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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 3 of 4  ·  71 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 DFAR DIMENSIONAL ETF TRUST 21,166.0 $501K 0.12% $23.65 +10.4%
42 DFSE DIMENSIONAL ETF TRUST 11,712.0 $496K 0.12% -899.0 -7.1% $42.37 +20.5%
43 MKL MARKEL GROUP INC Financial Services 254.0 $486K 0.12% $1914.07 -2.9%
44 ORCL ORACLE CORP Technology 3,278.0 $482K 0.12% +2K +156.7% $147.10 +19.0%
45 JNJ JOHNSON & JOHNSON Healthcare 1,936.0 $473K 0.12% +125.0 +6.9% $244.43 -5.4%
46 AMZN AMAZON COM INC Consumer Cyclical 2,150.0 $448K 0.11% +681.0 +46.4% $208.27 +11.8%
47 IWM ISHARES TR 1,758.0 $436K 0.11% $248.00 +20.2%
48 VEA VANGUARD TAX-MANAGED FDS 6,586.0 $422K 0.10% +3K +83.2% $64.08 +13.0%
49 SPIB SPDR SERIES TRUST 11,531.0 $387K 0.10% $33.54 -0.6%
50 DFIV DIMENSIONAL ETF TRUST 7,320.0 $386K 0.10% -331.0 -4.3% $52.78 +5.2%
51 ELS EQUITY LIFESTYLE PROPERTIES Real Estate 5,677.0 $354K 0.09% -388.0 -6.4% $62.42 -0.7%
52 WMT WALMART INC Consumer Defensive 2,745.0 $341K 0.09% $124.26 -5.7%
53 VZ VERIZON COMMUNICATIONS INC Communication Services 6,608.0 $332K 0.08% NEW $50.20 -9.6%
54 QQQ INVESCO QQQ TR Financial Services 536.0 $309K 0.08% -16.0 -2.9% $577.18 +27.9%
55 GOOGL ALPHABET INC Communication Services 987.0 $284K 0.07% $287.56 +21.6%
56 BOC BOSTON OMAHA CORP Communication Services 24,215.0 $283K 0.07% $11.68 +12.7%
57 CSCO CISCO SYS INC Technology 3,551.0 $276K 0.07% NEW $77.59 +56.6%
58 UNP UNION PAC CORP Industrials 1,093.0 $265K 0.07% $242.73 +7.1%
59 XLF SELECT SECTOR SPDR TR 5,227.0 $258K 0.06% $49.37 +8.7%
60 DFAT DIMENSIONAL ETF TRUST 4,113.0 $257K 0.06% $62.45 +9.8%
Page 3 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%