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

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

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).

GJUL: Country of operation —; Class FT VEST US EQT; Shares 2025-12-31 101,095; Shares 2026-06-30 101,095.
FMAR: Country of operation —; Class FT VEST US EQT; Shares 2025-12-31 38,105; Shares 2026-06-30 38,105.
BJAN: Country of operation —; Class US EQTY BUFR JAN; Shares 2025-12-31 32,130; Shares 2026-06-30 32,130.
GOCT: Country of operation —; Class FT VEST U.S EQT; Shares 2025-12-31 42,065; Shares 2026-06-30 42,065.

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.

Stock	Class	Shares 2025-12-31	Shares 2026-06-30	Value 2025-12-31	Value 2026-06-30	Value change
GJUL FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	101,095	101,095	$4,178,327	$4,396,622	+$218,295
FMAR FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	38,105	38,105	$1,808,654	$1,991,367	+$182,713
BJAN INNOVATOR ETFS TRUST	US EQTY BUFR JAN	32,130	32,130	$1,768,869	$1,891,493	+$122,624
GOCT FIRST TR EXCHNG TRADED FD VI	FT VEST U.S EQT	42,065	42,065	$1,652,734	$1,747,574	+$94,840
DFEM DIMENSIONAL ETF TRUST	EMERGING MKTS CO	11,762	11,762	$389,087	$478,008	+$88,921
SPY STATE STR SPDR S&P 500 ETF T	TR UNIT	1,037	1,037	$708,127	$775,327	+$67,200
PAUG INNOVATOR ETFS TRUST	US EQTY PWR BF	22,035	22,035	$953,014	$1,005,677	+$52,663
PAPR INNOVATOR ETFS TRUST	US EQT PWR BUF	15,515	15,515	$606,947	$654,733	+$47,786
RSP INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	2,140	2,140	$409,938	$455,328	+$45,390
FNOV FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	11,875	11,875	$651,106	$694,569	+$43,463
FOCT FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	12,873	12,873	$630,648	$673,129	+$42,481
SDVD FIRST TR EXCHANGE-TRADED FD	FT VEST SMID	23,700	23,700	$508,602	$547,233	+$38,631
KNG FIRST TR EXCHANGE-TRADED FD	FT VEST S&P 500	24,225	24,225	$1,190,659	$1,223,363	+$32,704
DDEC FIRST TR EXCHNG TRADED FD VI	FT VEST U.S.	12,927	12,927	$582,878	$612,417	+$29,539
FAUG FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	6,247	6,247	$330,779	$352,987	+$22,208
BJUL INNOVATOR ETFS TRUST	US EQTY BUFR JUL	5,125	5,125	$260,160	$278,339	+$18,179

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