Tagstone Capital, Inc. Top Holdings and 13F Report (2026)

About Tagstone Capital, Inc.

Investment Activity

Tagstone Capital, Inc. has $282.82 million in total holdings as of March 31, 2026.
Tagstone Capital, Inc. owns shares of 137 different stocks, but just 40 companies or ETFs make up 80% of its holdings.
Approximately 9.77% of the portfolio was purchased this quarter.
About 2.66% of the portfolio was sold this quarter.
This quarter, Tagstone Capital, Inc. has purchased 115 new stocks and bought additional shares in 78 stocks.
Tagstone Capital, Inc. sold shares of 24 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

iShares Core S&P 500 ETF: $23,268,064
Vanguard Intermediate-Term Corporate Bond ETF: $18,022,289
Amazon.com: $13,865,126
SPDR Portfolio S&P 500 Growth ETF: $12,697,079
Vanguard Short-Term Corporate Bond ETF: $12,656,954

Largest New Holdings this Quarter

931142103 - WALMART INC: $807,647 Holding
464287630 - iShares Russell 2000 Value ETF: $774,475 Holding
81369Y803 - Technology Select Sector SPDR Fund: $731,770 Holding
25434V666 - Dimensional US Large Cap Value ETF: $588,453 Holding
921937835 - Vanguard Total Bond Market ETF: $536,951 Holding

Largest Purchases this Quarter

VANGUARD INSTL INDEX FD: 28,699 shares (about $2.17M)
Dimensional US Marketwide Value ETF: 23,682 shares (about $1.15M)
Progressive: 5,518 shares (about $1.09M)
Alphabet: 3,746 shares (about $1.08M)
Microsoft: 2,488 shares (about $920.93K)

