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Flagstone Financial Management

Portfolio Manager
Flagstone Financial Management
Performance
-0.69% (2026 Q1)
AUM (13F)
$402.86M
# of Holdings
71
Performance Rank
Allocation (Top 20)
92.71%

Flagstone Financial Management Holdings Map

Top 50 Flagstone Financial Management Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
DFUS
DIMENSIONAL ETF TRUST
26.95%1.53M$108.6M
+3.01%(+44.67K)
2025-Q1: 1.39M shares2025-Q2: 1.47M shares2025-Q3: 1.50M shares2025-Q4: 1.49M shares2026-Q1: 1.53M shares
$45.78(+76.33%)
2026-03-31
IGIB
ISHARES TR
10.7%809.7K$43.1M
+6.51%(+49.51K)
2025-Q1: 660.6K shares2025-Q2: 706.8K shares2025-Q3: 740.5K shares2025-Q4: 760.2K shares2026-Q1: 809.7K shares
$52.10(+1.89%)
2026-03-31
SPDW
SPDR INDEX SHS FDS
7.38%651.1K$29.7M
-0.92%(-6.06K)
2025-Q1: 677.3K shares2025-Q2: 658.0K shares2025-Q3: 663.5K shares2025-Q4: 657.2K shares2026-Q1: 651.1K shares
$29.34(+71.36%)
2026-03-31
SPSB
SPDR SERIES TRUST
6.81%912.5K$27.4M
+7.07%(+60.28K)
2025-Q1: 725.8K shares2025-Q2: 772.0K shares2025-Q3: 816.3K shares2025-Q4: 852.2K shares2026-Q1: 912.5K shares
$29.56(+1.49%)
2026-03-31
SPTI
SPDR SERIES TRUST
6.16%866.5K$24.8M
+5.39%(+44.31K)
2025-Q1: 710.5K shares2025-Q2: 760.4K shares2025-Q3: 799.7K shares2025-Q4: 822.2K shares2026-Q1: 866.5K shares
$28.34(+0.18%)
2026-03-31
BNDX
VANGUARD CHARLOTTE FDS
5.68%475.9K$22.9M
+8.59%(+37.66K)
2025-Q1: 365.6K shares2025-Q2: 395.8K shares2025-Q3: 421.3K shares2025-Q4: 438.3K shares2026-Q1: 475.9K shares
$48.26(-0.74%)
2026-03-31
AVUV
AMERICAN CENTY ETF TR
5.31%193.5K$21.4M
+1.06%(+2.04K)
2025-Q1: 172.8K shares2025-Q2: 184.2K shares2025-Q3: 190.7K shares2025-Q4: 191.5K shares2026-Q1: 193.5K shares
$76.67(+53.65%)
2026-03-31
DFEM
DIMENSIONAL ETF TRUST
4.18%487.8K$16.9M
-1.02%(-5.01K)
2025-Q1: 521.6K shares2025-Q2: 508.6K shares2025-Q3: 504.1K shares2025-Q4: 492.8K shares2026-Q1: 487.8K shares
$24.60(+64.27%)
2026-03-31
AVUS
AMERICAN CENTY ETF TR
3.72%134.8K$15.0M
+0.78%(+1.04K)
2025-Q1: 123.9K shares2025-Q2: 131.1K shares2025-Q3: 132.1K shares2025-Q4: 133.7K shares2026-Q1: 134.8K shares
$71.31(+75.40%)
2026-03-31
AVDV
AMERICAN CENTY ETF TR
3.63%146.5K$14.6M
-5.02%(-7.74K)
2025-Q1: 166.8K shares2025-Q2: 163.2K shares2025-Q3: 160.8K shares2025-Q4: 154.2K shares2026-Q1: 146.5K shares
$53.81(+104.56%)
2026-03-31

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