§ 13F · FUND PROFILE
Flagstone Financial Management.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $379M (13F)Positions · 62Turnover · — · Q1Filed · Apr 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | DFUS | DIMENSIONAL ETF TRUST | 1.53M | $109M | 26.9% | +3% |
| 2 | IGIB | ISHARES TR | 810K | $43M | 10.7% | +7% |
| 3 | SPDW | SPDR INDEX SHS FDS | 651K | $30M | 7.4% | −1% |
| 4 | SPSB | SPDR SERIES TRUST | 912K | $27M | 6.8% | +7% |
| 5 | SPTI | SPDR SERIES TRUST | 866K | $25M | 6.2% | +5% |
| 6 | BNDX | VANGUARD CHARLOTTE FDS | 476K | $23M | 5.7% | +9% |
| 7 | AVUV | AMERICAN CENTY ETF TR | 194K | $21M | 5.3% | +1% |
| 8 | DFEM | DIMENSIONAL ETF TRUST | 488K | $17M | 4.2% | −1% |
| 9 | AVUS | AMERICAN CENTY ETF TR | 135K | $15M | 3.7% | +1% |
| 10 | AVDV | AMERICAN CENTY ETF TR | 146K | $15M | 3.6% | −5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FLAGSTONE SIGNAL
AC read
Flagstone Financial Management is a Other fund managing $379 million in assets. The fund runs a portfolio of 62 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed