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Portfolio (Quarterly) Guide ↗

STOLZ & ASSOCIATES, PS

· CIK 0002108989
13F Portfolio $143M AUM 30 positions Filed Apr 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2 New 9 Added 13 Reduced 4 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DUHP DIMENSIONAL ETF TRUST 735,902.0 $28.6M 19.95% +48K +6.9% $38.85 +3.7%
2 DFGP DIMENSIONAL ETF TRUST 278,826.0 $15.2M 10.59% +113K +68.0% $54.42 -0.5%
3 DIHP DIMENSIONAL ETF TRUST 427,301.0 $14.5M 10.12% +5K +1.1% $33.95 +0.5%
4 SHV ISHARES TR 106,369.0 $11.7M 8.18% +14K +14.6% $110.23 +0.1%
5 VCIT VANGUARD SCOTTSDALE FDS 130,698.0 $10.9M 7.58% +13K +11.2% $83.13 -1.2%
6 GOVT ISHARES TR 464,931.0 $10.6M 7.43% +47K +11.4% $22.89 -1.1%
7 SCMB SCHWAB STRATEGIC TR 38,500.0 $989K 0.69% +3K +9.8% $25.69 -1.1%
8 DFAR DIMENSIONAL ETF TRUST 32,405.0 $823K 0.57% +1K +4.3% $25.40 +2.7%
9 CPSR CALAMOS ETF TR 11,455.0 $293K 0.20% +3K +34.4% $25.58 +0.8%

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 75.6%
Consumer Defensive 11.6%
Consumer Cyclical 5.9%
Communication Services 4.2%
Financial Services 2.7%