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Portfolio (Quarterly) Guide ↗

Flagstone Financial Management

· CIK 0001968890
13F Portfolio $390M AUM Filed Feb 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 66 New
Page 1 of 4  ·  66 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DFUS DIMENSIONAL ETF TRUST 1,486,333.0 $110.2M 28.27% NEW $74.17 +10.2%
2 IGIB ISHARES TR 760,236.0 $41.0M 10.51% NEW $53.88 -1.7%
3 SPDW SPDR INDEX SHS FDS 657,191.0 $29.2M 7.49% NEW $44.41 +15.2%
4 SPSB SPDR SERIES TRUST 852,175.0 $25.7M 6.60% NEW $30.20 -0.9%
5 SPTI SPDR SERIES TRUST 822,162.0 $23.7M 6.08% NEW $28.84 -2.1%
6 BNDX VANGUARD CHARLOTTE FDS 438,274.0 $21.2M 5.43% NEW $48.32 -0.1%
7 AVUV AMERICAN CENTY ETF TR 191,469.0 $19.5M 5.01% NEW $101.98 +20.0%
8 DFEM DIMENSIONAL ETF TRUST 492,792.0 $16.3M 4.18% NEW $33.08 +28.0%
9 AVUS AMERICAN CENTY ETF TR 133,728.0 $14.9M 3.83% NEW $111.78 +14.3%
10 AVDV AMERICAN CENTY ETF TR 154,223.0 $14.5M 3.72% NEW $93.97 +14.2%
11 VNQ VANGUARD INDEX FDS 112,150.0 $9.9M 2.54% NEW $88.49 +9.2%
12 AVEM AMERICAN CENTY ETF TR 94,704.0 $7.3M 1.87% NEW $77.02 +30.1%
13 BERKSHIRE HATHAWAY INC DEL 12,189.0 $6.1M 1.57% NEW $502.65
14 MUNI PIMCO ETF TR 115,713.0 $6.1M 1.55% NEW $52.41 +0.2%
15 AVDE AMERICAN CENTY ETF TR 52,904.0 $4.4M 1.12% NEW $82.32 +10.1%
16 MUB ISHARES TR 29,842.0 $3.2M 0.82% NEW $107.11 +0.2%
17 AAPL APPLE INC Technology 11,583.0 $3.1M 0.81% NEW $271.86 +9.3%
18 MSFT MICROSOFT CORP Technology 5,155.0 $2.5M 0.64% NEW $483.62 -24.0%
19 DFSU DIMENSIONAL ETF TRUST 51,893.0 $2.3M 0.58% NEW $43.43 +6.6%
20 SUSB ISHARES TR 86,842.0 $2.2M 0.56% NEW $25.24 -1.3%
Page 1 of 4  ·  66 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 39.5%
Financial Services 31.5%
Communication Services 8.4%
Industrials 6.8%
Energy 4.5%
Consumer Defensive 3.3%
Real Estate 2.1%
Healthcare 2.1%
Consumer Cyclical 1.9%