TAGStone Capital, Inc.
CIK: 0001903044SEC EDGAR →
Portfolio Value
$268K
Holdings
116
As of
Q4 2025
New Positions
116
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD SCOTTSDALE FDS | 211,567 | $17.7M | 6599.23% |
| 2 | AMAZON COM INC | 63,851 | $14.7M | 5489.30% |
| 3 | DIMENSIONAL ETF TRUST | 279,625 | $14.2M | 5274.76% |
| 4 | SPDR SER TR | 123,803 | $13.2M | 4919.81% |
| 5 | VANGUARD SCOTTSDALE FDS | 157,212 | $12.5M | 4668.40% |
| 6 | VANGUARD MUN BD FDS | 103,827 | $7.8M | 2922.31% |
| 7 | SPDR SER TR | 111,889 | $6.4M | 2367.35% |
| 8 | DIMENSIONAL ETF TRUST | 102,973 | $6.1M | 2283.55% |
| 9 | ISHARES TR | 43,730 | $6.0M | 2230.28% |
| 10 | ISHARES TR | 66,467 | $5.9M | 2214.64% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (116)
$17.7M · 212K shares
$14.7M · 64K shares
$14.2M · 280K shares
$13.2M · 124K shares
$12.5M · 157K shares
$7.8M · 104K shares
$6.4M · 112K shares
$6.1M · 103K shares
$6.0M · 44K shares
$5.9M · 66K shares
$5.3M · 30K shares
$5.2M · 17K shares
$4.6M · 38K shares
$4.1M · 22K shares
$4.1M · 21K shares
$4.0M · 44K shares
$4.0M · 79K shares
$3.8M · 18K shares
$3.7M · 12K shares
$3.5M · 10K shares
$3.4M · 15K shares
$3.3M · 48K shares
$3.0M · 19K shares
$2.5M · 54K shares
$2.4M · 52K shares
$2.4M · 44K shares
$2.3M · 30K shares
$2.1M · 8K shares
$1.8M · 5K shares
$1.8M · 19K shares
$1.8M · 37K shares
$1.7M · 17K shares
$1.6M · 16K shares
$1.6M · 7K shares
$1.5M · 6K shares
$1.5M · 15K shares
$1.4M · 4K shares
$1.3M · 3K shares
$1.3M · 3K shares
$1.3M · 16K shares
$1.2M · 9K shares
$1.2M · 24K shares
$1.1M · 8K shares
$1.1M · 11K shares
$1.1M · 16K shares
$1.1M · 10K shares
$986K · 3K shares
$977K · 12K shares
$917K · 27K shares
$861K · 2K shares
$860K · 16K shares
$852K · 37K shares
$841K · 8K shares
$819K · 8K shares
$805K · 10K shares
$801K · 19K shares
$780K · 16K shares
$773K · 6K shares
$745K · 5K shares
$743K · 7K shares
$724K · 6K shares
$687K · 15K shares
$686K · 16K shares
$678K · 3K shares
$670K · 7K shares
$635K · 10K shares
$622K · 6K shares
$606K · 8K shares
$588K · 5K shares
$559K · 16K shares
$553K · 4K shares
$514K · 3K shares
$502K · 4K shares
$484K · 4K shares
$471K · 9K shares
$465K · 9K shares
$459K · 14K shares
$455K · 9K shares
$446K · 2K shares
$437K · 8K shares
$424K · 13K shares
$423K · 7K shares
$367K · 3K shares
$343K · 763 shares
$342K · 6K shares
$333K · 2K shares
$306K · 7K shares
$299K · 4K shares
$297K · 6K shares
$295K · 4K shares
$290K · 4K shares
$281K · 8K shares
$280K · 3K shares
$271K · 1K shares
$247K · 2K shares
$242K · 7K shares
$240K · 7K shares
$235K · 3K shares
$234K · 7K shares
$233K · 1K shares
$232K · 7K shares
$232K · 7K shares
$216K · 434 shares
$209K · 1K shares
$205K · 6K shares
$204K · 977 shares
$129K · 14K shares
$24K · 35K shares
$11K · 22K shares
$5K · 6K shares
$1K · 2K shares
$818 · 1K shares
$680 · 1K shares
$669 · 623 shares
$472 · 770 shares
$204 · 107 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 83 | $162.7M | 72.6% |
| Consumer Cyclical | 7 | $19.8M | 8.8% |
| Unknown | 6 | $14.8M | 6.6% |
| Technology | 7 | $10.3M | 4.6% |
| Communication Services | 2 | $5.2M | 2.3% |
| Healthcare | 3 | $5.1M | 2.3% |
| Industrials | 4 | $4.5M | 2.0% |
| Consumer Defensive | 4 | $1.6M | 0.7% |