Flagstone Financial Management

All Holdings — 2025 Q4

Portfolio Concentration Analytics: 7.6
Risk-based ENB:
Total Positions
66
Quarter
2025 Q4
Top Holding
DFUS (28.3%)
Top 10 Concentration
81.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 66
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
DFUS
DIMENSIONAL ETF...
ETF 28.27% 28.58% #1
Prev: #1
10.0 -8,675 -0.6%
P
S
1,486,333 $110,241,286 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IGIB
ISHARES TR
ETF 10.51% 10.57% #2
Prev: #2
6.2 19,716 2.7%
P
S
760,236 $40,961,549 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SPDW
SPDR INDEX SHS ...
ETF 7.49% 7.49% #3
Prev: #3
3.0 -6,344 -1.0%
P
S
657,191 $29,185,876 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SPSB
SPDR SERIES TRU...
ETF 6.60% 6.52% #4
Prev: #4
4.7 35,920 4.4%
P
S
852,175 $25,735,682 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SPTI
SPDR SERIES TRU...
ETF 6.08% 6.10% #5
Prev: #5
4.4 22,427 2.8%
P
S
822,162 $23,711,142 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BNDX
VANGUARD CHARLO...
Bond/Debt 5.43% 5.50% #6
Prev: #6
4.2 17,021 4.0%
P
S
438,274 $21,177,385 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AVUV
AMERICAN CENTY ...
ETF 5.01% 5.01% #7
Prev: #7
4.0 804 0.4%
P
S
191,469 $19,526,044 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DFEM
DIMENSIONAL ETF...
ETF 4.18% 4.27% #8
Prev: #8
1.7 -11,356 -2.3%
P
S
492,792 $16,301,562 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AVUS
AMERICAN CENTY ...
ETF 3.83% 3.79% #9
Prev: #9
3.5 1,643 1.2%
P
S
133,728 $14,948,071 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AVDV
AMERICAN CENTY ...
Bond/Debt 3.72% 3.78% #10
Prev: #10
1.5 -6,623 -4.1%
P
S
154,223 $14,492,336 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VNQ
VANGUARD INDEX ...
ETF 2.55% 2.59% #11
Prev: #11
3.0 4,667 4.3%
P
S
112,150 $9,924,110 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AVEM
AMERICAN CENTY ...
Bond/Debt 1.87% 1.91% #12
Prev: #12
0.8 -1,569 -1.6%
P
S
94,704 $7,294,082 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BRK/B
BERKSHIRE HATHA...
Financial Services 1.57% 1.63% #13
Prev: #13
0.6 -116 -0.9%
P
S
12,189 $6,126,808 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MUNI
PIMCO ETF TR
Bond/Debt 1.56% 1.36% #14
Prev: #14
2.7 17,239 17.5%
P
S
115,713 $6,064,499 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AVDE
AMERICAN CENTY ...
Bond/Debt 1.12% 1.11% #15
Prev: #15
0.4 -437 -0.8%
P
S
52,904 $4,355,011 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MUB
ISHARES TR
ETF 0.82% 0.84% #16
Prev: #16
2.3 105 0.4%
P
S
29,842 $3,196,388 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AAPL
APPLE INC
Technology 0.81% 0.81% #17
Prev: #17
0.3 -434 -3.6%
P
S
11,583 $3,148,906 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MSFT
MICROSOFT CORP
Technology 0.64% 0.72% #18
Prev: #18
0.3 -82 -1.6%
P
S
5,155 $2,493,062 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DFSU
DIMENSIONAL ETF...
ETF 0.58% 0.53% #19 2
Prev: #21
2.3 4,432 9.3%
P
S
51,893 $2,253,713 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SUSB
ISHARES TR
ETF 0.56% 0.55% #20 1
Prev: #19
2.2 3,851 4.6%
P
S
86,842 $2,191,892 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SPTM
SPDR SERIES TRU...
ETF 0.53% 0.53% #21 1
Prev: #20
0.2 -77 -0.3%
P
S
25,023 $2,064,400 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
USB
US BANCORP DEL
Financial Services 0.34% 0.31% #22 1
Prev: #23
0.1 -111 -0.5%
P
S
24,526 $1,308,718 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AVRE
AMERICAN CENTY ...
ETF 0.31% 0.31% #23 1
Prev: #24
2.1 1,450 5.4%
P
S
28,087 $1,222,635 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
JPM
JPMORGAN CHASE ...
Financial Services 0.29% 0.31% #24 2
Prev: #22
0.1 -239 -6.3%
P
S
3,542 $1,141,143 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
WFC
WELLS FARGO CO ...
Financial Services 0.28% 0.25% #25 2
Prev: #27
2.1 589 5.2%
P
S
11,846 $1,104,032 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 66 holdings

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