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Schulz Wealth, LTD. Last Quarter Change: USA ETF, Reduced

Schulz Wealth, LTD. quarter change: USA ETF, Reduced

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2025-12-31 to 2026-06-30, Schulz Wealth, LTD. opened 12 positions, added to 13, reduced 14, sold out of 8 and left 16 unchanged. The largest increase in value was DFAC (+$42,279,519); the largest decrease was DFAC (-$35,594,264).

  • ZALT: Country of operation —; Class U S EQ 10 BUFFER; Shares 2025-12-31 66,782; Shares 2026-06-30 43,935.
  • FDEC: Country of operation —; Class FT VEST UQ EQT; Shares 2025-12-31 148,314; Shares 2026-06-30 148,313.
  • VOO: Country of operation —; Class S&P 500 ETF SHS; Shares 2025-12-31 1,057; Shares 2026-06-30 696.
  • GAUG: Country of operation —; Class FT VEST US EQT; Shares 2025-12-31 76,106; Shares 2026-06-30 76,101.

Two Form 13F-HR filings compared (SEC CIK 2011780): 2025-12-31 (filed 2026-02-05) and 2026-06-30 (filed 2026-08-26). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

StockCountry of operationClassShares 2025-12-31Shares 2026-06-30Share changeValue 2025-12-31Value 2026-06-30Value change
ZALT
INNOVATOR ETFS TRUST
U S EQ 10 BUFFER66,78243,935-22,847$2,175,090$1,488,078-$687,012
FDEC
FIRST TR EXCHNG TRADED FD VI
FT VEST UQ EQT148,314148,313-1$7,591,126$8,078,209+$487,083
VOO
VANGUARD INDEX FDS
S&P 500 ETF SHS1,057696-361$663,079$478,217-$184,862
GAUG
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT76,10676,101-5$2,987,922$3,152,103+$164,181
VUSB
VANGUARD BD INDEX FDS
VANGUARD ULTRA177,475174,683-2,792$8,845,354$8,695,720-$149,634
GSEP
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S EQT96,78095,087-1,693$3,749,257$3,894,764+$145,507
FJUL
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT33,70833,695-13$1,884,810$2,006,200+$121,390
GNOV
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S EQT97,71690,959-6,757$3,881,280$3,801,631-$79,649
PJUL
INNOVATOR ETFS TRUST
US EQTY PWR BUF12,50110,353-2,148$580,421$505,330-$75,091
GJUN
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S EQT56,64655,886-760$2,243,170$2,301,944+$58,774
PJAN
INNOVATOR ETFS TRUST
US EQTY PWR BUF17,29017,285-5$812,976$855,435+$42,459
DMAR
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT13,41713,413-4$558,881$599,997+$41,116
VTV
VANGUARD INDEX FDS
VALUE ETF1,4941,398-96$285,260$304,605+$19,345
PMAY
INNOVATOR ETFS TRUST
US EQTY PWR BUF25,88924,634-1,255$1,024,946$1,017,384-$7,562

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