Schulz Wealth, Ltd. Portfolio Holdings by Sector
Schulz Wealth, Ltd.
- $151 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
DFAC VXUS BUFR FDEC AVDV FSEP DFCF VGSH 30 stocks |
$98.2 Million
94.8% of portfolio
|
  10  
|
  6  
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
CYBR MSFT OKTA 3 stocks |
$1.32 Million
1.27% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$836,714
0.81% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT COST 2 stocks |
$740,164
0.71% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$522,577
0.5% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
TSM 1 stocks |
$396,592
0.38% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
DUK 1 stocks |
$309,994
0.3% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
RSG 1 stocks |
$300,619
0.29% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$274,916
0.27% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$231,260
0.22% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
MMC 1 stocks |
$228,737
0.22% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
MA 1 stocks |
$226,386
0.22% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|