account_balance
Investment manager · 13F filer · SEC CIK 2108989
Stolz & Associates, Ps
Reported value$171Mas of Sep 30, 2026
Positions41 10 new, 1 sold out
Top 10 weight89.3%DUHP alone is 19%
FiledNov 536 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DUHPDfa Invt Dimensions Group In
19.3%Added +3%
DFGPDimensional ETF Trust
13.6%Added +18%
AVUVAmerican Centy ETF Tr
11.5%
DIHPDimensional ETF Trust
9.4%Added +4%
SHViShares Tr
7.7%Added +6%
DFAEDimensional ETF Trust
7.1%Added +3%
VCITVanguard Scottsdale FDS
7.0%Added +8%
GOVTiShares Tr
6.7%Added +4%
AVDVAmerican Centy ETF Tr
5.4%
DFAC1.4%
DUHPDfa Invt Dimensions Group In
19.3%Added +3%
DFGPDimensional ETF Trust
13.6%Added +18%
AVUVAmerican Centy ETF Tr
11.5%
DIHPDimensional ETF Trust
9.4%+4%
SHViShares Tr
7.7%
DFAEDimensional ETF Trust
7.1%
VCITVanguard Scottsdale FDS
7.0%+8%
GOVTiShares Tr
6.7%+4%
AVDVAmerican Centy ETF Tr
5.4%
DFAC
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DUHP Dfa Invt Dimensions Group In 19.3% Added +3%
DFGP Dimensional ETF Trust 13.6% Added +18%
AVUV American Centy ETF Tr 11.5% Held
DIHP Dimensional ETF Trust 9.4% Added +4%
SHV iShares Tr 7.7% Added +6%
DFAE Dimensional ETF Trust 7.1% Added +3%
VCIT Vanguard Scottsdale FDS 7.0% Added +8%
GOVT iShares Tr 6.7% Added +4%
AVDV American Centy ETF Tr 5.4% Held
NVDA NVIDIA Corp 1.5% HeldDFAC Dimensional ETF Trust 1.4% Held
HPE Hewlett Packard Enterprise Co 0.9% NewWhat changed
Biggest moves since Jun 30, 2026
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