TAGStone Capital, Inc.
Q4 2025 13F Holdings
- Locationcharlotte, NC
- Num holdings
116
- Value ($000)
$268,486
- Date Filed02/10/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | CORE S&P500 ETF | 464287200 | $23.72M | 9 % | 34,633 | ||
VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $17.72M | 7 % | 211,567 | ||
AMAZON COM INC | COM | 023135106 | $14.74M | 6 % | 63,851 | ||
DIMENSIONAL ETF TRUST | ULTRASHORT FIXED | 25434V591 | $14.16M | 5 % | 279,625 | ||
SPDR SER TR | PRTFLO S&P500 GW | 78464A409 | $13.21M | 5 % | 123,803 | ||
VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | $12.53M | 5 % | 157,212 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $11.23M | 4 % | 22,346 | ||
VANGUARD MUN BD FDS | CORE TAX EXEMPT | 922907712 | $7.85M | 3 % | 103,827 | ||
SPDR SER TR | PRTFLO S&P500 VL | 78464A508 | $6.36M | 2 % | 111,889 | ||
DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $6.13M | 2 % | 102,973 |
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