TAGStone Capital, Inc.
Annual return '25
+14.1%
SPY '25
+17.7%
Alpha
-3.6ptsvs SPY
Invested
$282.8M
Holdings
137
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 95%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVV
ISHARES TR
Q1 2026: Increased +20.0% (11.9k → 14.3k shares)
8.2%
02
$VCIT
VANGUARD SCOTTSDALE FDS
Held since at least Q1 2024
6.4%
03
$AMZN
AMAZON COM INC
Q4 2025: New position (30.9k shares)
4.9%
04
$SPYG
SPDR SER TR
Held since at least Q1 2024
4.5%
05
$VCSH
VANGUARD SCOTTSDALE FDS
Held since at least Q1 2024
4.5%
06
$DUSB
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
4.1%
07
$BRK/B
BERKSHIRE HATHAWAY INC DEL
Q4 2025: New position (4.9k shares)
4.0%
08
$VCRM
VANGUARD MUN BD FDS
Held since at least Q1 2024
2.6%
09
$DFAT
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
2.3%
10
$SPYV
SPDR SER TR
Held since at least Q1 2024
2.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 16:26 UTC.