Schulz Wealth, LTD.

Period ended Sep 30, 2026 · Latest filing Nov 3, 2026

These quarterly holdings are delayed and may not include all assets or short positions. Values are from the reporting date, not current prices or purchase costs. The same security may appear in multiple rows.

Source: SEC

Reported portfolio value

Quarter-end reported holdings; not current value or investment performance.

View reported values

Sep 30, 2026: $213,294,472

More quarters will appear as history becomes available.

Top holdings

Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.

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View top holdings values

DIMENSIONAL ETF TRUST · US COR EQU 2 ETF · 25434V708 · shares: $41,720,406
VANGUARD STAR FDS · VG TL INTL STK F · 921909768 · shares: $16,082,069
AMERICAN CENTY ETF TR · INTL SMCP VLU · 025072802 · shares: $12,606,896
FIRST TR EXCHNG TRADED FD VI · FT LADD BUFF ETF · 33740F755 · shares: $12,540,100
VANGUARD BD INDEX FDS · VANGUARD ULTRA · 92203C303 · shares: $10,397,128
AMERICAN CENTY ETF TR · US EQT ETF · 025072885 · shares: $9,315,202
FIRST TR EXCHNG TRADED FD VI · FT VEST UQ EQT · 33740U505 · shares: $8,309,977
FIRST TR EXCHANGE-TRADED FD · VEST LADDERED · 33733E690 · shares: $7,788,887
FIRST TR EXCHANGE-TRADED FD · VEST LAD AUT ETF · 33733E641 · shares: $6,836,470
FIRST TR EXCHNG TRADED FD VI · FT VEST US EQT · 33740F516 · shares: $6,642,241

