Schulz Wealth, Ltd. Top Holdings and 13F Report (2025) About Schulz Wealth, Ltd.Investment ActivitySchulz Wealth, Ltd. has $131.12 million in total holdings as of March 31, 2025.Schulz Wealth, Ltd. owns shares of 63 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 4.77% of the portfolio was purchased this quarter.About 1.86% of the portfolio was sold this quarter.This quarter, Schulz Wealth, Ltd. has purchased 61 new stocks and bought additional shares in 11 stocks.Schulz Wealth, Ltd. sold shares of 16 stocks and completely divested from 1 stock this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $24,250,883Vanguard U.S. Momentum Factor ETF $13,124,565Vanguard Total International Stock ETF $9,317,098FT Vest Laddered Buffer ETF $8,823,304Vanguard Ultra-Short Bond ETF $8,417,668 Largest New Holdings this Quarter 92206C102 - Vanguard Short-Term Treasury Index ETF $2,027,329 Holding33740U737 - FT Cboe Vest U.S. Equity Moderate Buffer ETF - February $306,551 Holding679295105 - Okta $240,322 Holding Largest Purchases this Quarter Vanguard Short-Term Treasury Index ETF 34,543 shares (about $2.03M)FT Vest U.S. Equity Moderate Buffer ETF - January 27,018 shares (about $1.02M)Vanguard Total International Stock ETF 13,591 shares (about $844.00K)Dimensional U.S. Core Equity 2 ETF 25,355 shares (about $836.46K)Vanguard Intermediate-Term Treasury Index ETF 6,770 shares (about $402.14K) Largest Sales this Quarter Vanguard Ultra-Short Bond ETF 16,900 shares (about $842.55K)FT Vest Laddered Buffer ETF 16,137 shares (about $479.11K)FT Vest U.S. Equity Buffer ETF - September 6,600 shares (about $294.03K)FT Cboe Vest U.S. Equity Moderate Buffer ETF - May 4,080 shares (about $147.92K)FT Vest U.S. Equity Buffer ETF - December 1,473 shares (about $63.93K) 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$24,250,883$836,461 ▲3.6%735,09818.5%ETFVFMOVanguard U.S. Momentum Factor ETF$13,124,565$138,511 ▲1.1%86,51110.0%ETFVXUSVanguard Total International Stock ETF$9,317,098$844,000 ▲10.0%150,0347.1%ETFBUFRFT Vest Laddered Buffer ETF$8,823,304$479,108 ▼-5.2%297,1816.7%ETFVUSBVanguard Ultra-Short Bond ETF$8,417,668$842,550 ▼-9.1%168,8436.4%ETFFDECFT Vest U.S. Equity Buffer ETF - December$6,835,771$63,934 ▼-0.9%157,4915.2%ETFGJANFT Vest U.S. Equity Moderate Buffer ETF - January$4,931,154$1,017,768 ▲26.0%130,9043.8%ETFFSEPFT Vest U.S. Equity Buffer ETF - September$4,800,574$294,030 ▼-5.8%107,7573.7%ETFGAPRFT Cboe Vest U.S. Equity Moderate Buffer ETF - April$4,188,907$38 ▼0.0%111,5103.2%ETFAVDVAvantis International Small Cap Value ETF$4,052,870$341,935 ▲9.2%58,1143.1%ETFFIRST TR EXCHNG TRADED FD VI$3,712,167$19,374 ▼-0.5%108,2582.8%FT VEST U.S EQTFIRST TR EXCHNG TRADED FD VI$3,517,7350.0%101,8602.7%FT VEST U.S EQTFIRST TR EXCHNG TRADED FD VI$3,443,8500.0%95,7992.6%FT VEST US EQTVGSHVanguard Short-Term Treasury Index ETF$2,027,329$2,027,329 ▲New Holding34,5431.5%ETFFJULFT Vest U.S. Equity Buffer ETF - July$1,927,6490.0%40,4681.5%ETFFIRST TR EXCHNG TRADED FD VI$1,638,4700.0%47,1571.2%FT VEST US EQTFMARFT Vest U.S. Equity Buffer ETF - March$1,608,0310.0%38,1051.2%ETFBJANInnovator U.S. Equity Buffer ETF - January$1,498,2890.0%32,1301.1%ETFGMAYFT Cboe Vest U.S. Equity Moderate Buffer