TAGStone Capital, Inc.

CIK 0001903044 · CHARLOTTE, NC · Quarter end: 2026-06-30 · Filed on: 2026-08-11 · Open the SEC source

TAGStone Capital, Inc. reported 139 positions worth $314.6M as of June 30, 2026 (13F filed August 11, 2026). Largest holding: IVV (8.5%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$314.6M
2026 Q2
Positions
139
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
43.2%
Est. Net Flow (Q)
2026 Q2
10 / 139 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1IVVISHARES TRSH$26.7M8.48%35,624
2VCITVANGUARD SCOTTSDALE FDSSH$18.9M5.99%228,161
3AMZNAMAZON COM INCSH$15.9M5.06%66,821
4SPYGSPDR SERIES TRUSTSH$15.7M4.98%131,583
5VCSHVANGUARD SCOTTSDALE FDSSH$13.6M4.32%172,144
6BRK-BBERKSHIRE HATHAWAY INC DELSH$11.9M3.79%23,836
7DUSBDIMENSIONAL ETF TRUSTSH$10.6M3.38%209,246
8GOOGLALPHABET INCSH$7.9M2.50%22,008
9DFATDIMENSIONAL ETF TRUSTSH$7.6M2.42%108,877
10VCRMVANGUARD MUN BD FDSSH$7.3M2.32%95,674

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does TAGStone Capital, Inc. hold as of Q2 2026?

TAGStone Capital, Inc. reported 139 positions worth $314.6M in its Q2 2026 13F filing. Largest positions: IVV (8.5%), VCIT (6.0%), AMZN (5.1%), SPYG (5.0%) and VCSH (4.3%).

What did TAGStone Capital, Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did TAGStone Capital, Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.