Reported holdings

78 reported entries

Issuer	Class	CUSIP	Type	Shares / principal	Reported value (USD)
DIMENSIONAL ETF TRUST	US COR EQU 2 ETF	25434V708	—	938,592 shares	$41,720,406
VANGUARD STAR FDS	VG TL INTL STK F	921909768	—	189,290 shares	$16,082,069
AMERICAN CENTY ETF TR	INTL SMCP VLU	025072802	—	115,258 shares	$12,606,896
FIRST TR EXCHNG TRADED FD VI	FT LADD BUFF ETF	33740F755	—	334,670 shares	$12,540,100
VANGUARD BD INDEX FDS	VANGUARD ULTRA	92203C303	—	209,831 shares	$10,397,128
AMERICAN CENTY ETF TR	US EQT ETF	025072885	—	72,724 shares	$9,315,202
FIRST TR EXCHNG TRADED FD VI	FT VEST UQ EQT	33740U505	—	148,313 shares	$8,309,977
FIRST TR EXCHANGE-TRADED FD	VEST LADDERED	33733E690	—	373,389 shares	$7,788,887
FIRST TR EXCHANGE-TRADED FD	VEST LAD AUT ETF	33733E641	—	332,190 shares	$6,836,470
FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	33740F516	—	144,088 shares	$6,642,241
FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	33740U307	—	101,947 shares	$5,824,232
FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	33740F458	—	125,069 shares	$5,325,013
FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	33740U661	—	101,040 shares	$4,502,837
SIMPLIFY EXCHANGE TRADED FUN	TREASURY OPT INC	82889N640	—	174,883 shares	$4,036,300
FIRST TR EXCHNG TRADED FD VI	FT VEST U.S EQT	33740U711	—	94,847 shares	$3,994,956
FIRST TR EXCHNG TRADED FD VI	FT VEST U.S EQT	33740U687	—	87,545 shares	$3,747,820
FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	33740U653	—	76,101 shares	$3,204,217
DIMENSIONAL ETF TRUST	CORE FIXE IN ETF	25434V872	—	74,266 shares	$2,979,561
INNOVATOR ETFS TRUST	U S EQ 10 BUFFER	45783Y442	—	84,606 shares	$2,922,291
INNOVATOR ETFS TRUST	EQUI DUAL 15 MAY	45784N338	—	121,446 shares	$2,487,457
FIRST TR EXCHNG TRADED FD VI	FT VEST U.S EQT	33740F433	—	58,314 shares	$2,445,689
FIRST TR EXCHNG TRADED FD VI	FT VEST U.S EQT	33740F441	—	49,649 shares	$2,180,390
FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	33740U208	—	33,692 shares	$2,062,287
FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	33740F599	—	38,105 shares	$2,041,670
INNOVATOR ETFS TRUST	US EQTY BUFR JAN	45782C409	—	32,130 shares	$1,944,716
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	92206C102	—	31,991 shares	$1,841,402
FIRST TR EXCHNG TRADED FD VI	FT VEST U.S EQT	33740U695	—	42,065 shares	$1,795,334
FIRST TR EXCHNG TRADED FD VI	FT VEST U.S EQT	33740F482	—	37,497 shares	$1,696,364
PALO ALTO NETWORKS INC	COM	697435105	—	3,720 shares	$1,477,993
APPLE INC	COM	037833100	—	3,546 shares	$1,180,891
FIRST TR EXCHANGE-TRADED FD	FT VEST S&P 500	33739Q705	—	24,225 shares	$1,166,192
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	874039100	—	2,225 shares	$1,015,955
INNOVATOR ETFS TRUST	US EQTY PWR BF	45782C680	—	21,335 shares	$995,278
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	92206C706	—	17,176 shares	$973,192
INNOVATOR ETFS TRUST	US EQTY PWR BUF	45782C318	—	22,759 shares	$961,686
INNOVATOR ETFS TRUST	US EQTY PWR BUF	45782C508	—	17,285 shares	$876,695
STATE STR SPDR S&P 500 ETF T	TR UNIT	78462F103	—	1,101 shares	$840,574
INNOVATOR ETFS TRUST	EQTY DUL DIRCT15	45784N197	—	36,262 shares	$716,468
FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	33740F847	—	11,875 shares	$714,400
FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	33740F664	—	12,873 shares	$696,192
INNOVATOR ETFS TRUST	US EQT PWR BUF	45782C870	—	15,515 shares	$669,938
FIRST TR EXCHNG TRADED FD VI	FT VEST U.S.	33740U406	—	12,927 shares	$628,135
FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	33740F615	—	13,413 shares	$613,242
INNOVATOR ETFS TRUST	EQUITY DUAL DIRT	45784N536	—	27,987 shares	$605,499
AMAZON COM INC	COM	023135106	—	2,420 shares	$602,943
ISHARES TR	RUS 1000 GRW ETF	464287614	—	4,404 shares	$551,677
MICROSOFT CORP	COM	594918104	—	1,073 shares	$550,379
INNOVATOR ETFS TRUST	US EQTY PWR BUF	45782C813	—	10,353 shares	$514,337
FIRST TR EXCHANGE-TRADED FD	FT VEST SMID	33738D820	—	23,700 shares	$510,972
INNOVATOR ETFS TRUST	EQUITY DUAL DIRC	45784N486	—	22,320 shares	$497,959
VANGUARD INDEX FDS	S&P 500 ETF SHS	922908363	—	697 shares	$488,832
OKTA INC	CL A	679295105	—	2,284 shares	$477,607
DIMENSIONAL ETF TRUST	EMERGING MKTS CO	25434V732	—	11,762 shares	$467,187
VANGUARD INDEX FDS	MRNGSTR TTL STK	922908769	—	1,218 shares	$455,993
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	46137V357	—	2,140 shares	$445,163
WALMART INC	COM	931142103	—	4,209 shares	$437,399
VANGUARD INDEX FDS	MRNGSTR GRWT ETF	922908736	—	4,392 shares	$395,763
SPDR SERIES TRUST	ST STR P500ETF	78464A854	—	4,126 shares	$370,394
FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	33740F862	—	6,247 shares	$359,890
FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	33740U737	—	7,548 shares	$340,056
VANGUARD INDEX FDS	MRNGSTR VAL ETF	922908744	—	1,424 shares	$307,726
COSTCO WHOLESALE CORPORATION	COM	22160K105	—	331 shares	$301,326
DUKE ENERGY CORP NEW	COM NEW	26441C204	—	2,571 shares	$293,120
INNOVATOR ETFS TRUST	US EQTY BUFR JUL	45782C789	—	5,125 shares	$284,026
BERKSHIRE HATHAWAY INC DEL	CL B NEW	084670702	—	560 shares	$278,852
REPUBLIC SVCS INC	COM	760759100	—	1,310 shares	$274,930
CHEVRON CORPORATION	COM	166764100	—	1,301 shares	$265,677
HUMANA INC	COM	444859102	—	680 shares	$259,468
ISHARES INC	MSCI BRAZIL ETF	464286400	—	6,856 shares	$255,386
INNOVATOR ETFS TRUST	US SML CP PWR B	45782C599	—	5,930 shares	$223,620
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	921943858	—	3,120 shares	$220,301
MASTERCARD INCORPORATED	CL A	57636Q104	—	398 shares	$219,487
VANGUARD INDEX FDS	MRNGSTR SML CP V	922908611	—	947 shares	$218,751
ADVANCED MICRO DEVICES INC	COM	007903107	—	350 shares	$214,116
INNOVATOR ETFS TRUST	US EQTY PWR BUF	45782C656	—	4,340 shares	$203,372
INNOVATOR ETFS TRUST	US EQUT BUFR AUG	45782C698	—	3,660 shares	$202,335
FIRST TR EXCHNG TRADED FD VI	FT VEST UQ EQT	33740F672	—	4,186 shares	$201,117
INNOVATOR ETFS TRUST	EQUI DU DI OCTO	45784N528	—	8,710 shares	$200,069