STOLZ & ASSOCIATES, PS
All 13F Filings
- Location
- Tacoma, WA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 160,200
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/29/2026 | 32 | 160,200 | 13F-HR | STOLZ & ASSOCIATES, PS |
| Q1 2026 | 4/21/2026 | 30 | 143,301 | 13F-HR | STOLZ & ASSOCIATES, PS |
| Q4 2025 | 2/6/2026 | 32 | 129,637 | 13F-HR | STOLZ & ASSOCIATES, PS |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 6.573 K | 4.1% | 1.311 K | 0 | 1.311 K |
| ETFs | 153.6 K | 95.9% | 15.59 K | 0 | 15.59 K |
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Fund Snapshot
Q2 2026
Latest filed
7/29/2026
Total value ($000)
160,200
Holdings
32
QoQ value change ($000)
16,899
(11.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.