Goldenstone Wealth Management LLC

13F Portfolio Filings

Most recent 13F
Q4 2025
Location
El Dorado Hills, CA
CIK
0002109094
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2025 84 133,661 INNOVATOR ETFS TRUST, USFR, BUFR, MSFT 13F-HR 2/6/2026 000210909426000002