account_balance
Investment manager · 13F filer · SEC CIK 2109094
Goldenstone Wealth Management LLC
Reported value$157Mas of Sep 30, 2026
Positions78 3 new, 1 sold out
Top 10 weight55.1%BUFR alone is 12%
FiledNov 435 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
BUFRFirst Tr Exchng Traded Fd Vi
12.4%Added +12%
DDTNInnovator Etfs Trust
9.5%Trimmed −4%
MSFTMicrosoft Corp
5.9%
AAPLApple Inc.
5.7%
NVDANVIDIA Corp
4.7%
ACYNFirst Tr Exchange-Traded Fd
4.1%Added +52%
AMDAdvanced Micro Devices Inc
3.4%
GOOGAlphabet Inc.
3.4%Added +4%
USFRWisdomtree Tr
3.0%−36%
AMATApplied Materials Inc
3.0%
BUFZFirst Tr Exchng Traded Fd Vi
2.8%
AMZNAmazon.com Inc
2.6%
BUFRFirst Tr Exchng Traded Fd Vi
12.4%Added +12%
DDTNInnovator Etfs Trust
9.5%Trimmed −4%
MSFTMicrosoft Corp
5.9%
AAPLApple Inc.
5.7%
NVDANVIDIA Corp
4.7%
ACYNFirst Tr Exchange-Traded Fd
4.1%
AMDAdvanced Micro Devices Inc
3.4%
GOOGAlphabet Inc.
3.4%
USFR3.0%
AMAT3.0%BUFZ2.8%
AMZN2.6%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
BUFR First Tr Exchng Traded Fd Vi 12.4% Added +12%
DDTN Innovator Etfs Trust 9.5% Trimmed −4%
MSFT Microsoft Corp 5.9% HeldAAPL Apple Inc. 5.7% HeldNVDA NVIDIA Corp 4.7% HeldACYN First Tr Exchange-Traded Fd 4.1% Added +52%
AMD Advanced Micro Devices Inc 3.4% HeldGOOG Alphabet Inc. 3.4% Added +4%USFR Wisdomtree Tr 3.0% Trimmed −36%
AMAT Applied Materials Inc 3.0% HeldBUFZ First Tr Exchng Traded Fd Vi 2.8% Held
AMZN Amazon.com Inc 2.6% HeldWhat changed
Biggest moves since Jun 30, 2026
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