DOSSIER · 13F-HR · Q2 2026

STOLZ & ASSOCIATES, PS

$160M in tracked AUM across 32 positions as of Q2 2026.

S&
CIK 0002108989 · last filed Jun 30, 2026
Total AUM
$160M
as of Q2 2026
Holdings
32
positions
Whale Score
67
67
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

STOLZ & ASSOCIATES, PS filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
DUHP
DIMENSIONAL ETF TRUST
$32M763K19.9%
02
AVUV
AMERICAN CENTY ETF TR
$21M167K13.0%
03
DFGP
DIMENSIONAL ETF TRUST
$21M381K12.9%
04
DIHP
DIMENSIONAL ETF TRUST
$16M460K9.8%
05
SHV
ISHARES TR
$12M112K7.7%
06
DFAE
DIMENSIONAL ETF TRUST
$12M301K7.5%
07
VCIT
VANGUARD SCOTTSDALE FDS
$12M140K7.2%
08
GOVT
ISHARES TR
$11M501K7.1%
09
AVDV
AMERICAN CENTY ETF TR
$9M84K5.4%
10
DFAC
DIMENSIONAL ETF TRUST
$2M54K1.5%

Filing history

2026Q2Jun 30
$160M 11.8%
32 positionsView →
2026Q1Mar 31
$143M 10.5%
30 positionsView →
2025Q4Dec 31
$130M
32 positionsView →