Schulz Wealth, Ltd. Portfolio Holdings

Schulz Wealth, Ltd.

  • $151 Billion
  • Q3 2025

Schulz Wealth, Ltd. has filed its 13F form on October 17, 2025 for Q3 2025 where it was disclosed a total value porftolio of $151 Billion distributed in 64 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $33.7B, Vanguard Star Fd Vanguard Tota with a value of $12.7B, First Tr Ex Td Viii Ft Cboe Ve with a value of $11.7B, Vanguard Bd Index Fds with a value of $8.48B, and First Tr Ex Tr Fd Viii Ft Cboe with a value of $7.41B.

Examining the 13F form we can see an increase of $17.5B in the current position value, from $134B to 151B.

Schulz Wealth, Ltd. is based out at Mansfield, TX

Below you can find more details about Schulz Wealth, Ltd. portfolio as well as his latest detailed transactions.

Portfolio value $151 Billion
ETFs: $98.5 Billion
Technology: $2.55 Billion
Consumer Defensive: $740 Million
Financial Services: $686 Million
Consumer Cyclical: $523 Million
Utilities: $310 Million
Industrials: $301 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$33.7 Billion 22.31% of portfolio
874,911
Q3 2025 Added 9.95%
$0
$12.7 Billion 8.39% of portfolio
172,730
Q3 2025 Added 11.47%
$0
$11.7 Billion 7.74% of portfolio
350,277
Q3 2025 Added 12.22%
-
$8.48 Billion 5.61% of portfolio
-
Q3 2025 Added 1.28%
$0
$7.41 Billion 4.9% of portfolio
150,522
Q3 2025 Reduced 1.95%
$0
$7.34 Billion 4.85% of portfolio
82,472
Q3 2025 Added 23.62%
First Tr Exchng Traded Fd Vi
-
$5.61 Billion 3.71% of portfolio
-
Q3 2025 Reduced 1.07%
$0
$5.35 Billion 3.54% of portfolio
105,943
Q3 2025 Reduced 0.3%
First Tr Exchng Traded Fd Vi
-
$4.38 Billion 2.89% of portfolio
-
Q2 2025 Reduced -0.0%
First Tr Exchng Traded Fd Vi
-
$4.1 Billion 2.71% of portfolio
-
Q3 2025 Added 9.59%
First Tr Exchng Traded Fd Vi
-
$3.84 Billion 2.54% of portfolio
-
Q3 2025 Reduced 0.94%
First Tr Exchng Traded Fd Vi
-
$3.8 Billion 2.51% of portfolio
-
Q3 2025 Reduced 1.24%
$0
$2.98 Billion 1.97% of portfolio
69,589
Q3 2025 Added 80.66%
First Tr Exchng Traded Fd Vi
-
$2.96 Billion 1.95% of portfolio
-
Q3 2025 Added 67.1%
$0
$2.8 Billion 1.85% of portfolio
47,624
Q3 2025 Added 12.19%
First Tr Exchng Traded Fd Vi
-
$2.2 Billion 1.46% of portfolio
-
Q3 2025 Reduced 5.57%
First Tr Exchng Traded Fd Vi
-
$1.84 Billion 1.22% of portfolio
-
Q3 2025 Reduced 0.33%
$0
$1.77 Billion 1.17% of portfolio
38,105
Q4 2023 New
$0
$1.7 Billion 1.13% of portfolio
32,130
Q3 2024 Added 1.32%
First Tr Exchng Traded Fd Vi
-
$1.51 Billion 1.0% of portfolio
-
Q2 2025 Added 6.25%
Innovator Etfs Trust
-
$1.37 Billion 0.91% of portfolio
-
Q3 2025 New
$0
$1.22 Billion 0.81% of portfolio
20,353
Q3 2025 Added 24.81%
$0
$1.19 Billion 0.79% of portfolio
24,225
Q1 2024 Added 67.07%
$0
$1.09 Billion 0.72% of portfolio
27,939
Q3 2025 Reduced 6.9%
$0
$980 Million 0.65% of portfolio
23,065
Q3 2024 Reduced 13.87%
First Tr Exchng Traded Fd Vi
-
$926 Million 0.61% of portfolio
-
Q4 2024 New
$0
$905 Million 0.6% of portfolio
19,755
Q2 2025 Reduced 6.49%
$4.3T
$837 Million 0.55% of portfolio
3,286
Q2 2025 Added 0.24%
$19.9B
$773 Million 0.51% of portfolio
1,600
Q4 2023 New
$0
$691 Million 0.46% of portfolio
1,037
Q3 2025 Added 5.71%
Innovator Etfs Trust
-
$702 Million 0.46% of portfolio
-
Q4 2023 New
$0
$681 Million 0.45% of portfolio
12,875
Q4 2024 Added 33.21%
$0
$600 Million 0.4% of portfolio
13,700
Q2 2025 Reduced 11.94%
$0
$612 Million 0.4% of portfolio
12,873
Q4 2024 Added 0.27%
$0
$595 Million 0.39% of portfolio
15,515
Q4 2023 New
$0
$572 Million 0.38% of portfolio
12,545
Q3 2025 Reduced 0.55%
$0
$547 Million 0.36% of portfolio
13,417
Q1 2024 Reduced 23.89%
$2.39T
$523 Million 0.35% of portfolio
2,380
Q2 2024 Reduced 9.16%
First Tr Exch Traded Fd Iii
-
$512 Million 0.34% of portfolio
-
Q1 2024 New
$0
$516 Million 0.34% of portfolio
1,101
Q3 2025 Added 7.52%
Innovator Etfs Trust
-
$476 Million 0.31% of portfolio
-
Q4 2023 New
$279B
$434 Million 0.29% of portfolio
4,209
Q1 2025 Reduced 5.63%
$0
$406 Million 0.27% of portfolio
2,140
Q4 2023 New
$1.46T
$397 Million 0.26% of portfolio
1,420
Q2 2025 Reduced 13.41%
$0
$377 Million 0.25% of portfolio
11,762
Q3 2025 Reduced 13.97%
$0
$386 Million 0.25% of portfolio
7,427
Q4 2024 Reduced 5.59%
$0
$351 Million 0.23% of portfolio
732
Q1 2025 Reduced 0.68%
First Tr Exchng Traded Fd Vi
-
$338 Million 0.22% of portfolio
-
Q1 2025 New
$3.78T
$337 Million 0.22% of portfolio
651
Q3 2025 Added 18.15%

Summary

  • Portfolio
  • No. of Stocks 64
  • Current Value $151 Billion
  • Prior Value $134 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 17, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 1 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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