# EDGAR Filing Document

**Accession Number:** 0002011780
**File Stem:** 0002011780-25-000004
**Filing Date:** 2025-7
**Character Count:** 11015
**Document Hash:** 1131c0191bfff253cc3dd6a2277a35b4
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002011780-25-000004.hdr.sgml**: 20250707

**ACCESSION NUMBER**: 0002011780-25-000004

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250707

**DATE AS OF CHANGE**: 20250707

**EFFECTIVENESS DATE**: 20250707

**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:** 251108924

**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:** 06-30-2025

**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:** Chief Compliance Officer<br>**Phone:** 8172351605

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

Robert R Schulz  Mansfield, TX  07-07-2025<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:** 66

**Form 13F Information Table Value Total:** $133780457

      (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 |
| AMAZON COM INC | COM | 023135106 |  | 522148 | 2380 | SH |  | SOLE | 0 | 2380 | 0 | 0 |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 |  | 5289086 | 66714 | SH |  | SOLE | 0 | 60054 | 0 | 6660 |
| APPLE INC | COM | 037833100 |  | 674189 | 3286 | SH |  | SOLE | 0 | 3286 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 223454 | 460 | SH |  | SOLE | 0 | 460 | 0 | 0 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 327670 | 331 | SH |  | SOLE | 0 | 331 | 0 | 0 |
| CULLEN FROST BANKERS INC | COM | 229899109 |  | 255152 | 1985 | SH |  | SOLE | 0 | 1985 | 0 | 0 |
| CYBERARK SOFTWARE LTD | SHS | M2682V108 |  | 651008 | 1600 | SH |  | SOLE | 0 | 1600 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 |  | 28519107 | 795734 | SH |  | SOLE | 0 | 713127 | 0 | 82607 |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 |  | 1627813 | 38519 | SH |  | SOLE | 0 | 25295 | 0 | 13224 |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 |  | 405785 | 13672 | SH |  | SOLE | 0 | 13672 | 0 | 0 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 295590 | 2505 | SH |  | SOLE | 0 | 2505 | 0 | 0 |
| FIRST TR EXCH TRADED FD III | FT VEST SMID | 33738D820 |  | 486087 | 23700 | SH |  | SOLE | 0 | 23700 | 0 | 0 |
| FIRST TR EXCHANGE-TRADED FD | FT VEST S 500 | 33739Q705 |  | 1189448 | 24225 | SH |  | SOLE | 0 | 24225 | 0 | 0 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740F862 |  | 364146 | 7427 | SH |  | SOLE | 0 | 7427 | 0 | 0 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740F847 |  | 645166 | 12875 | SH |  | SOLE | 0 | 12875 | 0 | 0 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S EQT | 33740F441 |  | 1784529 | 45578 | SH |  | SOLE | 0 | 35709 | 0 | 9869 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S EQT | 33740U711 |  | 3704363 | 101020 | SH |  | SOLE | 0 | 101020 | 0 | 0 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S EQT | 33740U695 |  | 883843 | 24177 | SH |  | SOLE | 0 | 15753 | 0 | 8424 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S EQT | 33740U687 |  | 3716596 | 101891 | SH |  | SOLE | 0 | 101891 | 0 | 0 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740U679 |  | 440996 | 12544 | SH |  | SOLE | 0 | 0 | 0 | 12544 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740U661 |  | 3569036 | 92247 | SH |  | SOLE | 0 | 92247 | 0 | 0 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740U653 |  | 1695592 | 45833 | SH |  | SOLE | 0 | 45320 | 0 | 513 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740F516 |  | 5437075 | 136034 | SH |  | SOLE | 0 | 123549 | 0 | 12485 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740U737 |  | 325060 | 8337 | SH |  | SOLE | 0 | 4913 | 0 | 3424 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S EQT | 33740F482 |  | 1465961 | 37637 | SH |  | SOLE | 0 | 37637 | 0 | 0 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740F458 |  | 4271805 | 111508 | SH |  | SOLE | 0 | 107166 | 0 | 4342 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S EQT | 33740F433 |  | 2255586 | 59989 | SH |  | SOLE | 0 | 49606 | 0 | 10383 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740U208 |  | 2012253 | 38892 | SH |  | SOLE | 0 | 38316 | 0 | 576 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | 33740F755 |  | 9926084 | 312141 | SH |  | SOLE | 0 | 300448 | 0 | 11693 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740U307 |  | 5101431 | 106261 | SH |  | SOLE | 0 | 106261 | 0 | 0 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST UQ EQT | 33740F672 |  | 204971 | 4991 | SH |  | SOLE | 0 | 4991 | 0 | 0 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740F664 |  | 576324 | 12873 | SH |  | SOLE | 0 | 12873 | 0 | 0 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S. | 33740U406 |  | 572131 | 13700 | SH |  | SOLE | 0 | 13700 | 0 | 0 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST UQ EQT | 33740U505 |  | 7163961 | 153514 | SH |  | SOLE | 0 | 150973 | 0 | 2541 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | 33740U703 |  | 229160 | 8628 | SH |  | SOLE | 0 | 8628 | 0 | 0 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740F599 |  | 1708628 | 38105 | SH |  | SOLE | 0 | 38105 | 0 | 0 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740F615 |  | 530911 | 13417 | SH |  | SOLE | 0 | 13417 | 0 | 0 |
| INNOVATOR ETFS TRUST | PREM INC 20 BARR | 45783Y582 |  | 471770 | 19000 | SH |  | SOLE | 0 | 19000 | 0 | 0 |
| INNOVATOR ETFS TRUST | PREMIUM INC 15 B | 45783Y434 |  | 702985 | 29500 | SH |  | SOLE | 0 | 29500 | 0 | 0 |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 45782C318 |  | 1134024 | 30010 | SH |  | SOLE | 0 | 30010 | 0 | 0 |
| INNOVATOR ETFS TRUST | US EQTY BUFR JUL | 45782C789 |  | 241541 | 5125 | SH |  | SOLE | 0 | 5125 | 0 | 0 |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 45782C813 |  | 553168 | 12615 | SH |  | SOLE | 0 | 12615 | 0 | 0 |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 45782C508 |  | 870208 | 19755 | SH |  | SOLE | 0 | 19755 | 0 | 0 |
| INNOVATOR ETFS TRUST | US EQTY BUFR JAN | 45782C409 |  | 1613716 | 32130 | SH |  | SOLE | 0 | 32130 | 0 | 0 |
| INNOVATOR ETFS TRUST | US EQT PWR BUF | 45782C870 |  | 578554 | 15515 | SH |  | SOLE | 0 | 14175 | 0 | 1340 |
| INNOVATOR ETFS TRUST | US EQTY PWR BF | 45782C680 |  | 933210 | 23065 | SH |  | SOLE | 0 | 23065 | 0 | 0 |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 45782C656 |  | 229597 | 5615 | SH |  | SOLE | 0 | 5615 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 388924 | 2140 | SH |  | SOLE | 0 | 2140 | 0 | 0 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 434879 | 1024 | SH |  | SOLE | 0 | 0 | 0 | 1024 |
| MARSH  MCLENNAN COS INC | COM | 571748102 |  | 248156 | 1135 | SH |  | SOLE | 0 | 1135 | 0 | 0 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 223652 | 398 | SH |  | SOLE | 0 | 398 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 274073 | 551 | SH |  | SOLE | 0 | 546 | 0 | 5 |
| OKTA INC | CL A | 679295105 |  | 228331 | 2284 | SH |  | SOLE | 0 | 2284 | 0 | 0 |
| REPUBLIC SVCS INC | COM | 760759100 |  | 323059 | 1310 | SH |  | SOLE | 0 | 1310 | 0 | 0 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 606074 | 981 | SH |  | SOLE | 0 | 510 | 0 | 471 |
| SPDR SERIES TRUST | PORTFOLIO S | 78464A854 |  | 296678 | 4081 | SH |  | SOLE | 0 | 91 | 0 | 3990 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 |  | 321616 | 1420 | SH |  | SOLE | 0 | 1420 | 0 | 0 |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | 92203C303 |  | 8353285 | 167518 | SH |  | SOLE | 0 | 167318 | 0 | 200 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 260616 | 857 | SH |  | SOLE | 0 | 852 | 0 | 6 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 329049 | 1862 | SH |  | SOLE | 0 | 342 | 0 | 1520 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 |  | 202661 | 1039 | SH |  | SOLE | 0 | 375 | 0 | 664 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 320909 | 732 | SH |  | SOLE | 0 | 438 | 0 | 294 |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 |  | 975322 | 16307 | SH |  | SOLE | 0 | 12782 | 0 | 3525 |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 |  | 2495211 | 42450 | SH |  | SOLE | 0 | 28350 | 0 | 14100 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 |  | 10705488 | 154950 | SH |  | SOLE | 0 | 141508 | 0 | 13442 |
| WALMART INC | COM | 931142103 |  | 411556 | 4209 | SH |  | SOLE | 0 | 4209 | 0 | 0 |

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