Schulz Wealth, Ltd. Top Holdings and 13F Report (2025) About Schulz Wealth, Ltd.Investment ActivitySchulz Wealth, Ltd. has $151.26 million in total holdings as of September 30, 2025.Schulz Wealth, Ltd. owns shares of 64 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 7.98% of the portfolio was purchased this quarter.About 1.08% of the portfolio was sold this quarter.This quarter, Schulz Wealth, Ltd. has purchased 66 new stocks and bought additional shares in 14 stocks.Schulz Wealth, Ltd. sold shares of 13 stocks and completely divested from 3 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $33,745,317Vanguard Total International Stock ETF $12,688,715FT Vest Laddered Buffer ETF $11,706,257Vanguard Ultra-Short Bond ETF $8,482,102FT Vest U.S. Equity Buffer ETF - December $7,411,703 Largest New Holdings this Quarter 45783Y442 - INNOVATOR ETFS TRUST $1,372,848 Holding Largest Purchases this Quarter Dimensional U.S. Core Equity 2 ETF 79,177 shares (about $3.05M)Avantis International Small Cap Value ETF 15,758 shares (about $1.40M)INNOVATOR ETFS TRUST 43,063 shares (about $1.37M)Dimensional Core Fixed Income ETF 31,070 shares (about $1.33M)Vanguard Total International Stock ETF 17,780 shares (about $1.31M) Largest Sales this Quarter FT Vest U.S. Equity Buffer ETF - December 2,992 shares (about $147.33K)FT Cboe Vest U.S. Equity Moderate Buffer ETF - June 3,343 shares (about $129.98K)Vanguard Value ETF 521 shares (about $97.15K)Innovator U.S. Equity Power Buffer ETF - May 2,071 shares (about $80.55K)Dimensional Emerging Markets Core Equity 2 ETF 1,910 shares (about $61.25K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSchulz Wealth, Ltd. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$33,745,317$3,053,857 ▲10.0%874,91122.3%ETFVXUSVanguard Total International Stock ETF$12,688,715$1,306,116 ▲11.5%172,7308.4%ETFBUFRFT Vest Laddered Buffer ETF$11,706,257$1,274,505 ▲12.2%350,2777.7%ETFVUSBVanguard Ultra-Short Bond ETF$8,482,102$107,039 ▲1.3%169,6595.6%ETFFDECFT Vest U.S. Equity Buffer ETF - December$7,411,703$147,326 ▼-1.9%150,5224.9%ETFAVDVAvantis International Small Cap Value ETF$7,342,482$1,402,935 ▲23.6%82,4724.9%ETFGJANFT Vest U.S. Equity Moderate Buffer ETF - January$5,607,979$60,462 ▼-1.1%134,5833.7%ETFFSEPFT Vest U.S. Equity Buffer ETF - September$5,354,359$16,072 ▼-0.3%105,9433.5%ETFGAPRFT Cboe Vest U.S. Equity Moderate Buffer ETF - April$4,376,2760.0%111,5082.9%ETFFIRST TR EXCHNG TRADED FD VI$4,100,413$358,875 ▲9.6%101,0952.7%FT VEST US EQTFIRST TR EXCHNG TRADED FD VI$3,840,314$36,527 ▼-0.9%100,9312.5%FT VEST U.S EQTFIRST TR EXCHNG TRADED FD VI$3,799,051$47,790 ▼-1.2%99,7652.5%FT VEST U.S EQTDFCFDimensional Core Fixed Income ETF$2,975,626$1,328,553 ▲80.7%69,5892.0%ETFFIRST TR EXCHNG TRADED FD VI$2,956,985$1,187,373 ▲67.1%76,5862.0%FT VEST US EQTVGSHVanguard Short-Term Treasury ETF$2,802,672$304,490 ▲12.2%47,6241.9%ETFGJUNFT Cboe Vest U.S. Equity Moderate Buffer ETF - June$2,202,396$129,976 ▼-5.6%56,6461.5%ETFFJULFT Vest U.S. Equity Buffer ETF - July$2,089,044$39,515 ▼-1.9%38,1701.4%ETFGMAYFT Cboe Vest U.S. Equity Moderate Buffer ETF - May$1,838,471$6,070 ▼-0.3%45,4281.2%ETFFMARFT Vest U.S. Equity Buffer ETF - March$1,767,6910.0%38,1051.2%ETFBJANInnovator