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CIK: 0002011780
Total reported value
$193.7M
$193.7M
66 檔
33.4%
As reported in its official Q2 2025 Form 13F filing, Schulz Wealth, LTD.'s tracked investment portfolio stood at $193.7M with 66 total positions.
During Q2 2025, Schulz Wealth, LTD.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, VXUS, BUFR) accounted for 33.4% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 21.32% | -0.98% | +8.25% | |
| 2 | VXUS | Vanguard Total Intl Stock | ETF-Other | 8.00% | -0.40% | +3.28% | |
| 3 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 7.42% | -0.68% | +5.03% | |
| 4 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 6.24% | -1.18% | -0.78% | |
| 5 | FDEC | Ft Vest U.s. Equity Buffer E | ETF-Other | 5.36% | -0.69% | -2.53% | |
| 6 | GJAN | Ft Vest US Equity Moderate B | ETF-Other | 4.06% | -0.15% | +3.92% | |
| 7 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 3.95% | +0.40% | +14.80% | |
| 8 | FSEP | Ft Vest U.s. Equity Buffer E | ETF-Other | 3.81% | -0.44% | -1.39% | |
| 9 | GAPR | Ft Vest US Equity Moderate B | ETF-Other | 3.19% | -0.12% | -0.00% | |
| 10 | GNOV | Ft Vest US Equity Moderate B | ETF-Other | 2.78% | -0.53% | -5.88% | |
| 11 | GSEP | Ft Vest US Equity Moderate B | ETF-Other | 2.77% | -0.39% | -0.82% | |
| 12 | GJUL | Ft Vest US Equity Moderate B | ETF-Other | 2.67% | -0.41% | -3.71% | |
| 13 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.87% | +0.09% | +22.89% | |
| 14 | GJUN | Ft Vest US Equity Moderate B | ETF-Other | 1.69% | -0.25% | +173.31% | |
| 15 | FJUL | Ft Vest US Equity Buffer ETF | ETF-Other | 1.50% | -0.17% | -3.89% | |
| 16 | GMAY | Ft Vest U.s. Equity Moderate | ETF-Other | 1.33% | -0.06% | +23.61% | |
| 17 | FMAR | Ft Vest US Equity Buffer ETF | ETF-Other | 1.28% | -0.13% | — | |
| 18 | GAUG | Ft Vest US Equity Moderate B | ETF-Other | 1.27% | -0.28% | -2.81% | |
| 19 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 1.22% | -0.29% | +131.40% | |
| 20 | BJAN | Innovator U.s. Equity Buffer | ETF-Other | 1.21% | -0.15% | — | |
| 21 | GMAR | Ft Vest US Equity Moderate B | ETF-Other | 1.10% | -0.10% | +6.25% | |
| 22 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 0.89% | -0.13% | — | |
| 23 | PMAY | Innovator U.s. Equity Power | ETF-Other | 0.85% | -0.13% | -4.00% | |
| 24 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.73% | -0.08% | +26.54% | |
| 25 | PAUG | Innovator U.s. Equity Power | ETF-Other | 0.70% | -0.09% | — | |
| 26 | GOCT | Ft Vest US Equity Moderate B | ETF-Other | 0.66% | -0.16% | — | |
| 27 | PJAN | Innovator U.s. Equity Power | ETF-Other | 0.65% | -0.08% | -6.49% | |
| 28 | LOCT | Innov Prm Inc 15buff ETF Oct | ETF-Other | 0.53% | -0.45% | EXIT | |
| 29 | AAPL | Apple Inc | Stock-Tech | 0.50% | -0.05% | +0.24% | |
| 30 | ✓ | Cyberark Software LTD. Cmn | Stock-Other | 0.49% | -0.46% | EXIT | |
| 31 | FNOV | Ft Vest US Equity Buffer ETF | ETF-Other | 0.48% | -0.06% | — | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.45% | -0.05% | +92.35% | |
| 33 | PAPR | Innovator U.s. Equity Power | ETF-Other | 0.43% | -0.05% | — | |
| 34 | FOCT | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.43% | -0.05% | — | |
| 35 | DDEC | Ft Vest U.s. Equity Deep Buf | ETF-Other | 0.43% | -0.05% | -11.94% | |
| 36 | PJUL | Innovator U.s. Equity Power | ETF-Other | 0.41% | -0.11% | -14.94% | |
| 37 | DMAR | Ft Vest US Equity Deep Buffe | ETF-Other | 0.40% | -0.05% | — | |
| 38 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.39% | -0.05% | — | |
| 39 | SDVD | Ft Vest Smid Rising Dividend | ETF-Other | 0.36% | -0.05% | — | |
| 40 | JULH | Innov Prem Inc 20 Barr-july | ETF-Other | 0.35% | -0.31% | EXIT | |
| 41 | GDEC | Ft Vest US Equity Moderate B | ETF-Other | 0.33% | — | — | |
| 42 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.33% | -0.05% | — | |
| 43 | WMT | Walmart Inc | Stock-Consumer Staples | 0.31% | -0.05% | — | |
| 44 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.30% | — | — | |
| 45 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.29% | -0.02% | — | |
| 46 | FAUG | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.27% | -0.03% | — | |
| 47 | VTV | Vanguard Value ETF | ETF-Other | 0.25% | -0.02% | — | |
| 48 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.24% | -0.02% | +0.91% | |
| 49 | GFEB | Ft Vest US Equity Moderate B | ETF-Other | 0.24% | -0.02% | — | |
| 50 | RSG | Republic Services Inc | Stock-Industrials | 0.24% | -0.04% | — |
According to official SEC Form 13F filings, Schulz Wealth, LTD. reported a total U.S. public equity portfolio value of $193.7M across 66 disclosed positions in Q2 2025.
During Q2 2025, Schulz Wealth, LTD.'s top holdings by market value included DFAC (21.3%)、VXUS (8.0%)、BUFR (7.4%). The largest single position, DFAC, represented 21.3% of total portfolio value.
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In Q2 2025, Schulz Wealth, LTD. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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