Fund Universe

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☆Goldenstone Wealth Management LLC

CIK 0002109094 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.229
AUM ($M)
153
Positions
76
Turnover
0.16
Top-10 wt
53%
Herfindahl
0.042
History (qtrs)
3
Excess Return
not eligible

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Quarter
Activity this period
Security type

Holdings · 93 positions · portfolio value $153M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆BUFR funds › FIRST TR EXCHNG TRADED FD VI ADD — 11.1% +0.9% 16.9 463,059 +50,312 2 —
☆CUSIP:45784N460 funds › INNOVATOR ETFS TRUST TRIM — 9.8% -0.6% 15.0 735,350 -25,355 2 —
☆AAPL funds › APPLE INC ADD — 5.1% +0.2% 7.8 27,052 +656 2 —
☆USFR funds › WISDOMTREE TR TRIM — 4.8% -6.2% 7.4 146,939 -154,639 2 —
☆MSFT funds › MICROSOFT CORP ADD — 4.4% -0.1% 6.7 17,856 +1,228 2 —
☆AMAT funds › APPLIED MATLS INC ADD — 4.3% +2.1% 6.6 9,195 +21 2 —
☆NVDA funds › NVIDIA CORPORATION ADD — 4.2% +0.2% 6.4 31,996 +816 2 —
☆GOOG funds › ALPHABET INC ADD — 3.5% +0.4% 5.3 14,950 +92 2 —
☆AMD funds › ADVANCED MICRO DEVICES INC TRIM — 3.3% +2.0% 5.1 8,798 -106 2 —
☆LRCX funds › LAM RESEARCH CORP TRIM — 2.9% +1.3% 4.4 10,180 -213 2 —
☆ACYN funds › FIRST TR EXCHANGE-TRADED FD NEW — 2.8% +2.8% 4.3 205,707 +205,707 1 —
☆BUFZ funds › FIRST TR EXCHNG TRADED FD VI TRIM — 2.8% -0.2% 4.2 151,750 -3,804 2 —
☆ASML funds › ASML HLDG NV ADD — 2.6% +0.7% 4.0 2,007 +8 2 —
☆AMZN funds › AMAZON COM INC ADD — 2.5% +0.2% 3.9 16,341 +617 2 —
☆BUFQ funds › FIRST TR EXCHNG TRADED FD VI TRIM — 2.1% -0.2% 3.2 81,056 -5,941 2 —
☆SDVY funds › FIRST TR EXCHANGE TRADED FD TRIM — 2.1% -0.1% 3.2 73,232 -2,652 2 —
☆META funds › META PLATFORMS INC ADD — 1.8% -0.1% 2.8 4,938 +402 2 —
☆AVGO funds › BROADCOM INC ADD — 1.7% +0.2% 2.6 6,759 +125 2 —
☆EMXC funds › ISHARES INC TRIM — 1.4% +0.2% 2.2 21,568 -376 2 —
☆IVV funds › ISHARES TR ADD — 1.4% +0.4% 2.1 2,795 +827 2 —
☆TSLA funds › TESLA INC ADD — 1.1% +0.1% 1.7 4,126 +264 2 —
☆CAT funds › CATERPILLAR INC TRIM — 1.1% +0.3% 1.7 1,577 -42 2 —
☆CUSIP:45784N874 funds › INNOVATOR ETFS TRUST TRIM — 1.0% -0.1% 1.6 50,670 -6,575 2 —
☆JPM funds › JPMORGAN CHASE & CO ADD — 1.0% +0.0% 1.6 4,858 +96 2 —
☆BOXX funds › EA SERIES TRUST ADD — 1.0% +0.8% 1.5 13,214 +10,139 2 —
☆NFLX funds › NETFLIX INC. ADD — 0.9% -0.3% 1.4 20,264 +1,919 2 —
☆WMT funds › WALMART INC TRIM — 0.8% -0.2% 1.3 11,060 -34 2 —
☆STX funds › SEAGATE TECHNOLOGY HLDNGS PL ADD — 0.8% +0.4% 1.2 1,269 +3 2 —
☆MRVL funds › MARVELL TECHNOLOGY INC ADD — 0.8% +0.5% 1.2 4,094 +15 2 —
☆JNJ funds › JOHNSON & JOHNSON TRIM — 0.7% -0.3% 1.1 4,337 -1,650 2 —
☆V funds › VISA INC ADD — 0.7% +0.1% 1.0 2,920 +187 2 —
☆GS funds › GOLDMAN SACHS GROUP INC TRIM — 0.6% +0.0% 1.0 954 -26 2 —
☆HD funds › HOME DEPOT INC ADD — 0.6% +0.0% 1.0 2,697 +114 2 —
☆MS funds › MORGAN STANLEY TRIM — 0.6% +0.1% 0.9 4,424 -107 2 —
☆COST funds › COSTCO WHOLESALE CORPORATION ADD — 0.6% -0.1% 0.9 980 +16 2 —
☆CUSIP:45784N379 funds › INNOVATOR ETFS TRUST HOLD — 0.5% -0.0% 0.8 41,700 +0 2 —
☆FNOV funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.5% -0.0% 0.8 13,960 -100 2 —
☆CRWD funds › CROWDSTRIKE HLDGS INC ADD — 0.5% +0.2% 0.8 1,044 +77 2 —
☆FJUL funds › FIRST TR EXCHNG TRADED FD VI HOLD — 0.5% -0.0% 0.8 13,115 +0 2 —
☆TSM funds › TAIWAN SEMICONDUCTOR MANUFAC TRIM — 0.5% +0.1% 0.8 1,634 -72 2 —
☆VRT funds › VERTIV HOLDINGS CO ADD — 0.5% +0.1% 0.8 2,301 +32 2 —
☆MA funds › MASTERCARD INCORPORATED ADD — 0.5% -0.0% 0.7 1,458 +104 2 —
☆ITOT funds › ISHARES TR ADD — 0.5% +0.3% 0.7 4,473 +2,612 2 —
☆ACII funds › INNOVATOR ETFS TRUST TRIM — 0.5% -0.1% 0.7 27,734 -1,438 2 —
☆FTHI funds › FIRST TR EXCHANGE TRADED FD ADD — 0.4% +0.2% 0.7 27,430 +15,843 2 —
☆KLAC funds › KLA CORP ADD — 0.4% +0.2% 0.6 2,086 +1,884 2 —
☆ARM funds › ARM HOLDINGS PLC ADD — 0.4% +0.2% 0.6 1,712 +38 2 —
☆QQQ funds › INVESCO QQQ TR TRIM — 0.4% +0.0% 0.6 813 -71 2 —
☆CUSIP:921910733 funds › VANGUARD WORLD FD HOLD — 0.4% +0.0% 0.6 4,505 +0 2 —
☆FMAR funds › FIRST TR EXCHNG TRADED FD VI HOLD — 0.3% -0.0% 0.5 9,870 +0 2 —
☆FMTM funds › EA SERIES TRUST ADD — 0.3% +0.1% 0.5 11,803 +579 2 —
☆BLK funds › BLACKROCK INC ADD — 0.3% -0.0% 0.5 532 +12 2 —
☆EPI funds › WISDOMTREE TR TRIM — 0.3% -0.0% 0.5 11,543 -193 2 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP ADD — 0.3% -0.1% 0.5 3,582 +243 2 —
☆UNH funds › UNITEDHEALTH GROUP INC TRIM — 0.3% -0.9% 0.4 1,080 -5,149 2 —
☆IJK funds › ISHARES TR TRIM — 0.3% +0.0% 0.4 3,750 -136 2 —
☆ABBV funds › ABBVIE INC ADD — 0.3% +0.0% 0.4 1,738 +86 2 —
☆XC funds › WISDOMTREE TR TRIM — 0.3% -0.0% 0.4 13,300 -1 2 —
☆IWR funds › ISHARES TR TRIM — 0.3% +0.0% 0.4 3,700 -14 2 —
☆LOW funds › LOWES COS INC ADD — 0.3% -0.0% 0.4 1,843 +135 2 —
☆SNPS funds › SYNOPSYS INC ADD — 0.3% +0.0% 0.4 898 +111 2 —
