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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
Page 2 of 2  ·  32 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BERKSHIRE HATHAWAY INC DEL 898.0 $449K 0.28% NEW $500.39
22 FAUG FIRST TR EXCHNG TRADED FD VI 5,888.0 $333K 0.21% $56.50 +2.2%
23 CPSF CALAMOS ETF TR 11,761.0 $308K 0.19% $26.20 +1.2%
24 CPSR CALAMOS ETF TR 11,455.0 $296K 0.18% $25.84 +1.0%
25 IWM ISHARES TR 910.0 $273K 0.17% -75.0 -7.6% $300.45 -1.6%
26 CPRO CALAMOS ETF TR 9,530.0 $269K 0.17% $28.18 +1.1%
27 AVGO BROADCOM INC Technology 635.0 $240K 0.15% +38.0 +6.4% $377.75 -2.4%
28 GOOGL ALPHABET INC Communication Services 661.0 $236K 0.15% +39.0 +6.3% $357.37 -3.0%
29 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 488.0 $233K 0.14% NEW $477.57 -12.6%
30 DFAS DIMENSIONAL ETF TRUST 2,647.0 $218K 0.14% NEW $82.34 -0.3%
31 DISV DIMENSIONAL ETF TRUST 5,410.0 $217K 0.14% $40.13 +11.1%
32 HYT BLACKROCK CORPOR HI YLD FD I Financial Services 15,397.0 $132K 0.08% $8.56 -3.2%
Page 2 of 2  ·  32 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 74.2%
Consumer Defensive 11.4%
Consumer Cyclical 8.1%
Communication Services 4.1%
Financial Services 2.3%