STOLZ & ASSOCIATES, PS: summary
STOLZ & ASSOCIATES, PS reported 41 positions with a reported value of $170.60M in its 13F for Q3 2026. Compared with Q2 2026: 12 new positions, 3 exited.
Top positions
- DFA INVT DIMENSIONS GROUP IN
- DIMENSIONAL ETF TR
- AVANTIS U.S. SMALL CAP VALUE ETF
- DIMENSIONAL ETF TRUST
- ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF
- DIMENSIONAL ETF TRUST
- VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
- ISHARES U.S. TREASURY BOND ETF
- AVANTIS INTERNATIONAL SMALL CAP VALUE ETF
- NVIDIA CORPORATION