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| Happy Holidays!! thanks for using AUM13F!! |
| Tagstone Capital Inc
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| CRD # | 158864 |
| SEC # | 801-121704 |
| CIK # | 0001903044 |
| AUM | $309.1 M (2025-02-26) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 704-533-8900 |
| Address | 1515 Mockingbird Lane Charlotte, NC 28209-3298 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 14.2 | ||
| Costco Wholesale Corp /NEW | 5.9 | ||
| Nvidia Corp | 3.9 | ||
| Alphabet Inc | 3.4 | ||
| Union Pacific Corp | 3.2 | ||
| Johnson & Johnson | 3.1 | ||
| American Express Co | 2.9 | ||
| TJX Companies Inc /DE/ | 2.5 | ||
| Apple Inc | 1.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.6 |
| (b) Individuals (high net worth individuals) | 37 | 256.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 51.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 211 | 309.1 |
| By Discretionary | ||
| Discretionary | 200 | 305.3 |
| Non-Discretionary | 11 | 3.8 |
| Total | 211 | 309.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 309.1 | |
| Total | 211 | 309.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001903044] |
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|---|---|---|
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Melfa Wealth Management Inc
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Split Rock Private Trading and Wealth Management LLC
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Quad City Investment Advisors LLC
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IL | 0.3 |
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Conservative Wealth Management LLC
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0.3 |