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Portfolio (Quarterly) Guide ↗

TAGStone Capital, Inc.

· CIK 0001903044
13F Portfolio $268M AUM Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 116 New
Page 4 of 6  ·  116 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DFCF DIMENSIONAL ETF TRUST 18,840.0 $802K 0.30% NEW $42.56 -0.8%
62 DFSD DIMENSIONAL ETF TRUST 16,286.0 $781K 0.29% NEW $47.95 -0.3%
63 XMMO INVESCO EXCHANGE TRADED FD T 5,583.0 $773K 0.29% NEW $138.46 +25.5%
64 IJT ISHARES TR 5,281.0 $746K 0.28% NEW $141.17 +21.4%
65 EL LAUDER ESTEE COS INC Consumer Defensive 7,104.0 $744K 0.28% NEW $104.72 -19.3%
66 IJS ISHARES TR 6,371.0 $725K 0.27% NEW $113.72 +17.0%
67 ISHARES TR 15,123.0 $687K 0.26% NEW $45.45
68 XSHQ INVESCO EXCH TRADED FD TR II 16,313.0 $687K 0.26% NEW $42.09 +11.9%
69 ULTA ULTA BEAUTY INC Consumer Cyclical 1,125.0 $681K 0.25% NEW $605.01 -23.1%
70 IWM ISHARES TR 2,756.0 $678K 0.25% NEW $246.18 +21.1%
71 SCHW SCHWAB CHARLES CORP Financial Services 6,710.0 $670K 0.25% NEW $99.91 -7.9%
72 LLY LILLY ELI & CO Healthcare 623.0 $670K 0.25% NEW $1074.95 +2.7%
73 COWZ PACER FDS TR 10,454.0 $635K 0.24% NEW $60.79 +1.1%
74 SUB ISHARES TR 5,834.0 $623K 0.23% NEW $106.70 -0.1%
75 VBIL VANGUARD INSTL INDEX FD 8,046.0 $607K 0.23% NEW $75.43 +0.3%
76 ESAB ESAB CORPORATION Industrials 5,260.0 $588K 0.22% NEW $111.83 -8.5%
77 DFLV DIMENSIONAL ETF TRUST 16,360.0 $560K 0.21% NEW $34.21 +16.3%
78 VSS VANGUARD INTL EQUITY INDEX F 3,860.0 $553K 0.21% NEW $143.32 +10.2%
79 LAM RESEARCH CORP 3,000.0 $514K 0.19% NEW $171.44
80 SPMO INVESCO EXCH TRADED FD TR II 4,215.0 $503K 0.19% NEW $119.31 +35.5%
Page 4 of 6  ·  116 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Cyclical 32.1%
Technology 16.1%
Financial Services 15.4%
Consumer Defensive 10.6%
Communication Services 9.5%
Healthcare 9.1%
Industrials 7.1%