☆VXUS funds › VANGUARD STAR FDS HOLD — 0.2% -0.0% 0.4 4,106 +0 2 —
☆GEV funds › GE VERNOVA INC ADD — 0.2% +0.0% 0.3 293 +8 2 —
☆GOOGL funds › ALPHABET INC ADD — 0.2% +0.1% 0.3 956 +147 2 —
☆CVX funds › CHEVRON CORPORATION ADD — 0.2% -0.1% 0.3 1,994 +190 2 —
☆BUFD funds › FIRST TR EXCHNG TRADED FD VI HOLD — 0.2% -0.0% 0.3 10,750 +0 2 —
☆RSP funds › INVESCO EXCHANGE TRADED FD T TRIM — 0.2% -0.0% 0.3 1,430 -188 2 —
☆BAC funds › BANK OF AMER CORP TRIM — 0.2% -0.0% 0.3 4,848 -646 2 —
☆QTEC funds › FIRST TR EXCHANGE-TRADED FD NEW — 0.2% +0.2% 0.3 794 +794 1 —
☆QQQM funds › INVESCO EXCH TRADED FD TR II TRIM — 0.2% -0.1% 0.3 857 -576 2 —
☆LMT funds › LOCKHEED MARTIN CORP ADD — 0.2% -0.1% 0.2 485 +1 2 —
☆ROK funds › ROCKWELL AUTOMATION INC NEW — 0.2% +0.2% 0.2 490 +490 1 —
☆VST funds › VISTRA CORP ADD — 0.2% +0.0% 0.2 1,495 +130 2 —
☆NLR funds › VANECK ETF TRUST ADD — 0.1% -0.0% 0.2 1,917 +164 2 —
☆JEPQ funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.1% -0.0% 0.2 3,469 -464 2 —
☆DXJ funds › WISDOMTREE TR NEW — 0.1% +0.1% 0.2 1,205 +1,205 1 —
☆DIS funds › DISNEY WALT CO EXIT — 0.0% -0.3% 0.0 0 -3,892 0 —
☆NKE funds › NIKE INC EXIT — 0.0% -0.5% 0.0 0 -14,314 0 —
☆TXN funds › TEXAS INSTRS INC EXIT — 0.0% -0.2% 0.0 0 -1,342 0 —
☆CSX funds › CSX CORP EXIT — 0.0% -0.4% 0.0 0 -14,172 0 —
☆GE funds › GE AEROSPACE EXIT — 0.0% -0.2% 0.0 0 -798 0 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL EXIT — 0.0% -0.7% 0.0 0 -2,080 0 —
☆ITW funds › ILLINOIS TOOL WKS INC EXIT — 0.0% -0.5% 0.0 0 -2,850 0 —
☆PM funds › PHILIP MORRIS INTL INC EXIT — 0.0% -0.2% 0.0 0 -1,329 0 —
☆BX funds › BLACKSTONE INC EXIT — 0.0% -0.1% 0.0 0 -1,779 0 —
☆AVY funds › AVERY DENNISON CORP EXIT — 0.0% -0.2% 0.0 0 -1,335 0 —
☆MPC funds › MARATHON PETE CORP EXIT — 0.0% -0.2% 0.0 0 -1,048 0 —
☆RTX funds › RTX CORPORATION EXIT — 0.0% -0.2% 0.0 0 -1,250 0 —
☆ADP funds › AUTOMATIC DATA PROCESSING IN EXIT — 0.0% -0.2% 0.0 0 -1,425 0 —
☆HUM funds › HUMANA INC EXIT — 0.0% -0.2% 0.0 0 -1,339 0 —
☆IBM funds › INTERNATIONAL BUSINESS MACHS EXIT — 0.0% -0.2% 0.0 0 -1,000 0 —
☆JAJL funds › INNOVATOR ETFS TRUST EXIT — 0.0% -1.3% 0.0 0 -61,510 0 —
☆MRSH funds › MARSH & MCLENNAN COS INC EXIT — 0.0% -0.3% 0.0 0 -2,295 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 153 76 0.16 53% 0.042 0.229 — in
2026Q1 137 89 0.07 56% 0.047 0.404 — entered
2025Q4 134 84 0.00 58% 0.049 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status