13F-HR filed by Schulz Wealth, LTD.
Schulz Wealth, LTD. filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-26, with 70 holding rows worth $193,676,228.
- Accession
- 0002011780-26-000002
- Filer
- CIK 2011780
- Filed
- 2026-08-26
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 70 entries on the cover page, a total value of $193,676,228 stated on the cover page (in dollars after the unit check, H1), rows summing to $193,676,228 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 filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | 25434V708 | US CORE EQUITY 2 | 953,100 | $42,279,519 | dollars as filed | |
| VANGUARD STAR FDS | 921909768 | COM | 178,505 | $15,260,356 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F755 | FT VEST LADDERED | 342,573 | $12,514,192 | dollars as filed | |
| Avantis International Small Cap Val ETF | 025072802 | SHS | 103,193 | $10,634,020 | dollars as filed | |
| Vanguard Ultra-Short Bond ETF | 92203C303 | SHS | 174,683 | $8,695,720 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740U505 | FT VEST UQ EQT | 148,313 | $8,078,209 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33733E690 | VEST LADDERED | 343,070 | $7,132,425 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F516 | FT VEST US EQT | 145,960 | $6,571,674 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740U307 | FT VEST US EQT | 103,086 | $5,677,977 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F458 | FT VEST US EQT | 125,868 | $5,245,461 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33733E641 | VEST LAD AUT ETF | 214,146 | $4,398,559 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740U661 | FT VEST US EQT | 101,095 | $4,396,622 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740U711 | FT VEST U.S EQT | 95,087 | $3,894,764 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740U687 | FT VEST U.S EQT | 90,959 | $3,801,631 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V872 | CORE FIXE IN ETF | 87,540 | $3,695,063 | dollars as filed | |
| Vanguard Short-Term Treasury ETF | 92206C102 | SHS | 61,505 | $3,579,591 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740U653 | FT VEST US EQT | 76,101 | $3,152,103 | dollars as filed | |
| Avantis US Equity ETF | 025072885 | SHS | 23,664 | $3,030,885 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45784N338 | EQUI DUAL 15 MAY | 121,446 | $2,432,563 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F433 | FT VEST U.S EQT | 55,886 | $2,301,944 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F441 | FT VEST U.S EQT | 49,653 | $2,137,065 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740U208 | FT VEST US EQT | 33,695 | $2,006,200 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F599 | FT VEST US EQT | 38,105 | $1,991,367 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45782C409 | US EQTY BUFR JAN | 32,130 | $1,891,493 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740U695 | FT VEST U.S EQT | 42,065 | $1,747,574 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F482 | FT VEST U.S EQT | 37,497 | $1,658,867 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45783Y442 | U S EQ 10 BUFFER | 43,935 | $1,488,078 | dollars as filed | |
| Vanguard Intermediate-Term Treasury ETF | 92206C706 | SHS | 22,877 | $1,349,285 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33739Q705 | FT VEST S&P 500 | 24,225 | $1,223,363 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 3,520 | $1,200,390 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 2,225 | $1,063,392 | dollars as filed | |
| Apple Inc | 037833100 | COM | 3,538 | $1,023,756 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45782C318 | US EQTY PWR BUF | 24,634 | $1,017,384 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45782C680 | US EQTY PWR BF | 22,035 | $1,005,677 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45782C508 | US EQTY PWR BUF | 17,285 | $855,435 | dollars as filed | |
| SIMPLIFY EXCHANGE TRADED FUN | 82889N640 | TREASURY OPT INC | 35,336 | $827,569 | dollars as filed | |
| SPY | 78462F103 | SHS | 1,037 | $775,327 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45784N197 | EQTY DUL DIRCT15 | 36,262 | $703,120 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F847 | FT VEST US EQT | 11,875 | $694,569 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F664 | FT VEST US EQT | 12,873 | $673,129 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45782C870 | US EQT PWR BUF | 15,515 | $654,733 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740U406 | FT VEST U.S. | 12,927 | $612,417 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F615 | FT VEST US EQT | 13,413 | $599,997 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 2,420 | $576,783 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33738D820 | FT VEST SMID | 23,700 | $547,233 | dollars as filed | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 4,404 | $546,877 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45782C813 | US EQTY PWR BUF | 10,353 | $505,330 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 696 | $478,217 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V732 | EMERGING MKTS CO | 11,762 | $478,008 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 4,209 | $476,711 | dollars as filed | |
| INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF | 46137V357 | COM | 2,140 | $455,328 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 1,131 | $422,009 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740U737 | FT VEST US EQT | 8,937 | $393,489 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 4,392 | $378,327 | dollars as filed | |
| SPDR SER TR STATE STR SPDR PORT S&P 500 ETF | 78464A854 | SHS | 4,127 | $362,660 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F862 | FT VEST US EQT | 6,247 | $352,987 | dollars as filed | |
| VTI | 922908769 | COM | 902 | $333,908 | dollars as filed | |
| Duke Energy Corporation | 26441C204 | COM | 2,505 | $317,083 | dollars as filed | |
| OKTAINCCLASSA | 679295105 | STOK | 2,284 | $311,652 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 328 | $306,834 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 1,398 | $304,605 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 560 | $280,218 | dollars as filed | |
| REPUBLIC SVCS INC COM | 760759100 | Stock | 1,310 | $279,135 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45782C789 | US EQTY BUFR JUL | 5,125 | $278,339 | dollars as filed | |
| ISHARES INC MSCI BRAZIL ETF | 464286400 | MSCI BRAZIL ETF | 6,856 | $236,532 | dollars as filed | |
| Vanguard Small-Cap Value ETF | 922908611 | SHS | 932 | $226,560 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 1,900 | $223,174 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45782C599 | US SML CP PWR B | 5,930 | $221,545 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 2,896 | $206,347 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 395 | $202,872 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002011780-26-000002 | this filing | 2026-08-26 | acceptance time not in the bulk data set |