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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 1 of 2  ·  32 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DUHP DIMENSIONAL ETF TRUST 763,427.0 $31.9M 19.89% +28K +3.7% $41.73 +1.5%
2 AVUV AMERICAN CENTY ETF TR 167,343.0 $20.9M 13.03% +8K +4.8% $124.76 +0.6%
3 DFGP DIMENSIONAL ETF TRUST 380,781.0 $20.7M 12.95% +102K +36.6% $54.46 -2.1%
4 DIHP DIMENSIONAL ETF TRUST 459,924.0 $15.7M 9.80% +33K +7.6% $34.12 +3.6%
5 SHV ISHARES TR 111,743.0 $12.3M 7.70% +5K +5.0% $110.35 +0.0%
6 DFAE DIMENSIONAL ETF TRUST 300,733.0 $12.1M 7.55% +26K +9.5% $40.21 -1.0%
7 VCIT VANGUARD SCOTTSDALE FDS 140,188.0 $11.6M 7.23% +9K +7.3% $82.65 -1.8%
8 GOVT ISHARES TR 500,701.0 $11.4M 7.12% +36K +7.7% $22.78 -1.4%
9 AVDV AMERICAN CENTY ETF TR 83,717.0 $8.6M 5.38% +5K +5.8% $103.05 +9.1%
10 DFAC DIMENSIONAL ETF TRUST 53,661.0 $2.4M 1.49% $44.36 +2.8%
11 NVDA NVIDIA CORPORATION Technology 11,534.0 $2.3M 1.44% $200.10 +8.7%
12 CALAMOS ETF TR 40,039.0 $1.1M 0.67% -2K -4.9% $26.70
13 CPRA CALAMOS ETF TR 37,060.0 $1.0M 0.64% $27.66 +0.9%
14 SCMB SCHWAB STRATEGIC TR 38,590.0 $996K 0.62% $25.82 -2.5%
15 DFAR DIMENSIONAL ETF TRUST 33,740.0 $883K 0.55% +1K +4.1% $26.16 -0.0%
16 AAPL APPLE INC Technology 2,863.0 $828K 0.52% +886.0 +44.8% $289.36 +10.5%
17 MSFT MICROSOFT CORP Technology 1,841.0 $687K 0.43% +207.0 +12.7% $373.02 +37.7%
18 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 706.0 $660K 0.41% +124.0 +21.3% $935.47 +1.1%
19 DFAT DIMENSIONAL ETF TRUST 6,893.0 $482K 0.30% $69.90 +1.8%
20 AMZN AMAZON COM INC Consumer Cyclical 1,958.0 $467K 0.29% +794.0 +68.2% $238.34 +11.8%
Page 1 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%