Notify me when TAGStone Capital, Inc. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 116 | $268,486,224 | +$14,976,076 | -$3,347,341 | +$11,628,735 | IVV, VCIT, AMZN, DUSB, SPYG | 13F-HR | 10 Feb 2026, 16:22 |
| Q3 2025 | 117 | $252,405,108 | +$7,811,247 | -$7,345,783 | +$465,464 | IVV, VCIT, AMZN, SPYG, BRKB | 13F-HR | 05 Nov 2025, 12:10 |
| Q2 2025 | 113 | $242,371,963 | +$30,932,123 | -$6,621,984 | +$24,310,139 | IVV, VCIT, AMZN, SPYG, DUSB | 13F-HR | 11 Aug 2025, 10:39 |
| Q1 2025 | 97 | $203,287,000 | +$15,950,285 | -$11,890,333 | +$4,059,952 | IVV, VCIT, BRKB, AMZN, VCSH | 13F-HR | 05 May 2025, 12:15 |
| Q4 2024 | 92 | $203,182,000 | +$7,352,249 | -$950,142 | +$6,402,107 | IVV, VCIT, AMZN, VCSH, BRKB | 13F-HR | 11 Feb 2025, 15:40 |
| Q3 2024 | 92 | $195,737,000 | +$11,012,496 | -$1,373,317 | +$9,639,179 | IVV, VCIT, AMZN, BRKB, VCSH | 13F-HR | 08 Nov 2024, 10:13 |
| Q2 2024 | 88 | $176,367,000 | +$6,756,719 | -$1,560,488 | +$5,196,231 | IVV, VCIT, AMZN, BRKB, SPYG | 13F-HR | 13 Aug 2024, 15:06 |
| Q1 2024 | 85 | $170,776,000 | +$6,966,141 | -$227,527 | +$6,738,614 | IVV, VCIT, AMZN, BRKB, SPYG | 13F-HR | 06 May 2024, 20:55 |
| Q4 2023 | 80 | $152,975,000 | +$8,989,262 | -$5,602,467 | +$3,386,795 | IVV, VCIT, AMZN, BRKB, SPYG | 13F-HR | 12 Feb 2024, 09:18 |
| Q3 2023 | 77 | $136,007,000 | +$2,426,939 | -$1,255,371 | +$1,171,568 | IVV, VCIT, AMZN, BRKB, SPYG | 13F-HR | 08 Nov 2023, 17:52 |
| Q2 2023 | 81 | $138,704,000 | +$1,608,885 | -$3,043,154 | -$1,434,269 | IVV, VCIT, AMZN, BRKB, SPYG | 13F-HR | 10 Aug 2023, 11:21 |
| Q1 2023 | 80 | $133,622,000 | +$8,610,126 | -$1,774,513 | +$6,835,613 | VCIT, IVV, BRKB, AMZN, SPYG | 13F-HR | 11 May 2023, 11:37 |
| Q4 2022 | 71 | $121,190,000 | +$16,667,781 | -$8,345,657 | +$8,322,124 | IVV, VCIT, BRKB, SPYG, AMZN | 13F-HR | 13 Feb 2023, 11:37 |
| Q3 2022 | 70 | $107,697,000 | +$12,280,494 | -$2,686,921 | +$9,593,573 | IVV, AMZN, BRKB, SPYG, VTEB | 13F-HR | 01 Nov 2022, 16:06 |
| Q2 2022 | 71 | $104,897,000 | +$15,600,314 | -$3,205,009 | +$12,395,305 | IVV, AMZN, BRKB, SPYG, JNJ | 13F-HR | 01 Aug 2022, 12:08 |
| Q1 2022 | 70 | $118,591,000 | +$4,024,214 | -$1,040,258 | +$2,983,956 | IVV, AMZN, BRKB, SPYG, VUSB | 13F-HR | 12 May 2022, 18:10 |
| Q4 2021 | 70 | $120,266,000 | $0 | $0 | $0 | IVV, AMZN, SPYG, BRKB, VUSB | 13F-HR | 01 Feb 2022, 10:41 |