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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 1 of 7  ·  137 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 35,621.0 $23.3M 8.23% +988.0 +2.9% $653.21 +14.5%
2 VCIT VANGUARD SCOTTSDALE FDS 217,792.0 $18.0M 6.37% +6K +2.9% $82.75 -0.6%
3 AMZN AMAZON COM INC Consumer Cyclical 66,573.0 $13.9M 4.90% +3K +4.3% $208.27 +11.8%
4 SPYG SPDR SER TR 129,681.0 $12.7M 4.49% +6K +4.8% $97.91 +21.1%
5 VCSH VANGUARD SCOTTSDALE FDS 159,669.0 $12.7M 4.47% +2K +1.6% $79.27 -0.6%
6 DUSB DIMENSIONAL ETF TRUST 228,259.0 $11.6M 4.09% -51K -18.4% $50.71 +0.3%
7 BERKSHIRE HATHAWAY INC DEL 23,772.0 $11.4M 4.03% +1K +6.4% $479.20
8 VANGUARD MUN BD FDS 97,174.0 $7.3M 2.58% -7K -6.4% $75.15
9 DFAT DIMENSIONAL ETF TRUST 104,131.0 $6.5M 2.30% +1K +1.1% $62.45 +9.8%
10 SPYV SPDR SER TR 111,178.0 $6.3M 2.22% -711.0 -0.6% $56.58 +7.3%
11 IEFA ISHARES TR 66,918.0 $6.1M 2.14% +451.0 +0.7% $90.53 +7.6%
12 COST COSTCO WHSL CORP NEW Consumer Defensive 6,048.0 $6.0M 2.13% $996.46 -4.5%
13 GOOGL ALPHABET INC Communication Services 20,483.0 $5.9M 2.08% +4K +22.4% $287.56 +21.6%
14 IWP ISHARES TR 43,513.0 $5.6M 1.97% $128.12 +10.7%
15 VOE VANGUARD INDEX FDS 30,101.0 $5.5M 1.96% $184.28 +6.8%
16 JNJ JOHNSON & JOHNSON Healthcare 19,996.0 $4.9M 1.73% +2K +9.0% $244.44 -5.4%
17 VTV VANGUARD INDEX FDS 22,166.0 $4.3M 1.54% +741.0 +3.5% $196.20 +11.5%
18 VONG VANGUARD SCOTTSDALE FDS 38,501.0 $4.2M 1.49% +496.0 +1.3% $109.69 +14.2%
19 SLYV SPDR SER TR 43,949.0 $4.2M 1.47% $94.58 +12.1%
20 NVDA NVIDIA CORPORATION Technology 22,642.0 $3.9M 1.40% +568.0 +2.6% $174.41 +19.6%
Page 1 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%