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Home > Institutional Investor > Goldenstone Wealth Management Llc > Profile

Instuitional Investor - Goldenstone Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Goldenstone Wealth Management Llc
Portfolio Value $133,661,745
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Innovator Etfs Trust - ETF
 773,445 $14,826,013 11.09%
2.
Wisdomtree Tr - ETF
 287,763 $14,480,259 10.83%
3.
First Tr Exchng Traded Fd Vi - ETF
 379,420 $12,998,916 9.73%
4.
Microsoft Corp
 MSFT 15,853 $7,666,968 5.74%
5.
Apple Inc.
 AAPL 26,371 $7,169,248 5.36%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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