Goldenstone Wealth Management LLC: 13F holdings
CIK 21090942026Q2
| Positions | 76 |
|---|---|
| Reported value | $152.9m |
| Filed | 2026-08-05 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| BUFR FIRST TR EXCHNG TRADED FD VI | 463,059 | $16.9m | 11.1% |
| INNOVATOR ETFS TRUST | 735,350 | $15.0m | 9.8% |
| AAPL APPLE INC | 27,052 | $7.8m | 5.1% |
| USFR WISDOMTREE TR | 146,939 | $7.4m | 4.8% |
| MSFT MICROSOFT CORP | 17,856 | $6.7m | 4.4% |
| AMAT APPLIED MATLS INC | 9,195 | $6.6m | 4.3% |
| NVDA NVIDIA CORPORATION | 31,996 | $6.4m | 4.2% |
| GOOG ALPHABET INC | 14,950 | $5.3m | 3.5% |
| AMD ADVANCED MICRO DEVICES INC | 8,798 | $5.1m | 3.3% |
| LRCX LAM RESEARCH CORP | 10,180 | $4.4m | 2.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2109094")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.