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TAGStone Capital, Inc. 13F holdings

Filed 2026-08-11 · TAGStone Capital, Inc. · 139 positions · $314.6M

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TickerCompanySharesValue% of portfolio
IVVISHARES TR35.6K$26.7M8.5%
VCITVANGUARD SCOTTSDALE FDS228.2K$18.9M6.0%
AMZNAMAZON COM INC66.8K$15.9M5.1%
SPYGSPDR SERIES TRUST131.6K$15.7M5.0%
VCSHVANGUARD SCOTTSDALE FDS172.1K$13.6M4.3%
BRK-BBERKSHIRE HATHAWAY INC DEL23.8K$11.9M3.8%
DUSBDIMENSIONAL ETF TRUST209.2K$10.6M3.4%
GOOGLALPHABET INC22.0K$7.9M2.5%
DFATDIMENSIONAL ETF TRUST108.9K$7.6M2.4%
VCRMVANGUARD MUN BD FDS95.7K$7.3M2.3%
SPYVSPDR SERIES TRUST109.1K$6.6M2.1%
IEFAISHARES TR66.1K$6.4M2.0%
IWPISHARES TR43.5K$6.4M2.0%
VOEVANGUARD INDEX FDS29.2K$5.8M1.8%
COSTCOSTCO WHOLESALE CORPORATION6.1K$5.7M1.8%
VTVVANGUARD INDEX FDS24.4K$5.3M1.7%
NVDANVIDIA CORPORATION26.1K$5.2M1.7%
JNJJOHNSON & JOHNSON20.4K$5.2M1.6%
VONGVANGUARD SCOTTSDALE FDS39.5K$5.1M1.6%
SLYVSPDR SERIES TRUST42.4K$4.6M1.5%
VBKVANGUARD INDEX FDS12.1K$4.4M1.4%
DFUVDIMENSIONAL ETF TRUST74.2K$4.1M1.3%
UNPUNION PAC CORP15.0K$4.1M1.3%
OPPJWISDOMTREE TR70.4K$4.1M1.3%
DFASDIMENSIONAL ETF TRUST47.4K$3.9M1.2%
AAPLAPPLE INC13.0K$3.7M1.2%
SPHQINVESCO EXCHANGE TRADED FD T41.6K$3.7M1.2%
TJXTJX COS INC NEW22.7K$3.4M1.1%
AXPAMERICAN EXPRESS CO9.8K$3.3M1.1%
VTEBVANGUARD MUN BD FDS60.8K$3.1M1.0%
IGIBISHARES TR53.4K$2.8M0.9%
VBILVANGUARD INSTL INDEX FD36.6K$2.8M0.9%
PGRPROGRESSIVE CORP12.0K$2.6M0.8%
AVGOBROADCOM INC6.2K$2.3M0.7%
SLYGSPDR SERIES TRUST18.1K$2.2M0.7%
VIGVANGUARD SPECIALIZED FUNDS8.5K$2.0M0.6%
MSFTMICROSOFT CORP5.1K$1.9M0.6%
SPEMSPDR INDEX SHS FDS36.7K$1.9M0.6%
IJKISHARES TR15.5K$1.8M0.6%
VGTVANGUARD WORLD FD14.8K$1.8M0.6%
IQLTISHARES TR32.3K$1.6M0.5%
JPMJPMORGAN CHASE & CO4.7K$1.5M0.5%
AMGNAMGEN INC4.2K$1.5M0.5%
STIPISHARES TR13.8K$1.4M0.4%
XMMOINVESCO EXCHANGE TRADED FD T8.2K$1.4M0.4%
IWFISHARES TR11.2K$1.4M0.4%
SPMOINVESCO EXCH TRADED FD TR II8.3K$1.3M0.4%
XMHQINVESCO EXCHANGE TRADED FD T11.6K$1.3M0.4%
ACWIISHARES INC15.3K$1.3M0.4%
SCZISHARES TR15.2K$1.3M0.4%
IJJISHARES TR8.4K$1.2M0.4%
VVISA INC3.5K$1.2M0.4%
VTWOVANGUARD SCOTTSDALE FDS9.0K$1.1M0.3%
DFICDIMENSIONAL ETF TRUST28.9K$1.1M0.3%
IXUSISHARES TR11.2K$1.1M0.3%
XLKSELECT SECTOR SPDR TR5.5K$1.1M0.3%
BACBANK OF AMER CORP18.4K$1.0M0.3%
IGSBISHARES TR18.9K$988,4630.3%
XSMOINVESCO EXCHANGE TRADED FD T10.5K$980,8350.3%
LLYELI LILLY & CO783$938,9570.3%
Top Fund Holdings
13F
Top Fund Holdings

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