Portfolio (Quarterly)
Guide ↗
Goldenstone Wealth Management LLC
· CIK 0002109094| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | BUFR | FIRST TR EXCHNG TRADED FD VI | — | 463,059.0 | $16.9M | 11.06% | NEW | — | $36.53 | +2.5% |
| 2 | DDTN | INNOVATOR ETFS TRUST | — | 735,350.0 | $15.0M | 9.81% | NEW | — | $20.39 | +2.6% |
| 3 | AAPL | APPLE INC | Technology | 27,052.0 | $7.8M | 5.12% | NEW | — | $289.36 | +10.5% |
| 4 | USFR | WISDOMTREE TR | — | 146,939.0 | $7.4M | 4.84% | NEW | — | $50.35 | +0.0% |
| 5 | MSFT | MICROSOFT CORP | Technology | 17,856.0 | $6.7M | 4.36% | NEW | — | $373.02 | +37.7% |
| 6 | AMAT | APPLIED MATLS INC | Technology | 9,195.0 | $6.6M | 4.35% | NEW | — | $723.00 | -36.1% |
| 7 | NVDA | NVIDIA CORPORATION | Technology | 31,996.0 | $6.4M | 4.19% | NEW | — | $200.09 | +8.7% |
| 8 | GOOG | ALPHABET INC | — | 14,950.0 | $5.3M | 3.46% | NEW | — | $353.32 | — |
| 9 | AMD | ADVANCED MICRO DEVICES INC | Technology | 8,798.0 | $5.1M | 3.34% | NEW | — | $580.93 | -19.9% |
| 10 | LRCX | LAM RESEARCH CORP | Technology | 10,180.0 | $4.4M | 2.89% | NEW | — | $433.34 | -30.3% |
| 11 | ACYN | FIRST TR EXCHANGE-TRADED FD | — | 205,707.0 | $4.3M | 2.80% | NEW | — | $20.79 | -0.0% |
| 12 | BUFZ | FIRST TR EXCHNG TRADED FD VI | — | 151,750.0 | $4.2M | 2.77% | NEW | — | $27.93 | +1.9% |
| 13 | ASML | ASML HLDG NV | Technology | 2,007.0 | $4.0M | 2.61% | NEW | — | $1989.83 | -14.8% |
| 14 | AMZN | AMAZON COM INC | Consumer Cyclical | 16,341.0 | $3.9M | 2.55% | NEW | — | $238.35 | +11.8% |
| 15 | BUFQ | FIRST TR EXCHNG TRADED FD VI | — | 81,056.0 | $3.2M | 2.08% | NEW | — | $39.27 | +1.1% |
| 16 | SDVY | FIRST TR EXCHANGE TRADED FD | — | 73,232.0 | $3.2M | 2.07% | NEW | — | $43.14 | +1.2% |
| 17 | META | META PLATFORMS INC | Communication Services | 4,938.0 | $2.8M | 1.82% | NEW | — | $563.25 | +2.6% |
| 18 | AVGO | BROADCOM INC | Technology | 6,759.0 | $2.6M | 1.67% | NEW | — | $377.73 | -2.4% |
| 19 | EMXC | ISHARES INC | — | 21,568.0 | $2.2M | 1.44% | NEW | — | $102.30 | -4.1% |
| 20 | IVV | ISHARES TR | — | 2,795.0 | $2.1M | 1.37% | NEW | — | $748.91 | +3.2% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
64.9%
Consumer Cyclical
9.2%
Financial Services
8.7%
Communication Services
6.0%
Industrials
3.9%
Consumer Defensive
2.9%
Healthcare
2.6%
Energy
1.1%
Utilities
0.8%