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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
Page 1 of 4  ·  77 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DFUS DIMENSIONAL ETF TRUST 1,555,365.0 $127.4M 28.50% +24K +1.6% $81.94 +2.1%
2 IGIB ISHARES TR 843,498.0 $44.8M 10.03% +34K +4.2% $53.17 -1.3%
3 SPDW SPDR INDEX SHS FDS 662,916.0 $33.4M 7.47% +12K +1.8% $50.39 +3.8%
4 SPSB SPDR SERIES TRUST 940,715.0 $28.2M 6.31% +28K +3.1% $30.01 -0.1%
5 SPTI SPDR SERIES TRUST 905,461.0 $25.7M 5.75% +39K +4.5% $28.39 -0.6%
6 AVUV AMERICAN CENTY ETF TR 195,332.0 $24.4M 5.45% +2K +0.9% $124.76 +0.5%
7 BNDX VANGUARD CHARLOTTE FDS 496,358.0 $24.0M 5.38% +20K +4.3% $48.43 -1.1%
8 DFEM DIMENSIONAL ETF TRUST 477,389.0 $19.4M 4.34% -10K -2.1% $40.64 -1.1%
9 AVUS AMERICAN CENTY ETF TR 132,214.0 $16.9M 3.79% -3K -1.9% $128.08 +1.8%
10 AVDV AMERICAN CENTY ETF TR 148,297.0 $15.3M 3.42% +2K +1.2% $103.05 +9.3%
11 VNQ VANGUARD INDEX FDS 120,870.0 $11.7M 2.61% +4K +3.0% $96.43 +2.9%
12 MUNI PIMCO ETF TR 187,771.0 $9.9M 2.21% +22K +13.1% $52.60 -1.6%
13 AVEM AMERICAN CENTY ETF TR 88,013.0 $8.5M 1.90% -4K -4.4% $96.49 -1.8%
14 BERKSHIRE HATHAWAY INC DEL 12,096.0 $6.1M 1.35% $500.39
15 AVDE AMERICAN CENTY ETF TR 50,816.0 $4.5M 1.01% -645.0 -1.2% $89.20 +6.2%
16 MUB ISHARES TR 31,197.0 $3.4M 0.75% +1K +4.4% $107.62 -1.9%
17 AAPL APPLE INC Technology 11,485.0 $3.3M 0.74% -173.0 -1.5% $289.36 +7.1%
18 DFSU DIMENSIONAL ETF TRUST 55,686.0 $2.6M 0.58% +2K +3.2% $46.63 +3.6%
19 SPTM SPDR SERIES TRUST 25,023.0 $2.3M 0.51% $90.79 +2.4%
20 SUSB ISHARES TR 89,945.0 $2.2M 0.50% +4K +4.3% $24.99 -0.4%
Page 1 of 4  ·  77 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 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%