Schulz Wealth, LTD.
$194M
15
4.2%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 FMAR | $1.99M | 1.03% | 0.19% | Not reported | Q4 2023 |
 PANW | $1.2M | 0.62% | 0.00% | New | Q2 2026 |
 TSM | $1.06M | 0.55% | 0.00% | -23.9% | Q4 2023 |
 AAPL | $1.02M | 0.53% | 0.00% | +7.1% | Q4 2023 |
 SPY | $775K | 0.40% | Not reported | Not reported | Q4 2023 |
 AMZN | $577K | 0.30% | 0.00% | +1.1% | Q4 2023 |
 WMT | $477K | 0.25% | 0.00% | Not reported | Q4 2023 |
 MSFT | $422K | 0.22% | 0.00% | +72.7% | Q4 2023 |
| DUK | $317K | 0.16% | 0.00% | Not reported | Q4 2023 |
 OKTA | $312K | 0.16% | Not reported | Not reported | Q4 2023 |
 COST | $307K | 0.16% | 0.00% | -0.9% | Q4 2023 |
 BRK.B | $280K | 0.14% | Not reported | +20.2% | Q3 2024 |
 RSG | $279K | 0.14% | 0.00% | Not reported | Q4 2023 |
 CSCO | $223K | 0.12% | 0.00% | New | Q2 2026 |
 MA | $203K | 0.10% | 0.00% | -0.8% | Q1 2024 |
| Q4 2025 | |||||
| FMAR | $1.81M | 1.16% | 0.19% | Not reported | Q4 2023 |
| AAPL | $898K | 0.58% | 0.00% | +0.5% | Q4 2023 |
| TSM | $890K | 0.57% | 0.00% | +106.0% | Q4 2023 |
| SPY | $708K | 0.45% | Not reported | Not reported | Q4 2023 |
| AMZN | $553K | 0.35% | 0.00% | +0.6% | Q4 2023 |
| WMT | $469K | 0.30% | 0.00% | Not reported | Q4 2023 |
| MSFT | $317K | 0.20% | 0.00% | +0.6% | Q4 2023 |
| DUK | $294K | 0.19% | 0.00% | Not reported | Q4 2023 |
| COST | $285K | 0.18% | 0.00% | Not reported | Q4 2023 |
| RSG | $278K | 0.18% | 0.00% | Not reported | Q4 2023 |
| BRK.B | $234K | 0.15% | Not reported | +1.3% | Q3 2024 |
| MA | $227K | 0.15% | 0.00% | Not reported | Q1 2024 |
| Q3 2025 | |||||
| FMAR | $1.77M | 1.17% | 0.19% | Not reported | Q4 2023 |
| AAPL | $837K | 0.55% | 0.00% | Not reported | Q4 2023 |
| SPY | $691K | 0.46% | Not reported | +5.7% | Q4 2023 |
| AMZN | $523K | 0.35% | 0.00% | Not reported | Q4 2023 |
| WMT | $434K | 0.29% | 0.00% | Not reported | Q4 2023 |
| TSM | $397K | 0.26% | 0.00% | Not reported | Q4 2023 |
| MSFT | $337K | 0.22% | 0.00% | +18.2% | Q4 2023 |
| DUK | $310K | 0.20% | 0.00% | Not reported | Q4 2023 |
| COST | $306K | 0.20% | 0.00% | Not reported | Q4 2023 |
| RSG | $301K | 0.20% | 0.00% | Not reported | Q4 2023 |
| BRK.B | $231K | 0.15% | Not reported | Not reported | Q3 2024 |
 MRSH | $229K | 0.15% | 0.00% | Not reported | Q4 2023 |
| MA | $226K | 0.15% | 0.00% | Not reported | Q1 2024 |
| OKTA | $209K | 0.14% | Not reported | Not reported | Q4 2023 |
| Q2 2025 | |||||
| FMAR | $1.71M | 1.28% | 0.19% | Not reported | Q4 2023 |
| AAPL | $674K | 0.50% | 0.00% | +0.2% | Q4 2023 |
| SPY | $606K | 0.45% | Not reported | +92.4% | Q4 2023 |
| AMZN | $522K | 0.39% | 0.00% | Not reported | Q4 2023 |
| WMT | $412K | 0.31% | 0.00% | Not reported | Q4 2023 |
| COST | $328K | 0.24% | 0.00% | +0.9% | Q4 2023 |
| RSG | $323K | 0.24% | 0.00% | Not reported | Q4 2023 |
| TSM | $322K | 0.24% | 0.00% | -13.4% | Q4 2023 |
| DUK | $296K | 0.22% | 0.00% | Not reported | Q4 2023 |
| MSFT | $274K | 0.20% | 0.00% | +0.4% | Q4 2023 |
 CFR | $255K | 0.19% | 0.00% | Not reported | Q4 2023 |
| MRSH | $248K | 0.19% | 0.00% | Not reported | Q4 2023 |
| OKTA | $228K | 0.17% | Not reported | Not reported | Q4 2023 |
| MA | $224K | 0.17% | 0.00% | +0.8% | Q1 2024 |
| BRK.B | $223K | 0.17% | Not reported | Not reported | Q3 2024 |