U.S. Equity Buffer ETF - January$1,703,3910.0%32,1301.1%ETFGMARFT Cboe Vest U.S. Equity Moderate Buffer ETF - March$1,509,2440.0%37,6371.0%ETFINNOVATOR ETFS TRUST$1,372,848$1,372,848 ▲New Holding43,0630.9%U S EQ 10 BUFFERVGITVanguard Intermediate-Term Treasury ETF$1,221,791$242,881 ▲24.8%20,3530.8%ETFKNGFT Vest S&P 500 Dividend Aristocrats Target Income ETF$1,194,5350.0%24,2250.8%ETFPMAYInnovator U.S. Equity Power Buffer ETF - May$1,086,687$80,552 ▼-6.9%27,9390.7%ETFPAUGInnovator U.S. Equity Power Buffer ETF - August$979,5710.0%23,0650.6%ETFFIRST TR EXCHNG TRADED FD VI$926,3390.0%24,1770.6%FT VEST U.S EQTPJANInnovator U.S. Equity Power Buffer ETF - January$904,6800.0%19,7550.6%ETFAAPLApple$836,7140.0%3,2860.6%Computer and TechnologyCYBRCyberArk Software$773,0400.0%1,6000.5%Computer and TechnologyINNOVATOR ETFS TRUST$702,3950.0%29,5000.5%PREMIUM INC 15 BSPYSPDR S&P 500 ETF Trust$690,789$37,304 ▲5.7%1,0370.5%FinanceFNOVFT Vest U.S. Equity Buffer ETF - November$680,9590.0%12,8750.5%ETFFOCTFT Vest U.S. Equity Buffer ETF - October$611,5960.0%12,8730.4%ETFDDECFT Vest U.S. Equity Deep Buffer ETF - December$599,6490.0%13,7000.4%ETFPAPRInnovator U.S. Equity Power Buffer ETF - April$595,1550.0%15,5150.4%ETFPJULInnovator U.S. Equity Power Buffer ETF - July$572,052$3,192 ▼-0.6%12,5450.4%ETFDMARFT Vest U.S. Equity Deep Buffer ETF - March$547,0140.0%13,4170.4%ETFAMZNAmazon.com$522,5770.0%2,3800.3%Retail/WholesaleIWFiShares Russell 1000 Growth ETF$515,840$36,076 ▲7.5%1,1010.3%ETFFIRST TR EXCH TRADED FD III$512,3940.0%23,7000.3%FT VEST SMIDJULHPremium Income 20 Barrier ETF$475,5700.0%19,0000.3%ETFWMTWalmart$433,7800.0%4,2090.3%Retail/WholesaleRSPInvesco S&P 500 Equal Weight ETF$405,9580.0%2,1400.3%ETFTSMTaiwan Semiconductor Manufacturing$396,5920.0%1,4200.3%Computer and TechnologyFAUGFT Vest U.S. Equity Buffer ETF - August$385,5360.0%7,4270.3%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$377,207$61,254 ▼-14.0%11,7620.2%ETFVUGVanguard Growth ETF$351,0750.0%7320.2%ETFGFEBFT Cboe Vest U.S. Equity Moderate Buffer ETF - February$338,2320.0%8,3370.2%ETFMSFTMicrosoft$337,185$51,795 ▲18.1%6510.2%Computer and TechnologySPLGSPDR Portfolio S&P 500 ETF$320,166$470 ▲0.1%4,0870.2%ETFDUKDuke Energy$309,9940.0%2,5050.2%UtilitiesCOSTCostco Wholesale$306,3840.0%3310.2%Retail/WholesaleRSGRepublic Services$300,6190.0%1,3100.2%Business ServicesVTIVanguard Total Stock Market ETF$274,916$6,233 ▼-2.2%8380.2%ETFBJULInnovator U.S. Equity Buffer ETF - July$254,5100.0%5,1250.2%ETFVTVVanguard Value ETF$250,051$97,149 ▼-28.0%1,3410.2%ETFPSEPInnovator U.S. Equity Power Buffer ETF - September$241,1640.0%5,6150.2%ETFBUFDFT Vest Laddered Deep Buffer ETF$238,4780.0%8,6280.2%ETFBRK.BBerkshire Hathaway$231,2600.0%4600.2%FinanceMMCMarsh & McLennan Companies$228,7370.0%1,1350.2%FinanceMAMastercard$226,3860.0%3980.1%Business ServicesDOCTFT Vest U.S. Equity Deep Buffer ETF - October$215,6270.0%4,9910.1%ETFOKTAOkta$209,4430.0%2,2840.1%Computer and TechnologyFIRST TR EXCHNG TRADED FD VI$0$440,996 ▼-100.0%00.0%FT VEST US EQTCFRCullen/Frost Bankers$0$255,152 ▼-100.0%00.0%FinanceVBRVanguard Small-Cap Value ETF$0$202,661 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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