Schulz Wealth, LTD. reported 13 positions worth $6.68M for the quarter ended Jun 30, 2026. Its largest holding is Palo Alto Networks Inc at 18% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | PANW Palo Alto Networks Inc | Technology | 3,520 | $1.20M | 17.96% | – | – | – | 0% |
| 2 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 2,225 | $1.06M | 15.91% | – | – | – | 0% |
| 3 | AAPL Apple Inc. | Technology | 3,538 | $1.02M | 15.32% | – | – | – | 0% |
| 4 | AMZN Amazon Com Inc | Consumer Discretionary | 2,420 | $576.78K | 8.63% | – | – | – | 0% |
| 5 | WMT Walmart Inc. | Consumer Staples | 4,209 | $476.71K | 7.13% | – | – | – | 0% |
| 6 | MSFT Microsoft Corp | Technology | 1,131 | $422.01K | 6.31% | – | – | – | 0% |
| 7 | DUK Duke Energy CORP | Utilities | 2,505 | $317.08K | 4.74% | – | – | – | 0% |
| 8 | OKTA Okta, Inc. | Technology | 2,284 | $311.65K | 4.66% | – | – | – | 0% |
| 9 | COST Costco Wholesale Corp | Consumer Staples | 328 | $306.83K | 4.59% | – | – | – | 0% |
| 10 | BRK-B Berkshire Hathaway Inc | Financial Services | 560 | $280.22K | 4.19% | – | – | – | 0% |
| 11 | RSG Republic Services, Inc. | Industrials | 1,310 | $279.14K | 4.18% | – | – | – | 0% |
| 12 | CSCO Cisco Systems, Inc. | Technology | 1,900 | $223.17K | 3.34% | – | – | – | 0% |
| 13 | MA Mastercard Inc | Financial Services | 395 | $202.87K | 3.04% | – | – | – | 0% |
Tip. Select a row to see that position’s full history at Schulz Wealth.
As of its Q2 2026 13F filing, Schulz Wealth, LTD.’s five largest positions were Palo Alto Networks Inc (PANW) at 18.0%, Taiwan Semiconductor Manufacturing Co Ltd (TSM) at 15.9%, Apple Inc. (AAPL) at 15.3%, Amazon Com Inc (AMZN) at 8.6%, Walmart Inc. (WMT) at 7.1% of the reported portfolio.
Schulz Wealth, LTD. reported a 13F portfolio worth $6.68M across 13 positions for Q2 2026.
From the Form 13F-HR reports Schulz Wealth, LTD. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.