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.
TAGStone Capital, Inc. (CIK 1903044) reported $282.8M across 136 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($23.3M, 8.23%), VCIT ($18.0M, 6.37%), AMZN ($13.9M, 4.90%), SPYG ($12.7M, 4.49%), VCSH ($12.7M, 4.48%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $23.3M | 8.23% | 35,621 | Added |
| 2 | VCIT | VANGUARD SCOTTSDALE FDS | $18.0M | 6.37% | 217,792 | Added |
| 3 | AMZN | AMAZON COM INC | $13.9M | 4.90% | 66,573 | Added |
| 4 | SPYG | SPDR SER TR | $12.7M | 4.49% | 129,681 | Added |
| 5 | VCSH | VANGUARD SCOTTSDALE FDS | $12.7M | 4.48% | 159,669 | Added |
| 6 | DUSB | DIMENSIONAL ETF TRUST | $11.6M | 4.09% | 228,259 | Trimmed |
| 7 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $11.4M | 4.03% | 23,772 | Added |
| 8 | VCRM | VANGUARD MUN BD FDS | $7.3M | 2.58% | 97,174 | Trimmed |
| 9 | DFAT | DIMENSIONAL ETF TRUST | $6.5M | 2.30% | 104,131 | Added |
| 10 | SPYV | SPDR SER TR | $6.3M | 2.22% | 111,178 | Trimmed |
| 11 | IEFA | ISHARES TR | $6.1M | 2.14% | 66,918 | Added |
| 12 | COST | COSTCO WHSL CORP NEW | $6.0M | 2.13% | 6,048 | Added |
| 13 | GOOGL | ALPHABET INC | $5.9M | 2.08% | 20,483 | Added |
| 14 | IWP | ISHARES TR | $5.6M | 1.97% | 43,513 | Trimmed |
| 15 | VOE | VANGUARD INDEX FDS | $5.5M | 1.96% | 30,101 | Added |
| 16 | JNJ | JOHNSON & JOHNSON | $4.9M | 1.73% | 19,996 | Added |
| 17 | VTV | VANGUARD INDEX FDS | $4.3M | 1.54% | 22,166 | Added |
| 18 | VONG | VANGUARD SCOTTSDALE FDS | $4.2M | 1.49% | 38,501 | Added |
| 19 | SLYV | SPDR SER TR | $4.2M | 1.47% | 43,949 | Trimmed |
| 20 | NVDA | NVIDIA CORPORATION | $3.9M | 1.40% | 22,642 | Added |
| 21 | OPPJ | WISDOMTREE TR | $3.8M | 1.34% | 69,663 | Added |
| 22 | VBK | VANGUARD INDEX FDS | $3.7M | 1.31% | 12,256 | Added |
| 23 | DFUV | DIMENSIONAL ETF TRUST | $3.7M | 1.29% | 75,408 | Added |
| 24 | UNP | UNION PAC CORP | $3.6M | 1.28% | 14,925 | Added |
| 25 | TJX | TJX COS INC NEW | $3.6M | 1.28% | 22,629 | Added |
Source: SEC Form 13F filings · as of 2026-03-31