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Portfolio (Quarterly) Guide ↗

Flagstone Financial Management

· CIK 0001968890
13F Portfolio $447M AUM 77 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 6 New 19 Added 17 Reduced
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DFEM DIMENSIONAL ETF TRUST 477,389.0 $19.4M 4.34% -10K -2.1% $40.64 -1.1%
2 AVUS AMERICAN CENTY ETF TR 132,214.0 $16.9M 3.79% -3K -1.9% $128.08 +1.8%
3 AVEM AMERICAN CENTY ETF TR 88,013.0 $8.5M 1.90% -4K -4.4% $96.49 -1.8%
4 AVDE AMERICAN CENTY ETF TR 50,816.0 $4.5M 1.01% -645.0 -1.2% $89.20 +6.2%
5 AAPL APPLE INC Technology 11,485.0 $3.3M 0.74% -173.0 -1.5% $289.36 +7.1%
6 USB US BANCORP Financial Services 23,693.0 $1.4M 0.32% -837.0 -3.4% $60.40 +3.3%
7 DFSV DIMENSIONAL ETF TRUST 35,430.0 $1.4M 0.31% -2K -5.1% $38.79 +3.0%
8 GOOG ALPHABET INC 2,752.0 $972K 0.22% -200.0 -6.8% $353.28
9 XOM EXXON MOBIL CORP Energy 6,531.0 $893K 0.20% -289.0 -4.2% $136.71 +17.5%
10 VTI VANGUARD INDEX FDS 2,068.0 $765K 0.17% -20.0 -1.0% $369.95 +2.2%
11 DFSE DIMENSIONAL ETF TRUST 11,545.0 $564K 0.13% -167.0 -1.4% $48.88 +0.2%
12 JNJ JOHNSON & JOHNSON Healthcare 1,906.0 $484K 0.11% -30.0 -1.6% $253.96 +7.6%
13 DFAR DIMENSIONAL ETF TRUST 18,004.0 $471K 0.10% -3K -14.9% $26.16 +2.0%
14 QQQ INVESCO QQQ TR Financial Services 524.0 $386K 0.09% -12.0 -2.2% $736.40 -3.5%
15 DFIV DIMENSIONAL ETF TRUST 6,939.0 $375K 0.08% -381.0 -5.2% $54.02 +8.1%
16 VEA VANGUARD TAX-MANAGED FDS 5,205.0 $371K 0.08% -1K -21.0% $71.25 +3.6%
17 ETN EATON CORP PLC Industrials 639.0 $272K 0.06% -25.0 -3.8% $426.12 -4.0%

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 36.9%
Financial Services 31.0%
Industrials 8.1%
Energy 5.3%
Consumer Defensive 4.6%
Communication Services 4.4%
Healthcare 3.2%
Consumer Cyclical 2.8%
Utilities 1.9%
Real Estate 1.7%