TAGStone Capital, Inc.: 13F holdings
CIK 19030442026Q2
| Positions | 139 |
|---|---|
| Reported value | $314.6m |
| Filed | 2026-08-11 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| IVV ISHARES TR | 35,624 | $26.7m | 8.5% |
| VCIT VANGUARD SCOTTSDALE FDS | 228,161 | $18.9m | 6.0% |
| AMZN AMAZON COM INC | 66,821 | $15.9m | 5.1% |
| SPYG SPDR SERIES TRUST | 131,583 | $15.7m | 5.0% |
| VCSH VANGUARD SCOTTSDALE FDS | 172,144 | $13.6m | 4.3% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 23,836 | $11.9m | 3.8% |
| DIMENSIONAL ETF TRUST | 209,246 | $10.6m | 3.4% |
| GOOGL ALPHABET INC | 22,008 | $7.9m | 2.5% |
| DIMENSIONAL ETF TRUST | 108,877 | $7.6m | 2.4% |
| VANGUARD MUN BD FDS | 95,674 | $7.3m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1903044")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.