TAGStone Capital, Inc.

Q3 2025 13F Holdings

  • Location
    charlotte, NC
  • Num holdings

    117

  • Value ($000)

    $252,405

  • Date Filed
    11/05/2025
  • Form type
    13F-HR
  • CIK
    0001903044
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$23.13M
9 %

34,552

V
VCIT

VANGUARD SCOTTSDALE FDS

INT-TERM CORP
92206C870
$16.01M
6 %

190,357

A
AMZN

AMAZON COM INC

COM
023135106
$14.00M
6 %

63,764

K
KRE

SPDR SER TR

PRTFLO S&P500 GW
78464A409
$12.08M
5 %

115,548

B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$11.33M
5 %

22,534

V
VCSH

VANGUARD SCOTTSDALE FDS

SHRT TRM CORP BD
92206C409
$10.90M
4 %

136,371

D
DUSB

DIMENSIONAL ETF TRUST

ULTRASHORT FIXED
25434V591
$10.49M
4 %

206,667

---

VANGUARD MUN BD FDS

CORE TAX EXEMPT
922907712
$7.18M
3 %

95,452

I
IWP

ISHARES TR

RUS MD CP GR ETF
464287481
$6.14M
2 %

43,149

S
SPYV

SPDR SER TR

PRTFLO S&P500 VL
78464A508
$6.08M
2 %

109,872

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