Goldenstone Wealth Management LLC
13F Reported Value
ⓘ$152.9M
Holdings
76
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Goldenstone Wealth Management LLC disclosed 76 positions worth $152.9M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 3 new positions and exited 17. The portfolio is most concentrated in Other (41.3% of disclosed assets). All figures are sourced directly from Goldenstone Wealth Management LLC’s Form 13F-HR filing with the SEC under CIK 2109094.
AI Fund Analysis
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
FIRST TR EXCHNG TRADED FD VI - ETF
—Quality
$16.9M463,059 shINNOVATOR ETFS TRUST - ETF
—Quality
$15.0M735,350 sh- 76.4#84
Quality
$7.8M27,052 sh - 59.9
Quality
$7.4M146,939 sh - 79.8
Quality
$6.7M17,856 sh - 72.3
Quality
$6.6M9,195 sh - 85.9
Quality
$6.4M31,996 sh - 78.2
Quality
$5.3M14,950 sh - 79.8
Quality
$5.1M8,798 sh - 79.4
Quality
$4.4M10,180 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| FIRST TR EXCHNG TRADED FD VI - ETF | — | $16.9M | 463,059 |
| INNOVATOR ETFS TRUST - ETF | — | $15.0M | 735,350 |
 Apple Inc.$AAPL | 76.4#84 | $7.8M | 27,052 |
 WisdomTree, Inc.$WT | 59.9 | $7.4M | 146,939 |
 MICROSOFT CORP$MSFT | 79.8 | $6.7M | 17,856 |
 APPLIED MATERIALS INC /DE$AMAT | 72.3 | $6.6M | 9,195 |
 NVIDIA CORP$NVDA | 85.9 | $6.4M | 31,996 |
 Alphabet Inc.$GOOGL | 78.2 | $5.3M | 14,950 |
 ADVANCED MICRO DEVICES INC$AMD | 79.8 | $5.1M | 8,798 |
 LAM RESEARCH CORP$LRCX | 79.4 | $4.4M | 10,180 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Goldenstone Wealth Management LLC's 76 positions.
Showing top 10 of 76 holdings.
Sector Allocation
Other
$63.2M
Technology
$50.6M
Financials
$15.1M
Industrials
$12.1M
Consumer Discretionary
$7.4M
Healthcare
$2.0M
Communication Services
$1.4M
Energy
$820,330
Full Holdings — Goldenstone Wealth Management LLC (Q2 2026)
All 76 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 | — | FIRST TR EXCHNG TRADED FD VI - ETF | $16.9M | 11.1% | +12% | — |
| 2 | — | INNOVATOR ETFS TRUST - ETF | $15.0M | 9.8% | -3% | — |
| 3 | $AAPL | Apple Inc. | $7.8M | 5.1% | +2% | 76.4 |
| 4 | $WT | WisdomTree, Inc. | $7.4M | 4.8% | -51% | 59.9 |
| 5 | $MSFT | MICROSOFT CORP | $6.7M | 4.4% | +7% | 79.8 |
| 6 | $AMAT | APPLIED MATERIALS INC /DE | $6.6M | 4.3% | +0% | 72.3 |
| 7 | $NVDA | NVIDIA CORP | $6.4M | 4.2% | +3% | 85.9 |
| 8 | $GOOGL | Alphabet Inc. | $5.3M | 3.5% | +1% | 78.2 |
| 9 | $AMD | ADVANCED MICRO DEVICES INC | $5.1M | 3.3% | -1% | 79.8 |
