SCHULZ WEALTH, LTD.

Filed: 2/5/2026ACC: 0002011780-26-000001

📋 What this filing means

SCHULZ WEALTH, LTD. filed this quarterly 13F‑HR report disclosing 62 equity positions with a total reported market value of $156.07M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$156.07M

Total AUM (reported)

3.34M

Total Shares

Allocation by class

US CORE EQUITY 2$35.59M22.8%

FT VEST US EQT$28.57M18.3%

FT VEST U.S EQT$14.83M9.5%

VG TL INTL STK F$12.92M8.3%

FT VEST LADDERED$11.38M7.3%

VANGUARD ULTRA$8.85M5.7%

INTL SMCP VLU$7.94M5.1%

Portfolio Concentration

Top 3$59.65M38.2%

4–10$43.75M28.0%

11–25$34.05M21.8%

Rest$18.61M11.9%

Top 3 weight

38.2%

Top 10 weight

66.3%

Voting Authority Distribution

Total shares with voting rights: 3.34M

Sole

Full voting authority

3.34M

% of voting shares100.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

0.00

% of voting shares0.0%

Investment Discretion (by position count)

Sole62

Shared0

Other0

Dominant voting typeSole · 100.0% of voting shares

Institutional Holdings62

Rows:

DIMENSIONAL ETF TRUST

SOLE

US CORE EQUITY 2

Shares899.07K

TypeSH

Market value$35.59M

22.81%

Sole

899.07K

Shared

0.00

None

0.00

VANGUARD STAR FDS

SOLE

VG TL INTL STK F

Shares171.25K

TypeSH

Market value$12.92M

8.28%

Sole

171.25K

Shared

0.00

None

0.00

FIRST TR EXCHNG TRADED FD VI

SOLE

FT VEST LADDERED

Shares325.19K

TypeSH

Market value$11.14M

7.14%

Sole

325.19K

Shared

0.00

None

0.00

VANGUARD BD INDEX FDS

SOLE

VANGUARD ULTRA

Shares177.47K

TypeSH

Market value$8.85M

5.67%

Sole

177.47K

Shared

0.00

None

0.00

AMERICAN CENTY ETF TR

SOLE

INTL SMCP VLU

Shares84.50K

TypeSH

Market value$7.94M

5.09%

Sole

84.50K

Shared

0.00

None

0.00

FIRST TR EXCHNG TRADED FD VI

SOLE

FT VEST UQ EQT

Shares148.31K

TypeSH

Market value$7.59M

4.86%

Sole

148.31K

Shared

0.00

None

0.00

FIRST TR EXCHNG TRADED FD VI

SOLE

FT VEST US EQT

Shares129.03K

TypeSH

Market value$5.52M

3.54%

Sole

129.03K

Shared

0.00

None

0.00

FIRST TR EXCHNG TRADED FD VI

SOLE

FT VEST US EQT

Shares102.05K

TypeSH

Market value$5.26M

3.37%

Sole

102.05K

Shared

0.00

None

0.00

FIRST TR EXCHNG TRADED FD VI

SOLE

FT VEST US EQT

Shares110.32K

TypeSH

Market value$4.41M

2.83%

Sole

110.32K

Shared

0.00

None

0.00

FIRST TR EXCHNG TRADED FD VI

SOLE

FT VEST US EQT

Shares101.09K

TypeSH

Market value$4.18M

2.68%

Sole

101.09K

Shared

0.00

None

0.00

FIRST TR EXCHNG TRADED FD VI

SOLE

FT VEST U.S EQT

Shares97.72K

TypeSH

Market value$3.88M

2.49%

Sole

97.72K

Shared

0.00

None

0.00

FIRST TR EXCHNG TRADED FD VI

SOLE

FT VEST U.S EQT

Shares96.78K

TypeSH

Market value$3.75M

2.40%

Sole

96.78K

Shared

0.00

None

0.00

DIMENSIONAL ETF TRUST

SOLE

CORE FIXED INCOM

Shares80.54K

TypeSH

Market value$3.43M

2.20%

Sole

80.54K

Shared

0.00

None

0.00

FIRST TR EXCHNG TRADED FD VI

SOLE

FT VEST US EQT

Shares76.11K

TypeSH

Market value$2.99M

1.91%

Sole

76.11K

Shared

0.00

None

0.00

VANGUARD SCOTTSDALE FDS

SOLE

SHORT TERM TREAS

Shares46.84K

TypeSH

Market value$2.75M

1.76%

Sole

46.84K

Shared

0.00

None

0.00

FIRST TR EXCHNG TRADED FD VI

SOLE

FT VEST U.S EQT

Shares56.65K

TypeSH

Market value$2.24M

1.44%

Sole

56.65K

Shared

0.00

None

0.00

INNOVATOR ETFS TRUST

SOLE

U S EQ 10 BUFFER

Shares66.78K

TypeSH

Market value$2.18M

1.39%

Sole

66.78K

Shared

0.00

None

0.00

FIRST TR EXCHNG TRADED FD VI

SOLE

FT VEST US EQT

Shares33.71K

TypeSH

Market value$1.88M

1.21%

Sole

33.71K

Shared

0.00

None

0.00

FIRST TR EXCHNG TRADED FD VI

SOLE

FT VEST U.S EQT

Shares43.93K

TypeSH

Market value$1.81M

1.16%

Sole

43.93K

Shared

0.00

None

0.00

FIRST TR EXCHNG TRADED FD VI

SOLE

FT VEST US EQT

Shares38.10K

TypeSH

Market value$1.81M

1.16%

Sole

38.10K

Shared

0.00

None

0.00

INNOVATOR ETFS TRUST

SOLE

US EQTY BUFR JAN

Shares32.13K

TypeSH

Market value$1.77M

1.13%

Sole

32.13K

Shared

0.00

None

0.00

FIRST TR EXCHNG TRADED FD VI

SOLE

FT VEST U.S EQT

Shares42.06K

TypeSH

Market value$1.65M

1.06%

Sole

42.06K

Shared

0.00

None

0.00

FIRST TR EXCHNG TRADED FD VI

SOLE

FT VEST U.S EQT

Shares36.47K

TypeSH

Market value$1.49M

0.96%

Sole

36.47K

Shared

0.00

None

0.00

VANGUARD SCOTTSDALE FDS

SOLE

INTER TERM TREAS

Shares20.39K

TypeSH

Market value$1.22M

0.78%

Sole

20.39K

Shared

0.00

None

0.00

FIRST TR EXCHANGE-TRADED FD

SOLE

FT VEST S&P 500

Shares24.23K

TypeSH

Market value$1.19M

0.76%

Sole

24.23K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole
DIMENSIONAL ETF TRUSTSOLE	US CORE EQUITY 2	899.07K	SH	$35.59M 22.81%	899.07K
VANGUARD STAR FDSSOLE	VG TL INTL STK F	171.25K	SH	$12.92M 8.28%	171.25K
FIRST TR EXCHNG TRADED FD VISOLE	FT VEST LADDERED	325.19K	SH	$11.14M 7.14%	325.19K
VANGUARD BD INDEX FDSSOLE	VANGUARD ULTRA	177.47K	SH	$8.85M 5.67%	177.47K
AMERICAN CENTY ETF TRSOLE	INTL SMCP VLU	84.50K	SH	$7.94M 5.09%	84.50K
FIRST TR EXCHNG TRADED FD VISOLE	FT VEST UQ EQT	148.31K	SH	$7.59M 4.86%	148.31K
FIRST TR EXCHNG TRADED FD VISOLE	FT VEST US EQT	129.03K	SH	$5.52M 3.54%	129.03K
FIRST TR EXCHNG TRADED FD VISOLE	FT VEST US EQT	102.05K	SH	$5.26M 3.37%	102.05K
FIRST TR EXCHNG TRADED FD VISOLE	FT VEST US EQT	110.32K	SH	$4.41M 2.83%	110.32K
FIRST TR EXCHNG TRADED FD VISOLE	FT VEST US EQT	101.09K	SH	$4.18M 2.68%	101.09K
FIRST TR EXCHNG TRADED FD VISOLE	FT VEST U.S EQT	97.72K	SH	$3.88M 2.49%	97.72K
FIRST TR EXCHNG TRADED FD VISOLE	FT VEST U.S EQT	96.78K	SH	$3.75M 2.40%	96.78K
DIMENSIONAL ETF TRUSTSOLE	CORE FIXED INCOM	80.54K	SH	$3.43M 2.20%	80.54K
FIRST TR EXCHNG TRADED FD VISOLE	FT VEST US EQT	76.11K	SH	$2.99M 1.91%	76.11K
VANGUARD SCOTTSDALE FDSSOLE	SHORT TERM TREAS	46.84K	SH	$2.75M 1.76%	46.84K
FIRST TR EXCHNG TRADED FD VISOLE	FT VEST U.S EQT	56.65K	SH	$2.24M 1.44%	56.65K
INNOVATOR ETFS TRUSTSOLE	U S EQ 10 BUFFER	66.78K	SH	$2.18M 1.39%	66.78K
FIRST TR EXCHNG TRADED FD VISOLE	FT VEST US EQT	33.71K	SH	$1.88M 1.21%	33.71K
FIRST TR EXCHNG TRADED FD VISOLE	FT VEST U.S EQT	43.93K	SH	$1.81M 1.16%	43.93K
FIRST TR EXCHNG TRADED FD VISOLE	FT VEST US EQT	38.10K	SH	$1.81M 1.16%	38.10K
INNOVATOR ETFS TRUSTSOLE	US EQTY BUFR JAN	32.13K	SH	$1.77M 1.13%	32.13K
FIRST TR EXCHNG TRADED FD VISOLE	FT VEST U.S EQT	42.06K	SH	$1.65M 1.06%	42.06K
FIRST TR EXCHNG TRADED FD VISOLE	FT VEST U.S EQT	36.47K	SH	$1.49M 0.96%	36.47K
VANGUARD SCOTTSDALE FDSSOLE	INTER TERM TREAS	20.39K	SH	$1.22M 0.78%	20.39K
FIRST TR EXCHANGE-TRADED FDSOLE	FT VEST S&P 500	24.23K	SH	$1.19M 0.76%	24.23K

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