Goldenstone Wealth Management LLC - Portfolio overview

Goldenstone Wealth Management LLC has 88 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. USFR - WISDOMTREE TR, 11.11%
2. DDTN - INNOVATOR ETFS TRUST, 10.42%
3. BUFR - FIRST TR EXCHNG TRADED FD VI, 10.20%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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