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STOLZ & ASSOCIATES, PS 13F holdings

Filed 2026-07-29 · STOLZ & ASSOCIATES, PS · 32 positions · $160.2M

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TickerCompanySharesValue% of portfolio
DUHPDIMENSIONAL ETF TRUST763.4K$31.9M19.9%
AVUVAMERICAN CENTY ETF TR167.3K$20.9M13.0%
DFGPDIMENSIONAL ETF TRUST380.8K$20.7M12.9%
DIHPDIMENSIONAL ETF TRUST459.9K$15.7M9.8%
SHVISHARES TR111.7K$12.3M7.7%
DFAEDIMENSIONAL ETF TRUST300.7K$12.1M7.5%
VCITVANGUARD SCOTTSDALE FDS140.2K$11.6M7.2%
GOVTISHARES TR500.7K$11.4M7.1%
AVDVAMERICAN CENTY ETF TR83.7K$8.6M5.4%
DFACDIMENSIONAL ETF TRUST53.7K$2.4M1.5%
NVDANVIDIA CORPORATION11.5K$2.3M1.4%
—CALAMOS ETF TR40.0K$1.1M0.7%
—CALAMOS ETF TR37.1K$1.0M0.6%
SCMBSCHWAB STRATEGIC TR38.6K$996,3940.6%
DFARDIMENSIONAL ETF TRUST33.7K$882,6380.6%
AAPLAPPLE INC2.9K$828,4380.5%
MSFTMICROSOFT CORP1.8K$686,7300.4%
COSTCOSTCO WHOLESALE CORPORATION706$660,4420.4%
DFATDIMENSIONAL ETF TRUST6.9K$481,8210.3%
AMZNAMAZON COM INC2.0K$466,6700.3%
BRK-BBERKSHIRE HATHAWAY INC DEL898$449,3500.3%
FAUGFIRST TR EXCHNG TRADED FD VI5.9K$332,7010.2%
—CALAMOS ETF TR11.8K$308,1970.2%
—CALAMOS ETF TR11.5K$296,0530.2%
IWMISHARES TR910$273,4100.2%
—CALAMOS ETF TR9.5K$268,5080.2%
AVGOBROADCOM INC635$239,8710.1%
GOOGLALPHABET INC661$236,2220.1%
TSMTAIWAN SEMICONDUCTOR MANUFAC488$233,0540.1%
DFASDIMENSIONAL ETF TRUST2.6K$217,9540.1%
DISVDIMENSIONAL ETF TRUST5.4K$217,1030.1%
HYTBLACKROCK CORPOR HI YLD FD I15.4K$131,7980.1%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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