13F Filings History of Schulz Wealth, LTD.

Latest 13F report
Q4 2025 - 05 Feb 2026
Value $
$156,065,507
Signature - Title
Robert R Schulz - President
Location
Mansfield, TX
Summary
This page shows a list of all the recent 13F filings made by Schulz Wealth, LTD.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Schulz Wealth, LTD. reported 62 stock holdings with total value $156,065,507 as of Q4 2025. Top holdings included DFAC, VXUS, BUFR, VUSB, and AVDV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 62 $156,065,507 +$4,644,554 -$3,305,891 +$1,338,663 DFAC, VXUS, BUFR, VUSB, AVDV 13F-HR 05 Feb 2026, 12:00
Q3 2025 64 $151,255,983 +$12,065,117 -$1,630,927 +$10,434,190 DFAC, VXUS, BUFR, VUSB, FDEC 13F-HR 17 Oct 2025, 14:00
Q2 2025 66 $133,780,457 +$9,237,335 -$14,650,533 -$5,413,198 DFAC, VXUS, BUFR, VUSB, FDEC 13F-HR 07 Jul 2025, 17:21
Q1 2025 63 $131,121,515 +$6,251,410 -$2,437,508 +$3,813,902 DFAC, VFMO, VXUS, BUFR, VUSB 13F-HR 29 Apr 2025, 14:43
Q4 2024 61 $130,214,073 +$2,249,542 -$1,953,587 +$295,955 DFAC, VFMO, BUFR, VUSB, VXUS 13F-HR 05 Feb 2025, 11:58
Q3 2024 58 $129,325,561 +$7,941,206 -$1,998,118 +$5,943,088 DFAC, VFMO, VUSB, BUFR, VXUS 13F-HR 25 Oct 2024, 09:56
Q2 2024 57 $118,069,274 +$2,285,964 -$3,112,690 -$826,726 DFAC, VFMO, VUSB, BUFR, VXUS 13F-HR 25 Jul 2024, 12:56
Q1 2024 57 $116,984,179 +$10,456,859 -$4,377,578 +$6,079,281 DFAC, VFMO, VUSB, BUFR, VXUS 13F-HR 10 Apr 2024, 11:40
Q4 2023 54 $104,591,671 $0 $0 $0 DFAC, VUSB, VFMO, BUFR, VXUS 13F-HR 12 Feb 2024, 15:58