DOSSIER · 13F-HR · Q2 2026

Goldenstone Wealth Management LLC

$153M in tracked AUM across 76 positions as of Q2 2026.

GW
CIK 0002109094 · last filed Jun 30, 2026
Total AUM
$153M
as of Q2 2026
Holdings
76
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Goldenstone Wealth Management LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
BUFR
FIRST TR EXCHNG TRADED FD VI
$17M463K11.1%
02
DDTN
INNOVATOR ETFS TRUST
$15M735K9.8%
03
AAPL
APPLE INC
$8M27K5.1%
04
USFR
WISDOMTREE TR
$7M147K4.8%
05
MSFT
MICROSOFT CORP
$7M18K4.4%
06
AMAT
APPLIED MATLS INC
$7M9K4.3%
07
NVDA
NVIDIA CORPORATION
$6M32K4.2%
08
GOOG
ALPHABET INC
$5M15K3.5%
09
AMD
ADVANCED MICRO DEVICES INC
$5M9K3.3%
10
LRCX
LAM RESEARCH CORP
$4M10K2.9%

Filing history

2026Q2Jun 30
$153M 11.2%
76 positionsView →
2026Q1Mar 31
$137M 2.8%
89 positionsView →
2025Q4Dec 31
$134M
84 positionsView →