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TAGStone Capital, Inc.
RIA/Wealth
TAGStone Capital, Inc. is a RIA/Wealth based in Richmond, VA led by William Reid Culp, reporting $309.1M in AUM as of Q3 2025 with 69% ETF concentration and minimal technology exposure.
PresidentWilliam Reid Culp
- Portfolio Value
- $244.8M
- Positions
- 115
- Top Holding
- IVV at 9.45%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in TAGStone Capital, Inc.'s portfolio (47.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $23.1M | 9.45% | +$10.7K Bought | — 34.6K shares | |
ETF ETF | $16.0M | 6.54% | -$663.3K Sold | — 190.4K shares | |
Specialty Retail Consumer Cyclical | $14.0M | 5.72% | — | 0.00% 63.8K shares | |
ETF ETF | $12.1M | 4.93% | -$275.9K Sold | — 115.5K shares | |
Insurance - Diversified Financial Services | $11.3M | 4.63% | -$3.5K Sold | 0.00% 22.5K shares | |
ETF ETF | $10.9M | 4.45% | +$367.5K Bought | — 136.4K shares | |
ETF ETF | $10.5M | 4.29% | -$950.4K Sold | — 206.7K shares | |
ETF ETF | $6.1M | 2.51% | +$11.3K Bought | — 43.1K shares | |
ETF ETF | $6.1M | 2.48% | +$112.5K Bought | — 109.9K shares | |
ETF ETF | $5.8M | 2.36% | +$106.8K Bought | — 99.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in TAGStone Capital, Inc.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
-52.24% | |
-36.84% |
Analytics
Portfolio insights and performance metrics for TAGStone Capital, Inc.
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