Goldenstone Wealth Management LLC
Sector Allocation
- Other41.3%$63.2M
- Technology38.2%$58.4M
- Financials9.9%$15.1M
- Consumer Discretionary4.6%$7.0M
- Industrials1.6%$2.5M
- Consumer Staples1.4%$2.2M
- Healthcare1.3%$2.0M
- Communication Services0.9%$1.4M
- Energy0.5%$820,330
- Utilities0.2%$237,162
AUM History
13fpro.ai/research/fund/goldenstone-wealth-management-llc-2109094
Conviction and streaks
Diversifying · top 10 = 53.4%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- FIRST$16.9M
- INNOVATOR$15.0M
AAPL
$7.8MWT
$7.4MMSFT
$6.7MAMAT
$6.6MNVDA
$6.4MGOOG
$5.3MAMD
$5.1MLRCX
$4.4M- FIRST$4.3M
- FIRST$4.2M
ASML
$4.0MAMZN
$3.9M- FIRST$3.2M
- FIRST$3.2M
META
$2.8MAVGO
$2.6M- ISHARES$2.2M
- ISHARES$2.1M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/goldenstone-wealth-management-llc-2109094
Goldenstone Wealth Management LLC 13F holdings — Q2 2026
$152.9M portfolio (+11.2% QoQ) · 76 holdings · Q2 2026 13F · top 10 are 53% of the stock portfolio
- 1
FIRST TR EXCHNG TRADED FD VI - ETF
$16.9M
11.1% of stocks
+12%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
INNOVATOR ETFS TRUST - ETF
$15.0M
9.8% of stocks
-3%This quarter—Since filed—HeldAIQuality—Est. buy— $7.8M
5.1% of stocks
+2%This quarter+10.6%Since filed3+ qtrsHeld$7.4M
4.8% of stocks
-51%This quarter-4.8%Since filed3+ qtrsHeld$6.7M
4.4% of stocks
+7%This quarter+9.3%Since filed3+ qtrsHeld$6.6M
4.3% of stocks
+0.2%This quarter-27.4%Since filed3+ qtrsHeld$6.4M
4.2% of stocks
+3%This quarter-1.5%Since filed3+ qtrsHeld$5.3M
3.5% of stocks
+0.6%This quarter-12.8%Since filed3+ qtrsHeld$5.1M
3.3% of stocks
-1%This quarter+10.2%Since filed3+ qtrsHeld$4.4M
2.9% of stocks
-2%This quarter-22.7%Since filed3+ qtrsHeld
All holdings — Goldenstone Wealth Management LLC (Q2 2026)
76 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | FIRST TR EXCHANGE-TRADED FD - ETFetf/fund | — | $4.3M | 2.8% | 206K | New | — | — | 13F |
| 12 | — | FIRST TR EXCHNG TRADED FD VI - ETFetf/fund | — | $4.2M | 2.8% | 152K | -2% | — | — | 13F |
| 13 | ASML HOLDING NV | Technology | $4.0M | 2.6% | 2,007 | +0.4% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | AMAZON COM INC | Consumer Discretionary | $3.9M | 2.5% | 16K | +4% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | — | FIRST TR EXCHNG TRADED FD VI - ETFetf/fund | — | $3.2M | 2.1% | 81K | -7% | — | — | 13F |
| 16 | — | FIRST TR EXCHANGE TRADED FD - ETFetf/fund | — | $3.2M | 2.1% | 73K | -3% | — | — | 13F |
| 17 | Meta Platforms, Inc. | Technology | $2.8M | 1.8% | 4,938 | +9% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | Broadcom Inc. | Technology | $2.6M | 1.7% | 6,759 | +2% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | — | ISHARES INC - ETFetf/fund | — | $2.2M | 1.4% | 22K | -2% | — | — | 13F |
| 20 | — | ISHARES TR - ETFetf/fund | — | $2.1M | 1.4% | 2,795 | +42% | — | — | 13F |
| 21 | Tesla, Inc. | Consumer Discretionary | $1.7M | 1.1% | 4,126 | +7% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | CATERPILLAR INC | Industrials | $1.7M | 1.1% | 1,577 | -3% | 3+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | — | INNOVATOR ETFS TRUST - ETFetf/fund | — | $1.6M | 1.0% | 51K | -11% | — | — | 13F |
