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STOLZ & ASSOCIATES, PS

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002108989

$160.2M

disclosed book value

32

positions

19.9%

largest position share

Positions, as of 2026-06-30

top 32 of 32 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1DUHPDIMENSIONAL ETF TRUST763,427$31.9M19.9%
2AVUVAMERICAN CENTY ETF TR167,343$20.9M13%
3DFGPDIMENSIONAL ETF TRUST380,781$20.7M12.9%
4DIHPDIMENSIONAL ETF TRUST459,924$15.7M9.8%
5SHVISHARES TR111,743$12.3M7.7%
6DFAEDIMENSIONAL ETF TRUST300,733$12.1M7.5%
7VCITVANGUARD SCOTTSDALE FDS140,188$11.6M7.2%
8GOVTISHARES TR500,701$11.4M7.1%
9AVDVAMERICAN CENTY ETF TR83,717$8.6M5.4%
10DFACDIMENSIONAL ETF TRUST53,661$2.4M1.5%
11NVDANVIDIA CORPORATION11,534$2.3M1.4%
12CPSDCALAMOS ETF TR40,039$1.1M0.7%
13CPRACALAMOS ETF TR37,060$1.0M0.6%
14SCMBSCHWAB STRATEGIC TR38,590$996,3940.6%
15DFARDIMENSIONAL ETF TRUST33,740$882,6380.6%
16AAPLAPPLE INC2,863$828,4380.5%
17MSFTMICROSOFT CORP1,841$686,7300.4%
18COSTCOSTCO WHOLESALE CORPORATION706$660,4420.4%
19DFATDIMENSIONAL ETF TRUST6,893$481,8210.3%
20AMZNAMAZON COM INC1,958$466,6700.3%
21BRK/BBERKSHIRE HATHAWAY INC DEL898$449,3500.3%
22FAUGFIRST TR EXCHNG TRADED FD VI5,888$332,7010.2%
23CPSFCALAMOS ETF TR11,761$308,1970.2%
24CPSRCALAMOS ETF TR11,455$296,0530.2%
25IWMISHARES TR910$273,4100.2%
26CPROCALAMOS ETF TR9,530$268,5080.2%
27AVGOBROADCOM INC635$239,8710.1%
28GOOGLALPHABET INC661$236,2220.1%
29TSMTAIWAN SEMICONDUCTOR MANUFAC488$233,0540.1%
30DFASDIMENSIONAL ETF TRUST2,647$217,9540.1%
31DISVDIMENSIONAL ETF TRUST5,410$217,1030.1%
32HYTBLACKROCK CORPOR HI YLD FD I15,397$131,7980.1%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.