Goldenstone Wealth Management LLC
13F Reported Value
ⓘ$137.5M
Holdings
89
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Goldenstone Wealth Management LLC disclosed 89 positions worth $137.5M in its Form 13F-HR for Q1 2026, led by $WT (WisdomTree, Inc.) at 11.0% of the equity portfolio. During the quarter the fund opened 5 new positions and exited 3 and a full exit from $BKNG. The portfolio is most concentrated in Other (38.0% of disclosed assets). All figures are sourced directly from Goldenstone Wealth Management LLC’s Form 13F-HR filing with the SEC under CIK 2109094.
Sector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 62.9#716
Quality
$15.2M301,578 sh INNOVATOR ETFS TRUST
—Quality
$14.2M760,705 shFIRST TR EXCHNG TRADED FD VI
—Quality
$13.9M412,747 sh- 76.1
Quality
$6.7M26,396 sh - 83.7
Quality
$6.2M16,628 sh - 90.2
Quality
$5.4M31,180 sh - 80.2
Quality
$4.3M14,858 sh FIRST TR EXCHNG TRADED FD VI
—Quality
$4.1M155,554 sh- 74.6
Quality
$3.3M15,724 sh - 74.8
Quality
$3.1M9,174 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 WisdomTree, Inc.$WT | 62.9#716 | $15.2M | 301,578 |
| INNOVATOR ETFS TRUST | — | $14.2M | 760,705 |
| FIRST TR EXCHNG TRADED FD VI | — | $13.9M | 412,747 |
 Apple Inc.$AAPL | 76.1 | $6.7M | 26,396 |
 MICROSOFT CORP$MSFT | 83.7 | $6.2M | 16,628 |
 NVIDIA CORP$NVDA | 90.2 | $5.4M | 31,180 |
 Alphabet Inc.$GOOGL | 80.2 | $4.3M | 14,858 |
| FIRST TR EXCHNG TRADED FD VI | — | $4.1M | 155,554 |
 AMAZON COM INC$AMZN | 74.6 | $3.3M | 15,724 |
 APPLIED MATERIALS INC /DE$AMAT | 74.8 | $3.1M | 9,174 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Goldenstone Wealth Management LLC's 89 positions.
Showing top 10 of 89 holdings.
Sector Allocation
Other
$52.3M
Technology
$36.7M
Financials
$23.6M
Industrials
$9.5M
Consumer Discretionary
$7.6M
Healthcare
$3.7M
Communication Services
$2.1M
Energy
$1.2M
Full Holdings — Goldenstone Wealth Management LLC (Q1 2026)
All 89 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $WT | WisdomTree, Inc. | $15.2M | 11.0% | +5% | 62.9 |
| 2 | — | INNOVATOR ETFS TRUST | $14.2M | 10.4% | -2% | — |
| 3 | — | FIRST TR EXCHNG TRADED FD VI | $13.9M | 10.1% | +9% | — |
| 4 | $AAPL | Apple Inc. | $6.7M | 4.9% | +0% | 76.1 |
| 5 | $MSFT | MICROSOFT CORP | $6.2M | 4.5% | +5% | 83.7 |
| 6 | $NVDA | NVIDIA CORP | $5.4M | 4.0% | +2% | 90.2 |
| 7 | $GOOGL | Alphabet Inc. | $4.3M | 3.1% | +1% | 80.2 |
| 8 | — | FIRST TR EXCHNG TRADED FD VI | $4.1M | 3.0% | +9% | — |
| 9 | $AMZN | AMAZON COM INC | $3.3M | 2.4% | +4% | 74.6 |
| 10 | $AMAT | APPLIED MATERIALS INC /DE | $3.1M | 2.3% | +0% | 74.8 |
