§ 13F · FUND PROFILE
STOLZ & ASSOCIATES, PS.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 32Turnover · — · Q4Filed · Feb 6, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$129.6T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DUHP | DIMENSIONAL ETF TRUST | 688K | $26.2T | 20.2% | NEW |
| 2 | AVUV | AMERICAN CENTY ETF TR | 161K | $16.4T | 12.7% | NEW |
| 3 | DIHP | DIMENSIONAL ETF TRUST | 423K | $13.4T | 10.3% | NEW |
| 4 | SHV | ISHARES TR | 93K | $10.2T | 7.9% | NEW |
| 5 | VCIT | VANGUARD SCOTTSDALE FDS | 118K | $9.8T | 7.6% | NEW |
| 6 | GOVT | ISHARES TR | 418K | $9.6T | 7.4% | NEW |
| 7 | DFAE | DIMENSIONAL ETF TRUST | 276K | $9.0T | 6.9% | NEW |
| 8 | DFGP | DIMENSIONAL ETF TRUST | 166K | $9.0T | 6.9% | NEW |
| 9 | AVDV | AMERICAN CENTY ETF TR | 79K | $7.5T | 5.8% | NEW |
| 10 | MSFT | MICROSOFT CORP | 5K | $2.5T | 1.9% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE STOLZ SIGNAL
AC read
STOLZ & ASSOCIATES, PS is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed