Goldenstone Wealth Management LLC
•CIK: 2109094•Filing: Q4 2025
**Goldenstone Wealth Management LLC** manages $134M across a portfolio of 84 positions. The fund exhibits concentrated exposure, with top holdings including DDTN at $14.8M and USFR at $14.5M. Significant allocations are also directed toward sector leaders, notably BUFR ($13.0M) and MSFT ($7.7M). This structure suggests a tactical approach emphasizing high-conviction names within its investment mandate.
Total AUM
$133.7M
QoQ Performance
N/A
Positions
70
Top 10 Concentration
58.4%
Latest Filing
Q4 2025
Top Holdings Allocation
DDTN
USFR
BUFR
MSFT
AAPL
DDTN11.1%
USFR10.8%
BUFR9.7%
MSFT5.7%
AAPL5.4%
NVDA4.3%
GOOG3.4%
BUFZ2.8%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other55.6%
Technology25.7%
Consumer7.2%
Financial4.4%
Healthcare3.0%
Communication1.5%
Industrial1.3%
ETF1.0%