13F Insight
DOSSIER · 13F-HR · Q2 2026

TAGStone Capital, Inc.

$315M in tracked AUM across 139 positions as of Q2 2026.

TC
CIK 0001903044 · last filed Jun 30, 2026
Total AUM
$315M
as of Q2 2026
Holdings
139
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

TAGStone Capital, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$27M36K8.5%02
VCIT
VANGUARD SCOTTSDALE FDS
$19M228K6.0%03
AMZN
AMAZON COM INC
$16M67K5.1%04
SPYG
SPDR SERIES TRUST
$16M132K5.0%05
VCSH
VANGUARD SCOTTSDALE FDS
$14M172K4.3%06
BRK/B
BERKSHIRE HATHAWAY INC DEL
$12M24K3.8%07
DUSB
DIMENSIONAL ETF TRUST
$11M209K3.4%08
GOOGL
ALPHABET INC
$8M22K2.5%09
DFAT
DIMENSIONAL ETF TRUST
$8M109K2.4%10
VCRM
VANGUARD MUN BD FDS
$7M96K2.3%

Filing history

2026Q2Jun 30
$315M▲ 11.2%
139 positionsView →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 positionsLocked
Showing 12 of 19