Portfolio (Quarterly) Guide ↗

STOLZ & ASSOCIATES, PS

· CIK 0002108989

13F Portfolio $160M AUM 32 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 3 New 16 Added 2 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	AGG	ISHARES TR	—	14,889	$1.5M	1.03%	SOLD

Sector Allocation

Technology 74.2%

Consumer Defensive 11.4%

Consumer Cyclical 8.1%

Communication Services 4.1%

Financial Services 2.3%