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Filers›Hedge Fund›TAGStone Capital, Inc.
DOSSIER · 13F-HR · Q1 2026

TAGStone Capital, Inc.

TAGStone's hedge fund based in New York, NY — $283M in tracked AUM across 137 positions as of Q1 2026.

T
TAGStone·New York, NY·Hedge Fund
CIK 0001903044 · last filed Mar 31, 2026
Total AUM
$283M
▼ 1.6%
vs prior
Holdings
137
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
Top sector
Tech
49% weight
concentration
AI Analysis · Q1 2026 · 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

Filing history loading…
AI Agent · grounded in TAGStone
haiku-4-5 · 137 positions indexed
Sector mix
  • Tech49%
  • Financials27%
  • Health Care6%
  • Communications17%
  • Industrials8%
  • Energy7%
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