| 24 | JPMORGAN CHASE & CO | Financials | $1.6M | 1.0% | 4,858 | +2% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | — | EA SERIES TRUST - ETFetf/fund | — | $1.5M | 1.0% | 13K | +330% | — | — | 13F |
| 26 | $NFLX | NETFLIX INC | Communication Services | $1.4M | 0.9% | 20K | +10% | |||
| 27 | $WMT | Walmart Inc. | Consumer Staples | $1.3M | 0.8% | 11K | -0.3% | |||
| 28 | $STX | Seagate Technology Holdings plc | Technology | $1.2M | 0.8% | 1,269 | +0.2% | |||
| 29 | $MRVL | Marvell Technology, Inc. | Technology | $1.2M | 0.8% | 4,094 | +0.4% | |||
| 30 | $JNJ | JOHNSON & JOHNSON | Healthcare | $1.1M | 0.7% | 4,337 | -28% | |||
| 31 | $V | VISA INC. | Financials | $1.0M | 0.7% | 2,920 | +7% | |||
| 32 | $GS | GOLDMAN SACHS GROUP INC | Financials | $965K | 0.6% | 954 | -3% | |||
| 33 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $951K | 0.6% | 2,697 | +4% | |||
| 34 | $MS | MORGAN STANLEY | Financials | $925K | 0.6% | 4,424 | -2% | |||
| 35 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $917K | 0.6% | 980 | +2% | |||
| 36 | — | INNOVATOR ETFS TRUST - ETF | — | $824K | 0.5% | 42K | — | |||
| 37 | — | FIRST TR EXCHNG TRADED FD VI - ETF | — | $817K | 0.5% | 14K | -0.7% | |||
| 38 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $797K | 0.5% | 1,044 | +8% | |||
| 39 | — | FIRST TR EXCHNG TRADED FD VI - ETF | — | $781K | 0.5% | 13K | — | |||
| 40 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $777K | 0.5% | 1,634 | -4% | |||
| 41 | $VRT | Vertiv Holdings Co | Technology | $770K | 0.5% | 2,301 | +1% | |||
| 42 | $MA | Mastercard Inc | Financials | $749K | 0.5% | 1,458 | +8% | |||
| 43 | — | ISHARES TR - ETF | — | $735K | 0.5% | 4,473 | +140% | |||
| 44 | — | INNOVATOR ETFS TRUST - ETF | — | $706K | 0.5% | 28K | -5% | |||
| 45 | — | FIRST TR EXCHANGE TRADED FD - ETF | — | $654K | 0.4% | 27K | +137% | |||
| 46 | $KLAC | KLA CORP | Technology | $629K | 0.4% | 2,086 | +933% | |||
| 47 | $ARM | ARM HOLDINGS PLC /UK | Technology | $607K | 0.4% | 1,712 | +2% | |||
| 48 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $599K | 0.4% | 813 | -8% | |||
| 49 | — | VANGUARD WORLD FD - ETF | — | $596K | 0.4% | 4,505 | — | |||
| 50 | — | FIRST TR EXCHNG TRADED FD VI - ETF | — | $516K | 0.3% | 9,870 | — | |||
| 51 | — | EA SERIES TRUST - ETF | — | $515K | 0.3% | 12K | +5% | |||
| 52 | $BLK | BlackRock, Inc. | Financials | $512K | 0.3% | 532 | +2% | |||
| 53 | $WT | WisdomTree, Inc. | Financials | $494K | 0.3% | 12K | -2% | |||
| 54 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $490K | 0.3% | 3,582 | +7% | |||
| 55 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $449K | 0.3% | 1,080 | -83% | |||
| 56 | — | ISHARES TR - ETF | — | $441K | 0.3% | 3,750 | -3% | |||
| 57 | $ABBV | AbbVie Inc. | Healthcare | $437K | 0.3% | 1,738 | +5% | |||
| 58 | $WT | WisdomTree, Inc. | Financials | $422K | 0.3% | 13K | -0.0% | |||
| 59 | — | ISHARES TR - ETF | — | $408K | 0.3% | 3,700 | -0.4% | |||
