TAGStone Capital, Inc.
Q3 2025 13F Holdings
- Locationcharlotte, NC
- Num holdings
117
- Value ($000)
$252,405
- Date Filed11/05/2025
- Form type13F-HR
- CIK0001903044
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $23.13 M | 9 % | 34,552 | ||
VCIT VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $16.01 M | 6 % | 190,357 | ||
AMZN AMAZON COM INC | COM | 023135106 | $14.00 M | 6 % | 63,764 | ||
KRE SPDR SER TR | PRTFLO S&P500 GW | 78464A409 | $12.08 M | 5 % | 115,548 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $11.33 M | 5 % | 22,534 | ||
VCSH VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | $10.90 M | 4 % | 136,371 | ||
DUSB DIMENSIONAL ETF TRUST | ULTRASHORT FIXED | 25434V591 | $10.49 M | 4 % | 206,667 | ||
VANGUARD MUN BD FDS | CORE TAX EXEMPT | 922907712 | $7.18 M | 3 % | 95,452 | ||
IWP ISHARES TR | RUS MD CP GR ETF | 464287481 | $6.14 M | 2 % | 43,149 | ||
SPYV SPDR SER TR | PRTFLO S&P500 VL | 78464A508 | $6.08 M | 2 % | 109,872 |
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