| 11 | — | FIRST TR EXCHNG TRADED FD VI | $3.1M | 2.2% | -4% | — |
| 12 | — | FIRST TR EXCHANGE TRADED FD | $3.0M | 2.2% | -5% | — |
| 13 |  $ASML | ASML HOLDING NV | $2.6M | 1.9% | +0% | — |
| 14 |  $META | Meta Platforms, Inc. | $2.6M | 1.9% | +2% | 80.9 |
| 15 |  $LRCX | LAM RESEARCH CORP | $2.2M | 1.6% | +30% | 82.4 |
| 16 |  $AVGO | Broadcom Inc. | $2.1M | 1.5% | +4% | 86.4 |
| 17 |  $AMD | ADVANCED MICRO DEVICES INC | $1.8M | 1.3% | +3% | 78.8 |
| 18 | — | INNOVATOR ETFS TRUST | $1.8M | 1.3% | -92% | — |
| 19 |  $NFLX | NETFLIX INC | $1.8M | 1.3% | +12% | 86.7 |
| 20 | — | ISHARES INC | $1.7M | 1.3% | +1% | — |
| 21 |  $UNH | UNITEDHEALTH GROUP INC | $1.7M | 1.2% | +0% | 66.8 |
| 22 | — | INNOVATOR ETFS TRUST | $1.6M | 1.2% | -9% | — |
| 23 |  $JNJ | JOHNSON & JOHNSON | $1.5M | 1.1% | -1% | 72.8 |
| 24 |  $TSLA | Tesla, Inc. | $1.4M | 1.0% | +2% | 50.1 |
| 25 |  $JPM | JPMORGAN CHASE & CO | $1.4M | 1.0% | +2% | 35.6 |
| 26 |  $WMT | Walmart Inc. | $1.4M | 1.0% | -0% | 63.2 |
| 27 | — | ISHARES TR | $1.3M | 0.9% | +0% | — |
| 28 |  $CAT | CATERPILLAR INC | $1.1M | 0.8% | -4% | 67.8 |
| 29 |  $BRK.B | BERKSHIRE HATHAWAY INC | $996,736 | 0.7% | +0% | 64.5 |
| 30 |  $COST | COSTCO WHOLESALE CORP /NEW | $960,564 | 0.7% | +1% | 67 |
| 31 |  $HD | HOME DEPOT, INC. | $849,434 | 0.6% | +1% | 69.2 |
| 32 |  $GS | GOLDMAN SACHS GROUP INC | $828,947 | 0.6% | -1% | — |
| 33 |  $V | VISA INC. | $826,093 | 0.6% | +6% | 83.5 |
| 34 | — | INNOVATOR ETFS TRUST | $782,822 | 0.6% | -95% | — |
| 35 |  $NKE | NIKE, Inc. | $756,058 | 0.6% | +0% | 53.4 |
| 36 | — | FIRST TR EXCHNG TRADED FD VI | $750,744 | 0.6% | -1% | — |
| 37 |  $MS | MORGAN STANLEY | $745,728 | 0.5% | +2% | — |
| 38 |  $ITW | ILLINOIS TOOL WORKS INC | $741,827 | 0.5% | +0% | 71.2 |
| 39 | — | INNOVATOR ETFS TRUST | $731,624 | 0.5% | +244% | — |
| 40 | — | FIRST TR EXCHNG TRADED FD VI | $717,653 | 0.5% | -0% | — |
| 41 |  $MA | Mastercard Inc | $676,659 | 0.5% | +6% | 81.7 |
| 42 |  $CSX | CSX CORP | $581,761 | 0.4% | +0% | 66.4 |
| 43 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $576,390 | 0.4% | -1% | — |
| 44 |  $VRT | Vertiv Holdings Co | $568,469 | 0.4% | +0% | 82.7 |
| 45 |  $XOM | EXXON MOBIL CORP | $566,488 | 0.4% | +0% | 61.8 |
| 46 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $510,167 | 0.4% | +0% | — |
| 47 | — | VANGUARD WORLD FD | $505,776 | 0.4% | +0% | — |
| 48 |  $BLK | BlackRock, Inc. | $499,708 | 0.4% | +3% | 70.3 |
| 49 |  $STX | Seagate Technology Holdings plc | $495,968 | 0.4% | +0% | — |
| 50 | $WT | WisdomTree, Inc. | $478,825 | 0.3% | +4% | 62.9 |
