Key facts
- Schulz Wealth, LTD. reports institutional holdings through Form 13F filings.
- Latest reported quarter: Q4 2025.
- Latest reported holdings value: $156,065,507.
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.
Follow Filing Activity
Follow Schulz Wealth, LTD. and return when a new 13F portfolio filing changes the record on this page.
This uses the existing product follow flow to surface future filing-backed changes without guessing what they mean. If you create an account from here, we will bring you back after verification.
Holdings Value
Change
- Most recent filing was accepted on 05 Feb 2026, 12:00.
- Reported value moved from $151,255,983 to $156,065,507.
Research use
- This gives a plain-language read of holdings direction before you open full quarter tables.
- Use the filing links below to verify the exact SEC source document.
Evidence
Backed by Form 13F
See Original Filing
Portfolio holdings and changes are grounded in SEC Form 13F filings.
| 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 |