Stolz & Associates, Ps - Q12026 Holdings

Stolz & Associates, Ps holds 30 stocks with a total portfolio value of $ 143.3M as of Q12026. In Q12026, Stolz & Associates, Ps added 2 new positions, increased stakes in 9 stocks, reduced 15 holdings, and fully exited 4 positions. The largest holding is Dimensional Etf Trust (DUHP), representing 19.95% of the total portfolio.