Stolz & Associates, PS holds a concentrated book of 32 stocks worth $160.2M as of Q2 2026 (disclosed Jul 29, 2026, a ~45-day 13F lag). This quarter they opened Berkshire Hathaway Inc-CL B and trimmed Dimensional US Core Equity 2. Their largest long position is Dimensional US High Profi Et at 20% of the equity book. Cloning the disclosed picks since 2026 would be +3% (+5.4%/yr). That is a simulation of the disclosed long book, not audited returns.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2108989/holdings"
Use Arkolith to show STOLZ & ASSOCIATES, PS's latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +4.7%, a 2.2-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Stolz & Associates, PS's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
4% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Stolz & Associates, PS
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | 36 / 32 | $10.0B |
| OSAIC HOLDINGS, INC. | 35 / 32 | $9.3B |
| Farther Finance Advisors, LLC | 35 / 32 | $1.5B |
| HARBOUR INVESTMENTS, INC. | 35 / 32 | $485.6M |
| MML INVESTORS SERVICES, LLC | 34 / 32 | $4.4B |
| LPL Financial LLC | 33 / 32 | $40.9B |
| ENVESTNET ASSET MANAGEMENT INC | 33 / 32 | $37.0B |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 33 / 32 | $10.1B |
Ranked by how many of Stolz & Associates, PS's top 32 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust US HIGH PROF ETF | $31.9M | 763.4K | 19.9% | ▲+3.7% Added · +28K sh | |
| 2 | American Centy ETF TR US SML CP VALU | $20.9M | 167.3K | 13.0% | ▲+4.8% Added · +8K sh | |
| 3 | Dimensional ETF Trust GLOB CO PLUS ETF | $20.7M | 380.8K | 12.9% | ▲+37% Added · +102K sh | |
| 4 | Dimensional ETF Trust INTL HIGH PROFIT | $15.7M | 459.9K | 9.8% | ▲+7.6% Added · +33K sh | |
| 5 | Ishares TR TRUST ISHARE 0-1 | $12.3M | 111.7K | 7.7% | ▲+5.0% Added · +5K sh | |
| 6 | Dimensional ETF Trust EMGR CRE EQT MNG | $12.1M | 300.7K | 7.5% | ▲+9.5% Added · +26K sh | |
| 7 | Vanguard Scottsdale FDS INT-TERM CORP | $11.6M | 140.2K | 7.2% | ▲+7.3% Added · +9K sh | |
| 8 | Ishares TR US TREAS BD ETF | $11.4M | 500.7K | 7.1% | ▲+7.7% Added · +36K sh | |
| 9 | American Centy ETF TR INTL SMCP VLU | $8.6M | 83.7K | 5.4% | ▲+5.8% Added · +5K sh | |
| 10 | Dimensional ETF Trust US COR EQU 2 ETF | $2.4M | 53.7K | 1.5% | ▼−0.1% Reduced · −85 sh | |
| 11 | Nvidia Corporation COM | $2.3M | 11.5K | 1.4% | —Held | |
| 12 | Calamos ETF TR S&P 500 STRUCTU | $1.1M | 40.0K | 0.7% | ▼−4.9% Reduced · −2K sh | |
| 13 | Calamos ETF TR RUSSE 2000 APRIL | $1.0M | 37.1K | 0.6% | —Held | |
| 14 | Schwab Strategic TR MUN BD ETF | $996K | 38.6K | 0.6% | ▲+0.2% Added · +90 sh | |
| 15 | Dimensional ETF Trust US REAL ESTA ETF | $883K | 33.7K | 0.6% | ▲+4.1% Added · +1K sh | |
| 16 | Apple Inc COM | $828K | 2.9K | 0.5% | ▲+45% Added · +886 sh | |
| 17 | Microsoft Corp COM | $687K | 1.8K | 0.4% | ▲+13% Added · +207 sh | |
| 18 | Costco Wholesale Corporation COM | $660K | 706 | 0.4% | ▲+21% Added · +124 sh | |
| 19 | Dimensional ETF Trust US TARGETED VLU | $482K | 6.9K | 0.3% | —Held | |
| 20 | Amazon Com Inc COM | $467K | 2.0K | 0.3% | ▲+68% Added · +794 sh | |
| 21 | Berkshire Hathaway Inc Del CL B NEW | $449K | 898 | 0.3% | ▲New New position | |
| 22 | First TR Exchng Traded FD VI FT VEST US EQT | $333K | 5.9K | 0.2% | —Held | |
| 23 | Calamos ETF TR S&P 500 STRU FEB | $308K | 11.8K | 0.2% | —Held | |
| 24 | Calamos ETF TR S&P 500 STR MARC | $296K | 11.5K | 0.2% | —Held | |
| 25 | Ishares TR RUSSELL 2000 ETF | $273K | 910 | 0.2% | ▼−7.6% Reduced · −75 sh | |
| 26 | Calamos ETF TR RUSSE 2000 OCTOB | $269K | 9.5K | 0.2% | —Held | |
| 27 | Broadcom Inc COM | $240K | 635 | 0.1% | ▲+6.4% Added · +38 sh | |
| 28 | Alphabet Inc CAP STK CL A | $236K | 661 | 0.1% | ▲+6.3% Added · +39 sh | |
| 29 | Taiwan Semiconductor Manufac SPONSORED ADS | $233K | 488 | 0.1% | ▲New New position | |
| 30 | Dimensional ETF Trust US SMALL CAP ETF | $218K | 2.6K | 0.1% | ▲New New position | |
| 31 | Dimensional ETF Trust INTL SMALL CAP V | $217K | 5.4K | 0.1% | —Held | |
| 32 | BlackRock Corpor Hi Yld FD I COM | $132K | 15.4K | 0.1% | —Held |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.