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CIK: 0002108989
Total reported value
$160.2M
$160.2M
32 檔
47.5%
As reported in its official Q4 2025 Form 13F filing, Stolz & Associates, Ps's tracked investment portfolio stood at $160.2M with 32 total positions.
During Q4 2025, Stolz & Associates, Ps's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DUHP | Dimensional US High Profi Et | ETF-Other | 20.19% | -0.06% | — | |
| 2 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 12.68% | +0.14% | — | |
| 3 | DIHP | Dimensional International Hi | ETF-Other | 10.33% | -0.32% | — | |
| 4 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 7.88% | -0.48% | — | |
| 5 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 7.59% | -0.35% | — | |
| 6 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 7.42% | -0.31% | — | |
| 7 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 6.93% | +0.43% | — | |
| 8 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 6.92% | +2.35% | — | |
| 9 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 5.75% | -0.48% | — | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.91% | -0.05% | — | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 1.80% | -0.16% | — | |
| 12 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.76% | -0.07% | — | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.20% | -1.03% | EXIT | |
| 14 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.92% | +0.01% | — | |
| 15 | CPSD | Clms S&p Str Alt Dec | ETF-Other | 0.84% | -0.10% | — | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.79% | +0.09% | — | |
| 17 | AAPL | Apple Inc | Stock-Tech | 0.72% | +0.16% | — | |
| 18 | SCMB | Schwab Municipal Bond ETF | ETF-Other | 0.70% | -0.07% | — | |
| 19 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.56% | — | — | |
| 20 | DFAR | Dimensional US Real Est ETF | ETF-Other | 0.55% | -0.02% | — | |
| 21 | DFAT | Dimensional US Target Value | ETF-Other | 0.35% | -0.01% | — | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.30% | — | — | |
| 23 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.25% | — | — | |
| 24 | FAUG | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.24% | -0.01% | — | |
| 25 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.22% | — | — | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.20% | -0.02% | — | |
| 27 | CPRO | Cals Rus 2000 S A P ETF Oct | ETF-Other | 0.20% | -0.01% | — | |
| 28 | AVGO | Broadcom Inc | Stock-Tech | 0.18% | -0.02% | — | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.18% | — | — | |
| 30 | CPSR | Cal S&p 500 St Alt P ETF - M | ETF-Large Cap & Growth | 0.17% | -0.02% | — | |
| 31 | DISV | Dimensional International Sm | ETF-Other | 0.16% | -0.02% | — | |
| 32 | HYT | Blackrock CORP Hi Yld | Stock-Other | 0.13% | -0.01% | — |
According to official SEC Form 13F filings, Stolz & Associates, Ps reported a total U.S. public equity portfolio value of $160.2M across 32 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DUHP, AVUV, DIHP) accounted for 47.5% of total reported equity market value during Q4 2025.
During Q4 2025, Stolz & Associates, Ps's top holdings by market value included DUHP (20.2%)、AVUV (12.7%)、DIHP (10.3%). The largest single position, DUHP, represented 20.2% of total portfolio value.
In Q4 2025, Stolz & Associates, Ps made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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