StockDriftsStockDriftsTop 50 Goldenstone Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BUFR | FIRST TR EXCHNG TRADED FD VI | 11.06% | 463.1K | $16.9M | +12.19%(+50.31K) | $33.96(+9.92%) | 2026-06-30 | |
| DDTN | INNOVATOR ETFS TRUST | 9.81% | 735.4K | $15.0M | -3.33%(-25.36K) | $19.17(+8.69%) | 2026-06-30 | |
| AAPL | APPLE INC | 5.12% | 27.1K | $7.8M | +2.49%(+656) | $263.36(+16.45%) | 2026-06-30 | |
| USFR | WISDOMTREE TR | 4.84% | 146.9K | $7.4M | -51.28%(-154.64K) | $50.30(+0.25%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 4.36% | 17.9K | $6.7M | +7.39%(+1.23K) | $488.31(+2.96%) | 2026-06-30 | |
| AMAT | APPLIED MATLS INC | 4.35% | 9.2K | $6.6M | +0.23%(+21) | $231.61(+130.36%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 4.19% | 32.0K | $6.4M | +2.62%(+816) | $186.35(+18.30%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 3.46% | 14.9K | $5.3M | +0.62%(+92) | $279.44(+25.42%) | 2026-06-30 | |
| AMD | ADVANCED MICRO DEVICES INC | 3.34% | 8.8K | $5.1M | -1.19%(-106) | $188.56(+147.15%) | 2026-06-30 | |
| LRCX | LAM RESEARCH CORP | 2.89% | 10.2K | $4.4M | -2.05%(-213) | $161.75(+94.39%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +13.08% |
| Top 20 Holdings Unweighted | — | — | — | — | +25.56% |
Goldenstone Wealth Management LLC reports $152.88M in US-listed equity holdings across 76 positions in its most recent 13F filing. Its largest disclosed positions are BUFR (11.1%), DDTN (9.8%) and AAPL (5.1%). The top 20 holdings account for 74.6% of reported assets. Its disclosed equity book has returned +13.08% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Goldenstone Wealth Management LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Goldenstone Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2109094). View Goldenstone Wealth Management LLC’s 13F filings on SEC