| 60 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $406K | 0.3% | 1,843 | +8% | |||
| 61 | $SNPS | SYNOPSYS INC | Technology | $401K | 0.3% | 898 | +14% | |||
| 62 | — | VANGUARD STAR FDS - ETF | — | $351K | 0.2% | 4,106 | — | |||
| 63 | $GEV | GE Vernova Inc. | Industrials | $344K | 0.2% | 293 | +3% | |||
| 64 | $GOOGL | Alphabet Inc. | Technology | $342K | 0.2% | 956 | +18% | |||
| 65 | $CVX | CHEVRON CORP | Energy | $331K | 0.2% | 1,994 | +11% | |||
| 66 | — | FIRST TR EXCHNG TRADED FD VI - ETF | — | $319K | 0.2% | 11K | — | |||
| 67 | $IVZ | Invesco Ltd. | Financials | $304K | 0.2% | 1,430 | -12% | |||
| 68 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $276K | 0.2% | 4,848 | -12% | |||
| 69 | — | FIRST TR EXCHANGE-TRADED FD - ETF | — | $266K | 0.2% | 794 | New | |||
| 70 | $IVZ | Invesco Ltd. | Financials | $260K | 0.2% | 857 | -40% | |||
| 71 | $LMT | LOCKHEED MARTIN CORP | Industrials | $247K | 0.2% | 485 | +0.2% | |||
| 72 | $ROK | ROCKWELL AUTOMATION, INC | Industrials | $243K | 0.2% | 490 | New | |||
| 73 | $VST | Vistra Corp. | Utilities | $237K | 0.2% | 1,495 | +10% | |||
| 74 | — | VANECK ETF TRUST - ETF | — | $222K | 0.1% | 1,917 | +9% | |||
| 75 | — | J P MORGAN EXCHANGE TRADED F - ETF | — | $213K | 0.1% | 3,469 | -12% | |||
| 76 | $WT | WisdomTree, Inc. | Financials | $209K | 0.1% | 1,205 | New |
What changed in Q2 2026
Against the previous quarter's 13F: 3 new, 39 added to, 27 trimmed, 17 sold out. Share-count changes; largest moves by dollar size first.
New positions (3)
- FIRST TR EXCHANGE-TRADED FD - ETF$4.3M
first bought this quarter
- FIRST TR EXCHANGE-TRADED FD - ETF$266K
first bought this quarter
$ROKROCKWELL AUTOMATION, INC$243K
first bought this quarter
Added to (39)
- FIRST TR EXCHNG TRADED FD VI - ETF+12%
now $16.9M
- EA SERIES TRUST - ETF+330%
now $1.5M
- ISHARES TR - ETF+42%
now $2.1M
$KLACKLA CORP+933%
now $629K · held 3+ qtrs, 2 adds in a row
now $6.7M · held 3+ qtrs, 2 adds in a row
now $2.8M · held 3+ qtrs, 2 adds in a row
+33 more in the Excel export
Trimmed (27)
now $7.4M · held 3+ qtrs
$UNHUNITEDHEALTH GROUP INC-83%
now $449K · held 3+ qtrs
- INNOVATOR ETFS TRUST - ETF-3%
now $15.0M
$JNJJOHNSON & JOHNSON-28%
now $1.1M · held 3+ qtrs
- FIRST TR EXCHANGE TRADED FD - ETF-3%
now $3.2M
now $4.4M · held 3+ qtrs
+21 more in the Excel export
Holdings by quarter
Every 13F Goldenstone Wealth Management LLC has filed, 2 earlier quarters. Pick one to see what it held then.
Is it too late to follow Goldenstone Wealth Management?
Q2 2026 13F filed with the SEC on Aug 5, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Goldenstone Wealth Management's top 20 holdings: 75/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
-4.4%
Value-weighted move of the 10 largest stock positions
Turnover
8%
Last quarter
Top 10 weight
53%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
0%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
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.
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