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CIK: 0001903044
Total reported value
$314.6M
$314.6M
117 檔
24.3%
During the Q3 2025 filing period, TAGStone Capital, Inc. (CIK: 0001903044) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $314.6M across 117 reported positions.
In Q3 2025, TAGStone Capital, Inc. displayed an active expansion posture, initiating 12 new positions and adding to 26 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 9.16% | +0.25% | +0.05% | |
| 2 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 6.34% | -0.38% | -3.98% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.55% | +0.16% | — | |
| 4 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 4.78% | +0.49% | -2.23% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.49% | -0.24% | -0.03% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 4.32% | -0.16% | +3.49% | |
| 7 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 4.16% | -0.71% | -8.30% | |
| 8 | VCRM | Vanguard Core Tax-ex Bond | ETF-Other | 2.85% | -0.26% | +85.50% | |
| 9 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 2.43% | +0.06% | +0.18% | |
| 10 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.41% | -0.11% | +1.89% | |
| 11 | DFAT | Dimensional US Target Value | ETF-Other | 2.29% | +0.12% | +1.88% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.26% | -0.11% | -0.04% | |
| 13 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.21% | -0.33% | +0.12% | |
| 14 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 2.04% | -0.13% | +0.59% | |
| 15 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.81% | -0.21% | -36.84% | |
| 16 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 1.79% | +0.12% | -0.86% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.61% | +0.42% | +0.08% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 1.57% | +0.26% | — | |
| 19 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 1.56% | — | +0.12% | |
| 20 | VTV | Vanguard Value ETF | ETF-Other | 1.49% | +0.15% | +4.25% | |
| 21 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.43% | +0.10% | +0.53% | |
| 22 | UNP | Union Pacific CORP | Stock-Industrials | 1.37% | +0.02% | +0.58% | |
| 23 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.33% | -0.08% | +0.70% | |
| 24 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.30% | +0.05% | +0.10% | |
| 25 | AXP | American Express Co | Stock-Financials | 1.28% | +0.03% | — | |
| 26 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.11% | -0.19% | +0.30% | |
| 27 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.05% | -0.19% | EXIT | |
| 28 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.97% | — | -2.49% | |
| 29 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.91% | +0.01% | +0.44% | |
| 30 | AAPL | Apple Inc | Stock-Tech | 0.79% | +0.18% | +0.01% | |
| 31 | AVGO | Broadcom Inc | Stock-Tech | 0.71% | +0.06% | -0.50% | |
| 32 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.70% | +0.03% | -5.28% | |
| 33 | OPPJ | Wisdomtree Japan Opportuniti | ETF-Other | 0.69% | -0.05% | +140.22% | |
| 34 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.68% | -0.02% | -0.15% | |
| 35 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.66% | +0.25% | +26.93% | |
| 36 | PGR | Progressive CORP | Stock-Financials | 0.63% | -0.01% | — | |
| 37 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.60% | -0.12% | — | |
| 38 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.58% | +0.06% | +4.03% | |
| 39 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.57% | +0.02% | -7.56% | |
| 40 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.55% | -0.13% | +3.08% | |
| 41 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.52% | +0.12% | +0.11% | |
| 42 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.52% | +0.02% | +0.07% | |
| 43 | MSFT | Microsoft CORP | Stock-Tech | 0.48% | -0.06% | +0.13% | |
| 44 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.48% | -0.04% | -6.72% | |
| 45 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.47% | -0.07% | -4.54% | |
| 46 | AMGN | Amgen Inc | Stock-Healthcare | 0.46% | -0.04% | +0.79% | |
| 47 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 0.45% | -0.03% | -21.92% | |
| 48 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.43% | +0.01% | +0.44% | |
| 49 | DFAR | Dimensional US Real Est ETF | ETF-Other | 0.42% | -0.09% | -2.27% | |
| 50 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.41% | +0.02% | -12.08% |
According to official SEC Form 13F filings, TAGStone Capital, Inc. reported a total U.S. public equity portfolio value of $314.6M across 117 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, VCIT, AMZN) accounted for 24.3% of total reported equity market value during Q3 2025.
Top New Position Initiated
VCRM
市值: $7.2M
Top Position Liquidated / Trimmed
KMX
前期市值: $339.0K
During Q3 2025, TAGStone Capital, Inc.'s top holdings by market value included IVV (9.2%)、VCIT (6.3%)、AMZN (5.5%). The largest single position, IVV, represented 9.2% of total portfolio value.
In Q3 2025, TAGStone Capital, Inc. made 49 total portfolio adjustments, initiating 12 new buys, adding to 26 positions, trimming 10 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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