| 10 | $LRCX | LAM RESEARCH CORP | $4.4M | 2.9% | -2% | 79.4 |
| 11 | — | FIRST TR EXCHANGE-TRADED FD - ETF | $4.3M | 2.8% | NEW | — |
| 12 | — | FIRST TR EXCHNG TRADED FD VI - ETF | $4.2M | 2.8% | -2% | — |
| 13 |  $ASML | ASML HOLDING NV | $4.0M | 2.6% | +0% | — |
| 14 |  $AMZN | AMAZON COM INC | $3.9M | 2.5% | +4% | 68.7 |
| 15 | — | FIRST TR EXCHNG TRADED FD VI - ETF | $3.2M | 2.1% | -7% | — |
| 16 | — | FIRST TR EXCHANGE TRADED FD - ETF | $3.2M | 2.1% | -3% | — |
| 17 |  $META | Meta Platforms, Inc. | $2.8M | 1.8% | +9% | 79.6 |
| 18 |  $AVGO | Broadcom Inc. | $2.6M | 1.7% | +2% | 84.5 |
| 19 | — | ISHARES INC - ETF | $2.2M | 1.4% | -2% | — |
| 20 | — | ISHARES TR - ETF | $2.1M | 1.4% | +42% | — |
| 21 |  $TSLA | Tesla, Inc. | $1.7M | 1.1% | +7% | 53.9 |
| 22 |  $CAT | CATERPILLAR INC | $1.7M | 1.1% | -3% | 66.5 |
| 23 | — | INNOVATOR ETFS TRUST - ETF | $1.6M | 1.0% | -11% | — |
| 24 |  $JPM | JPMORGAN CHASE & CO | $1.6M | 1.0% | +2% | 70.7 |
| 25 | — | EA SERIES TRUST - ETF | $1.5M | 1.0% | +330% | — |
| 26 |  $NFLX | NETFLIX INC | $1.4M | 0.9% | +10% | 78.8 |
| 27 |  $WMT | Walmart Inc. | $1.3M | 0.8% | -0% | 60.2 |
| 28 |  $STX | Seagate Technology Holdings plc | $1.2M | 0.8% | +0% | — |
| 29 |  $MRVL | Marvell Technology, Inc. | $1.2M | 0.8% | +0% | 76.5 |
| 30 |  $JNJ | JOHNSON & JOHNSON | $1.1M | 0.7% | -28% | 69 |
| 31 |  $V | VISA INC. | $1.0M | 0.7% | +7% | 82.9 |
| 32 |  $GS | GOLDMAN SACHS GROUP INC | $964,876 | 0.6% | -3% | 73.5 |
| 33 |  $HD | HOME DEPOT, INC. | $951,338 | 0.6% | +4% | 60.3 |
| 34 |  $MS | MORGAN STANLEY | $924,857 | 0.6% | -2% | 75.8 |
| 35 |  $COST | COSTCO WHOLESALE CORP /NEW | $916,822 | 0.6% | +2% | 66.2 |
| 36 | — | INNOVATOR ETFS TRUST - ETF | $823,550 | 0.5% | +0% | — |
| 37 | — | FIRST TR EXCHNG TRADED FD VI - ETF | $816,520 | 0.5% | -1% | — |
| 38 |  $CRWD | CrowdStrike Holdings, Inc. | $796,510 | 0.5% | +8% | 67.7 |
| 39 | — | FIRST TR EXCHNG TRADED FD VI - ETF | $780,867 | 0.5% | +0% | — |
| 40 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $776,975 | 0.5% | -4% | — |
| 41 |  $VRT | Vertiv Holdings Co | $770,280 | 0.5% | +1% | 81 |
| 42 |  $MA | Mastercard Inc | $748,601 | 0.5% | +8% | 85.1 |
| 43 | — | ISHARES TR - ETF | $734,744 | 0.5% | +140% | — |
| 44 | — | INNOVATOR ETFS TRUST - ETF | $705,824 | 0.5% | -5% | — |
| 45 | — | FIRST TR EXCHANGE TRADED FD - ETF | $654,214 | 0.4% | +137% | — |
| 46 |  $KLAC | KLA CORP | $629,337 | 0.4% | +933% | 78.6 |
| 47 |  $ARM | ARM HOLDINGS PLC /UK | $607,148 | 0.4% | +2% | — |
