13F Insight
DOSSIER · 13F-HR · Q1 2026

TAGStone Capital, Inc.

$283M in tracked AUM across 137 positions as of Q1 2026.

TC
CIK 0001903044 · last filed Mar 31, 2026
Total AUM
$283M
as of Q1 2026
Holdings
137
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

TAGStone Capital, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$23M36K8.2%02
VCIT
VANGUARD SCOTTSDALE FDS
$18M218K6.4%03
AMZN
AMAZON COM INC
$14M67K4.9%04
SPYG
SPDR SER TR
$13M130K4.5%05
VCSH
VANGUARD SCOTTSDALE FDS
$13M160K4.5%06
DUSB
DIMENSIONAL ETF TRUST
$12M228K4.1%07
BRK/B
BERKSHIRE HATHAWAY INC DEL
$11M24K4.0%08
VCRM
VANGUARD MUN BD FDS
$7M97K2.6%09
DFAT
DIMENSIONAL ETF TRUST
$7M104K2.3%10
SPYV
SPDR SER TR
$6M111K2.2%

Filing history

2026Q1Mar 31
$283M▲ 5.4%
137 positionsView →2025Q4Dec 31
$268M▲ 6.3%
116 positionsView →2025Q3Sep 30
$252M▲ 4.1%
117 positionsView →2025Q2Jun 30
$242M▲ 19.2%
113 positionsLocked2025Q1Mar 31
$203M▲ 0.1%
97 positionsLocked2024Q4Dec 31
$203M▲ 3.8%
92 positionsLocked2024Q3Sep 30
$196M▲ 11.0%
92 positionsLocked2024Q2Jun 30
$176M▲ 3.3%
88 positionsLocked2024Q1Mar 31
$171M▲ 11.6%
85 positionsLocked2023Q4Dec 31
$153M▲ 12.5%
80 positionsLocked2023Q3Sep 30
$136M▼ 1.9%
77 positionsLocked2023Q2Jun 30
$139M▲ 3.8%
81 positionsLocked
Showing 12 of 18