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Flagstone Financial Management

CIK:0001968890
Investment Adviser
$134M AUM
59 holdings
Lincoln, NE, United States
Founded:2022
6 employees
Latest filing:Jun 30, 2025

Flagstone Financial Management is an SEC-registered, fee-only investment adviser headquartered in Lincoln, Nebraska. The firm provides comprehensive financial planning and investment management services, with a focus on clients nearing retirement, high-earning professionals, and women in transition. As a fiduciary, Flagstone operates without commissions, striving to minimize conflicts of interest and prioritizing clients' best interests. Founded by financial planning professionals, the firm’s mission is to empower clients to pursue their financial goals and navigate significant life transitions through education and objective advice. The firm primarily serves individuals and families, with a team size estimated to be under 10 employees.

Investment Strategy

Flagstone Financial Management employs a client-centric investment strategy, aligning customized portfolios to each client's unique goals, risk tolerance, and timeline. As a fee-only adviser, the firm does not accept commissions, which underpins its fiduciary commitment. Investment management focuses on evidence-based strategies designed to build wealth prudently over time, using diversified asset allocation principles. Their approach also integrates comprehensive financial planning, aiming to help clients navigate major life transitions, prepare for retirement, and pursue long-term financial independence. Education and transparency are core, with clients supported in understanding their investment choices and the rationale behind portfolio construction.

Latest 13F Filing Activity

Flagstone Financial Management filed their most recent 13F report on Jun 30, 2025 disclosing 58 equity positions with a total 13F market value of $349M. The fund increased holdings in Dimensional Etf Trust, Ishares TR, SPDR Index SHS FDS among other positions. Flagstone Financial Management reduced exposure to Berkshire Hathaway Inc. Del, Apple Inc., Eli Lilly & Co. among others.

Top Buys
D
DFUSDIMENSIONAL ETF TRUST
+$14.4M
I
IGIBISHARES TR
+$3.0M
S
SPDWSPDR INDEX SHS FDS
+$2.0M
A
AVUSAMERICAN CENTY ETF TR
+$1.8M
B
BNDXVANGUARD CHARLOTTE FDS
+$1.7M
Top Sells
B
BRK-ABERKSHIRE HATHAWAY INC DEL
-$868.1K
A
AAPLAPPLE INC
-$231.8K
L
LLYELI LILLY & CO
-$204.8K
V
VTIVANGUARD INDEX FDS
-$134.8K
X
XOMEXXON MOBIL CORP
-$119.0K

Top Holdings

D
DFUSDIMENSIONAL ETF TRUST
+28.2%$98.3M
I
IGIBISHARES TR
+10.8%$37.7M
S
SPDWSPDR INDEX SHS FDS
+7.6%$26.6M
S
SPSBSPDR SERIES TRUST
+6.7%$23.3M
S
SPTISPDR SERIES TRUST
+6.3%$21.9M

Equity Positions (58)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
DIMENSIONAL ETF TRUST28.18%$98.3M1,466,921$45.81$67.02+$14.4M
ISHARES TR10.80%$37.7M706,836$51.37$53.29+$3.0M
SPDR INDEX SHS FDS7.64%$26.6M658,015$30.75$40.49+$2.0M
SPDR SERIES TRUST6.68%$23.3M772,023$29.50$30.19+$1.5M
SPDR SERIES TRUST6.27%$21.9M760,390$28.30$28.77+$1.6M

Industry Allocation

FIRE, MARINE & CASUALTY INSURANCE
+2.0%
NATIONAL COMMERCIAL BANKS
+0.9%
ELECTRONIC COMPUTERS
+0.8%
SERVICES-PREPACKAGED SOFTWARE
+0.8%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+0.4%