SEC Form 13F

Goldenstone Wealth Management LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-06
Reported value$152,875,803
Positions76

Largest disclosed positions

IssuerTickerClassReported valueReported amount
FIRST TR EXCHNG TRADED FD VIBUFRETF$16,915,544463,059
INNOVATOR ETFS TRUSTDDTNETF$14,994,595735,350
APPLE INCAAPLCOM$7,827,69227,052
WISDOMTREE TRUSFRETF$7,398,366146,939
MICROSOFT CORPMSFTCOM$6,660,67817,856
APPLIED MATLS INCAMATCOM$6,648,0179,195
NVIDIA CORPORATIONNVDACOM$6,402,04931,996
ALPHABET INCGOOGCAP STK CL C$5,282,15214,950
ADVANCED MICRO DEVICES INCAMDCOM$5,111,0378,798
LAM RESEARCH CORPLRCXCOM NEW$4,411,37110,180

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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