§ 13F · FUND PROFILE
Goldenstone Wealth Management LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 84Turnover · — · Q4Filed · Feb 6, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$133.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DDTN | INNOVATOR ETFS TRUST | 773K | $14.8T | 11.1% | NEW |
| 2 | USFR | WISDOMTREE TR | 288K | $14.5T | 10.8% | NEW |
| 3 | BUFR | FIRST TR EXCHNG TRADED FD VI | 379K | $13.0T | 9.7% | NEW |
| 4 | MSFT | MICROSOFT CORP | 16K | $7.7T | 5.7% | NEW |
| 5 | AAPL | APPLE INC | 26K | $7.2T | 5.4% | NEW |
| 6 | NVDA | NVIDIA CORPORATION | 31K | $5.7T | 4.3% | NEW |
| 7 | GOOG | ALPHABET INC | 15K | $4.6T | 3.4% | NEW |
| 8 | BUFZ | FIRST TR EXCHNG TRADED FD VI | 143K | $3.8T | 2.8% | NEW |
| 9 | AMZN | AMAZON COM INC | 15K | $3.5T | 2.6% | NEW |
| 10 | BUFQ | FIRST TR EXCHNG TRADED FD VI | 91K | $3.2T | 2.4% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GOLDENSTONE SIGNAL
AC read
Goldenstone Wealth Management LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed