13F Filings History of Schulz Wealth, LTD.
- Latest 13F filing
- Q4 2025 - 05 Feb 2026
- Latest reported 13F value
- $156,065,507
- Largest 13F holdings
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DFAC VXUS BUFR VUSB AVDV FDEC GJAN FSEP GAPR GJUL GNOV GSEP
+8 more
DFCF GAUG VGSH GJUN ZALT FJUL GMAY FMAR - Form 13F summary
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- Schulz Wealth, LTD. Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- Schulz Wealth, LTD. reported 62 equity holdings with a total reported market value of $156,065,507 for Q4 2025. Top reported holdings included DFAC, VXUS, BUFR, VUSB, and AVDV.
- Manager signature
- Robert R Schulz - President
- Manager location
- Mansfield, TX
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q4 2025
Latest value
$156,065,507
Quarter delta
+$4,809,524
Accepted
05 Feb 2026, 12:00
Rows shown
1-9 of 9
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| 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 |