Goldenstone Wealth Management
Goldenstone Wealth Management reported 76 stocks worth $153M in its 13F filing for Q2 2026, filed Aug 5, 2026. Its largest holdings are BUFR (11.1%), DDTN (9.8%) and AAPL (5.1%). Compared with Q1 2026, the fund opened new positions in ACYN, QTEC and ROK, added to BUFR, AAPL and MSFT, trimmed DDTN, USFR and AMD and sold out of JAJL, BRK.B and NKE.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 3 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  BUFR First Trust | $16.9M | 11.1% | 463K | +50K (+12%) | 3 of 3 | |
| 2 |  DDTN Innovator Etfs Trust | $15M | 9.8% | 735K | −25K (−3%) | 3 of 3 | |
| 3 |  AAPL Apple Inc | $7.8M | 5.1% | 27K | +656 (+2%) | 3 of 3 | |
| 4 |  USFR Wisdomtree TR | $7.4M | 4.8% | 147K | −155K (−51%) | 3 of 3 | |
| 5 |  MSFT Microsoft Corp | $6.7M | 4.4% | 18K | +1,228 (+7%) | 3 of 3 | |
| 6 |  AMAT Applied Matls Inc | $6.6M | 4.3% | 9,195 | +21 (+0%) | 3 of 3 | |
| 7 |  NVDA Nvidia Corporation | $6.4M | 4.2% | 32K | +816 (+3%) | 3 of 3 | |
| 8 |  GOOG Alphabet Inc | $5.3M | 3.5% | 15K | +92 (+1%) | 3 of 3 | |
| 9 |  AMD Advanced Micro Devices Inc | $5.1M | 3.3% | 8,798 | −106 (−1%) | 3 of 3 | |
| 10 |  LRCX Lam Research Corp | $4.4M | 2.9% | 10K | −213 (−2%) | 3 of 3 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 JAJL Innovator Etfs Trust | $1.8M | 62K |
 BRK.B Berkshire Hathaway Inc Del | $997K | 2,080 |
 NKE Nike Inc | $756K | 14K |
 ITW Illinois Tool Wks Inc | $742K | 2,850 |
 CSX Csx Corp | $582K | 14K |
🔒 Free account: see all 17.
Reported value
last 3 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 5, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Goldenstone Wealth Management 13F FAQ
What does Goldenstone Wealth Management own?
Goldenstone Wealth Management reported 76 stocks worth $153M in its 13F filing for Q2 2026, filed Aug 5, 2026. Its largest holdings are BUFR (11.1%), DDTN (9.8%) and AAPL (5.1%). The table above lists every position in the filing (the top 10 without an account).
What did Goldenstone Wealth Management buy and sell in Q2 2026?
Compared with Q1 2026: 4 new positions, 39 added to, 26 trimmed and 17 sold out. New positions include ACYN, QTEC and ROK. It sold all of JAJL, BRK.B and NKE.
When will Goldenstone Wealth Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Goldenstone Wealth Management's portfolio worth?
The Q2 2026 filing reports $153M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.