STOLZ & ASSOCIATES, PS has filed its quarterly holdings report, revealing a total investment value of approximately $170.6 million as of September 30, 2026. This filing is significant as it provides insights into the firm's investment strategy and market positioning.

Founded in Washington and based in Tacoma, STOLZ & ASSOCIATES operates in the asset management sector. The firm is categorized under the SEC's 13F-HR filings, which require institutional investment managers to report their holdings on a quarterly basis. The latest filing, with accession number 0002108989-26-000005, was submitted on November 5, 2026.

The filing indicates that STOLZ & ASSOCIATES has a diversified portfolio, holding investments across various sectors. Notable holdings include major companies such as Apple Inc., Amazon.com Inc., and Microsoft Corp. The firm has made strategic investments in technology and consumer goods, reflecting trends in the market.

According to the filing, STOLZ & ASSOCIATES has reported a total of 41 different securities in its portfolio. The firm has demonstrated a commitment to maintaining a diversified investment strategy, which is essential in navigating the complexities of the current financial landscape.

This update may influence competitors in the asset management industry, as they assess STOLZ's investment strategies and adjust their own portfolios accordingly. The focus on technology stocks, in particular, is indicative of broader market trends where growth sectors continue to attract significant investment.

Looking ahead, it remains to be seen how STOLZ & ASSOCIATES will adapt its investment strategies in response to market changes. The filing does not specify any upcoming actions or changes in strategy, leaving stakeholders to speculate on future moves.