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CIK: 0002011780
Total reported value
$193.7M
$193.7M
62 檔
39.5%
During the Q4 2025 filing period, Schulz Wealth, LTD. (CIK: 0002011780) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $193.7M across 62 reported positions.
In Q4 2025, Schulz Wealth, LTD. adopted a defensive or profit-taking posture, trimming 21 positions and completely liquidating 3 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 22.81% | -0.98% | +2.76% | |
| 2 | VXUS | Vanguard Total Intl Stock | ETF-Other | 8.28% | -0.40% | -0.86% | |
| 3 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 7.14% | -0.68% | -7.16% | |
| 4 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 5.67% | -1.18% | +4.61% | |
| 5 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 5.09% | +0.40% | +2.46% | |
| 6 | FDEC | Ft Vest U.s. Equity Buffer E | ETF-Other | 4.86% | -0.69% | -1.47% | |
| 7 | GJAN | Ft Vest US Equity Moderate B | ETF-Other | 3.54% | -0.15% | -4.13% | |
| 8 | FSEP | Ft Vest U.s. Equity Buffer E | ETF-Other | 3.37% | -0.44% | -3.67% | |
| 9 | GAPR | Ft Vest US Equity Moderate B | ETF-Other | 2.83% | -0.12% | -1.07% | |
| 10 | GJUL | Ft Vest US Equity Moderate B | ETF-Other | 2.68% | -0.41% | — | |
| 11 | GNOV | Ft Vest US Equity Moderate B | ETF-Other | 2.49% | -0.53% | -3.19% | |
| 12 | GSEP | Ft Vest US Equity Moderate B | ETF-Other | 2.40% | -0.39% | -2.99% | |
| 13 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 2.20% | -0.29% | +15.73% | |
| 14 | GAUG | Ft Vest US Equity Moderate B | ETF-Other | 1.91% | -0.28% | -0.63% | |
| 15 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.76% | +0.09% | -1.64% | |
| 16 | GJUN | Ft Vest US Equity Moderate B | ETF-Other | 1.44% | -0.25% | — | |
| 17 | ZALT | Innovator US Eq 10 Buffer | ETF-Other | 1.39% | -0.62% | +55.08% | |
| 18 | FJUL | Ft Vest US Equity Buffer ETF | ETF-Other | 1.21% | -0.17% | -11.69% | |
| 19 | GMAY | Ft Vest U.s. Equity Moderate | ETF-Other | 1.16% | -0.06% | -3.30% | |
| 20 | FMAR | Ft Vest US Equity Buffer ETF | ETF-Other | 1.16% | -0.13% | — | |
| 21 | BJAN | Innovator U.s. Equity Buffer | ETF-Other | 1.13% | -0.15% | — | |
| 22 | GOCT | Ft Vest US Equity Moderate B | ETF-Other | 1.06% | -0.16% | +73.99% | |
| 23 | GMAR | Ft Vest US Equity Moderate B | ETF-Other | 0.96% | -0.10% | -3.10% | |
| 24 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.78% | -0.08% | +0.17% | |
| 25 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 0.76% | -0.13% | — | |
| 26 | PMAY | Innovator U.s. Equity Power | ETF-Other | 0.66% | -0.13% | -7.34% | |
| 27 | PAUG | Innovator U.s. Equity Power | ETF-Other | 0.61% | -0.09% | -4.47% | |
| 28 | AAPL | Apple Inc | Stock-Tech | 0.58% | -0.05% | +0.52% | |
| 29 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.57% | -0.02% | +105.99% | |
| 30 | PJAN | Innovator U.s. Equity Power | ETF-Other | 0.52% | -0.08% | -12.48% | |
| 31 | ✓ | Cyberark Software LTD. Cmn | Stock-Other | 0.46% | -0.46% | EXIT | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.45% | -0.05% | — | |
| 33 | LOCT | Innov Prm Inc 15buff ETF Oct | ETF-Other | 0.45% | -0.45% | EXIT | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.42% | -0.17% | — | |
| 35 | FNOV | Ft Vest US Equity Buffer ETF | ETF-Other | 0.42% | -0.06% | -7.77% | |
| 36 | FOCT | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.40% | -0.05% | — | |
| 37 | PAPR | Innovator U.s. Equity Power | ETF-Other | 0.39% | -0.05% | — | |
| 38 | DDEC | Ft Vest U.s. Equity Deep Buf | ETF-Other | 0.37% | -0.05% | -5.64% | |
| 39 | PJUL | Innovator U.s. Equity Power | ETF-Other | 0.37% | -0.11% | -0.35% | |
| 40 | DMAR | Ft Vest US Equity Deep Buffe | ETF-Other | 0.36% | -0.05% | — | |
| 41 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.35% | -0.05% | +0.59% | |
| 42 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.33% | -0.05% | — | |
| 43 | SDVD | Ft Vest Smid Rising Dividend | ETF-Other | 0.33% | -0.05% | — | |
| 44 | JULH | Innov Prem Inc 20 Barr-july | ETF-Other | 0.31% | -0.31% | EXIT | |
| 45 | WMT | Walmart Inc | Stock-Consumer Staples | 0.30% | -0.05% | — | |
| 46 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.26% | -0.02% | — | |
| 47 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.25% | — | — | |
| 48 | VUG | Vanguard Growth ETF | ETF-Other | 0.23% | -0.03% | — | |
| 49 | GFEB | Ft Vest US Equity Moderate B | ETF-Other | 0.22% | -0.02% | — | |
| 50 | FAUG | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.21% | -0.03% | -15.89% |
According to official SEC Form 13F filings, Schulz Wealth, LTD. reported a total U.S. public equity portfolio value of $193.7M across 62 disclosed positions in Q4 2025.
During Q4 2025, Schulz Wealth, LTD.'s top holdings by market value included DFAC (22.8%)、VXUS (8.3%)、BUFR (7.1%). The largest single position, DFAC, represented 22.8% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including DFAC, VXUS, BUFR) accounted for 39.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
VOO
市值: $663.1K
Top Position Liquidated / Trimmed
MRSH
前期市值: $228.7K
In Q4 2025, Schulz Wealth, LTD. made 39 total portfolio adjustments, initiating 1 new buys, adding to 14 positions, trimming 21 holdings, and fully liquidating 3 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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