Goldenstone Wealth Management
Latest statistics and disclosures from Goldenstone Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BUFR, DDTN, AAPL, USFR, MSFT, and represent 35.19% of Goldenstone Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: ACYN, BUFR, BOXX, IVV, KLAC, MSFT, ITOT, FTHI, QTEC, ROK.
- Started 4 new stock positions in ROK, DXJ, ACYN, QTEC.
- Reduced shares in these 10 stocks: USFR (-$7.8M), UNH, JAJL, BRK.B, NKE, ITW, CSX, DDTN, JNJ, MRSH.
- Sold out of its positions in ADP, AVY, BRK.B, BX, CSX, DIS, GE, HUM, ITW, JAJL. IBM, MPC, MRSH, NKE, PM, RTX, TXN.
- Goldenstone Wealth Management was a net seller of stock by $-8.1M.
- Goldenstone Wealth Management has $153M in assets under management (AUM), dropping by 11.21%.
- Central Index Key (CIK): 0002109094
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Portfolio Holdings for Goldenstone Wealth Management
Goldenstone Wealth Management holds 76 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| First Tr Exchng Traded Fd Vi Etf (BUFR) | 11.1 | $17M | +12% | 463k | 36.53 |
|
| Innovator Etfs Trust Etf (DDTN) | 9.8 | $15M | -3% | 735k | 20.39 |
|
| Apple (AAPL) | 5.1 | $7.8M | +2% | 27k | 289.36 |
|
| Wisdomtree Tr Etf (USFR) | 4.8 | $7.4M | -51% | 147k | 50.35 |
|
| Microsoft Corporation (MSFT) | 4.4 | $6.7M | +7% | 18k | 373.02 |
|
| Applied Materials (AMAT) | 4.3 | $6.6M | 9.2k | 723.00 |
|
|
| NVIDIA Corporation (NVDA) | 4.2 | $6.4M | +2% | 32k | 200.09 |
|
| Alphabet Cap Stk Cl C (GOOG) | 3.5 | $5.3M | 15k | 353.32 |
|
|
| Advanced Micro Devices (AMD) | 3.3 | $5.1M | 8.8k | 580.93 |
|
|
| Lam Research Corp Com New (LRCX) | 2.9 | $4.4M | -2% | 10k | 433.34 |
|
| First Tr Exchange-traded Etf (ACYN) | 2.8 | $4.3M | NEW | 206k | 20.79 |
|
| First Tr Exchng Traded Fd Vi Etf (BUFZ) | 2.8 | $4.2M | -2% | 152k | 27.93 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 2.6 | $4.0M | 2.0k | 1989.83 |
|
|
| Amazon (AMZN) | 2.5 | $3.9M | +3% | 16k | 238.35 |
|
| First Tr Exchng Traded Fd Vi Etf (BUFQ) | 2.1 | $3.2M | -6% | 81k | 39.27 |
|
| First Tr Exchange Traded Etf (SDVY) | 2.1 | $3.2M | -3% | 73k | 43.14 |
|
| Meta Platforms Cl A (META) | 1.8 | $2.8M | +8% | 4.9k | 563.25 |
|
| Broadcom (AVGO) | 1.7 | $2.6M | 6.8k | 377.73 |
|
|
| Ishares Etf (EMXC) | 1.4 | $2.2M | 22k | 102.30 |
|
|
| Ishares Tr Etf (IVV) | 1.4 | $2.1M | +42% | 2.8k | 748.91 |
|
| Tesla Motors (TSLA) | 1.1 | $1.7M | +6% | 4.1k | 420.61 |
|
| Caterpillar (CAT) | 1.1 | $1.7M | -2% | 1.6k | 1064.97 |
|
| Innovator Etfs Trust Etf (NNOV) | 1.0 | $1.6M | -11% | 51k | 31.45 |
|
| JPMorgan Chase & Co. (JPM) | 1.0 | $1.6M | +2% | 4.9k | 327.31 |
|
| Ea Series Trust Etf (BOXX) | 1.0 | $1.5M | +329% | 13k | 117.09 |
|
| Netflix (NFLX) | 0.9 | $1.4M | +10% | 20k | 71.40 |
|
| Wal-Mart Stores (WMT) | 0.8 | $1.3M | 11k | 113.26 |
|
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.8 | $1.2M | 1.3k | 965.00 |
|
|
| Marvell Technology (MRVL) | 0.8 | $1.2M | 4.1k | 297.90 |
|
|
| Johnson & Johnson (JNJ) | 0.7 | $1.1M | -27% | 4.3k | 253.94 |
|
| Visa Com Cl A (V) | 0.7 | $1.0M | +6% | 2.9k | 343.11 |
|
