Flagstone Financial Management - Portfolio overview
Flagstone Financial Management has 72 reported holdings in this dataset, with the latest filing dated 2026-04-27.
Its largest classified asset exposures are funds and stocks.
Its largest classified sector exposures are Financial Services and Technology.
Largest reported holdings by portfolio allocation
- DFUS - DIMENSIONAL ETF TRUST, 26.93%
- IGIB - ISHARES TR, 10.69%
- SPDW - SPDR INDEX SHS FDS, 7.37%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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