Schulz Wealth, LTD. has filed a Form 13F-HR disclosing its equity securities portfolio as of the close of business on September 30, 2026. The report lists the filer's address as 1752 Broad Park Cir N Ste 110 in Mansfield, Texas, and identifies Robert R. Schulz as the Chief Compliance Officer responsible for the filing.
The portfolio consists of 78 separate holdings. The largest position disclosed is American Century ETF Trust US Equity ETF, with 9,315,202 shares valued at $72,724,000. Other significant holdings include Dimensional ETF Trust Core Fixed Income ETF (2,979,561 shares), Dimensional ETF Trust US Core Equity 2 ETF (41,720,406 shares), and First Trust Exchange-Traded Fund VI FT Laddered Buffer ETF (12,540,100 shares).
The filing details a diverse mix of exchange-traded funds (ETFs) and individual common stocks. Among the individual equities listed are Apple Inc. (1,180,891 shares), Microsoft Corporation (550,379 shares), Walmart Inc. (437,399 shares), and Berkshire Hathaway Inc. Class B (278,852 shares). The report also lists positions in Taiwan Semiconductor Manufacturing Company Sponsored ADS, Costco Wholesale Corporation, Advanced Micro Devices Inc., Chevron Corporation, and Duke Energy Corp.
