Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
STOLZ & ASSOCIATES, PS (CIK 2108989) reported $160.2M across 32 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: DUHP ($31.9M, 19.89%), AVUV ($20.9M, 13.03%), DFGP ($20.7M, 12.94%), DIHP ($15.7M, 9.80%), SHV ($12.3M, 7.70%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DUHP | DIMENSIONAL ETF TRUST | $31.9M | 19.89% | 763,427 | Added |
| 2 | AVUV | AMERICAN CENTY ETF TR | $20.9M | 13.03% | 167,343 | Added |
| 3 | DFGP | DIMENSIONAL ETF TRUST | $20.7M | 12.94% | 380,781 | Added |
| 4 | DIHP | DIMENSIONAL ETF TRUST | $15.7M | 9.80% | 459,924 | Added |
| 5 | SHV | ISHARES TR | $12.3M | 7.70% | 111,743 | Added |
| 6 | DFAE | DIMENSIONAL ETF TRUST | $12.1M | 7.55% | 300,733 | Added |
| 7 | VCIT | VANGUARD SCOTTSDALE FDS | $11.6M | 7.23% | 140,188 | Added |
| 8 | GOVT | ISHARES TR | $11.4M | 7.12% | 500,701 | Added |
| 9 | AVDV | AMERICAN CENTY ETF TR | $8.6M | 5.39% | 83,717 | Added |
| 10 | DFAC | DIMENSIONAL ETF TRUST | $2.4M | 1.49% | 53,661 | Trimmed |
| 11 | NVDA | NVIDIA CORPORATION | $2.3M | 1.44% | 11,534 | Hold |
| 12 | CPSD | CALAMOS ETF TR | $1.1M | 0.67% | 40,039 | Trimmed |
| 13 | CPRA | CALAMOS ETF TR | $1.0M | 0.64% | 37,060 | Hold |
| 14 | SCMB | SCHWAB STRATEGIC TR | $996,394 | 0.62% | 38,590 | Added |
| 15 | DFAR | DIMENSIONAL ETF TRUST | $882,638 | 0.55% | 33,740 | Added |
| 16 | AAPL | APPLE INC | $828,438 | 0.52% | 2,863 | Added |
| 17 | MSFT | MICROSOFT CORP | $686,730 | 0.43% | 1,841 | Added |
| 18 | COST | COSTCO WHOLESALE CORPORATION | $660,442 | 0.41% | 706 | Added |
| 19 | DFAT | DIMENSIONAL ETF TRUST | $481,821 | 0.30% | 6,893 | Hold |
| 20 | AMZN | AMAZON COM INC | $466,670 | 0.29% | 1,958 | Added |
| 21 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $449,350 | 0.28% | 898 | New |
| 22 | FAUG | FIRST TR EXCHNG TRADED FD VI | $332,701 | 0.21% | 5,888 | Hold |
| 23 | CPSF | CALAMOS ETF TR | $308,197 | 0.19% | 11,761 | Hold |
| 24 | CPSR | CALAMOS ETF TR | $296,053 | 0.18% | 11,455 | Hold |
| 25 | CPRO | CALAMOS ETF TR | $268,508 | 0.17% | 9,530 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30