Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Goldenstone Wealth Management LLC (CIK 2109094) reported $152.9M across 76 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: BUFR ($16.9M, 11.06%), DDTN ($15.0M, 9.81%), AAPL ($7.8M, 5.12%), USFR ($7.4M, 4.84%), MSFT ($6.7M, 4.36%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BUFR | FIRST TR EXCHNG TRADED FD VI | $16.9M | 11.06% | 463,059 | Added |
| 2 | DDTN | INNOVATOR ETFS TRUST | $15.0M | 9.81% | 735,350 | Trimmed |
| 3 | AAPL | APPLE INC | $7.8M | 5.12% | 27,052 | Added |
| 4 | USFR | WISDOMTREE TR | $7.4M | 4.84% | 146,939 | Trimmed |
| 5 | MSFT | MICROSOFT CORP | $6.7M | 4.36% | 17,856 | Added |
| 6 | AMAT | APPLIED MATLS INC | $6.6M | 4.35% | 9,195 | Added |
| 7 | NVDA | NVIDIA CORPORATION | $6.4M | 4.19% | 31,996 | Added |
| 8 | GOOG | ALPHABET INC | $5.3M | 3.46% | 14,950 | Added |
| 9 | AMD | ADVANCED MICRO DEVICES INC | $5.1M | 3.34% | 8,798 | Trimmed |
| 10 | LRCX | LAM RESEARCH CORP | $4.4M | 2.89% | 10,180 | Trimmed |
| 11 | ACYN | FIRST TR EXCHANGE-TRADED FD | $4.3M | 2.80% | 205,707 | New |
| 12 | BUFZ | FIRST TR EXCHNG TRADED FD VI | $4.2M | 2.77% | 151,750 | Trimmed |
| 13 | ASML | ASML HLDG NV | $4.0M | 2.61% | 2,007 | Added |
| 14 | AMZN | AMAZON COM INC | $3.9M | 2.55% | 16,341 | Added |
| 15 | BUFQ | FIRST TR EXCHNG TRADED FD VI | $3.2M | 2.08% | 81,056 | Trimmed |
| 16 | SDVY | FIRST TR EXCHANGE TRADED FD | $3.2M | 2.07% | 73,232 | Trimmed |
| 17 | META | META PLATFORMS INC | $2.8M | 1.82% | 4,938 | Added |
| 18 | AVGO | BROADCOM INC | $2.6M | 1.67% | 6,759 | Added |
| 19 | EMXC | ISHARES INC | $2.2M | 1.44% | 21,568 | Trimmed |
| 20 | IVV | ISHARES TR | $2.1M | 1.37% | 2,795 | Added |
| 21 | TSLA | TESLA INC | $1.7M | 1.14% | 4,126 | Added |
| 22 | CAT | CATERPILLAR INC | $1.7M | 1.10% | 1,577 | Trimmed |
| 23 | JPM | JPMORGAN CHASE & CO | $1.6M | 1.04% | 4,858 | Added |
| 24 | NNOV | INNOVATOR ETFS TRUST | $1.6M | 1.04% | 50,670 | Trimmed |
| 25 | BOXX | EA SERIES TRUST | $1.5M | 1.01% | 13,214 | Added |
Source: SEC Form 13F filings · as of 2026-06-30