STOLZ & ASSOCIATES, PS
CIK: 0002108989SEC EDGAR →
Portfolio Value
$129.6M
Holdings
32
As of
Q4 2025
New Positions
32
Closed Positions
0
Portfolio Value History
No historical data available yet. Chart will appear after multiple quarterly filings.
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 688,212 | $26.2M | 20.19% |
| 2 | AMERICAN CENTY ETF TR | 161,143 | $16.4M | 12.68% |
| 3 | DIMENSIONAL ETF TRUST | 422,779 | $13.4M | 10.33% |
| 4 | ISHARES TR | 92,798 | $10.2M | 7.88% |
| 5 | VANGUARD SCOTTSDALE FDS | 117,534 | $9.8M | 7.59% |
| 6 | ISHARES TR | 417,516 | $9.6M | 7.42% |
| 7 | DIMENSIONAL ETF TRUST | 275,743 | $9.0M | 6.93% |
| 8 | DIMENSIONAL ETF TRUST | 165,930 | $9.0M | 6.92% |
| 9 | AMERICAN CENTY ETF TR | 79,335 | $7.5M | 5.75% |
| 10 | MICROSOFT CORP | 5,108 | $2.5M | 1.91% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 17 | $108.4M | 83.6% |
| Unknown | 3 | $10.9M | 8.4% |
| Technology | 5 | $6.1M | 4.7% |
| Consumer Cyclical | 3 | $2.1M | 1.6% |
| Consumer Defensive | 1 | $1.2M | 0.9% |
| Communication Services | 3 | $898K | 0.7% |