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Disclosery

13F-HR filed by Schulz Wealth, LTD.

Schulz Wealth, LTD. filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-10-17, with 64 holding rows worth $151,255,983.

Accession
0002011780-25-000005
Filer
CIK 2011780
Filed
2025-10-17
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2025

A holdings report, 64 entries on the cover page, a total value of $151,255,983 stated on the cover page (in dollars after the unit check, H1), rows summing to $151,255,983 with VALUE read as dollars as filed, 13F file number 028-23714. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
DIMENSIONAL ETF TRUST25434V708US CORE EQUITY 2874,911$33,745,317dollars as filed
VANGUARD STAR FDS921909768COM172,730$12,688,715dollars as filed
FIRST TR EXCHNG TRADED FD VI33740F755FT VEST LADDERED350,277$11,706,257dollars as filed
Vanguard Ultra-Short Bond ETF92203C303SHS169,659$8,482,102dollars as filed
FIRST TR EXCHNG TRADED FD VI33740U505FT VEST UQ EQT150,522$7,411,703dollars as filed
Avantis International Small Cap Val ETF025072802SHS82,472$7,342,482dollars as filed
FIRST TR EXCHNG TRADED FD VI33740F516FT VEST US EQT134,583$5,607,979dollars as filed
FIRST TR EXCHNG TRADED FD VI33740U307FT VEST US EQT105,943$5,354,359dollars as filed
FIRST TR EXCHNG TRADED FD VI33740F458FT VEST US EQT111,508$4,376,276dollars as filed
FIRST TR EXCHNG TRADED FD VI33740U661FT VEST US EQT101,095$4,100,413dollars as filed
FIRST TR EXCHNG TRADED FD VI33740U687FT VEST U.S EQT100,931$3,840,314dollars as filed
FIRST TR EXCHNG TRADED FD VI33740U711FT VEST U.S EQT99,765$3,799,051dollars as filed
DIMENSIONAL ETF TRUST25434V872CORE FIXE IN ETF69,589$2,975,626dollars as filed
FIRST TR EXCHNG TRADED FD VI33740U653FT VEST US EQT76,586$2,956,985dollars as filed
Vanguard Short-Term Treasury ETF92206C102SHS47,624$2,802,672dollars as filed
FIRST TR EXCHNG TRADED FD VI33740F433FT VEST U.S EQT56,646$2,202,396dollars as filed
FIRST TR EXCHNG TRADED FD VI33740U208FT VEST US EQT38,170$2,089,044dollars as filed
FIRST TR EXCHNG TRADED FD VI33740F441FT VEST U.S EQT45,428$1,838,471dollars as filed
FIRST TR EXCHNG TRADED FD VI33740F599FT VEST US EQT38,105$1,767,691dollars as filed
INNOVATOR ETFS TRUST45782C409US EQTY BUFR JAN32,130$1,703,391dollars as filed
FIRST TR EXCHNG TRADED FD VI33740F482FT VEST U.S EQT37,637$1,509,244dollars as filed
INNOVATOR ETFS TRUST45783Y442U S EQ 10 BUFFER43,063$1,372,848dollars as filed
Vanguard Intermediate-Term Treasury ETF92206C706SHS20,353$1,221,791dollars as filed
FIRST TR EXCHANGE-TRADED FD33739Q705FT VEST S&P 50024,225$1,194,535dollars as filed
INNOVATOR ETFS TRUST45782C318US EQTY PWR BUF27,939$1,086,687dollars as filed
INNOVATOR ETFS TRUST45782C680US EQTY PWR BF23,065$979,571dollars as filed
FIRST TR EXCHNG TRADED FD VI33740U695FT VEST U.S EQT24,177$926,339dollars as filed
INNOVATOR ETFS TRUST45782C508US EQTY PWR BUF19,755$904,680dollars as filed
Apple Inc037833100COM3,286$836,714dollars as filed
CYBERARK SOFTWARE LTD SHSM2682V108Stock1,600$773,040dollars as filed
INNOVATOR ETFS TRUST45783Y434FUND29,500$702,395dollars as filed
SPY78462F103SHS1,037$690,789dollars as filed
FIRST TR EXCHNG TRADED FD VI33740F847FT VEST US EQT12,875$680,959dollars as filed
FIRST TR EXCHNG TRADED FD VI33740F664FT VEST US EQT12,873$611,596dollars as filed
FIRST TR EXCHNG TRADED FD VI33740U406FT VEST U.S.13,700$599,649dollars as filed
INNOVATOR ETFS TRUST45782C870US EQT PWR BUF15,515$595,155dollars as filed
INNOVATOR ETFS TRUST45782C813US EQTY PWR BUF12,545$572,052dollars as filed
FIRST TR EXCHNG TRADED FD VI33740F615FT VEST US EQT13,417$547,014dollars as filed
Amazon.com, Inc023135106COM2,380$522,577dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK1,101$515,840dollars as filed
FIRST TR EXCHANGE-TRADED FD33738D820FT VEST SMID23,700$512,394dollars as filed
INNOVATOR ETFS TRUST45783Y582PREM INC 20 BARR19,000$475,570dollars as filed
Walmart Inc.931142103COM4,209$433,780dollars as filed
INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF46137V357COM2,140$405,958dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS1,420$396,592dollars as filed
FIRST TR EXCHNG TRADED FD VI33740F862FT VEST US EQT7,427$385,536dollars as filed
DIMENSIONAL ETF TRUST25434V732EMERGING MKTS CO11,762$377,207dollars as filed
Vanguard Growth922908736COM732$351,075dollars as filed
FIRST TR EXCHNG TRADED FD VI33740U737FT VEST US EQT8,337$338,232dollars as filed
Microsoft Corp594918104COM651$337,185dollars as filed
SPDR SER TR STATE STR SPDR PORT S&P 500 ETF78464A854SHS4,087$320,166dollars as filed
Duke Energy Corporation26441C204COM2,505$309,994dollars as filed
Costco Wholesale Corporation22160K105COM331$306,384dollars as filed
REPUBLIC SVCS INC COM760759100Stock1,310$300,619dollars as filed
VTI922908769COM838$274,916dollars as filed
INNOVATOR ETFS TRUST45782C789US EQTY BUFR JUL5,125$254,510dollars as filed
Vanguard Value ETF922908744SHS1,341$250,051dollars as filed
INNOVATOR ETFS TRUST45782C656US EQTY PWR BUF5,615$241,164dollars as filed
FIRST TR EXCHNG TRADED FD VI33740U703FT VEST LADDERED8,628$238,478dollars as filed
Berkshire Hathaway Inc084670702COM460$231,260dollars as filed
Marsh & McLennan Companies,Inc.571748102COM1,135$228,737dollars as filed
MasterCard, Inc57636Q104COM398$226,386dollars as filed
FIRST TR EXCHNG TRADED FD VI33740F672FT VEST UQ EQT4,991$215,627dollars as filed
OKTAINCCLASSA679295105STOK2,284$209,443dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002011780-25-000005this filing2025-10-17acceptance time not in the bulk data set