Arkolith/Funds/TAGStone Capital, Inc.

TAGStone Capital, Inc.

CIK 1903044
Holdings as of Jun 30, 2026·disclosed Aug 11, 2026·~42-day 13F lag·13F-HR
Active Filer

TAGStone Capital, Inc. holds a diversified book of 139 stocks worth $314.6M as of Q2 2026 (disclosed Aug 11, 2026, a ~42-day 13F lag). This quarter they opened Schwab US DVD Equity ETF and trimmed Dimension Ultrashort Fi ETF. Their largest long position is Ishares Core S&P 500 ETF at 8% of the equity book.

Opened
6
bought for the first time
Added to
79
already held, bought more
Trimmed
34
sold some, still holds it
Sold out
4
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
29%
Top 10 holdings
43%
Top 20 holdings
61%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

30% mapped to company sectors

ETF / fund or unclassified
70%
Consumer Discretionary
9%
Information Technology
8%
Financials
7%
Health Care
3%
Industrials
2%
Consumer Staples
0%
Materials
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as TAGStone Capital, Inc.

Manager / fundShared namesTheir $ in those
MORGAN STANLEY80 / 80$515.7B
LPL Financial LLC80 / 80$88.1B
ENVESTNET ASSET MANAGEMENT INC80 / 80$86.9B
OSAIC HOLDINGS, INC.80 / 80$16.8B
WELLS FARGO & COMPANY/MN79 / 80$155.2B
ROYAL BANK OF CANADA79 / 80$145.1B
HighTower Advisors, LLC79 / 80$27.1B
NewEdge Advisors, LLC79 / 80$9.0B

Ranked by the share of each fund's own book sitting in the names it shares with TAGStone Capital, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded — they hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

