Holders — by stockHoldings — by fund
TAGStone Capital, Inc.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001903044
$314.6M
disclosed book value
139
positions
8.5%
largest position share
Positions, as of 2026-06-30
top 100 of 139 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | IVVISHARES TR | 35,624 | $26.7M | 8.5% |
| 2 | VCITVANGUARD SCOTTSDALE FDS | 228,161 | $18.9M | 6% |
| 3 | AMZNAMAZON COM INC | 66,821 | $15.9M | 5.1% |
| 4 | SPYGSPDR SERIES TRUST | 131,583 | $15.7M | 5% |
| 5 | VCSHVANGUARD SCOTTSDALE FDS | 172,144 | $13.6M | 4.3% |
| 6 | BRK/BBERKSHIRE HATHAWAY INC DEL | 23,836 | $11.9M | 3.8% |
| 7 | DUSBDIMENSIONAL ETF TRUST | 209,246 | $10.6M | 3.4% |
| 8 | GOOGLALPHABET INC | 22,008 | $7.9M | 2.5% |
| 9 | DFATDIMENSIONAL ETF TRUST | 108,877 | $7.6M | 2.4% |
| 10 | VCRMVANGUARD MUN BD FDS | 95,674 | $7.3M | 2.3% |
| 11 | SPYVSPDR SERIES TRUST | 109,108 | $6.6M | 2.1% |
| 12 | IEFAISHARES TR | 66,072 | $6.4M | 2% |
| 13 | IWPISHARES TR | 43,547 | $6.4M | 2% |
| 14 | VOEVANGUARD INDEX FDS | 29,208 | $5.8M | 1.8% |
| 15 | COSTCOSTCO WHOLESALE CORPORATION | 6,056 | $5.7M | 1.8% |
| 16 | VTVVANGUARD INDEX FDS | 24,448 | $5.3M | 1.7% |
| 17 | NVDANVIDIA CORPORATION | 26,066 | $5.2M | 1.7% |
| 18 | JNJJOHNSON & JOHNSON | 20,406 | $5.2M | 1.6% |
| 19 | VONGVANGUARD SCOTTSDALE FDS | 39,514 | $5.1M | 1.6% |
| 20 | SLYVSPDR SERIES TRUST | 42,400 | $4.6M | 1.5% |
| 21 | VBKVANGUARD INDEX FDS | 12,110 | $4.4M | 1.4% |
| 22 | DFUVDIMENSIONAL ETF TRUST | 74,228 | $4.1M | 1.3% |
| 23 | UNPUNION PAC CORP | 14,991 | $4.1M | 1.3% |
| 24 | OPPJWISDOMTREE TR | 70,411 | $4.1M | 1.3% |
| 25 | DFASDIMENSIONAL ETF TRUST | 47,444 | $3.9M | 1.2% |
| 26 | AAPLAPPLE INC | 12,951 | $3.7M | 1.2% |
| 27 | SPHQINVESCO EXCHANGE TRADED FD T | 41,572 | $3.7M | 1.2% |
| 28 | TJXTJX COS INC NEW | 22,681 | $3.4M | 1.1% |
| 29 | AXPAMERICAN EXPRESS CO | 9,784 | $3.3M | 1.1% |
| 30 | VTEBVANGUARD MUN BD FDS | 60,827 | $3.1M | 1% |
| 31 | IGIBISHARES TR | 53,409 | $2.8M | 0.9% |
| 32 | VBILVANGUARD INSTL INDEX FD | 36,623 | $2.8M | 0.9% |
| 33 | PGRPROGRESSIVE CORP | 12,000 | $2.6M | 0.8% |
| 34 | AVGOBROADCOM INC | 6,200 | $2.3M | 0.7% |
| 35 | SLYGSPDR SERIES TRUST | 18,119 | $2.2M | 0.7% |
| 36 | VIGVANGUARD SPECIALIZED FUNDS | 8,516 | $2.0M | 0.6% |
| 37 | MSFTMICROSOFT CORP | 5,113 | $1.9M | 0.6% |
| 38 | SPEMSPDR INDEX SHS FDS | 36,680 | $1.9M | 0.6% |
| 39 | IJKISHARES TR | 15,542 | $1.8M | 0.6% |
| 40 | VGTVANGUARD WORLD FD | 14,804 | $1.8M | 0.6% |
| 41 | IQLTISHARES TR | 32,263 | $1.6M | 0.5% |
| 42 | JPMJPMORGAN CHASE & CO | 4,680 | $1.5M | 0.5% |
| 43 | AMGNAMGEN INC | 4,182 | $1.5M | 0.5% |
| 44 | STIPISHARES TR | 13,781 | $1.4M | 0.4% |
| 45 | XMMOINVESCO EXCHANGE TRADED FD T | 8,211 | $1.4M | 0.4% |
| 46 | IWFISHARES TR | 11,234 | $1.4M | 0.4% |
| 47 | SPMOINVESCO EXCH TRADED FD TR II | 8,340 | $1.3M | 0.4% |
| 48 | XMHQINVESCO EXCHANGE TRADED FD T | 11,580 | $1.3M | 0.4% |
| 49 | IEMGISHARES INC | 15,283 | $1.3M | 0.4% |
| 50 | SCZISHARES TR | 15,209 | $1.3M | 0.4% |
| 51 | IJJISHARES TR | 8,413 | $1.2M | 0.4% |
| 52 | VVISA INC | 3,452 | $1.2M | 0.4% |
| 53 | VTWOVANGUARD SCOTTSDALE FDS | 8,976 | $1.1M | 0.3% |
| 54 | DFICDIMENSIONAL ETF TRUST | 28,885 | $1.1M | 0.3% |
| 55 | IXUSISHARES TR | 11,191 | $1.1M | 0.3% |
| 56 | XLKSELECT SECTOR SPDR TR | 5,541 | $1.1M | 0.3% |
| 57 | BACBANK OF AMER CORP | 18,350 | $1.0M | 0.3% |
| 58 | IGSBISHARES TR | 18,860 | $988,463 | 0.3% |
| 59 | XSMOINVESCO EXCHANGE TRADED FD T | 10,476 | $980,835 | 0.3% |
| 60 | LLYELI LILLY & CO | 783 | $938,957 | 0.3% |
| 61 | IJTISHARES TR | 5,132 | $916,547 | 0.3% |
| 62 | MDYVSPDR SERIES TRUST | 9,635 | $913,884 | 0.3% |
| 63 | RTXRTX CORPORATION | 4,785 | $907,858 | 0.3% |
| 64 | IWNISHARES TR | 4,085 | $903,602 | 0.3% |
| 65 | WMTWALMART INC | 7,975 | $903,300 | 0.3% |
| 66 | DEHPDIMENSIONAL ETF TRUST | 20,829 | $890,849 | 0.3% |
| 67 | IJSISHARES TR | 6,408 | $875,905 | 0.3% |
| 68 | METAMETA PLATFORMS INC | 1,527 | $859,955 | 0.3% |
| 69 | XSHQINVESCO EXCH TRADED FD TR II | 17,629 | $852,437 | 0.3% |
| 70 | BABAALIBABA GROUP HLDG LTD | 8,389 | $814,103 | 0.3% |
| 71 | IWMISHARES TR | 2,657 | $798,398 | 0.3% |
| 72 | DFCFDIMENSIONAL ETF TRUST | 18,886 | $797,159 | 0.3% |
| 73 | QQQINVESCO QQQ TR | 1,005 | $740,975 | 0.2% |
| 74 | LRCXLAM RESEARCH CORP | 1,592 | $690,275 | 0.2% |
| 75 | DFLVDIMENSIONAL ETF TRUST | 16,489 | $651,990 | 0.2% |
| 76 | COWZPACER FDS TR | 10,210 | $635,052 | 0.2% |
| 77 | SCHWSCHWAB CHARLES CORP | 6,869 | $633,809 | 0.2% |
| 78 | SUBISHARES TR | 5,896 | $627,761 | 0.2% |
| 79 | SPGPINVESCO EXCHANGE TRADED FD T | 5,039 | $616,268 | 0.2% |
| 80 | DFARDIMENSIONAL ETF TRUST | 23,533 | $615,626 | 0.2% |
| 81 | PEPPEPSICO INC | 4,522 | $612,286 | 0.2% |
| 82 | DFSDDIMENSIONAL ETF TRUST | 12,800 | $611,204 | 0.2% |
| 83 | VSSVANGUARD INTL EQUITY INDEX F | 3,881 | $598,836 | 0.2% |
| 84 | IYRISHARES TR | 5,633 | $575,944 | 0.2% |
| 85 | ELLAUDER ESTEE COS INC | 7,159 | $565,227 | 0.2% |
| 86 | VTESVANGUARD WELLINGTON FD | 5,443 | $551,410 | 0.2% |
| 87 | SOXXISHARES TR | 820 | $525,423 | 0.2% |
| 88 | ESABESAB CORPORATION | 5,270 | $519,763 | 0.2% |
| 89 | AMEAMETEK INC | 2,105 | $509,284 | 0.2% |
| 90 | ULTAULTA BEAUTY INC | 1,125 | $507,353 | 0.2% |
| 91 | MDLZMONDELEZ INTL INC | 8,687 | $506,793 | 0.2% |
| 92 | ICSHISHARES TR | 9,829 | $497,166 | 0.2% |
| 93 | EEMISHARES TR | 7,237 | $495,103 | 0.2% |
| 94 | HDHOME DEPOT INC | 1,378 | $485,996 | 0.2% |
| 95 | KTBKONTOOR BRANDS INC | 5,685 | $473,814 | 0.2% |
| 96 | AMATAPPLIED MATLS INC | 639 | $461,997 | 0.1% |
| 97 | DFISDIMENSIONAL ETF TRUST | 13,165 | $461,182 | 0.1% |
| 98 | IGVISHARES TR | 5,090 | $461,181 | 0.1% |
| 99 | SCHDSCHWAB STRATEGIC TR | 13,911 | $441,103 | 0.1% |
| 100 | JEPIJ P MORGAN EXCHANGE TRADED F | 7,657 | $432,488 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.