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CIK: 0002109094
Total reported value
$152.9M
$152.9M
84 檔
37.4%
During the Q4 2025 filing period, Goldenstone Wealth Management LLC (CIK: 0002109094) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $152.9M across 84 reported positions.
During Q4 2025, Goldenstone Wealth Management LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DDTN | Invtr Eq Dd 10 Buf ETF Nov | ETF-Other | 11.09% | -0.55% | — | |
| 2 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 10.83% | -6.20% | — | |
| 3 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 9.73% | +0.92% | — | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 5.74% | -0.12% | — | |
| 5 | AAPL | Apple Inc | Stock-Tech | 5.36% | +0.25% | — | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 4.29% | +0.23% | — | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.45% | +0.36% | — | |
| 8 | BUFZ | Ft Vest Laddered Moderate Bu | ETF-Other | 2.84% | -0.20% | — | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.60% | +0.17% | — | |
| 10 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | ETF-Other | 2.43% | -0.16% | — | |
| 11 | SDVY | First Trust Smid Cap Rising | ETF-Other | 2.28% | -0.11% | — | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.20% | -0.07% | — | |
| 13 | AMAT | Applied Materials Inc | Stock-Tech | 1.76% | +2.07% | — | |
| 14 | AVGO | Broadcom Inc | Stock-Tech | 1.64% | +0.18% | — | |
| 15 | ASML | ASML Holding N.V. | Stock-Tech | 1.60% | +0.69% | — | |
| 16 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.54% | -0.94% | — | |
| 17 | AMD | Advanced Micro Devices | Stock-Tech | 1.39% | +2.02% | — | |
| 18 | NNOV | Innovator G-100 Pb ETF - Nov | ETF-Other | 1.34% | -0.12% | — | |
| 19 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.27% | +0.10% | — | |
| 20 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.18% | +0.18% | — | |
| 21 | NFLX | Netflix Inc | Stock-Comm Services | 1.15% | -0.33% | — | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.13% | +0.02% | — | |
| 23 | LRCX | Lam Research CORP | Stock-Tech | 1.02% | +1.27% | — | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.01% | +0.43% | — | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.93% | -0.34% | — | |
| 26 | WMT | Walmart Inc | Stock-Consumer Staples | 0.93% | -0.18% | — | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.78% | -0.73% | EXIT | |
| 28 | CAT | Caterpillar Inc | Stock-Industrials | 0.72% | +0.27% | — | |
| 29 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.68% | -0.55% | EXIT | |
| 30 | V | Visa Inc-class A Shares | Stock-Financials | 0.68% | +0.06% | — | |
| 31 | HD | Home Depot Inc | Stock-Consumer Disc | 0.66% | — | — | |
| 32 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.65% | +0.03% | — | |
| 33 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.62% | -0.10% | — | |
| 34 | MS | Morgan Stanley | Stock-Financials | 0.59% | +0.06% | — | |
| 35 | FNOV | Ft Vest US Equity Buffer ETF | ETF-Other | 0.58% | -0.02% | — | |
| 36 | FJUL | Ft Vest US Equity Buffer ETF | ETF-Other | 0.55% | -0.01% | — | |
| 37 | MA | Mastercard Inc - A | Stock-Financials | 0.55% | — | — | |
| 38 | ITW | Illinois Tool Works | Stock-Industrials | 0.53% | -0.54% | EXIT | |
| 39 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.41% | +0.02% | — | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.41% | +0.02% | — | |
| 41 | BLK | Blackrock Inc | Stock-Financials | 0.40% | -0.03% | — | |
| 42 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.39% | +0.09% | — | |
| 43 | EPI | Wisdomtree India Earnings | ETF-Other | 0.39% | -0.03% | — | |
| 44 | CSX | Csx CORP | Stock-Industrials | 0.38% | -0.42% | EXIT | |
| 45 | FMAR | Ft Vest US Equity Buffer ETF | ETF-Other | 0.36% | -0.01% | — | |
| 46 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.33% | -0.27% | EXIT | |
| 47 | XC | Wisdomtree True Emerging Mar | ETF-Emerging Markets | 0.32% | -0.02% | — | |
| 48 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.32% | -0.29% | EXIT | |
| 49 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.31% | -0.02% | — | |
| 50 | XOM | Exxon Mobil CORP | Stock-Energy | 0.30% | -0.09% | — |
According to official SEC Form 13F filings, Goldenstone Wealth Management LLC reported a total U.S. public equity portfolio value of $152.9M across 84 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DDTN, USFR, BUFR) accounted for 37.4% of total reported equity market value during Q4 2025.
During Q4 2025, Goldenstone Wealth Management LLC's top holdings by market value included DDTN (11.1%)、USFR (10.8%)、BUFR (9.7%). The largest single position, DDTN, represented 11.1% of total portfolio value.
In Q4 2025, Goldenstone Wealth Management LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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