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Goldenstone Wealth Management

Latest statistics and disclosures from Goldenstone Wealth Management's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002109094

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Positions held by Goldenstone Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Goldenstone Wealth Management

Goldenstone Wealth Management holds 84 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Innovator Etfs Trust Etf (DDTN)	11.1	$15M	773k	19.17	View chart
Wisdomtree Tr Etf (USFR)	10.8	$15M	288k	50.32	View chart
First Tr Exchng Traded Fd Vi Etf (BUFR)	9.7	$13M	379k	34.26	View chart
Microsoft Corporation (MSFT)	5.7	$7.7M	16k	483.63	View chart
Apple (AAPL)	5.4	$7.2M	26k	271.86	View chart
NVIDIA Corporation (NVDA)	4.3	$5.7M	31k	186.50	View chart
Alphabet Cap Stk Cl C (GOOG)	3.4	$4.6M	15k	313.80	View chart
First Tr Exchng Traded Fd Vi Etf (BUFZ)	2.8	$3.8M	143k	26.53	View chart
Amazon (AMZN)	2.6	$3.5M	15k	230.82	View chart
First Tr Exchng Traded Fd Vi Etf (BUFQ)	2.4	$3.2M	91k	35.84	View chart
First Tr Exchange-traded Etf (SDVY)	2.3	$3.0M	80k	38.32	View chart
Meta Platforms Cl A (META)	2.2	$2.9M	4.5k	660.15	View chart
Applied Materials (AMAT)	1.8	$2.4M	9.2k	256.98	View chart
Broadcom (AVGO)	1.6	$2.2M	6.3k	346.10	View chart
Asml Holding N V N Y Registry Shs (ASML)	1.6	$2.1M	2.0k	1070.05	View chart
UnitedHealth (UNH)	1.5	$2.1M	6.2k	330.12	View chart
Advanced Micro Devices (AMD)	1.4	$1.9M	8.7k	214.15	View chart
Innovator Etfs Trust Etf (NNOV)	1.3	$1.8M	63k	28.70	View chart
Tesla Motors (TSLA)	1.3	$1.7M	3.8k	449.73	View chart
Ishares Etf (EMXC)	1.2	$1.6M	22k	72.68	View chart
Netflix (NFLX)	1.2	$1.5M	16k	93.76	View chart
JPMorgan Chase & Co. (JPM)	1.1	$1.5M	4.7k	322.21	View chart
Lam Research Corp Com New (LRCX)	1.0	$1.4M	8.0k	171.17	View chart
Ishares Tr Etf (IVV)	1.0	$1.3M	2.0k	684.77	View chart
Johnson & Johnson (JNJ)	0.9	$1.2M	6.0k	206.94	View chart
Wal-Mart Stores (WMT)	0.9	$1.2M	11k	111.41	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.8	$1.0M	2.1k	502.65	View chart
Caterpillar (CAT)	0.7	$963k	1.7k	573.02	View chart
Nike CL B (NKE)	0.7	$912k	14k	63.71	View chart
Visa Com Cl A (V)	0.7	$905k	2.6k	350.75	View chart
Home Depot (HD)	0.7	$879k	2.6k	344.11	View chart
Goldman Sachs (GS)	0.6	$868k	988.00	878.82	View chart
Costco Wholesale Corporation (COST)	0.6	$825k	956.00	862.55	View chart
Morgan Stanley (MS)	0.6	$792k	4.5k	177.53	View chart
First Tr Exchng Traded Fd Vi Etf (FNOV)	0.6	$778k	14k	54.83	View chart
First Tr Exchng Traded Fd Vi Etf (FJUL)	0.6	$736k	13k	55.92	View chart
Mastercard Incorporated Cl A (MA)	0.5	$730k	1.3k	570.82	View chart
Illinois Tool Works (ITW)	0.5	$702k	2.9k	246.30	View chart
Vanguard World Etf (ESGV)	0.4	$545k	4.5k	120.96	View chart
Invesco Qqq Tr Etf (QQQ)	0.4	$542k	882.00	614.04	View chart
Blackrock (BLK)	0.4	$539k	503.00	1070.57	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.4	$524k	1.7k	303.84	View chart
