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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 2 of 4  ·  77 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 $2.2M 0.49% $327.31 +9.0%
22 MSFT MICROSOFT CORP Technology 5,100.0 $1.9M 0.42% $373.00 +31.8%
23 USB US BANCORP Financial Services 23,693.0 $1.4M 0.32% -837.0 -3.4% $60.40 +3.3%
24 DFSV DIMENSIONAL ETF TRUST 35,430.0 $1.4M 0.31% -2K -5.1% $38.79 +3.0%
25 AVRE AMERICAN CENTY ETF TR 29,006.0 $1.4M 0.31% +194.0 +0.7% $47.38 +2.5%
26 DFAE DIMENSIONAL ETF TRUST 31,426.0 $1.3M 0.28% $40.21 -1.3%
27 NVDA NVIDIA CORPORATION Technology 5,043.0 $1.0M 0.23% $200.09 +6.5%
28 GOOG ALPHABET INC 2,752.0 $972K 0.22% -200.0 -6.8% $353.28
29 DFSB DIMENSIONAL ETF TRUST 17,292.0 $901K 0.20% +162.0 +0.9% $52.11 -2.0%
30 XOM EXXON MOBIL CORP Energy 6,531.0 $893K 0.20% -289.0 -4.2% $136.71 +17.5%
31 WFC WELLS FARGO & CO Financial Services 10,746.0 $888K 0.20% $82.64 +2.6%
32 DFSI DIMENSIONAL ETF TRUST 19,656.0 $886K 0.20% +525.0 +2.7% $45.10 +5.9%
33 IWR ISHARES TR 7,823.0 $863K 0.19% $110.32 +2.4%
34 VTI VANGUARD INDEX FDS 2,068.0 $765K 0.17% -20.0 -1.0% $369.95 +2.2%
35 VIG VANGUARD SPECIALIZED FUNDS 3,190.0 $755K 0.17% $236.60 +3.2%
36 BERKSHIRE HATHAWAY INC DEL 1.0 $749K 0.17% $748850.00
37 DE DEERE & CO Industrials 1,032.0 $655K 0.15% $634.43 -0.6%
38 VGIT VANGUARD SCOTTSDALE FDS 10,612.0 $626K 0.14% $58.98 -0.7%
39 AMZN AMAZON COM INC Consumer Cyclical 2,558.0 $610K 0.14% +408.0 +19.0% $238.34 +9.5%
40 MA MASTERCARD INCORPORATED Financial Services 1,140.0 $586K 0.13% $513.61 +16.7%
Page 2 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%