206C706	20,388	$1.2M	0.78%
25	FIRST TR EXCHANGE-TRADED FD	33739Q705	24,225	$1.2M	0.76%
26	INNOVATOR ETFS TRUST	INHD	25,889	$1.0M	0.66%
27	INNOVATOR ETFS TRUST	INHD	22,035	$953,014	0.61%
28	APPLE INC	AAPL	3,303	$897,954	0.58%
29	TAIWAN SEMICONDUCTOR MFG LTD	874039100	2,925	$889,554	0.57%
30	INNOVATOR ETFS TRUST	INHD	17,290	$812,976	0.52%
31	CYBERARK SOFTWARE LTD	M2682V108	1,600	$713,696	0.46%
32	SPDR S&P 500 ETF TR	SPY	1,037	$708,127	0.45%
33	INNOVATOR ETFS TRUST	INHD	29,500	$707,197	0.45%
34	VANGUARD INDEX FDS	922908363	1,057	$663,079	0.42%
35	FIRST TR EXCHNG TRADED FD VI	33740F847	11,875	$651,106	0.42%
36	FIRST TR EXCHNG TRADED FD VI	33740F664	12,873	$630,648	0.40%
37	INNOVATOR ETFS TRUST	INHD	15,515	$606,947	0.39%
38	FIRST TR EXCHNG TRADED FD VI	33740U406	12,927	$582,878	0.37%
39	INNOVATOR ETFS TRUST	INHD	12,501	$580,421	0.37%
40	FIRST TR EXCHNG TRADED FD VI	33740F615	13,417	$558,881	0.36%
41	AMAZON COM INC	AMZN	2,394	$552,583	0.35%
42	ISHARES TR	464287614	1,101	$521,225	0.33%
43	FIRST TR EXCH TRADED FD III	33738D820	23,700	$508,602	0.33%
44	INNOVATOR ETFS TRUST	INHD	19,000	$483,678	0.31%
45	WALMART INC	WMT	4,209	$469,178	0.30%
46	INVESCO EXCHANGE TRADED FD T	IVZ	2,140	$409,938	0.26%
47	DIMENSIONAL ETF TRUST	25434V732	11,762	$389,087	0.25%
48	VANGUARD INDEX FDS	922908736	732	$357,114	0.23%
49	FIRST TR EXCHNG TRADED FD VI	33740U737	8,337	$346,236	0.22%
50	FIRST TR EXCHNG TRADED FD VI	33740F862	6,247	$330,779	0.21%
51	SPDR SERIES TRUST	78464A854	4,110	$329,681	0.21%
52	MICROSOFT CORP	MSFT	655	$316,818	0.20%
53	DUKE ENERGY CORP NEW	DUKB	2,505	$293,611	0.19%
54	COSTCO WHSL CORP NEW	22160K105	331	$285,435	0.18%
55	VANGUARD INDEX FDS	922908744	1,494	$285,260	0.18%
56	REPUBLIC SVCS INC	760759100	1,310	$277,628	0.18%
57	VANGUARD INDEX FDS	922908769	780	$261,512	0.17%
58	INNOVATOR ETFS TRUST	INHD	5,125	$260,160	0.17%
59	INNOVATOR ETFS TRUST	INHD	5,615	$245,479	0.16%
60	FIRST TR EXCHNG TRADED FD VI	33740U703	8,628	$243,655	0.16%
61	BERKSHIRE HATHAWAY INC DEL	BRK-A	466	$234,235	0.15%
62	MASTERCARD INCORPORATED	MA	398	$227,210	0.15%