Wisdomtree Tr Etf (EPI)	0.4	$524k	11k	46.29	View chart
CSX Corporation (CSX)	0.4	$514k	14k	36.25	View chart
First Tr Exchng Traded Fd Vi Etf (FMAR)	0.4	$476k	10k	47.47	View chart
Walt Disney Company (DIS)	0.3	$443k	3.9k	113.77	View chart
Wisdomtree Tr Etf (XC)	0.3	$431k	13k	32.43	View chart
Marsh & McLennan Companies	0.3	$426k	2.3k	185.52	View chart
Lowe's Companies (LOW)	0.3	$409k	1.7k	241.09	View chart
Exxon Mobil Corporation (XOM)	0.3	$401k	3.3k	120.33	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.3	$389k	829.00	468.73	View chart
Abbvie (ABBV)	0.3	$377k	1.6k	228.52	View chart
Ishares Tr Etf (IJK)	0.3	$377k	3.9k	96.88	View chart
Vertiv Holdings Com Cl A (VRT)	0.3	$367k	2.3k	162.04	View chart
Automatic Data Processing (ADP)	0.3	$367k	1.4k	257.23	View chart
Invesco Exch Traded Fd Tr Ii Etf (QQQM)	0.3	$362k	1.4k	252.99	View chart
Ishares Tr Etf (IWR)	0.3	$358k	3.7k	96.28	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.3	$349k	1.3k	275.39	View chart
Ea Series Trust Etf (FMTM)	0.3	$347k	11k	32.14	View chart
Humana (HUM)	0.3	$343k	1.3k	256.13	View chart
Synopsys (SNPS)	0.3	$338k	720.00	469.41	View chart
Marvell Technology (MRVL)	0.2	$333k	3.9k	84.98	View chart
Bank of America Corporation (BAC)	0.2	$311k	5.7k	55.00	View chart
Vanguard Star Fds Etf (VXUS)	0.2	$310k	4.1k	75.44	View chart
Invesco Exchange Traded Fd T Etf (RSP)	0.2	$305k	1.6k	191.55	View chart
First Tr Exchng Traded Fd Vi Etf (BUFD)	0.2	$304k	11k	28.24	View chart
International Business Machines (IBM)	0.2	$296k	1.0k	296.21	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$289k	1.9k	154.16	View chart
Ishares Tr Etf (ITOT)	0.2	$276k	1.9k	148.68	View chart
Chevron Corporation (CVX)	0.2	$273k	1.8k	152.41	View chart
Lockheed Martin Corporation (LMT)	0.2	$264k	545.00	483.48	View chart
Ge Aerospace Com New (GE)	0.2	$260k	843.00	308.12	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$253k	809.00	312.92	View chart
Avery Dennison Corporation (AVY)	0.2	$243k	1.3k	181.88	View chart
Kla Corp Com New (KLAC)	0.2	$229k	188.00	1218.07	View chart
J P Morgan Exchange Traded F Etf (JEPQ)	0.2	$226k	3.9k	58.12	View chart
Raytheon Technologies Corp (RTX)	0.2	$224k	1.2k	183.40	View chart
Booking Holdings (BKNG)	0.2	$223k	42.00	5302.71	View chart
Texas Instruments Incorporated (TXN)	0.2	$221k	1.3k	173.54	View chart
Innovator Etfs Trust Etf (ACII)	0.2	$217k	8.5k	25.62	View chart
Philip Morris International (PM)	0.2	$213k	1.3k	160.40	View chart
Rockwell Automation (ROK)	0.2	$209k	537.00	388.94	View chart
Select Sector Spdr Tr Etf (XLC)	0.2	$206k	1.7k	117.69	View chart
Ge Vernova (GEV)	0.2	$201k	308.00	653.57	View chart

Past Filings by Goldenstone Wealth Management

SEC 13F filings are viewable for Goldenstone Wealth Management going back to 2025

Goldenstone Wealth Management 2025 Q4 filed Feb. 6, 2026

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