Institutions / Stolz & Associates, Ps
Stolz & Associates, Ps
CIK 2108989 · Institution · as of Dec 31, 2025
Portfolio value
$129.64M
Positions
32
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 32 →
| Company | Value | % of portfolio |
|---|---|---|
| Dimensional ETF Trust | $26.17M | 20.2% |
| American Centy ETF Tr | $16.43M | 12.7% |
| Dimensional ETF Trust | $13.39M | 10.3% |
| iShares Tr | $10.22M | 7.9% |
| Vanguard Scottsdale Fds | $9.84M | 7.6% |
| iShares MSCI UAE ETF | $9.61M | 7.4% |
| Dimensional ETF Trust | $8.98M | 6.9% |
| Dimensional ETF Trust | $8.97M | 6.9% |
| American Centy ETF Tr | $7.46M | 5.8% |
| Microsoft Corp | $2.47M | 1.9% |
| NVIDIA Corp | $2.33M | 1.8% |
| Dimensional ETF Trust | $2.28M | 1.8% |
| iShares Tr | $1.56M | 1.2% |
| Costco Wholesale Corp /New | $1.19M | 0.9% |
| Calamos ETF Tr | $1.10M | 0.8% |
| Amazon.com Inc | $1.02M | 0.8% |
| Apple Inc. | $933.6K | 0.7% |
| Schwab Strategic Tr | $903.3K | 0.7% |
| Starbucks Corp | $728.6K | 0.6% |
| Dimensional ETF Trust | $711.4K | 0.5% |
| Dimensional ETF Trust | $454.5K | 0.4% |
| Alphabet Inc. | $388.4K | 0.3% |
| Tesla Inc | $330.1K | 0.3% |
| First Trust Exchange-Traded Fund VIII | $311.8K | 0.2% |
| Alphabet Inc. | $279.3K | 0.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.