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TAGStone Capital, Inc.

Q1 2026 13F Holdings

  • Location
    charlotte, NC
  • Num holdings

    137

  • Value ($000)

    $282,816

  • Date Filed
    05/11/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$23.27M
8 %

35,621

V
VCIT

VANGUARD SCOTTSDALE FDS

INT-TERM CORP
92206C870
$18.02M
6 %

217,792

A
AMZN

AMAZON COM INC

COM
023135106
$13.87M
5 %

66,573

K
KRE

SPDR SER TR

PRTFLO S&P500 GW
78464A409
$12.7M
5 %

129,681

V
VCSH

VANGUARD SCOTTSDALE FDS

SHRT TRM CORP BD
92206C409
$12.66M
5 %

159,669

D
DUSB

DIMENSIONAL ETF TRUST

ULTRASHORT FIXED
25434V591
$11.58M
4 %

228,259

B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$11.39M
4 %

23,772

---

VANGUARD MUN BD FDS

CORE TAX EXEMPT
922907712
$7.3M
3 %

97,174

D
DFAT

DIMENSIONAL ETF TRUST

US TARGETED VLU
25434V609
$6.5M
2 %

104,131

S
SPYV

SPDR SER TR

PRTFLO S&P500 VL
78464A508
$6.29M
2 %

111,178

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