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Portfolio (Quarterly) Guide ↗

Flagstone Financial Management

· CIK 0001968890
13F Portfolio $403M AUM 71 positions Filed Apr 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 6 New 23 Added 17 Reduced 1 Exited
Page 1 of 2  ·  23 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DFUS DIMENSIONAL ETF TRUST 1,531,004.0 $108.6M 26.95% +45K +3.0% $70.91 +15.3%
2 IGIB ISHARES TR 809,747.0 $43.1M 10.70% +50K +6.5% $53.22 -0.5%
3 SPSB SPDR SERIES TRUST 912,452.0 $27.4M 6.81% +60K +7.1% $30.07 -0.5%
4 SPTI SPDR SERIES TRUST 866,477.0 $24.8M 6.16% +44K +5.4% $28.66 -1.5%
5 BNDX VANGUARD CHARLOTTE FDS 475,934.0 $22.9M 5.68% +38K +8.6% $48.05 +0.5%
6 AVUV AMERICAN CENTY ETF TR 193,507.0 $21.4M 5.31% +2K +1.1% $110.47 +10.8%
7 AVUS AMERICAN CENTY ETF TR 134,767.0 $15.0M 3.72% +1K +0.8% $111.18 +14.9%
8 VNQ VANGUARD INDEX FDS 117,361.0 $10.4M 2.58% +5K +4.7% $88.70 +8.9%
9 MUNI PIMCO ETF TR 166,076.0 $8.7M 2.15% +50K +43.5% $52.19 +0.6%
10 AAPL APPLE INC Technology 11,658.0 $3.0M 0.73% +75.0 +0.7% $253.79 +17.0%
11 DFSU DIMENSIONAL ETF TRUST 53,949.0 $2.2M 0.55% +2K +4.0% $41.09 +12.6%
12 JPM JPMORGAN CHASE & CO Financial Services 6,694.0 $2.0M 0.49% +3K +89.0% $294.14 +12.7%
13 DFSV DIMENSIONAL ETF TRUST 37,318.0 $1.3M 0.33% +5K +15.7% $35.04 +9.1%
14 AVRE AMERICAN CENTY ETF TR 28,812.0 $1.3M 0.32% +725.0 +2.6% $44.02 +7.3%
15 XOM EXXON MOBIL CORP Energy 6,820.0 $1.2M 0.29% +140.0 +2.1% $169.67 -18.8%
16 GOOG ALPHABET INC Communication Services 2,952.0 $847K 0.21% +75.0 +2.6% $286.82 +21.6%
17 VGIT VANGUARD SCOTTSDALE FDS 10,612.0 $632K 0.16% +583.0 +5.8% $59.55 -1.4%
18 MA MASTERCARD INCORPORATED Financial Services 1,140.0 $570K 0.14% +50.0 +4.6% $499.66 -3.1%
19 PEP PEPSICO INC Consumer Defensive 3,400.0 $528K 0.13% +1K +70.0% $155.30 -9.4%
20 ORCL ORACLE CORP Technology 3,278.0 $482K 0.12% +2K +156.7% $147.10 +19.0%
Page 1 of 2  ·  23 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
Technology 32.9%
Financial Services 30.1%
Communication Services 8.9%
Energy 7.1%
Industrials 6.7%
Consumer Defensive 5.5%
Healthcare 3.6%
Consumer Cyclical 2.3%
Real Estate 1.8%
Utilities 1.1%