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Tagstone Capital, Inc.
TAGStone Capital, Inc. is a fee-only registered investment advisor headquartered in Charlotte, North Carolina. The firm is independently owned and operated, acting as a fiduciary and providing investment advisory services to successful entrepreneurs, individuals, families, and businesses. Founded to focus on client-centric, independent, and conflict-free advice, TAGStone customizes investment strategies and also assists in areas such as estate planning and tax planning. As of early 2025, the firm reports one employee and serves high-net-worth clients, retirement plans, and businesses, with a focus on building lasting partnerships.
Investment Strategy
TAGStone Capital employs a client-focused, fee-only investment approach, meaning its sole compensation comes from clients rather than commissions or referral fees, minimizing conflicts of interest. The firm constructs customized investment management solutions tailored to each client's goals by employing strategic asset allocation, individually managing fixed income and equity securities, and integrating services such as estate, tax, asset protection, and charitable planning. TAGStone leverages global relationships with leading financial institutions to provide diversified, long-term solutions aligned with clients' financial and personal objectives.
Latest 13F Filing Activity
Tagstone Capital, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 111 equity positions with a total 13F market value of $242M. The fund increased holdings in Dimensional Etf Trust, Ishares TR, SPDR Ser TR among other positions. Tagstone Capital, Inc. reduced exposure to Berkshire Hathaway Inc. Del, Ishares U S Etf TR, Vanguard Wellington FD among others.
Top Holdings
Equity Positions (111)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 9.12% | $22.1M | 34,536 | $475.39 | $620.90 | +$2.7M |
V VCIT | VANGUARD SCOTTSDALE FDS | 6.78% | $16.4M | 198,243 | $78.89 | $82.92 | -$544.6K |
A AMZN | AMAZON COM INC | 5.86% | $14.2M | 63,764 | $165.78 | $219.39 | +$2.4M |
S SPYG | SPDR SER TR | 4.84% | $11.7M | 118,188 | $72.24 | $95.32 | +$2.5M |
D DUSB | DIMENSIONAL ETF TRUST | 4.72% | $11.4M | 225,384 | $50.75 | $50.75 | +$8.8M |
Industry Allocation
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