Goldenstone Wealth Management LLC - Q12026 Holdings

Goldenstone Wealth Management LLC holds 89 stocks with a total portfolio value of $ 137.47M as of Q12026. In Q12026, Goldenstone Wealth Management LLC added 8 new positions, increased stakes in 47 stocks, reduced 17 holdings, and fully exited 3 positions. The largest holding is Wisdomtree Tr (USFR), representing 11.04% of the total portfolio.