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.
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