§ 13F · FUND PROFILE
STOLZ & ASSOCIATES, PS.
AUM · $160M (13F)Positions · 32Turnover · n/a · Q2Filed · Jul 29, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$900K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | DUHP | DIMENSIONAL ETF TRUST | 763K | $32M | 19.9% | +4% |
| 2 | AVUV | AMERICAN CENTY ETF TR | 167K | $21M | 13.0% | +5% |
| 3 | DFGP | DIMENSIONAL ETF TRUST | 381K | $21M | 12.9% | +37% |
| 4 | DIHP | DIMENSIONAL ETF TRUST | 460K | $16M | 9.8% | +8% |
| 5 | SHV | ISHARES TR | 112K | $12M | 7.7% | +5% |
| 6 | DFAE | DIMENSIONAL ETF TRUST | 301K | $12M | 7.5% | +9% |
| 7 | VCIT | VANGUARD SCOTTSDALE FDS | 140K | $12M | 7.2% | +7% |
| 8 | GOVT | ISHARES TR | 501K | $11M | 7.1% | +8% |
| 9 | AVDV | AMERICAN CENTY ETF TR | 84K | $9M | 5.4% | +6% |
| 10 | DFAC | DIMENSIONAL ETF TRUST | 54K | $2M | 1.5% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE STOLZ SIGNAL
AC read
STOLZ & ASSOCIATES, PS is a Other fund managing $160 million in assets. The fund runs a portfolio of 32 positions.
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