# EDGAR Filing Document

**Accession Number:** 0002011780
**File Stem:** 0002011780-26-000001
**Filing Date:** 2026-2
**Character Count:** 10475
**Document Hash:** abb20879ce56e1b359e8cabe80b2634a
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002011780-26-000001.hdr.sgml**: 20260205

**ACCESSION NUMBER**: 0002011780-26-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260205

**DATE AS OF CHANGE**: 20260205

**EFFECTIVENESS DATE**: 20260205

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Schulz Wealth, LTD.
- **CENTRAL INDEX KEY:** 0002011780

**ORGANIZATION NAME:**
- **EIN:** 471178525
- **STATE OF INCORPORATION:** TX
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-23714
- **FILM NUMBER:** 26601447

**BUSINESS ADDRESS:**
- **STREET 1:** 1752 BROAD PARK CIR N
- **STREET 2:** STE 110
- **CITY:** MANSFIELD
- **STATE:** TX
- **ZIP:** 76063-7829
- **BUSINESS PHONE:** 8174054014

**MAIL ADDRESS:**
- **STREET 1:** 1752 BROAD PARK CIR N
- **STREET 2:** STE 110
- **CITY:** MANSFIELD
- **STATE:** TX
- **ZIP:** 76063-7829

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Schulz Wealth LTD.<br>**Address:** 1752 BROAD PARK CIR N<br>STE 110<br>MANSFIELD, TX 76063-7829

**Form 13F File Number:** 028-23714

**CRD Number (if applicable):** 000172194

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Robert R Schulz<br>**Title:** President<br>**Phone:** 8172351605

**Signature, Place, and Date of Signing:**

Robert R Schulz  Mansfield, TX  02-05-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 62

**Form 13F Information Table Value Total:** $156065507

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 |  | 7940405 | 84499 | SH |  | SOLE |  | 84499 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 |  | 35594264 | 899072 | SH |  | SOLE |  | 899072 | 0 | 0 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | 33740F755 |  | 11140975 | 325189 | SH |  | SOLE |  | 325189 | 0 | 0 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740U307 |  | 5261853 | 102053 | SH |  | SOLE |  | 102053 | 0 | 0 |
| INNOVATOR ETFS TRUST | US EQTY BUFR JUL | 45782C789 |  | 260160 | 5125 | SH |  | SOLE |  | 5125 | 0 | 0 |
| INNOVATOR ETFS TRUST | US EQTY BUFR JAN | 45782C409 |  | 1768869 | 32130 | SH |  | SOLE |  | 32130 | 0 | 0 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 |  | 12919264 | 171252 | SH |  | SOLE |  | 171252 | 0 | 0 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740U653 |  | 2987922 | 76106 | SH |  | SOLE |  | 76106 | 0 | 0 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S EQT | 33740F441 |  | 1814043 | 43931 | SH |  | SOLE |  | 43931 | 0 | 0 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S EQT | 33740U711 |  | 3749257 | 96780 | SH |  | SOLE |  | 96780 | 0 | 0 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740U208 |  | 1884810 | 33708 | SH |  | SOLE |  | 33708 | 0 | 0 |
| INNOVATOR ETFS TRUST | U S EQ 10 BUFFER | 45783Y442 |  | 2175090 | 66782 | SH |  | SOLE |  | 66782 | 0 | 0 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740F458 |  | 4412010 | 110319 | SH |  | SOLE |  | 110319 | 0 | 0 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740U661 |  | 4178327 | 101095 | SH |  | SOLE |  | 101095 | 0 | 0 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S EQT | 33740F433 |  | 2243170 | 56646 | SH |  | SOLE |  | 56646 | 0 | 0 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST UQ EQT | 33740U505 |  | 7591126 | 148314 | SH |  | SOLE |  | 148314 | 0 | 0 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740F599 |  | 1808654 | 38105 | SH |  | SOLE |  | 38105 | 0 | 0 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740F615 |  | 558881 | 13417 | SH |  | SOLE |  | 13417 | 0 | 0 |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | 92203C303 |  | 8845354 | 177475 | SH |  | SOLE |  | 177475 | 0 | 0 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 261512 | 780 | SH |  | SOLE |  | 780 | 0 | 0 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 285260 | 1494 | SH |  | SOLE |  | 1494 | 0 | 0 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S EQT | 33740F482 |  | 1493123 | 36471 | SH |  | SOLE |  | 36471 | 0 | 0 |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 |  | 1221853 | 20388 | SH |  | SOLE |  | 20388 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 897954 | 3303 | SH |  | SOLE |  | 3303 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 316818 | 655 | SH |  | SOLE |  | 655 | 0 | 0 |
| WALMART INC | COM | 931142103 |  | 469178 | 4209 | SH |  | SOLE |  | 4209 | 0 | 0 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740F847 |  | 651106 | 11875 | SH |  | SOLE |  | 11875 | 0 | 0 |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 45782C813 |  | 580421 | 12501 | SH |  | SOLE |  | 12501 | 0 | 0 |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 |  | 3427612 | 80536 | SH |  | SOLE |  | 80536 | 0 | 0 |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 |  | 2751089 | 46843 | SH |  | SOLE |  | 46843 | 0 | 0 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 |  | 889554 | 2925 | SH |  | SOLE |  | 2925 | 0 | 0 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 663079 | 1057 | SH |  | SOLE |  | 1057 | 0 | 0 |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 45782C318 |  | 1024946 | 25889 | SH |  | SOLE |  | 25889 | 0 | 0 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | 33740U703 |  | 243655 | 8628 | SH |  | SOLE |  | 8628 | 0 | 0 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740F516 |  | 5521236 | 129031 | SH |  | SOLE |  | 129031 | 0 | 0 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S EQT | 33740U695 |  | 1652734 | 42065 | SH |  | SOLE |  | 42065 | 0 | 0 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S EQT | 33740U687 |  | 3881280 | 97716 | SH |  | SOLE |  | 97716 | 0 | 0 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 357114 | 732 | SH |  | SOLE |  | 732 | 0 | 0 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740F664 |  | 630648 | 12873 | SH |  | SOLE |  | 12873 | 0 | 0 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740F862 |  | 330779 | 6247 | SH |  | SOLE |  | 6247 | 0 | 0 |
| INNOVATOR ETFS TRUST | US EQT PWR BUF | 45782C870 |  | 606947 | 15515 | SH |  | SOLE |  | 15515 | 0 | 0 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 285435 | 331 | SH |  | SOLE |  | 331 | 0 | 0 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 227210 | 398 | SH |  | SOLE |  | 398 | 0 | 0 |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 45782C508 |  | 812976 | 17290 | SH |  | SOLE |  | 17290 | 0 | 0 |
| INNOVATOR ETFS TRUST | US EQTY PWR BF | 45782C680 |  | 953014 | 22035 | SH |  | SOLE |  | 22035 | 0 | 0 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740U737 |  | 346236 | 8337 | SH |  | SOLE |  | 8337 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 552583 | 2394 | SH |  | SOLE |  | 2394 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 234235 | 466 | SH |  | SOLE |  | 466 | 0 | 0 |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 45782C656 |  | 245479 | 5615 | SH |  | SOLE |  | 5615 | 0 | 0 |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 |  | 389087 | 11762 | SH |  | SOLE |  | 11762 | 0 | 0 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A854 |  | 329681 | 4110 | SH |  | SOLE |  | 4110 | 0 | 0 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 708127 | 1037 | SH |  | SOLE |  | 1037 | 0 | 0 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S. | 33740U406 |  | 582878 | 12927 | SH |  | SOLE |  | 12927 | 0 | 0 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 521225 | 1101 | SH |  | SOLE |  | 1101 | 0 | 0 |
| FIRST TR EXCHANGE-TRADED FD | FT VEST S 500 | 33739Q705 |  | 1190659 | 24225 | SH |  | SOLE |  | 24225 | 0 | 0 |
| FIRST TR EXCH TRADED FD III | FT VEST SMID | 33738D820 |  | 508602 | 23700 | SH |  | SOLE |  | 23700 | 0 | 0 |
| INNOVATOR ETFS TRUST | PREMIUM INC 15 B | 45783Y434 |  | 707197 | 29500 | SH |  | SOLE |  | 29500 | 0 | 0 |
| INNOVATOR ETFS TRUST | PREM INC 20 BARR | 45783Y582 |  | 483678 | 19000 | SH |  | SOLE |  | 19000 | 0 | 0 |
| CYBERARK SOFTWARE LTD | SHS | M2682V108 |  | 713696 | 1600 | SH |  | SOLE |  | 1600 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 409938 | 2140 | SH |  | SOLE |  | 2140 | 0 | 0 |
| REPUBLIC SVCS INC | COM | 760759100 |  | 277628 | 1310 | SH |  | SOLE |  | 1310 | 0 | 0 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 293611 | 2505 | SH |  | SOLE |  | 2505 | 0 | 0 |

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