Schulz Wealth, LTD. reported 70 holdings worth US$194M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 26, 2026
Schulz Wealth, LTD. reported 70 holdings worth US$194M as of Jun 30, 2026. Largest: Palo Alto Networks, Inc., Taiwan Semiconductor Manufacturing Co., Ltd. and Apple Inc. Filed Aug 26, 2026 (Form 13F).
- Holdings
- 70
- Value as reported
- US$194M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Palo Alto Networks, Inc. | 3,520 | US$1.2M | 0.62% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 2,225 | US$1.06M | 0.55% |
| Apple Inc | 3,538 | US$1.02M | 0.53% |
| Amazon.com, Inc. | 2,420 | US$577K | 0.30% |
| Walmart Inc. | 4,209 | US$477K | 0.25% |
| Microsoft Corp. | 1,131 | US$422K | 0.22% |
| Duke Energy Corporation (holding Company) | 2,505 | US$317K | 0.16% |
| Okta, Inc. | 2,284 | US$312K | 0.16% |
| Costco Wholesale Corporation | 328 | US$307K | 0.16% |
| Berkshire Hathaway Inc. | 560 | US$280K | 0.14% |
| Republic Services, Inc. | 1,310 | US$279K | 0.14% |
| Cisco Systems, Inc. | 1,900 | US$223K | 0.12% |
| Mastercard Incorporated | 395 | US$203K | 0.10% |