§ 13F · FUND PROFILE
Goldenstone Wealth Management LLC.
AUM · $153M (13F)Positions · 76Turnover · n/a · Q2Filed · Aug 5, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$5M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | BUFR | FIRST TR EXCHNG TRADED FD VI | 463K | $17M | 11.1% | +12% |
| 2 | DDTN | INNOVATOR ETFS TRUST | 735K | $15M | 9.8% | −3% |
| 3 | AAPL | APPLE INC | 27K | $8M | 5.1% | +2% |
| 4 | USFR | WISDOMTREE TR | 147K | $7M | 4.8% | −51% |
| 5 | MSFT | MICROSOFT CORP | 18K | $7M | 4.4% | +7% |
| 6 | AMAT | APPLIED MATLS INC | 9K | $7M | 4.3% | ±0% |
| 7 | NVDA | NVIDIA CORPORATION | 32K | $6M | 4.2% | +3% |
| 8 | GOOG | ALPHABET INC | 15K | $5M | 3.5% | +1% |
| 9 | AMD | ADVANCED MICRO DEVICES INC | 9K | $5M | 3.3% | −1% |
| 10 | LRCX | LAM RESEARCH CORP | 10K | $4M | 2.9% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GOLDENSTONE SIGNAL
AC read
Goldenstone Wealth Management LLC is a Other fund managing $153 million in assets. The fund runs a portfolio of 76 positions.
Read the full dossier →