Goldenstone Wealth Management LLC
77 holdingsFiling period: 2026-06-30Current AUM: $153.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BUFR | First TR Exchng Traded FD VI | 463.1K | $16.9M | $17.5M | 11.39% | +50.3K | 2026-06-30 |
| 2 | DDTN | Innovator ETFs Trust | 735.4K | $15.0M | $15.6M | 10.15% | -25,355 | 2026-06-30 |
| 3 | AAPL | Apple Inc | 27.1K | $7.8M | $9.2M | 5.99% | +656 | 2026-06-30 |
| 4 | USFR | WisdomTree TR | 146.9K | $7.4M | $7.4M | 4.84% | -154,639 | 2026-06-30 |
| 5 | MSFT | Microsoft Corp | 17.9K | $6.7M | $9.5M | 6.19% | +1.2K | 2026-06-30 |
| 6 | AMAT | Applied Matls Inc | 9.2K | $6.6M | $3.7M | 2.43% | +21 | 2026-06-30 |
| 7 | NVDA | NVIDIA Corporation | 32.0K | $6.4M | $6.9M | 4.52% | +816 | 2026-06-30 |
| 8 | GOOG | Alphabet Inc | 14.9K | $5.3M | $5.0M | 3.28% | +92 | 2026-06-30 |
| 9 | AMD | Advanced Micro Devices Inc | 8.8K | $5.1M | $4.7M | 3.07% | -106 | 2026-06-30 |
| 10 | LRCX | Lam Research Corp | 10.2K | $4.4M | $2.7M | 1.75% | -213 | 2026-06-30 |
| 11 | ACYN | First TR Exchange-Traded FD | 205.7K | $4.3M | $4.3M | 2.78% | -- | 2026-06-30 |
| 12 | BUFZ | First TR Exchng Traded FD VI | 151.8K | $4.2M | $4.4M | 2.84% | -3,804 | 2026-06-30 |
| 13 | — | Asml Hldg NV | 2.0K | $4.0M | $4.0M | 2.60% | +8 | 2026-06-30 |
| 14 | AMZN | Amazon.com Inc | 16.3K | $3.9M | $4.3M | 2.80% | +617 | 2026-06-30 |
| 15 | BUFQ | First TR Exchng Traded FD VI | 81.1K | $3.2M | $3.2M | 2.12% | -5,941 | 2026-06-30 |
| 16 | SDVY | First TR Exchange Traded FD | 73.2K | $3.2M | $3.1M | 2.00% | -2,652 | 2026-06-30 |
| 17 | META | Meta Platforms Inc | 4.9K | $2.8M | $3.4M | 2.23% | +402 | 2026-06-30 |
| 18 | AVGO | Broadcom Inc | 6.8K | $2.6M | $2.3M | 1.47% | +125 | 2026-06-30 |
| 19 | EMXC | iShares Inc | 21.6K | $2.2M | $2.0M | 1.31% | -376 | 2026-06-30 |
| 20 | IVV | iShares TR | 2.8K | $2.1M | $2.2M | 1.41% | +827 | 2026-06-30 |
| 21 | TSLA | Tesla Inc | 4.1K | $1.7M | $1.5M | 1.01% | +264 | 2026-06-30 |
| 22 | CAT | Caterpillar Inc | 1.6K | $1.7M | $1.1M | 0.75% | -42 | 2026-06-30 |
| 23 | NNOV | Innovator ETFs Trust | 50.7K | $1.6M | $1.6M | 1.07% | -6,575 | 2026-06-30 |
| 24 | JPM | JPMorgan Chase & Co | 4.9K | $1.6M | $1.6M | 1.06% | +96 | 2026-06-30 |
| 25 | BOXX | EA Series Trust | 13.2K | $1.5M | $1.6M | 1.02% | +10.1K | 2026-06-30 |
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