On November 9, 2026, TAGStone Capital, Inc. filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities holdings as of September 30, 2026. The report lists William Reid Culp III, the President of the firm, as the authorized signatory. The filing indicates that the firm held 142 equity securities at the end of the reporting period.
The information table provided in the filing details a portfolio consisting of 142 positions. The largest holding reported is the iShares Core S&P 500 ETF, with a reported value of $46,428,720,000 and 35,908 shares. Other significant positions include the Vanguard Short-Term Corporate Bond ETF, valued at $16,054,418,000 with 207,824 shares, and the SPDR S&P 500 Growth ETF, valued at $16,850,853,000 with 136,910 shares.
The portfolio also includes substantial positions in individual companies. Amazon.com Inc. is listed with a value of $16,647,418,000 and 66,817 shares. The Vanguard Short-Term Corporate Bond ETF is followed by the Dimensional ETF Trust Ultra Fixed Income ETF, valued at $13,300,809,000 with 263,435 shares, and Berkshire Hathaway Inc. Class B, valued at $11,868,023,000 with 23,834 shares.
The filing continues to list a diverse range of holdings, including other ETFs such as the iShares Core MSCI EAFE ETF and the iShares Russell Mid-Cap Growth ETF, as well as individual equities like Alphabet Inc. Class A, Johnson & Johnson, and NVIDIA Corporation. The total number of securities listed in the filing is 142.
