Schulz Wealth, LTD.
CIK: 0002011780SEC EDGAR →
Portfolio Value
$156.1M
Holdings
62
As of
Q4 2025
New Positions
62
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 899,072 | $35.6M | 22.81% |
| 2 | VANGUARD STAR FDS | 171,252 | $12.9M | 8.28% |
| 3 | FIRST TR EXCHNG TRADED FD VI | 325,189 | $11.1M | 7.14% |
| 4 | VANGUARD BD INDEX FDS | 177,475 | $8.8M | 5.67% |
| 5 | AMERICAN CENTY ETF TR | 84,499 | $7.9M | 5.09% |
| 6 | FIRST TR EXCHNG TRADED FD VI | 148,314 | $7.6M | 4.86% |
| 7 | FIRST TR EXCHNG TRADED FD VI | 129,031 | $5.5M | 3.54% |
| 8 | FIRST TR EXCHNG TRADED FD VI | 102,053 | $5.3M | 3.37% |
| 9 | FIRST TR EXCHNG TRADED FD VI | 110,319 | $4.4M | 2.83% |
| 10 | FIRST TR EXCHNG TRADED FD VI | 101,095 | $4.2M | 2.68% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (62)
$35.6M · 899K shares
$12.9M · 171K shares
$11.1M · 325K shares
$8.8M · 177K shares
$7.9M · 84K shares
$7.6M · 148K shares
$5.5M · 129K shares
$5.3M · 102K shares
$4.4M · 110K shares
$4.2M · 101K shares
$3.9M · 98K shares
$3.7M · 97K shares
$3.4M · 81K shares
$3.0M · 76K shares
$2.8M · 47K shares
$2.2M · 57K shares
$2.2M · 67K shares
$1.9M · 34K shares
$1.8M · 44K shares
$1.8M · 38K shares
$1.8M · 32K shares
$1.7M · 42K shares
$1.5M · 36K shares
$1.2M · 20K shares
$1.2M · 24K shares
$1.0M · 26K shares
$953K · 22K shares
$897K · 3K shares
$889K · 3K shares
$812K · 17K shares
$713K · 2K shares
$708K · 1K shares
$707K · 30K shares
$663K · 1K shares
$651K · 12K shares
$630K · 13K shares
$606K · 16K shares
$582K · 13K shares
$580K · 13K shares
$558K · 13K shares
$552K · 2K shares
$521K · 1K shares
$508K · 24K shares
$483K · 19K shares
$469K · 4K shares
$409K · 2K shares
$389K · 12K shares
$357K · 732 shares
$346K · 8K shares
$330K · 6K shares
$329K · 4K shares
$316K · 655 shares
$293K · 3K shares
$285K · 331 shares
$285K · 1K shares
$277K · 1K shares
$261K · 780 shares
$260K · 5K shares
$245K · 6K shares
$243K · 9K shares
$234K · 466 shares
$227K · 398 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 49 | $146.1M | 93.6% |
| Unknown | 4 | $5.3M | 3.4% |
| Technology | 4 | $2.8M | 1.8% |
| Consumer Defensive | 2 | $754K | 0.5% |
| Consumer Cyclical | 1 | $552K | 0.4% |
| Utilities | 1 | $293K | 0.2% |
| Industrials | 1 | $277K | 0.2% |