TAGStone Capital, Inc.

13F Portfolio Filings

  • Most recent 13F
    Q1 2025
  • Location
    charlotte, NC
  • CIK
    0001903044
  • All SEC filings
Q1 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

97

$204.00 K
IVV, VCIT, BRK.B, AMZN
13F-HR
May 5, 2025
000190304425000002

92

$204.00 K
IVV, VCIT, AMZN, VCSH
13F-HR
Feb 11, 2025
000190304425000001

92

$196.00 K
IVV, VCIT, AMZN, BRK.B
13F-HR
Nov 8, 2024
000190304424000004

88

$177.00 K
IVV, VCIT, AMZN, BRK.B
13F-HR
Aug 13, 2024
000190304424000003

85

$171.00 K
IVV, VCIT, AMZN, BRK.B
13F-HR
May 7, 2024
000190304424000002

80

$153.00 K
IVV, VCIT, AMZN, BRK.B
13F-HR
Feb 12, 2024
000190304424000001

77

$137.00 K
IVV, VCIT, AMZN, BRK.B
13F-HR
Nov 9, 2023
000190304423000004

81

$139.00 K
IVV, VCIT, AMZN, BRK.B
13F-HR
Aug 10, 2023
000190304423000003

80

$134.00 K
VCIT, IVV, BRK.B, AMZN
13F-HR
May 11, 2023
000190304423000002

71

$122.00 K
IVV, VCIT, BRK.B, KRE
13F-HR
Feb 13, 2023
000190304423000001

70

$107.70 M
IVV, AMZN, BRK.B, KRE
13F-HR
Nov 1, 2022
000190304422000004

71

$104.90 M
IVV, AMZN, BRK.B, KRE
13F-HR
Aug 1, 2022
000190304422000003

70

$118.59 M
IVV, AMZN, BRK.B, KRE
13F-HR
May 13, 2022
000190304422000002

70

$120.27 M
IVV, AMZN, KRE, BRK.B
13F-HR
Feb 1, 2022
000190304422000001
Tagstone Capital, Inc. 13F Filings