TAGStone Capital, Inc.

Est. AUM

$282.2M

13F long equity, this entity only

Positions

136

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P500 ETF	$23.3M	35621	8.24%	SOLE
2	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$18.0M	217792	6.39%	SOLE
3	AMAZON COM INC	COM	$13.9M	66573	4.91%	SOLE
4	SPDR SER TR	PRTFLO S&P500 GW	$12.7M	129681	4.50%	SOLE
5	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$12.7M	159669	4.48%	SOLE
6	DIMENSIONAL ETF TRUST	ULTRASHORT FIXED	$11.6M	228259	4.10%	SOLE
7	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$11.4M	23772	4.04%	SOLE
8	VANGUARD MUN BD FDS	CORE TAX EXEMPT	$7.3M	97174	2.59%	SOLE
9	DIMENSIONAL ETF TRUST	US TARGETED VLU	$6.5M	104131	2.30%	SOLE
10	SPDR SER TR	PRTFLO S&P500 VL	$6.3M	111178	2.23%	SOLE
11	ISHARES TR	CORE MSCI EAFE	$6.1M	66918	2.15%	SOLE
12	COSTCO WHSL CORP NEW	COM	$6.0M	6048	2.14%	SOLE
13	ALPHABET INC	CAP STK CL A	$5.9M	20483	2.09%	SOLE
14	ISHARES TR	RUS MD CP GR ETF	$5.6M	43513	1.98%	SOLE
15	VANGUARD INDEX FDS	MCAP VL IDXVIP	$5.5M	30101	1.97%	SOLE
16	JOHNSON & JOHNSON	COM	$4.9M	19996	1.73%	SOLE
17	VANGUARD INDEX FDS	VALUE ETF	$4.3M	22166	1.54%	SOLE
18	VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$4.2M	38501	1.50%	SOLE
19	SPDR SER TR	S&P 600 SMCP VAL	$4.2M	43949	1.47%	SOLE
20	NVIDIA CORPORATION	COM	$3.9M	22642	1.40%	SOLE
21	WISDOMTREE TR	JPN SCAP HDG EQT	$3.8M	69663	1.34%	SOLE
22	VANGUARD INDEX FDS	SML CP GRW ETF	$3.7M	12256	1.31%	SOLE
23	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$3.7M	75408	1.29%	SOLE
24	UNION PAC CORP	COM	$3.6M	14925	1.28%	SOLE
25	TJX COS INC NEW	COM	$3.6M	22629	1.28%	SOLE
26	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$3.4M	47469	1.20%	SOLE
27	VANGUARD MUN BD FDS	TAX EXEMPT BD	$3.4M	67631	1.20%	SOLE
28	AMERICAN EXPRESS CO	COM	$2.9M	9578	1.03%	SOLE
29	APPLE INC	COM	$2.9M	11299	1.02%	SOLE
30	VANGUARD INSTL INDEX FD	0-3 MO TREAS BIL	$2.8M	36745	0.98%	SOLE
31	INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$2.7M	35278	0.94%	SOLE
32	ISHARES TR	ISHS 5-10YR INVT	$2.5M	47840	0.90%	SOLE
33	PROGRESSIVE CORP	COM	$2.4M	11995	0.84%	SOLE
34	BROADCOM INC	COM	$1.9M	6200	0.68%	SOLE
35	MICROSOFT CORP	COM	$1.9M	5096	0.67%	SOLE
36	SPDR SER TR	S&P 600 SMCP GRW	$1.9M	19414	0.66%	SOLE
37	SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$1.8M	37361	0.62%	SOLE
38	ISHARES TR	0-5 YR TIPS ETF	$1.6M	15906	0.58%	SOLE
39	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.6M	7630	0.58%	SOLE
40	ISHARES TR	S&P MC 400GR ETF	$1.6M	15753	0.56%	SOLE
41	AMGEN INC	COM	$1.5M	4155	0.52%	SOLE
42	JPMORGAN CHASE & CO	COM	$1.4M	4612	0.48%	SOLE
43	VANGUARD WORLD FD	INF TECH ETF	$1.3M	1794	0.44%	SOLE
44	ISHARES TR	EAFE SML CP ETF	$1.2M	15911	0.44%	SOLE
45	ISHARES TR	RUS 1000 GRW ETF	$1.2M	2816	0.43%	SOLE
46	ISHARES TR	BLACKROCK ULTRA	$1.1M	21987	0.39%	SOLE
47	ISHARES TR	S&P MC 400VL ETF	$1.1M	8384	0.39%	SOLE
48	ISHARES TR	CORE MSCI EMKT	$1.1M	15466	0.38%	SOLE
49	ALIBABA GROUP HLDG LTD	SPONSORED ADS	$1.1M	8502	0.38%	SOLE
50	VISA INC	COM CL A	$1.0M	3447	0.37%	SOLE

1–50 of 136

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.