Long-term investor
Goldenstone Wealth Management LLC @goldenstonewealthmanagem
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002109094).
Record
- Tracked since 2025-12-31 (257 days), 50 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +7.5%
- Max drawdown n/a · win rate 25% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- BUFR · 11.1% · long · since 2025-12-31
- DDTN · 9.8% · long · since 2025-12-31
- AAPL · 5.1% · long · since 2025-12-31
- USFR · 4.8% · long · since 2025-12-31
- MSFT · 4.4% · long · since 2025-12-31
- AMAT · 4.3% · long · since 2025-12-31
- NVDA · 4.2% · long · since 2025-12-31
- GOOG · 3.5% · long · since 2025-12-31
- AMD · 3.3% · long · since 2025-12-31
- LRCX · 2.9% · long · since 2025-12-31
- ACYN · 2.8% · long · since 2026-06-30
- BUFZ · 2.8% · long · since 2025-12-31