| 51 | — | FIRST TR EXCHNG TRADED FD VI | $478,596 | 0.3% | -1% | — |
| 52 | $WT | WisdomTree, Inc. | $415,517 | 0.3% | +0% | 62.9 |
| 53 |  $MRVL | Marvell Technology, Inc. | $404,062 | 0.3% | +4% | 77.3 |
| 54 |  $LOW | LOWES COMPANIES INC | $403,604 | 0.3% | +1% | 63.5 |
| 55 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $398,068 | 0.3% | +0% | 71.5 |
| 56 | — | ISHARES TR | $390,990 | 0.3% | +0% | — |
| 57 | — | EA SERIES TRUST | $390,190 | 0.3% | +4% | — |
| 58 |  $CRWD | CrowdStrike Holdings, Inc. | $377,506 | 0.3% | +17% | 55 |
| 59 |  $DIS | Walt Disney Co | $375,111 | 0.3% | +0% | 68.9 |
| 60 |  $CVX | CHEVRON CORP | $373,180 | 0.3% | +1% | 54.7 |
| 61 | — | ISHARES TR | $361,143 | 0.3% | +0% | — |
| 62 |  $ABBV | AbbVie Inc. | $359,309 | 0.3% | +0% | 59.3 |
| 63 | — | EA SERIES TRUST | $357,592 | 0.3% | -72% | — |
| 64 |  $IVZ | Invesco Ltd. | $340,599 | 0.3% | +0% | — |
| 65 | — | VANGUARD STAR FDS | $316,614 | 0.2% | +0% | — |
| 66 |  $SNPS | SYNOPSYS INC | $311,838 | 0.2% | +9% | 63.1 |
| 67 | $IVZ | Invesco Ltd. | $310,512 | 0.2% | +2% | — |
| 68 | — | FIRST TR EXCHNG TRADED FD VI | $301,000 | 0.2% | +0% | — |
| 69 |  $KLAC | KLA CORP | $296,874 | 0.2% | +7% | 84.4 |
| 70 |  $LMT | LOCKHEED MARTIN CORP | $292,765 | 0.2% | -11% | 65 |
| 71 |  $ADP | AUTOMATIC DATA PROCESSING INC | $289,532 | 0.2% | +0% | 77.9 |
| 72 |  $BAC | BANK OF AMERICA CORP /DE/ | $267,843 | 0.2% | -3% | 68.4 |
| 73 | — | FIRST TR EXCHANGE TRADED FD | $265,921 | 0.2% | NEW | — |
| 74 | — | ISHARES TR | $265,076 | 0.2% | +0% | — |
| 75 |  $TXN | TEXAS INSTRUMENTS INC | $260,506 | 0.2% | +5% | 70.4 |
| 76 |  $MPC | Marathon Petroleum Corp | $255,901 | 0.2% | NEW | 50.7 |
| 77 |  $ARM | ARM HOLDINGS PLC /UK | $253,311 | 0.2% | NEW | — |
| 78 |  $GEV | GE Vernova Inc. | $248,777 | 0.2% | -7% | 70.1 |
| 79 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $242,390 | 0.2% | +0% | 66.7 |
| 80 |  $RTX | RTX Corp | $241,125 | 0.2% | +2% | 70 |
| 81 | — | VANECK ETF TRUST | $233,520 | 0.2% | NEW | — |
| 82 |  $GOOG | Alphabet Inc. | $232,687 | 0.2% | +0% | 80.2 |
| 83 |  $HUM | HUMANA INC | $232,169 | 0.2% | +0% | 82 |
| 84 |  $AVY | Avery Dennison Corp | $230,528 | 0.2% | +0% | 62.9 |
| 85 |  $GE | GENERAL ELECTRIC CO | $226,516 | 0.2% | -5% | 74.8 |
| 86 |  $PM | Philip Morris International Inc. | $219,737 | 0.2% | +0% | 80.5 |
| 87 | — | J P MORGAN EXCHANGE TRADED F | $218,372 | 0.2% | +1% | — |
| 88 |  $VST | Vistra Corp. | $205,140 | 0.1% | NEW | 62.9 |
| 89 |  $BX | Blackstone Inc. | $204,625 | 0.1% | -5% | 68 |
New Positions (5)
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