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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPDW SPDR INDEX SHS FDS 651,133.0 $29.7M 7.38% -6K -0.9% $45.65 +12.0%
2 DFEM DIMENSIONAL ETF TRUST 487,786.0 $16.9M 4.18% -5K -1.0% $34.55 +22.5%
3 AVDV AMERICAN CENTY ETF TR 146,479.0 $14.6M 3.63% -8K -5.0% $99.86 +7.5%
4 AVEM AMERICAN CENTY ETF TR 92,032.0 $7.4M 1.84% -3K -2.8% $80.58 +24.3%
5 BERKSHIRE HATHAWAY INC DEL 12,118.0 $5.8M 1.44% -71.0 -0.6% $479.20
6 AVDE AMERICAN CENTY ETF TR 51,461.0 $4.4M 1.08% -1K -2.7% $84.84 +6.8%
7 SUSB ISHARES TR 86,206.0 $2.2M 0.54% -636.0 -0.7% $25.06 -0.6%
8 MSFT MICROSOFT CORP Technology 5,076.0 $1.9M 0.47% -79.0 -1.5% $370.16 -0.8%
9 DFAE DIMENSIONAL ETF TRUST 31,426.0 $1.1M 0.26% -237.0 -0.8% $33.86 +23.9%
10 DFSB DIMENSIONAL ETF TRUST 17,130.0 $886K 0.22% -757.0 -4.2% $51.74 +1.0%
11 WFC WELLS FARGO & CO Financial Services 10,738.0 $855K 0.21% -1K -9.3% $79.61 +3.3%
12 VIG VANGUARD SPECIALIZED FUNDS 3,190.0 $686K 0.17% -141.0 -4.2% $215.04 +9.5%
13 DFSE DIMENSIONAL ETF TRUST 11,712.0 $496K 0.12% -899.0 -7.1% $42.37 +20.5%
14 DFIV DIMENSIONAL ETF TRUST 7,320.0 $386K 0.10% -331.0 -4.3% $52.78 +5.2%
15 ELS EQUITY LIFESTYLE PROPERTIES Real Estate 5,677.0 $354K 0.09% -388.0 -6.4% $62.42 -0.7%
16 QQQ INVESCO QQQ TR Financial Services 536.0 $309K 0.08% -16.0 -2.9% $577.18 +27.9%
17 BAC BANK AMERICA CORP Financial Services 4,836.0 $236K 0.06% -2K -24.9% $48.75 +17.7%

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%