| 48 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $598,739 | 0.4% | -8% | — |
| 49 | — | VANGUARD WORLD FD - ETF | $595,741 | 0.4% | +0% | — |
| 50 | — | FIRST TR EXCHNG TRADED FD VI - ETF | $515,806 | 0.3% | +0% | — |
| 51 | — | EA SERIES TRUST - ETF | $515,084 | 0.3% | +5% | — |
| 52 |  $BLK | BlackRock, Inc. | $511,771 | 0.3% | +2% | 70 |
| 53 | $WT | WisdomTree, Inc. | $493,805 | 0.3% | -2% | 59.9 |
| 54 |  $XOM.R34088 | EXXON MOBIL CORP | $489,750 | 0.3% | +7% | 57.9 |
| 55 |  $UNH | UNITEDHEALTH GROUP INC | $448,880 | 0.3% | -83% | 62.7 |
| 56 | — | ISHARES TR - ETF | $440,625 | 0.3% | -3% | — |
| 57 |  $ABBV | AbbVie Inc. | $437,377 | 0.3% | +5% | 72.6 |
| 58 | $WT | WisdomTree, Inc. | $422,007 | 0.3% | -0% | 59.9 |
| 59 | — | ISHARES TR - ETF | $408,184 | 0.3% | -0% | — |
| 60 |  $LOW | LOWES COMPANIES INC | $406,268 | 0.3% | +8% | 60.8 |
| 61 |  $SNPS | SYNOPSYS INC | $400,730 | 0.3% | +14% | 67.9 |
| 62 | — | VANGUARD STAR FDS - ETF | $351,022 | 0.2% | +0% | — |
| 63 |  $GEV | GE Vernova Inc. | $344,234 | 0.2% | +3% | 81.1 |
| 64 |  $GOOG | Alphabet Inc. | $341,602 | 0.2% | +18% | 78.2 |
| 65 |  $CVX | CHEVRON CORP | $330,580 | 0.2% | +11% | 62.8 |
| 66 | — | FIRST TR EXCHNG TRADED FD VI - ETF | $319,490 | 0.2% | +0% | — |
| 67 |  $IVZ | Invesco Ltd. | $304,355 | 0.2% | -12% | — |
| 68 |  $BAC | BANK OF AMERICA CORP /DE/ | $276,211 | 0.2% | -12% | 67.6 |
| 69 | — | FIRST TR EXCHANGE-TRADED FD - ETF | $265,889 | 0.2% | NEW | — |
| 70 | $IVZ | Invesco Ltd. | $259,646 | 0.2% | -40% | — |
| 71 |  $LMT | LOCKHEED MARTIN CORP | $247,073 | 0.2% | +0% | 65.6 |
| 72 |  $ROK | ROCKWELL AUTOMATION, INC | $242,746 | 0.2% | NEW | 63.6 |
| 73 |  $VST | Vistra Corp. | $237,162 | 0.2% | +10% | 71.9 |
| 74 | — | VANECK ETF TRUST - ETF | $222,339 | 0.1% | +9% | — |
| 75 | — | J P MORGAN EXCHANGE TRADED F - ETF | $213,234 | 0.1% | -12% | — |
| 76 | $WT | WisdomTree, Inc. | $209,160 | 0.1% | NEW | 59.9 |
New Positions (3)
$ROK ROCKWELL AUTOMATION, INC$242,746Exited Positions (17)
$BRK-A BERKSHIRE HATHAWAY INC
$NKE NIKE, Inc.
$ITW ILLINOIS TOOL WORKS INC
$CSX CSX CORP
$MRSH MARSH & MCLENNAN COMPANIES, INC.
$DIS Walt Disney Co
$ADP AUTOMATIC DATA PROCESSING INC
$TXN TEXAS INSTRUMENTS INC
$MPC Marathon Petroleum Corp
$IBM INTERNATIONAL BUSINESS MACHINES CORP
$RTX RTX Corp
$HUM HUMANA INC
$AVY Avery Dennison Corp
$GE GENERAL ELECTRIC COBrowse Top Institutional Investors
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