§ 13F · FUND PROFILE
TAGStone Capital, Inc..
AUM · $315M (13F)Positions · 139Turnover · n/a · Q2Filed · Aug 11, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 36K | $27M | 8.5% | ±0% |
| 2 | VCIT | VANGUARD SCOTTSDALE FDS | 228K | $19M | 6.0% | +5% |
| 3 | AMZN | AMAZON COM INC | 67K | $16M | 5.1% | ±0% |
| 4 | SPYG | SPDR SERIES TRUST | 132K | $16M | 5.0% | +1% |
| 5 | VCSH | VANGUARD SCOTTSDALE FDS | 172K | $14M | 4.3% | +8% |
| 6 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 24K | $12M | 3.8% | ±0% |
| 7 | DUSB | DIMENSIONAL ETF TRUST | 209K | $11M | 3.4% | −8% |
| 8 | GOOGL | ALPHABET INC | 22K | $8M | 2.5% | +7% |
| 9 | DFAT | DIMENSIONAL ETF TRUST | 109K | $8M | 2.4% | +5% |
| 10 | VCRM | VANGUARD MUN BD FDS | 96K | $7M | 2.3% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TAGSTONE SIGNAL
AC read
TAGStone Capital, Inc. is a Other fund managing $315 million in assets. The fund runs a portfolio of 139 positions.
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