Flagstone Financial Management

Est. AUM

$402.9M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$108.6M	1531004	26.95%	SOLE
2	ISHARES TR	ISHS 5-10YR INVT	$43.1M	809747	10.70%	SOLE
3	SPDR INDEX SHS FDS	STATE STREET SPD	$29.7M	651133	7.38%	SOLE
4	SPDR SERIES TRUST	STATE STREET SPD	$27.4M	912452	6.81%	SOLE
5	SPDR SERIES TRUST	STATE STREET SPD	$24.8M	866477	6.16%	SOLE
6	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$22.9M	475934	5.68%	SOLE
7	AMERICAN CENTY ETF TR	US SML CP VALU	$21.4M	193507	5.31%	SOLE
8	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$16.9M	487786	4.18%	SOLE
9	AMERICAN CENTY ETF TR	US EQT ETF	$15.0M	134767	3.72%	SOLE
10	AMERICAN CENTY ETF TR	INTL SMCP VLU	$14.6M	146479	3.63%	SOLE
11	VANGUARD INDEX FDS	REAL ESTATE ETF	$10.4M	117361	2.58%	SOLE
12	PIMCO ETF TR	INTER MUN BD ACT	$8.7M	166076	2.15%	SOLE
13	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$7.4M	92032	1.84%	SOLE
14	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$5.8M	12118	1.44%	SOLE
15	AMERICAN CENTY ETF TR	INTL EQT ETF	$4.4M	51461	1.08%	SOLE
16	ISHARES TR	NATIONAL MUN ETF	$3.2M	29874	0.79%	SOLE
17	APPLE INC	COM	$3.0M	11658	0.73%	SOLE
18	DIMENSIONAL ETF TRUST	US SUSTAINABILTY	$2.2M	53949	0.55%	SOLE
19	ISHARES TR	ESG AWRE 1 5 YR	$2.2M	86206	0.54%	SOLE
20	SPDR SERIES TRUST	STATE STREET SPD	$2.0M	25023	0.49%	SOLE
21	JPMORGAN CHASE & CO	COM	$2.0M	6694	0.49%	SOLE
22	MICROSOFT CORP	COM	$1.9M	5076	0.47%	SOLE
23	DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$1.3M	37318	0.32%	SOLE
24	US BANCORP	COM NEW	$1.3M	24530	0.32%	SOLE
25	AMERICAN CENTY ETF TR	REAL ESTATE ETF	$1.3M	28812	0.31%	SOLE
26	EXXON MOBIL CORP	COM	$1.2M	6820	0.29%	SOLE
27	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$1.1M	31426	0.26%	SOLE
28	DIMENSIONAL ETF TRUST	GLOBAL SUSTAINA	$886K	17130	0.22%	SOLE
29	NVIDIA CORPORATION	COM	$879K	5037	0.22%	SOLE
30	WELLS FARGO & CO	COM	$855K	10738	0.21%	SOLE
31	ALPHABET INC	CAP STK CL C	$847K	2952	0.21%	SOLE
32	DIMENSIONAL ETF TRUST	INTERNATIONAL	$811K	19131	0.20%	SOLE
33	ISHARES TR	RUS MID CAP ETF	$761K	7823	0.19%	SOLE
34	BERKSHIRE HATHAWAY INC DEL	CL A	$718K	1	0.18%	SOLE
35	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$686K	3190	0.17%	SOLE
36	VANGUARD INDEX FDS	TOTAL STK MKT	$670K	2088	0.17%	SOLE
37	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$632K	10612	0.16%	SOLE
38	DEERE & CO	COM	$581K	1032	0.14%	SOLE
39	MASTERCARD INCORPORATED	CL A	$570K	1140	0.14%	SOLE
40	PEPSICO INC	COM	$528K	3400	0.13%	SOLE
41	DIMENSIONAL ETF TRUST	US REAL ESTATE E	$501K	21166	0.12%	SOLE
42	DIMENSIONAL ETF TRUST	EMERGING MARKETS	$496K	11712	0.12%	SOLE
43	MARKEL GROUP INC	COM	$486K	254	0.12%	SOLE
44	ORACLE CORP	COM	$482K	3278	0.12%	SOLE
45	JOHNSON & JOHNSON	COM	$473K	1936	0.12%	SOLE
46	AMAZON COM INC	COM	$448K	2150	0.11%	SOLE
47	ISHARES TR	RUSSELL 2000 ETF	$436K	1758	0.11%	SOLE
48	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$422K	6586	0.10%	SOLE
49	SPDR SERIES TRUST	STATE STREET SPD	$387K	11531	0.10%	SOLE
50	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$386K	7320	0.10%	SOLE

1–50 of 71

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