StockDriftsStockDriftsTop 32 Stolz & Associates Ps Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DUHP | DIMENSIONAL ETF TRUST | 19.89% | 763.4K | $31.9M | +3.74%(+27.52K) | $37.90(+12.51%) | 2026-06-30 | |
| AVUV | AMERICAN CENTY ETF TR | 13.03% | 167.3K | $20.9M | +4.81%(+7.68K) | $101.48(+25.61%) | 2026-06-30 | |
| DFGP | DIMENSIONAL ETF TRUST | 12.94% | 380.8K | $20.7M | +36.57%(+101.95K) | $54.38(-1.65%) | 2026-06-30 | |
| DIHP | DIMENSIONAL ETF TRUST | 9.8% | 459.9K | $15.7M | +7.63%(+32.62K) | $31.16(+14.58%) | 2026-06-30 | |
| SHV | ISHARES TR | 7.7% | 111.7K | $12.3M | +5.05%(+5.37K) | $110.32(-0.13%) | 2026-06-30 | |
| DFAE | DIMENSIONAL ETF TRUST | 7.55% | 300.7K | $12.1M | +9.47%(+26.02K) | $32.43(+20.08%) | 2026-06-30 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 7.23% | 140.2K | $11.6M | +7.26%(+9.49K) | $83.77(-3.02%) | 2026-06-30 | |
| GOVT | ISHARES TR | 7.12% | 500.7K | $11.4M | +7.69%(+35.77K) | $23.05(-2.59%) | 2026-06-30 | |
| AVDV | AMERICAN CENTY ETF TR | 5.39% | 83.7K | $8.6M | +5.84%(+4.62K) | $91.96(+19.39%) | 2026-06-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 1.49% | 53.7K | $2.4M | -0.16%(-85) | $39.08(+17.68%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +7.87% |
| Top 20 Holdings Unweighted | — | — | — | — | +5.55% |
Stolz & Associates Ps reports $160.20M in US-listed equity holdings across 32 positions in its most recent 13F filing. Its largest disclosed positions are DUHP (19.9%), AVUV (13.0%) and DFGP (12.9%). The top 20 holdings account for 98.01% of reported assets. Its disclosed equity book has returned +7.87% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Stolz & Associates Ps’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2108989). View Stolz & Associates Ps’s 13F filings on SEC