Flagstone Financial Management has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $310 Billion distributed in 53 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Equity with a value of $83.9B, Ishares Trust Ishares 5 10 Yea with a value of $34.7B, Spdr Ser Tr Fds Spdr Portfolio with a value of $24.7B, Spdr Portfolio Short Term Corp with a value of $21.8B, and Spdr Ser Tr Spdr Portfolio Int with a value of $20.3B.

Examining the 13F form we can see an increase of $9.49B in the current position value, from $301B to 310B.

Flagstone Financial Management is based out at Lincoln, NE

Below you can find more details about Flagstone Financial Management portfolio as well as his latest detailed transactions.

Portfolio value $310 Billion
ETFs: $288 Billion
Financial Services: $11.6 Billion
Technology: $5.28 Billion
Energy: $839 Million
Industrials: $773 Million
Communication Services: $684 Million
Consumer Defensive: $241 Million
Consumer Cyclical: $227 Million
Other: $205 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 53
  • Current Value $310 Billion
  • Prior Value $301 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 21, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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