Goldenstone Wealth Management LLC
13F Portfolio Filings
Most recent 13F
Q1 2026
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
Q1 2026
89
137,468
INNOVATOR ETFS TRUST, USFR, BUFR, AAPL
13F-HR
5/8/2026
000210909426000003
Q4 2025
84
133,661
INNOVATOR ETFS TRUST, USFR, BUFR, MSFT
13F-HR
2/6/2026
000210909426000002