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Stolz & Associates, Ps

Latest statistics and disclosures from Stolz & Associates, Ps's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002108989

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Positions held by Stolz & Associates, Ps consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Stolz & Associates, Ps

Stolz & Associates, Ps holds 32 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Dimensional Etf Trust Us High Profitab (DUHP)	20.2	$26M	688k	38.03	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	12.7	$16M	161k	101.98	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	10.3	$13M	423k	31.66	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	7.9	$10M	93k	110.15	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	7.6	$9.8M	118k	83.75	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	7.4	$9.6M	418k	23.02	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	6.9	$9.0M	276k	32.57	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	6.9	$9.0M	166k	54.07	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	5.8	$7.5M	79k	93.97	View chart
Microsoft Corporation (MSFT)	1.9	$2.5M	5.1k	483.62	View chart
NVIDIA Corporation (NVDA)	1.8	$2.3M	13k	186.50	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.8	$2.3M	58k	39.59	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.2	$1.6M	16k	99.88	View chart
Costco Wholesale Corporation (COST)	0.9	$1.2M	1.4k	862.34	View chart
Calamos Etf Tr S&p 500 Structu (CPSD)	0.8	$1.1M	42k	26.02	View chart
Amazon (AMZN)	0.8	$1.0M	4.4k	230.82	View chart
Apple (AAPL)	0.7	$934k	3.4k	271.86	View chart
Schwab Strategic Tr Mun Bd Etf (SCMB)	0.7	$903k	35k	25.76	View chart
Starbucks Corporation (SBUX)	0.6	$729k	8.7k	84.21	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.5	$711k	31k	22.90	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.4	$455k	7.6k	59.54	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$388k	1.2k	313.00	View chart
Tesla Motors (TSLA)	0.3	$330k	734.00	449.72	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.2	$312k	5.9k	52.95	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$279k	890.00	313.80	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$262k	1.1k	246.16	View chart
Calamos Etf Tr Russell 2000 Str (CPRO)	0.2	$257k	9.5k	26.96	View chart
Broadcom (AVGO)	0.2	$238k	687.00	346.10	View chart
Meta Platforms Cl A (META)	0.2	$231k	350.00	660.09	View chart
Calamos Etf Tr S&p 500 Structur (CPSR)	0.2	$215k	8.5k	25.20	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.2	$206k	5.4k	38.00	View chart
BlackRock Corporate High Yield Fund VI (HYT)	0.1	$164k	18k	8.90	View chart

Past Filings by Stolz & Associates, Ps

SEC 13F filings are viewable for Stolz & Associates, Ps going back to 2025

Stolz & Associates, Ps 2025 Q4 filed Feb. 6, 2026

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