Schulz Wealth, LTD. quarter change: USA Stocks, New
In share positions in stocks (listed in the US), from the quarter ended 2025-12-31 to 2026-06-30, Schulz Wealth, LTD. opened 5 positions, added to 4, reduced 2, sold out of 1 and left 3 unchanged. The largest increase in value was DDFY (+$2,432,563); the largest decrease was CYBR (-$713,696).
- DDFY: Country of operation —; Class EQUI DUAL 15 MAY; Shares 2025-12-31 0; Shares 2026-06-30 121,446.
- PANW: Country of operation United States; Class COM; Shares 2025-12-31 0; Shares 2026-06-30 3,520.
- DDFZ: Country of operation —; Class EQTY DUL DIRCT15; Shares 2025-12-31 0; Shares 2026-06-30 36,262.
- OKTA: Country of operation United States; Class CL A; Shares 2025-12-31 0; Shares 2026-06-30 2,284.
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.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Palouse Capital Management, Inc. | United States | $0.156B | 162 |
| Grantvest Financial Group LLC | United States | $0.156B | 183 |
| SFI Advisors, LLC | United States | $0.156B | 66 |
| MidAtlantic Capital Management, Inc. | United States | $0.156B | 240 |
| CULTIVAR CAPITAL, INC. | United States | $0.156B | 43 |
| Five Pine Wealth Management | United States | $0.156B | 42 |
| Invariant Investment Management | United States | $0.156B | 71 |
| LifeSteps Financial, Inc. | United States | $0.156B | 90 |
| Avory & Company, LLC | United States | $0.156B | 42 |
| Stonegate Management LLC | United States | $0.156B | 58 |