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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 2 of 4  ·  71 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JPM JPMORGAN CHASE & CO Financial Services 6,694.0 $2.0M 0.49% +3K +89.0% $294.14 +12.7%
22 MSFT MICROSOFT CORP Technology 5,076.0 $1.9M 0.47% -79.0 -1.5% $370.16 -0.8%
23 DFSV DIMENSIONAL ETF TRUST 37,318.0 $1.3M 0.33% +5K +15.7% $35.04 +9.1%
24 USB US BANCORP Financial Services 24,530.0 $1.3M 0.32% $52.01 +12.8%
25 AVRE AMERICAN CENTY ETF TR 28,812.0 $1.3M 0.32% +725.0 +2.6% $44.02 +7.3%
26 XOM EXXON MOBIL CORP Energy 6,820.0 $1.2M 0.29% +140.0 +2.1% $169.67 -18.8%
27 DFAE DIMENSIONAL ETF TRUST 31,426.0 $1.1M 0.26% -237.0 -0.8% $33.86 +23.9%
28 DFSB DIMENSIONAL ETF TRUST 17,130.0 $886K 0.22% -757.0 -4.2% $51.74 +1.0%
29 NVDA NVIDIA CORPORATION Technology 5,037.0 $879K 0.22% $174.41 +19.6%
30 WFC WELLS FARGO & CO Financial Services 10,738.0 $855K 0.21% -1K -9.3% $79.61 +3.3%
31 GOOG ALPHABET INC Communication Services 2,952.0 $847K 0.21% +75.0 +2.6% $286.82 +21.6%
32 DFSI DIMENSIONAL ETF TRUST 19,131.0 $811K 0.20% $42.40 +8.4%
33 IWR ISHARES TR 7,823.0 $761K 0.19% $97.23 +12.2%
34 BERKSHIRE HATHAWAY INC DEL 1.0 $718K 0.18% $718140.00
35 VIG VANGUARD SPECIALIZED FUNDS 3,190.0 $686K 0.17% -141.0 -4.2% $215.04 +9.5%
36 VTI VANGUARD INDEX FDS 2,088.0 $670K 0.17% $320.73 +15.0%
37 VGIT VANGUARD SCOTTSDALE FDS 10,612.0 $632K 0.16% +583.0 +5.8% $59.55 -1.4%
38 DE DEERE & CO Industrials 1,032.0 $581K 0.14% $563.39 +6.2%
39 MA MASTERCARD INCORPORATED Financial Services 1,140.0 $570K 0.14% +50.0 +4.6% $499.66 -3.1%
40 PEP PEPSICO INC Consumer Defensive 3,400.0 $528K 0.13% +1K +70.0% $155.30 -9.4%
Page 2 of 4  ·  71 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%