139 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
CORE S&P500 ETF
$26.7M35.6K
8.5%
~0%
Added · +3 sh
2Vanguard Scottsdale FDS
INT-TERM CORP
$18.9M228.2K
6.0%
+4.8%
Added · +10K sh
3Amazon Com Inc
COM
$15.9M66.8K
5.1%
+0.4%
Added · +248 sh
4SPDR Series Trust
ST STR P500GRW
$15.7M131.6K
5.0%
+1.5%
Added · +2K sh
5Vanguard Scottsdale FDS
SHRT TRM CORP BD
$13.6M172.1K
4.3%
+7.8%
Added · +12K sh
6Berkshire Hathaway Inc Del
CL B NEW
$11.9M23.8K
3.8%
+0.3%
Added · +64 sh
7Dimensional ETF Trust
ULTR FIX INC ETF
$10.6M209.2K
3.4%
−8.3%
Reduced · −19K sh
8Alphabet Inc
CAP STK CL A
$7.9M22.0K
2.5%
+7.4%
Added · +2K sh
9Dimensional ETF Trust
US TARGETED VLU
$7.6M108.9K
2.4%
+4.5%
Added · +5K sh
10Vanguard Mun BD FDS
CORE TAX EXEMPT
$7.3M95.7K
2.3%
−1.5%
Reduced · −2K sh
11SPDR Series Trust
ST STR P500VAL
$6.6M109.1K
2.1%
−1.9%
Reduced · −2K sh
12Ishares TR
CORE MSCI EAFE
$6.4M66.1K
2.0%
−1.3%
Reduced · −846 sh
13Ishares TR
RUS MD CP GR ETF
$6.4M43.5K
2.0%
+0.1%
Added · +34 sh
14Vanguard Index FDS
MCAP VL IDXVIP
$5.8M29.2K
1.8%
−3.0%
Reduced · −893 sh
15Costco Wholesale Corporation
COM
$5.7M6.1K
1.8%
+0.1%
Added · +8 sh
16Vanguard Index FDS
VALUE ETF
$5.3M24.4K
1.7%
+10%
Added · +2K sh
17Nvidia Corporation
COM
$5.2M26.1K
1.7%
+15%
Added · +3K sh
18Johnson & Johnson
COM
$5.2M20.4K
1.6%
+2.0%
Added · +410 sh
19Vanguard Scottsdale FDS
VNG RUS1000GRW
$5.1M39.5K
1.6%
+2.6%
Added · +1K sh
20SPDR Series Trust
ST STR SP600SM C
$4.6M42.4K
1.5%
−3.5%
Reduced · −2K sh
21Vanguard Index FDS
SML CP GRW ETF
$4.4M12.1K
1.4%
−1.2%
Reduced · −146 sh
22Dimensional ETF Trust
US MKTWIDE VALUE
$4.1M74.2K
1.3%
−1.6%
Reduced · −1K sh
23Union Pac Corp
COM
$4.1M15.0K
1.3%
+0.4%
Added · +66 sh
24Wisdomtree TR
JAPAN OPPOR FD
$4.1M70.4K
1.3%
+1.1%
Added · +748 sh
25Dimensional ETF Trust
US SMALL CAP ETF
$3.9M47.4K
1.2%
−0.1%
Reduced · −25 sh
26Apple Inc
COM
$3.7M13.0K
1.2%
+15%
Added · +2K sh
27Invesco Exchange Traded FD T
S&P500 QUALITY
$3.7M41.6K
1.2%
+18%
Added · +6K sh
28TJX Cos Inc New
COM
$3.4M22.7K
1.1%
+0.2%
Added · +52 sh
29American Express Co
COM
$3.3M9.8K
1.1%
+2.1%
Added · +206 sh
30Vanguard Mun BD FDS
TAX EXEMPT BD
$3.1M60.8K
1.0%
−10%
Reduced · −7K sh
31Ishares TR
ISHS 5-10YR INVT
$2.8M53.4K
0.9%
+12%
Added · +6K sh
32Vanguard Instl Index FD
0 3 MO TR BI ETF
$2.8M36.6K
0.9%
−0.3%
Reduced · −122 sh
33Progressive Corp
COM
$2.6M12.0K
0.8%
~0%
Added · +5 sh
34Broadcom Inc
COM
$2.3M6.2K
0.7%
Held
35SPDR Series Trust
ST STR SP600GRWO
$2.2M18.1K
0.7%
−6.7%
Reduced · −1K sh
36Vanguard Specialized Funds
DIV APP ETF
$2.0M8.5K
0.6%
+12%
Added · +886 sh
37Microsoft Corp
COM
$1.9M5.1K
0.6%
+0.3%
Added · +17 sh
38SPDR Index SHS FDS
ST PORT MARK ETF
$1.9M36.7K
0.6%
−1.8%
Reduced · −681 sh
39Ishares TR
S&P MC 400GR ETF
$1.8M15.5K
0.6%
−1.3%
Reduced · −211 sh
40Vanguard World FD
INF TECH ETF
$1.8M14.8K
0.6%
+725%
Added · +13K sh
41Ishares TR
MSCI INTL QUALTY
$1.6M32.3K
0.5%
+87%
Added · +15K sh
42JPMorgan Chase & Co
COM
$1.5M4.7K
0.5%
+1.5%
Added · +68 sh
43Amgen Inc
COM
$1.5M4.2K
0.5%
+0.6%
Added · +27 sh
44Ishares TR
0-5 YR TIPS ETF
$1.4M13.8K
0.4%
−13%
Reduced · −2K sh
45Invesco Exchange Traded FD T
S&P MDCP MOMNTUM
$1.4M8.2K
0.4%
+30%
Added · +2K sh
46Ishares TR
RUS 1000 GRW ETF
$1.4M11.2K
0.4%
+299%
Added · +8K sh
47Invesco Exch Traded FD TR II
S&P 500 MOMNTM
$1.3M8.3K
0.4%
+54%
Added · +3K sh
48Invesco Exchange Traded FD T
S&P MDCP QUALITY
$1.3M11.6K
0.4%
+25%
Added · +2K sh
49Ishares Inc
CORE MSCI EMKT
$1.3M15.3K
0.4%
−1.2%
Reduced · −183 sh
50Ishares TR
EAFE SML CP ETF
$1.3M15.2K
0.4%
−4.4%
Reduced · −702 sh
Showing 50 of 139 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 11, 2026139$314.6M13F-HR
Q1 2026Mar 31, 2026May 11, 2026137$282.8M13F-HR
Q4 2025Dec 31, 2025Feb 10, 2026116$268.5M13F-HR
Q3 2025Sep 30, 2025Nov 5, 2025117$252.4M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.