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Portfolio (Quarterly) Guide ↗

TAGStone Capital, Inc.

· CIK 0001903044
13F Portfolio $315M AUM 139 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 6 New 55 Added 31 Reduced 4 Exited
Page 4 of 7  ·  139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IJT ISHARES TR 5,132.0 $917K 0.29% -88.0 -1.7% $178.59 -5.7%
62 MDYV SPDR SERIES TRUST 9,635.0 $914K 0.29% $94.85 -1.2%
63 RTX RTX CORPORATION Industrials 4,785.0 $908K 0.29% $189.73 +7.3%
64 IWN ISHARES TR 4,085.0 $904K 0.29% $221.20 +0.1%
65 WMT WALMART INC Consumer Defensive 7,975.0 $903K 0.29% +1K +23.0% $113.27 -6.4%
66 DEHP DIMENSIONAL ETF TRUST 20,829.0 $891K 0.28% +5K +29.2% $42.77 -3.5%
67 IJS ISHARES TR 6,408.0 $876K 0.28% $136.69 -0.7%
68 META META PLATFORMS INC Communication Services 1,527.0 $860K 0.27% +35.0 +2.4% $563.17 +4.2%
69 XSHQ INVESCO EXCH TRADED FD TR II 17,629.0 $852K 0.27% +127.0 +0.7% $48.35 -1.9%
70 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 8,389.0 $814K 0.26% -113.0 -1.3% $97.04 +16.0%
71 IWM ISHARES TR 2,657.0 $798K 0.25% -75.0 -2.8% $300.49 -2.6%
72 DFCF DIMENSIONAL ETF TRUST 18,886.0 $797K 0.25% +118.0 +0.6% $42.21 -2.0%
73 QQQ INVESCO QQQ TR Financial Services 1,005.0 $741K 0.24% $737.29 -4.1%
74 LRCX LAM RESEARCH CORP Technology 1,592.0 $690K 0.22% $433.59 -33.4%
75 DFLV DIMENSIONAL ETF TRUST 16,489.0 $652K 0.21% $39.54 +5.8%
76 COWZ PACER FDS TR 10,210.0 $635K 0.20% -377.0 -3.6% $62.20 +16.0%
77 SCHW SCHWAB CHARLES CORP Financial Services 6,869.0 $634K 0.20% +143.0 +2.1% $92.27 +18.1%
78 SUB ISHARES TR 5,896.0 $628K 0.20% +37.0 +0.6% $106.47 -0.5%
79 SPGP INVESCO EXCHANGE TRADED FD T 5,039.0 $616K 0.20% +2K +60.1% $122.30 +2.0%
80 DFAR DIMENSIONAL ETF TRUST 23,533.0 $616K 0.20% -11K -31.1% $26.16 -1.6%
Page 4 of 7  ·  139 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 26.6%
Technology 18.5%
Financial Services 14.5%
Healthcare 11.1%
Communication Services 10.6%
Consumer Defensive 10.0%
Industrials 8.0%
Energy 0.5%
Utilities 0.3%