SEC Form 13F · Q2 2026

STOLZ & ASSOCIATES, PS

Institutional Holdings Report

13F-HRWA
$160.2M
Portfolio Value
32
Holdings
Q2 2026
Reporting Period
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Filing Details

Manager
STOLZ & ASSOCIATES, PS
CIK
2108989
Accession No.
0002108989-26-000003
Location
TACOMA, WA
Form Type
13F-HR
Portfolio Value
$160.2M
Holdings Reported
32
Reporting Period
Q2 2026
Filed
July 29, 2026

About this Filing

STOLZ & ASSOCIATES, PS is an institutional investment manager based in TACOMA, WA reporting approximately $160.2M in 13(f) securities across 32 positions as of Q2 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.