StockDriftsStockDriftsTop 50 Flagstone Financial Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFUS | DIMENSIONAL ETF TRUST | 28.5% | 1.56M | $127.4M | +1.59%(+24.36K) | $46.24(+82.99%) | 2026-06-30 | |
| IGIB | ISHARES TR | 10.03% | 843.5K | $44.8M | +4.17%(+33.75K) | $52.13(+0.28%) | 2026-06-30 | |
| SPDW | SPDR INDEX SHS FDS | 7.47% | 662.9K | $33.4M | +1.81%(+11.78K) | $29.65(+74.43%) | 2026-06-30 | |
| SPSB | SPDR SERIES TRUST | 6.31% | 940.7K | $28.2M | +3.10%(+28.26K) | $29.57(+1.12%) | 2026-06-30 | |
| SPTI | SPDR SERIES TRUST | 5.75% | 905.5K | $25.7M | +4.50%(+38.98K) | $28.35(-0.88%) | 2026-06-30 | |
| AVUV | AMERICAN CENTY ETF TR | 5.45% | 195.3K | $24.4M | +0.94%(+1.82K) | $77.05(+65.45%) | 2026-06-30 | |
| BNDX | VANGUARD CHARLOTTE FDS | 5.38% | 496.4K | $24.0M | +4.29%(+20.42K) | $48.25(-0.86%) | 2026-06-30 | |
| DFEM | DIMENSIONAL ETF TRUST | 4.34% | 477.4K | $19.4M | -2.13%(-10.40K) | $24.60(+60.20%) | 2026-06-30 | |
| AVUS | AMERICAN CENTY ETF TR | 3.79% | 132.2K | $16.9M | -1.89%(-2.55K) | $71.31(+84.38%) | 2026-06-30 | |
| AVDV | AMERICAN CENTY ETF TR | 3.42% | 148.3K | $15.3M | +1.24%(+1.82K) | $54.37(+101.92%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.92% | +40.20% | — | — | +49.85% |
| Top 20 Holdings Unweighted | +12.05% | +40.69% | — | — | +47.98% |
Flagstone Financial Management reports $447.16M in US-listed equity holdings across 77 positions in its most recent 13F filing. Its largest disclosed positions are DFUS (28.5%), IGIB (10.0%) and SPDW (7.5%). The top 20 holdings account for 92.6% of reported assets. Its disclosed equity book has returned +40.20% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Flagstone Financial Management’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1968890). View Flagstone Financial Management’s 13F filings on SEC