Schulz Wealth, Ltd. Top Holdings and 13F Report (2025) About Schulz Wealth, Ltd.Investment ActivitySchulz Wealth, Ltd. has $130.21 million in total holdings as of December 31, 2024.Schulz Wealth, Ltd. owns shares of 61 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 1.73% of the portfolio was purchased this quarter.About 1.50% of the portfolio was sold this quarter.This quarter, Schulz Wealth, Ltd. has purchased 58 new stocks and bought additional shares in 11 stocks.Schulz Wealth, Ltd. sold shares of 18 stocks and completely divested from 0 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $24,550,010Vanguard U.S. Momentum Factor ETF $14,069,683FT Vest Laddered Buffer ETF $9,546,799Vanguard Ultra-Short Bond ETF $9,216,568Vanguard Total International Stock ETF $8,040,609 Largest New Holdings this Quarter FIRST TR EXCHNG TRADED FD VI $845,953 HoldingVanguard Growth ETF $302,494 HoldingMastercard $207,995 Holding Largest Purchases this Quarter FIRST TR EXCHNG TRADED FD VI 24,177 shares (about $845.95K)Vanguard Growth ETF 737 shares (about $302.49K)Mastercard 395 shares (about $208.00K)Vanguard U.S. Momentum Factor ETF 1,165 shares (about $191.49K)Vanguard Total International Stock ETF 3,021 shares (about $178.03K) Largest Sales this Quarter Vanguard Ultra-Short Bond ETF 12,339 shares (about $612.26K)FT Vest Laddered Buffer ETF 14,610 shares (about $445.17K)Dimensional Core Fixed Income ETF 5,929 shares (about $244.69K)FT Vest U.S. Equity Buffer ETF - September 3,425 shares (about $156.51K)Taiwan Semiconductor Manufacturing 500 shares (about $98.74K) 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$24,550,010$169,802 ▲0.7%709,74318.9%ETFVFMOVanguard U.S. Momentum Factor ETF$14,069,683$191,490 ▲1.4%85,59810.8%ETFBUFRFT Vest Laddered Buffer ETF$9,546,799$445,167 ▼-4.5%313,3187.3%ETFVUSBVanguard Ultra-Short Bond ETF$9,216,568$612,261 ▼-6.2%185,7437.1%ETFVXUSVanguard Total International Stock ETF$8,040,609$178,028 ▲2.3%136,4436.2%ETFFDECFT Vest U.S. Equity Buffer ETF - December$7,085,8210.0%158,9645.4%ETFFSEPFT Vest U.S. Equity Buffer ETF - September$5,225,623$156,508 ▼-2.9%114,3574.0%ETFGAPRFT Cboe Vest U.S. Equity Moderate Buffer ETF - April$4,180,547$75 ▼0.0%111,5113.2%ETFGJANFT Vest U.S. Equity Moderate Buffer ETF - January$4,015,1940.0%103,8863.1%ETFFIRST TR EXCHNG TRADED FD VI$3,806,629$22,912 ▲0.6%108,8232.9%FT VEST U.S EQTFIRST TR EXCHNG TRADED FD VI$3,569,1740.0%101,8602.7%FT VEST U.S EQTFIRST TR EXCHNG TRADED FD VI$3,512,490$46,235 ▼-1.3%95,7992.7%FT VEST US EQTAVDVAvantis International Small Cap Value ETF$3,462,972$149,749 ▲4.5%53,2112.7%ETFFJULFT Vest U.S. Equity Buffer ETF - July$1,981,617$34,032 ▼-1.7%40,4681.5%ETFFIRST TR EXCHNG TRADED FD VI$1,663,6570.0%47,1571.3%FT VEST US EQTFMARFT Vest U.S. Equity Buffer ETF - March$1,648,8030.0%38,1051.3%ETFBJANInnovator U.S. Equity Buffer ETF - January$1,540,6340.0%32,1301.2%ETFGMAYFT Cboe Vest U.S. Equity Moderate Buffer ETF - May$1,510,756$18,076 ▼-1.2%40,9531.2%ETFGMARFT Cboe Vest U.S. Equity Moderate Buffer ETF - March$1,316,9340.0%35,1551.0%ETFKNGFT Vest S&P 500 Dividend Aristocrats Target Income ETF$1,216,3370.0%24,2250.9%ETFPMAYInnovator U.S. Equity Power Buffer ETF - May$1,122,465$22,981 ▼-2.0%31,2600.9%ETFPJANInnovator U.S. Equity Power Buffer ETF - January$892,531$422 ▼0.0%21,1250.7%ETFPAUGInnovator U.S. Equity Power Buffer ETF - August$888,0030.0%23,0650.7%ETFFIRST TR EXCHNG TRADED FD VI$845,953$845,953 ▲New Holding24,1770.6%FT VEST U.S EQTAAPLApple$826,636$67,113 ▼-7.5%3,3010.6%Computer and TechnologyGJUNFT Cboe Vest U.S. Equity Moderate Buffer ETF - June$820,0440.0%22,7790.6%ETFINNOVATOR ETFS TRUST$702,2480.0%29,5000.5%PREMIUM INC 15 BDDECFT Vest U.S. Equity Deep Buffer ETF - December$624,458$55,072 ▼-8.1%15,5570.5%ETFDFCFDimensional Core Fixed Income ETF$617,152$244,690 ▼-28.4%14,9540.5%ETFFNOVFT Vest U.S. Equity Buffer ETF - November$615,683$153,502 ▲33.2%12,8750.5%ETFPJULInnovator U.S. Equity Power Buffer ETF - July$610,5920.0%14,8310.5%ETFPAPRInnovator U.S. Equity Power Buffer ETF - April$569,4590.0%15,5150.4%ETFFOCTFT Vest U.S. Equity Buffer ETF - October$548,776$1,492 ▲0.3%12,8730.4%ETFCYBRCyberArk Software$533,0400.0%1,6000.4%Computer and TechnologyAMZNAmazon.com$522,1480.0%2,3800.4%Retail/WholesaleDMARFT Vest U.S. Equity Deep Buffer ETF - March$512,1080.0%13,4170.4%ETFFIRST TR EXCH TRADED FD III$509,9060.0%23,7000.4%FT VEST SMIDJULHPremium Income 20 Barrier ETF$473,6700.0%19,0000.4%ETFWMTWalmart$402,961$5,331 ▲1.3%4,4600.3%Retail/WholesaleDSEPFT Vest U.S. Equity Deep Buffer ETF - September$402,793$62,807 ▼-13.5%9,9340.3%ETFBUFDFT Vest Laddered Deep Buffer ETF$402,1700.0%15,7590.3%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$382,950$18,700 ▼-4.7%14,6220.3%ETFTSMTaiwan Semiconductor Manufacturing$376,218$98,745 ▼-20.8%1,9050.3%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$374,9920.0%2,1400.3%ETFVGITVanguard Intermediate-Term Treasury Index ETF$354,786$48,778 ▼-12.1%6,1170.3%ETFFAUGFT Vest U.S. Equity Buffer ETF - August$345,653$20,478 ▼-5.6%7,4270.3%ETFVUGVanguard Growth ETF$302,494$302,494 ▲New Holding7370.2%ETFCOSTCostco Wholesale$302,369$3,665 ▲1.2%3300.2%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$298,9010.0%5100.2%FinanceSPLGSPDR Portfolio S&P 500 ETF$277,824$689 ▲0.2%4,0300.2%ETFDUKDuke Energy$269,8890.0%2,5050.2%UtilitiesCFRCullen/Frost Bankers$265,2780.0%1,9760.2%FinanceRSGRepublic Services$263,5460.0%1,3100.2%Business ServicesMMCMarsh & McLennan Companies$241,0850.0%1,1350.2%FinanceMSFTMicrosoft$238,569$16,439 ▲7.4%5660.2%Computer and TechnologyVTIVanguard Total Stock Market ETF$238,088$1,448 ▼-0.6%8220.2%ETFBJULInnovator U.S. Equity Buffer ETF - July$228,3580.0%5,1250.2%ETFPSEPInnovator U.S. Equity Power Buffer ETF - September$219,4640.0%5,6150.2%ETFNJULInnovator Growth-100 Power Buffer ETF - July$213,4520.0%3,4000.2%ETFBRK.BBerkshire Hathaway$208,5090.0%4600.2%FinanceMAMastercard$207,995$207,995 ▲New Holding3950.2%Business ServicesShowing 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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