§ 13F · FUND PROFILE
TAGStone Capital, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $252M (13F)Positions · 117Turnover · — · Q1Filed · May 11, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$10M 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 MAY 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 36K | $23M | 8.2% | +3% |
| 2 | VCIT | VANGUARD SCOTTSDALE FDS | 218K | $18M | 6.4% | +3% |
| 3 | AMZN | AMAZON COM INC | 67K | $14M | 4.9% | +4% |
| 4 | SPYG | SPDR SER TR | 130K | $13M | 4.5% | +5% |
| 5 | VCSH | VANGUARD SCOTTSDALE FDS | 160K | $13M | 4.5% | +2% |
| 6 | DUSB | DIMENSIONAL ETF TRUST | 228K | $12M | 4.1% | −18% |
| 7 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 24K | $11M | 4.0% | +6% |
| 8 | VCRM | VANGUARD MUN BD FDS | 97K | $7M | 2.6% | −6% |
| 9 | DFAT | DIMENSIONAL ETF TRUST | 104K | $7M | 2.3% | +1% |
| 10 | SPYV | SPDR SER TR | 111K | $6M | 2.2% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TAGSTONE SIGNAL
AC read
TAGStone Capital, Inc. is a Other fund managing $252 million in assets. The fund runs a portfolio of 117 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