Largest Sales this Quarter

DIMENSIONAL ETF TRUST: 51,366 shares (about $2.60M)
iShares 0-3 Month Treasury Bond ETF: 10,236 shares (about $1.03M)
Vanguard Tax-Exempt Bond ETF: 11,793 shares (about $588.35K)
VANGUARD MUN BD FDS: 6,653 shares (about $499.97K)
Vanguard Short-Term Tax-Exempt Bond ETF: 4,490 shares (about $454.08K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IVV iShares Core S&P 500 ETF	$23,268,064	$645,373 â–²	2.9%	35,621	8.2%	ETF
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$18,022,289	$515,119 â–²	2.9%	217,792	6.4%	ETF
AMZN Amazon.com	$13,865,126	$566,910 â–²	4.3%	66,573	4.9%	Retail/Wholesale
SPYG SPDR Portfolio S&P 500 Growth ETF	$12,697,079	$575,516 â–²	4.7%	129,681	4.5%	ETF
VCSH Vanguard Short-Term Corporate Bond ETF	$12,656,954	$194,766 â–²	1.6%	159,669	4.5%	ETF
DIMENSIONAL ETF TRUST	$11,575,002	$2,604,767 â–¼	-18.4%	228,259	4.1%	ULTRASHORT FIXED
BRK.B Berkshire Hathaway	$11,391,426	$683,332 â–²	6.4%	23,772	4.0%	Finance
VANGUARD MUN BD FDS	$7,302,654	$499,975 â–¼	-6.4%	97,174	2.6%	CORE TAX EXEMPT
DFAT Dimensional U.S. Targeted Value ETF	$6,502,984	$72,317 â–²	1.1%	104,131	2.3%	ETF
SPYV SPDR Portfolio S&P 500 Value ETF	$6,290,458	$40,228 â–¼	-0.6%	111,178	2.2%	ETF
IEFA iShares Core MSCI EAFE ETF	$6,058,085	$40,829 â–²	0.7%	66,918	2.1%	ETF
COST Costco Wholesale	$6,026,615	$6,975 â–²	0.1%	6,048	2.1%	Retail/Wholesale
GOOGL Alphabet	$5,890,053	$1,077,193 â–²	22.4%	20,483	2.1%	Computer and Technology
IWP iShares Russell Mid-Cap Growth ETF	$5,574,835	$27,802 â–¼	-0.5%	43,513	2.0%	ETF
VOE Vanguard Mid-Cap Value ETF	$5,547,077	$13,637 â–²	0.2%	30,101	2.0%	ETF
JNJ Johnson & Johnson	$4,887,904	$404,311 â–²	9.0%	19,996	1.7%	Medical
VTV Vanguard Value ETF	$4,348,924	$145,383 â–²	3.5%	22,166	1.5%	ETF
VONG Vanguard Russell 1000 Growth ETF	$4,223,192	$54,406 â–²	1.3%	38,501	1.5%	ETF
SLYV SPDR S&P 600 Small Cap Value ETF	$4,156,701	$14,849 â–¼	-0.4%	43,949	1.5%	ETF
NVDA NVIDIA	$3,948,947	$99,064 â–²	2.6%	22,642	1.4%	Computer and Technology
DXJS WisdomTree Japan Hedged SmallCap Equity Fund	$3,786,861	$847,794 â–²	28.8%	69,663	1.3%	Manufacturing
VBK Vanguard Small-Cap Growth ETF	$3,704,436	$11,486 â–²	0.3%	12,256	1.3%	ETF
DFUV Dimensional US Marketwide Value ETF	$3,654,267	$1,147,628 â–²	45.8%	75,408	1.3%	ETF
UNP Union Pacific	$3,621,065	$43,429 â–²	1.2%	14,925	1.3%	Transportation
TJX TJX Companies	$3,613,812	$510,555 â–²	16.5%	22,629	1.3%	Retail/Wholesale
DFAS Dimensional U.S. Small Cap ETF	$3,376,480	$37,770 â–¼	-1.1%	47,469	1.2%	ETF
VTEB Vanguard Tax-Exempt Bond ETF	$3,374,096	$588,350 â–¼	-14.8%	67,631	1.2%	ETF
AXP American Express	$2,897,228	$6,352 â–²	0.2%	9,578	1.0%	Finance
AAPL Apple	$2,867,607	$870,764 â–²	43.6%	11,299	1.0%	Computer and Technology
VANGUARD INSTL INDEX FD	$2,779,778	$2,171,094 â–²	356.7%	36,745	1.0%	0-3 MO TREAS BIL
SPHQ Invesco S&P 500 Quality ETF	$2,652,553	$365,273 â–²	16.0%	35,278	0.9%	ETF
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF	$2,546,029	$189,888 â–²	8.1%	47,840	0.9%	Manufacturing
PGR Progressive	$2,377,866	$1,093,878 â–²	85.2%	11,995	0.8%	Finance
AVGO Broadcom	$1,918,969	$284,441 â–²	17.4%	6,200	0.7%	Computer and Technology
MSFT Microsoft	$1,886,279	$920,931 â–²	95.4%	5,096	0.7%	Computer and Technology
SLYG SPDR S&P 600 Small Cap Growth ETF	$1,875,813	$51,789 â–²	2.8%	19,414	0.7%	ETF
SPEM SPDR Portfolio Emerging Markets ETF	$1,752,582	$4,738 â–¼	-0.3%	37,361	0.6%	ETF
STIP iShares 0-5 Year TIPS Bond ETF	$1,645,178	$111,292 â–¼	-6.3%	15,906	0.6%	ETF
VIG Vanguard Dividend Appreciation ETF	$1,641,013	$117,645 â–²	7.7%	7,630	0.6%	ETF
IJK iShares S&P Mid-Cap 400 Growth ETF	$1,585,095	$63,593 â–²	4.2%	15,753	0.6%	ETF
AMGN Amgen	$1,461,932	$9,148 â–²	0.6%	4,155	0.5%	Medical
JPM JPMorgan Chase & Co.	$1,356,531	$456,197 â–²	50.7%	4,612	0.5%	Finance
VGT Vanguard Information Technology ETF	$1,251,467	$1,395 â–²	0.1%	1,794	0.4%	ETF
SCZ iShares MSCI EAFE Small-Cap ETF	$1,247,599	$25,170 â–¼	-2.0%	15,911	0.4%	ETF
IWF iShares Russell 1000 Growth ETF	$1,200,924	$853 â–¼	-0.1%	2,816	0.4%	ETF
ICSH iShares Ultra Short-Term Bond Active ETF	$1,113,005	$126,907 â–¼	-10.2%	21,987	0.4%	ETF
IJJ iShares S&P Mid-Cap 400 Value ETF	$1,110,841	$3,842 â–²	0.3%	8,384	0.4%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$1,078,783	$35,155 â–¼	-3.2%	15,466	0.4%	ETF
BABA Alibaba Group	$1,066,661		0.0%	8,502	0.4%	Retail/Wholesale
V Visa	$1,041,785	$299,207 â–²	40.3%	3,447	0.4%	Business Services
DFIC Dimensional International Core Equity 2 ETF	$992,024	$46,224 â–²	4.9%	27,921	0.4%	ETF
IXUS iShares Core MSCI Total International Stock ETF	$972,746	$27,726 â–¼	-2.8%	11,227	0.3%	Manufacturing
XMHQ Invesco S&P MidCap Quality ETF	$958,346	$109,573 â–²	12.9%	9,271	0.3%	ETF
RTX RTX	$922,858	$572,542 â–²	163.4%	4,784	0.3%	Aerospace
XMMO Invesco S&P MidCap Momentum ETF	$917,002	$107,320 â–²	13.3%	6,323	0.3%	ETF
VTWO Vanguard Russell 2000 ETF	$896,891	$72,320 â–²	8.8%	8,954	0.3%	ETF
BAC Bank of America	$886,178	$123,581 â–²	16.2%	18,178	0.3%	Finance
META Meta Platforms	$853,348	$144,131 â–²	20.3%	1,492	0.3%	Computer and Technology
MDYV SPDR S&P 400 Mid Cap Value ETF	$816,746	$6,471 â–²	0.8%	9,592	0.3%	ETF
DFAR Dimensional US Real Estate ETF	$808,141	$72,723 â–¼	-8.3%	34,171	0.3%	ETF
WALMART INC	$807,647	$807,647 â–²	New Holding	6,486	0.3%	COM
IQLT iShares MSCI Intl Quality Factor ETF	$795,803	$96,667 â–²	13.8%	17,214	0.3%	ETF
DFCF Dimensional Core Fixed Income ETF	$792,394	$3,040 â–¼	-0.4%	18,768	0.3%	ETF
DFSD Dimensional Short-Duration Fixed Income ETF	$774,488	$5,267 â–¼	-0.7%	16,176	0.3%	ETF
IWN iShares Russell 2000 Value ETF	$774,475	$774,475 â–²	New Holding	4,085	0.3%	ETF
IJS iShares S&P Small-Cap 600 Value ETF	$756,001	$1,303 â–²	0.2%	6,382	0.3%	ETF
IJT iShares S&P Small-Cap 600 Growth ETF	$755,411	$8,828 â–¼	-1.2%	5,220	0.3%	ETF
LLY Eli Lilly and Company	$744,144	$171,089 â–²	29.9%	809	0.3%	Medical
XSHQ Invesco S&P SmallCap Quality ETF	$737,881	$50,128 â–²	7.3%	17,502	0.3%	ETF