ETF - May$1,336,831$147,920 ▼-10.0%36,8731.0%ETFGMARFT Cboe Vest U.S. Equity Moderate Buffer ETF - March$1,317,698$9,932 ▲0.8%35,4221.0%ETFKNGFT Vest S&P 500 Dividend Aristocrats Target Income ETF$1,223,8470.0%24,2250.9%ETFPMAYInnovator U.S. Equity Power Buffer ETF - May$1,119,1080.0%31,2600.9%ETFPJANInnovator U.S. Equity Power Buffer ETF - January$876,0540.0%21,1250.7%ETFPAUGInnovator U.S. Equity Power Buffer ETF - August$871,3960.0%23,0650.7%ETFFIRST TR EXCHNG TRADED FD VI$829,9960.0%24,1770.6%FT VEST U.S EQTGJUNFT Cboe Vest U.S. Equity Moderate Buffer ETF - June$771,946$29,191 ▼-3.6%21,9490.6%ETFVGITVanguard Intermediate-Term Treasury Index ETF$765,488$402,138 ▲110.7%12,8870.6%ETFAAPLApple$728,142$5,109 ▼-0.7%3,2780.6%Computer and TechnologyDFCFDimensional Core Fixed Income ETF$700,131$71,166 ▲11.3%16,6460.5%ETFINNOVATOR ETFS TRUST$698,2240.0%29,5000.5%PREMIUM INC 15 BDDECFT Vest U.S. Equity Deep Buffer ETF - December$608,9030.0%15,5570.5%ETFFNOVFT Vest U.S. Equity Buffer ETF - November$600,8840.0%12,8750.5%ETFPJULInnovator U.S. Equity Power Buffer ETF - July$596,0580.0%14,8310.5%ETFPAPRInnovator U.S. Equity Power Buffer ETF - April$553,2650.0%15,5150.4%ETFCYBRCyberArk Software$540,8000.0%1,6000.4%Computer and TechnologyFOCTFT Vest U.S. Equity Buffer ETF - October$534,2300.0%12,8730.4%ETFDMARFT Vest U.S. Equity Deep Buffer ETF - March$505,5380.0%13,4170.4%ETFFIRST TR EXCH TRADED FD III$473,2890.0%23,7000.4%FT VEST SMIDJULHPremium Income 20 Barrier ETF$471,6540.0%19,0000.4%ETFAMZNAmazon.com$452,8190.0%2,3800.3%Retail/WholesaleRSPInvesco S&P 500 Equal Weight ETF$370,7120.0%2,1400.3%ETFWMTWalmart$369,508$22,035 ▼-5.6%4,2090.3%Retail/WholesaleDFEMDimensional Emerging Markets Core Equity 2 ETF$361,761$25,137 ▼-6.5%13,6720.3%ETFBUFDFT Vest Laddered Deep Buffer ETF$341,017$52,171 ▼-13.3%13,6680.3%ETFFAUGFT Vest U.S. Equity Buffer ETF - August$337,8300.0%7,4270.3%ETFRSGRepublic Services$317,2300.0%1,3100.2%Business ServicesCOSTCostco Wholesale$310,216$1,892 ▼-0.6%3280.2%Retail/WholesaleGFEBFT Cboe Vest U.S. Equity Moderate Buffer ETF - February$306,551$306,551 ▲New Holding8,3370.2%ETFDUKDuke Energy$305,5350.0%2,5050.2%UtilitiesSPYSPDR S&P 500 ETF Trust$285,2890.0%5100.2%FinanceMMCMarsh & McLennan Companies$276,9740.0%1,1350.2%FinanceTSMTaiwan Semiconductor Manufacturing$272,240$43,990 ▼-13.9%1,6400.2%Computer and TechnologyVUGVanguard Growth ETF$271,440$1,854 ▼-0.7%7320.2%ETFSPLGSPDR Portfolio S&P 500 ETF$269,285$4,274 ▲1.6%4,0950.2%ETFCFRCullen/Frost Bankers$248,522$1,127 ▲0.5%1,9850.2%FinanceBRK.BBerkshire Hathaway$244,9870.0%4600.2%FinanceOKTAOkta$240,322$240,322 ▲New Holding2,2840.2%Computer and TechnologyVTIVanguard Total Stock Market ETF$235,844$9,896 ▲4.4%8580.2%ETFBJULInnovator U.S. Equity Buffer ETF - July$221,2780.0%5,1250.2%ETFMAMastercard$216,5070.0%3950.2%Business ServicesPSEPInnovator U.S. Equity Power Buffer ETF - September$215,6720.0%5,6150.2%ETFMSFTMicrosoft$206,089$6,382 ▼-3.0%5490.2%Computer and TechnologyNJULInnovator Growth-100 Power Buffer ETF - July$204,0910.0%3,4000.2%ETFDSEPFT Vest U.S. Equity Deep Buffer ETF - September$0$402,793 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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