STOLZ & ASSOCIATES, PS - Portfolio overview

STOLZ & ASSOCIATES, PS has 30 reported holdings in this dataset, with the latest filing dated 2026-04-22.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Defensive.

Largest reported holdings by portfolio allocation

1. DUHP - DIMENSIONAL ETF TRUST, 19.95%
2. AVUV - AMERICAN CENTY ETF TR, 12.89%
3. DFGP - DIMENSIONAL ETF TRUST, 10.59%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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