TAGStone Capital, Inc. ETF holdings
Charlotte, NC
Reported $220.4M in 89 ETFs in its Form 13F for June 30, 2026.
ETF value
$220.4M
ETFs held
89
Change from prior quarter
+11.3%
With price moves
ETFs as a share of its 13F
70.1%
of $314.6M
Top 10 of 89 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $26.7M | 35,624 | +3 shares |
| VCIT | Vanguard Intermediate-Term Corporate Bond ETF | $18.9M | 228,161 | +10,369 shares |
| SPYG | State Street SPDR Portfolio S&P 500 Growth ETF | $15.7M | 131,583 | +1,902 shares |
| VCSH | Vanguard Short-Term Corporate Bond ETF | $13.6M | 172,144 | +12,475 shares |
| DUSB | Dimensional Ultrashort Fixed Income ETF | $10.6M | 209,246 | −19,013 shares |
| DFAT | Dimensional U.S. Targeted Value ETF | $7.6M | 108,877 | +4,746 shares |
| VCRM | Vanguard Core Tax-ex Bond | $7.3M | 95,674 | −1,500 shares |
| SPYV | State Street SPDR Portfolio S&P 500 Value ETF | $6.6M | 109,108 | −2,070 shares |
| IEFA | iShares Core MSCI EAFE ETF | $6.4M | 66,072 | −846 shares |
| IWP | iShares Russell Mid-Cap Growth ETF | $6.4M | 43,547 | +34 shares |
79 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001903044. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does TAGStone Capital, Inc. own?
TAGStone Capital, Inc. reported 89 ETF positions worth $220.4M in its Form 13F for June 30, 2026. The largest was IVV, at $26.7M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.