XLK Technology Select Sector SPDR Fund	$731,770	$731,770 â–²	New Holding	5,506	0.3%	ETF
IYR iShares U.S. Real Estate ETF	$708,454	$373,328 â–¼	-34.5%	7,492	0.3%	ETF
PEP PepsiCo	$693,338	$299,075 â–²	75.9%	4,465	0.2%	Consumer Staples
IWM iShares Russell 2000 ETF	$677,577	$5,952 â–¼	-0.9%	2,732	0.2%	Finance
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$670,505	$202,092 â–²	43.1%	12,757	0.2%	Manufacturing
COWZ Pacer US Cash Cows 100 ETF	$662,351	$8,321 â–²	1.3%	10,587	0.2%	ETF
SCHW Charles Schwab	$632,082	$1,504 â–²	0.2%	6,726	0.2%	Finance
SUB iShares Short-Term National Muni Bond ETF	$623,969	$2,662 â–²	0.4%	5,859	0.2%	ETF
SPMO Invesco S&P 500 Momentum ETF	$605,640	$133,079 â–²	28.2%	5,402	0.2%	ETF
VTES Vanguard Short-Term Tax-Exempt Bond ETF	$594,959	$454,082 â–¼	-43.3%	5,883	0.2%	ETF
DFLV Dimensional US Large Cap Value ETF	$588,453	$588,453 â–²	New Holding	16,479	0.2%	ETF
ULTA Ulta Beauty	$588,049		0.0%	1,125	0.2%	Retail/Wholesale
QQQ Invesco QQQ	$580,125	$135,651 â–²	30.5%	1,005	0.2%	Finance
VSS Vanguard FTSE All-World ex-US Small-Cap ETF	$562,729		0.0%	3,860	0.2%	ETF
SGOV iShares 0-3 Month Treasury Bond ETF	$546,031	$1,030,262 â–¼	-65.4%	5,425	0.2%	ETF
DEHP Dimensional Emerging Markets High Profitability ETF	$544,614	$62,679 â–²	13.0%	16,118	0.2%	ETF
BND Vanguard Total Bond Market ETF	$536,951	$536,951 â–²	New Holding	7,292	0.2%	ETF
EL Estee Lauder Companies	$511,852	$2,010 â–²	0.4%	7,132	0.2%	Consumer Staples
ESAB ESAB	$508,894	$483 â–²	0.1%	5,265	0.2%	Industrials
MDLZ Mondelez International	$501,223	$3,198 â–²	0.6%	8,621	0.2%	Consumer Staples
CVX Chevron	$496,176	$496,176 â–²	New Holding	2,398	0.2%	Energy
VUSB Vanguard Ultra-Short Bond ETF	$454,922	$157,266 â–²	52.8%	9,138	0.2%	ETF
EEM iShares MSCI Emerging Markets ETF	$454,114		0.0%	7,996	0.2%	Finance
HD Home Depot	$452,922	$452,922 â–²	New Holding	1,377	0.2%	Retail/Wholesale
AME AMETEK	$451,228	$451,228 â–²	New Holding	2,105	0.2%	Computer and Technology
DFIS Dimensional International Small Cap ETF	$436,533	$2,121 â–²	0.5%	12,965	0.2%	ETF
JEPI JPMorgan Equity Premium Income ETF	$424,453	$8,105 â–²	1.9%	7,489	0.2%	ETF
IGV iShares Expanded Tech-Software Sector ETF	$407,462	$407,462 â–²	New Holding	5,090	0.1%	ETF
TMO Thermo Fisher Scientific	$403,944	$403,944 â–²	New Holding	821	0.1%	Medical
KTB Kontoor Brands	$396,906	$3,093 â–²	0.8%	5,647	0.1%	Consumer Discretionary
XSMO Invesco S&P SmallCap Momentum ETF	$395,018	$88,263 â–²	28.8%	5,196	0.1%	ETF

Showing largest 100 holdings. View all holdings.

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Tagstone Capital, Inc. Top Holdings and 13F Report (2026)

About Tagstone Capital, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Advanced Stock Screeners and Research Tools

About MarketBeat

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Tagstone Capital, Inc. Top Holdings and 13F Report (2026)

About Tagstone Capital, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofTagstone Capital, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools