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Portfolio (Quarterly) Guide ↗

TAGStone Capital, Inc.

· CIK 0001903044
13F Portfolio $283M AUM 137 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 26 New 59 Added 19 Reduced 4 Exited
Page 4 of 7  ·  137 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 WMT WALMART INC Consumer Defensive 6,486.0 $808K 0.29% NEW $124.52 -5.9%
62 ISHARES TR 17,214.0 $796K 0.28% +2K +13.8% $46.23
63 DFCF DIMENSIONAL ETF TRUST 18,768.0 $792K 0.28% $42.22 -0.0%
64 DFSD DIMENSIONAL ETF TRUST 16,176.0 $774K 0.27% -110.0 -0.7% $47.88 -0.1%
65 IWN ISHARES TR 4,085.0 $774K 0.27% NEW $189.59 +15.0%
66 IJS ISHARES TR 6,382.0 $756K 0.27% $118.46 +12.3%
67 IJT ISHARES TR 5,220.0 $755K 0.27% -61.0 -1.2% $144.71 +18.4%
68 LLY LILLY ELI & CO Healthcare 809.0 $744K 0.26% +186.0 +29.9% $919.83 +20.0%
69 XSHQ INVESCO EXCH TRADED FD TR II 17,502.0 $738K 0.26% +1K +7.3% $42.16 +11.7%
70 XLK SELECT SECTOR SPDR TR 5,506.0 $732K 0.26% NEW $132.90 +44.6%
71 IYR ISHARES TR 7,492.0 $708K 0.25% -4K -34.5% $94.56 +7.5%
72 PEP PEPSICO INC Consumer Defensive 4,465.0 $693K 0.24% +2K +75.9% $155.28 -9.4%
73 IWM ISHARES TR 2,732.0 $678K 0.24% -24.0 -0.9% $248.02 +20.2%
74 IGSB ISHARES TR 12,757.0 $671K 0.24% +4K +43.1% $52.56 -0.6%
75 COWZ PACER FDS TR 10,587.0 $662K 0.23% +133.0 +1.3% $62.56 -1.7%
76 SCHW SCHWAB CHARLES CORP Financial Services 6,726.0 $632K 0.22% $93.98 -2.1%
77 SUB ISHARES TR 5,859.0 $624K 0.22% $106.50 +0.1%
78 SPMO INVESCO EXCH TRADED FD TR II 5,402.0 $606K 0.21% +1K +28.2% $112.11 +44.2%
79 VTES VANGUARD WELLINGTON FD 5,883.0 $595K 0.21% -4K -43.3% $101.13 +0.1%
80 DFLV DIMENSIONAL ETF TRUST 16,479.0 $588K 0.21% NEW $35.71 +11.5%
Page 4 of 7  ·  137 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 27.7%
Technology 15.6%
Financial Services 14.7%
Healthcare 11.5%
Consumer Defensive 11.5%
Communication Services 9.1%
Industrials 8.8%
Energy 0.7%
Utilities 0.3%