Goldenstone Wealth Management LLC ETF holdings
El Dorado Hills, CA
Reported $72.3M in 33 ETFs in its Form 13F for June 30, 2026.
ETF value
$72.3M
ETFs held
33
Change from prior quarter
+4.7%
With price moves
ETFs as a share of its 13F
47.3%
of $152.9M
Top 10 of 33 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| BUFR | FT Vest Laddered Buffer ETF | $16.9M | 463,059 | +50,312 shares |
| DDTN | Innovator Equity Dual Directional 10 Buffer ETF - Nov | $15.0M | 735,350 | −25,355 shares |
| USFR | WisdomTree Floating Rate Treasury Fund | $7.4M | 146,939 | −154,639 shares |
| ACYN | FT Vest Laddered Autocallable Barrier & Income ETF | $4.3M | 205,707 | New position |
| BUFZ | FT Vest Laddered Moderate Buffer ETF | $4.2M | 151,750 | −3,804 shares |
| BUFQ | FT Vest Laddered Nasdaq Buffer ETF | $3.2M | 81,056 | −5,941 shares |
| SDVY | First Trust SMID Cap Rising Dividend Achievers ETF | $3.2M | 73,232 | −2,652 shares |
| EMXC | iShares MSCI Emerging Markets ex China ETF | $2.2M | 21,568 | −376 shares |
| IVV | iShares Core S&P 500 ETF | $2.1M | 2,795 | +827 shares |
| NNOV | Innovator Growth-100 Power Buffer ETF - Nov | $1.6M | 50,670 | −6,575 shares |
23 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002109094. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Goldenstone Wealth Management LLC own?
Goldenstone Wealth Management LLC reported 33 ETF positions worth $72.3M in its Form 13F for June 30, 2026. The largest was BUFR, at $16.9M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.