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Sanjay Varshney

Goldenstone Wealth Management Llc

Assets Managed
$137.468M
Holdings
89
Last Quarter
2026 - Q1
Filed Date
1mo 16d ago
Growth Rate
2.85%(2Q avg: 1.43%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Goldenstone Wealth Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 89 positions.

Assets under management

The assets under management (AUM) of Goldenstone Wealth Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 137.468M in assets, with a quarterly growth rate of 2.85% and a 2-quarter average growth rate of 1.43%. The portfolio is managed by Sanjay Varshney, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
USFR
Wisdomtree Floating Rate Tre
Recent Activity
Increased 4.81%
11.05%
$15.181M
301,578 shares@ $50.35 avg price
DDTN
Invtr Eq Dd 10 Buf Etf Nov
Recent Activity
Decreased -1.64%
10.37%
$14.243M
760,705 shares@ $18.73 avg price
BUFR
Ft Vest Lad Buffervetf-usd I
Recent Activity
Increased 8.79%
10.14%
$13.938M
412,747 shares@ $33.78 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.1%
4.88%
$6.699M
26,396 shares@ $253.8 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 4.89%
4.48%
$6.155M
16,628 shares@ $370.17 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 1.53%
3.96%
$5.438M
31,180 shares@ $174.41 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Increased 1.25%
3.11%
$4.262M
14,858 shares@ $286.87 avg price
BUFZ
Ft Vest Laddered Moderate Bu
Recent Activity
Increased 8.78%
2.98%
$4.088M
155,554 shares@ $26.28 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 4.33%
2.39%
$3.275M
15,724 shares@ $208.27 avg price
AMAT
Applied Materials Inc
Recent Activity
Increased 0.11%
2.29%
$3.136M
9,174 shares@ $341.8 avg price

1-10 of 89