Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Flagstone Financial Management (CIK 1968890) reported $402.9M across 71 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFUS ($108.6M, 26.95%), IGIB ($43.1M, 10.70%), SPDW ($29.7M, 7.38%), SPSB ($27.4M, 6.81%), SPTI ($24.8M, 6.16%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFUS | DIMENSIONAL ETF TRUST | $108.6M | 26.95% | 1.5M | Added |
| 2 | IGIB | ISHARES TR | $43.1M | 10.70% | 809,747 | Added |
| 3 | SPDW | SPDR INDEX SHS FDS | $29.7M | 7.38% | 651,133 | Trimmed |
| 4 | SPSB | SPDR SERIES TRUST | $27.4M | 6.81% | 912,452 | Added |
| 5 | SPTI | SPDR SERIES TRUST | $24.8M | 6.16% | 866,477 | Added |
| 6 | BNDX | VANGUARD CHARLOTTE FDS | $22.9M | 5.68% | 475,934 | Added |
| 7 | AVUV | AMERICAN CENTY ETF TR | $21.4M | 5.31% | 193,507 | Added |
| 8 | DFEM | DIMENSIONAL ETF TRUST | $16.9M | 4.18% | 487,786 | Trimmed |
| 9 | AVUS | AMERICAN CENTY ETF TR | $15.0M | 3.72% | 134,767 | Added |
| 10 | AVDV | AMERICAN CENTY ETF TR | $14.6M | 3.63% | 146,479 | Trimmed |
| 11 | VNQ | VANGUARD INDEX FDS | $10.4M | 2.58% | 117,361 | Added |
| 12 | MUNI | PIMCO ETF TR | $8.7M | 2.15% | 166,076 | Added |
| 13 | AVEM | AMERICAN CENTY ETF TR | $7.4M | 1.84% | 92,032 | Trimmed |
| 14 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $5.8M | 1.44% | 12,118 | Trimmed |
| 15 | AVDE | AMERICAN CENTY ETF TR | $4.4M | 1.08% | 51,461 | Trimmed |
| 16 | MUB | ISHARES TR | $3.2M | 0.79% | 29,874 | Added |
| 17 | AAPL | APPLE INC | $3.0M | 0.73% | 11,658 | Added |
| 18 | DFSU | DIMENSIONAL ETF TRUST | $2.2M | 0.55% | 53,949 | Added |
| 19 | SUSB | ISHARES TR | $2.2M | 0.54% | 86,206 | Trimmed |
| 20 | SPTM | SPDR SERIES TRUST | $2.0M | 0.49% | 25,023 | Hold |
| 21 | JPM | JPMORGAN CHASE & CO | $2.0M | 0.49% | 6,694 | Added |
| 22 | MSFT | MICROSOFT CORP | $1.9M | 0.47% | 5,076 | Trimmed |
| 23 | USB | US BANCORP | $1.3M | 0.32% | 24,530 | Added |
| 24 | DFSV | DIMENSIONAL ETF TRUST | $1.3M | 0.32% | 37,318 | Added |
| 25 | AVRE | AMERICAN CENTY ETF TR | $1.3M | 0.31% | 28,812 | Added |
Source: SEC Form 13F filings · as of 2026-03-31