Institutional Fund
Flagstone Financial Management
Lincoln, NECIK 19688905 filings on record
Portfolio Value
$402.86M
Q1 2026
Holdings
71
Reported positions
New Buys
6
Opened this quarter
QoQ Change
+3.3%
from $389.91M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust26.9%
- Ishares Tr10.7%
- Spdr Index Shs Fds7.4%
- Spdr Series Trust6.8%
- Spdr Series Trust6.2%
- Vanguard Charlotte Fds5.7%
- Other36.3%
Portfolio Holdings
71 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 1.53M | $108.56M | 26.9% | +44.7K | Added |
| 2 | Ishares Tr | 809.7K | $43.09M | 10.7% | +49.5K | Added |
| 3 | Spdr Index Shs Fds | 651.1K | $29.72M | 7.4% | −6.1K | Reduced |
| 4 | Spdr Series Trust | 912.5K | $27.44M | 6.8% | +60.3K | Added |
| 5 | Spdr Series Trust | 866.5K | $24.83M | 6.2% | +44.3K | Added |
| 6 | Vanguard Charlotte Fds | 475.9K | $22.87M | 5.7% | +37.7K | Added |
| 7 | American Centy ETF Tr | 193.5K | $21.38M | 5.3% | +2.0K | Added |
| 8 | Dimensional ETF Trust | 487.8K | $16.85M | 4.2% | −5.0K | Reduced |
| 9 | American Centy ETF Tr | 134.8K | $14.98M | 3.7% | +1.0K | Added |
| 10 | American Centy ETF Tr | 146.5K | $14.63M | 3.6% | −7.7K | Reduced |
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