| Goldman Sachs (GS) | 0.6 | $965k | -2% | 954.00 | 1011.40 |
|
| Home Depot (HD) | 0.6 | $951k | +4% | 2.7k | 352.74 |
|
| Morgan Stanley Com New (MS) | 0.6 | $925k | -2% | 4.4k | 209.05 |
|
| Costco Wholesale Corporation (COST) | 0.6 | $917k | 980.00 | 935.53 |
|
|
| Innovator Etfs Trust Etf (DDFM) | 0.5 | $824k | 42k | 19.75 |
|
|
| First Tr Exchng Traded Fd Vi Etf (FNOV) | 0.5 | $817k | 14k | 58.49 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.5 | $797k | +7% | 1.0k | 762.94 |
|
| First Tr Exchng Traded Fd Vi Etf (FJUL) | 0.5 | $781k | 13k | 59.54 |
|
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.5 | $777k | -4% | 1.6k | 475.50 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.5 | $770k | 2.3k | 334.76 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.5 | $749k | +7% | 1.5k | 513.44 |
|
| Ishares Tr Etf (ITOT) | 0.5 | $735k | +140% | 4.5k | 164.26 |
|
| Innovator Etfs Trust Etf (ACII) | 0.5 | $706k | -4% | 28k | 25.45 |
|
| First Tr Exchange Traded Etf (FTHI) | 0.4 | $654k | +136% | 27k | 23.85 |
|
| Kla Corp Com New (KLAC) | 0.4 | $629k | +932% | 2.1k | 301.70 |
|
| Arm Holdings Sponsored Ads (ARM) | 0.4 | $607k | +2% | 1.7k | 354.64 |
|
| Invesco Qqq Tr Etf (QQQ) | 0.4 | $599k | -8% | 813.00 | 736.46 |
|
| Vanguard World Etf (ESGV) | 0.4 | $596k | 4.5k | 132.24 |
|
|
| First Tr Exchng Traded Fd Vi Etf (FMAR) | 0.3 | $516k | 9.9k | 52.26 |
|
|
| Ea Series Trust Etf (FMTM) | 0.3 | $515k | +5% | 12k | 43.64 |
|
| Blackrock (BLK) | 0.3 | $512k | +2% | 532.00 | 961.98 |
|
| Wisdomtree Tr Etf (EPI) | 0.3 | $494k | 12k | 42.78 |
|
|
| Exxon Mobil Corporation (XOM) | 0.3 | $490k | +7% | 3.6k | 136.73 |
|
| UnitedHealth (UNH) | 0.3 | $449k | -82% | 1.1k | 415.63 |
|
| Ishares Tr Etf (IJK) | 0.3 | $441k | -3% | 3.8k | 117.50 |
|
| Abbvie (ABBV) | 0.3 | $437k | +5% | 1.7k | 251.66 |
|
| Wisdomtree Tr Etf (XC) | 0.3 | $422k | 13k | 31.73 |
|
|
| Ishares Tr Etf (IWR) | 0.3 | $408k | 3.7k | 110.32 |
|
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| Lowe's Companies (LOW) | 0.3 | $406k | +7% | 1.8k | 220.44 |
|
| Synopsys (SNPS) | 0.3 | $401k | +14% | 898.00 | 446.25 |
|
| Vanguard Star Fds Etf (VXUS) | 0.2 | $351k | 4.1k | 85.49 |
|
|
| Ge Vernova (GEV) | 0.2 | $344k | +2% | 293.00 | 1174.86 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $342k | +18% | 956.00 | 357.32 |
|
| Chevron Corporation (CVX) | 0.2 | $331k | +10% | 2.0k | 165.79 |
|
| First Tr Exchng Traded Fd Vi Etf (BUFD) | 0.2 | $320k | 11k | 29.72 |
|
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| Invesco Exchange Traded Fd T Etf (RSP) | 0.2 | $304k | -11% | 1.4k | 212.84 |
|
| Bank of America Corporation (BAC) | 0.2 | $276k | -11% | 4.8k | 56.97 |
|
| First Tr Exchange-traded Etf (QTEC) | 0.2 | $266k | NEW | 794.00 | 334.87 |
|
| Invesco Exch Traded Fd Tr Ii Etf (QQQM) | 0.2 | $260k | -40% | 857.00 | 302.97 |
|
| Lockheed Martin Corporation (LMT) | 0.2 | $247k | 485.00 | 509.43 |
|
|
| Rockwell Automation (ROK) | 0.2 | $243k | NEW | 490.00 | 495.40 |
|
| Vistra Energy (VST) | 0.2 | $237k | +9% | 1.5k | 158.64 |
|
| Vaneck Etf Trust Etf (NLR) | 0.1 | $222k | +9% | 1.9k | 115.98 |
|
| J P Morgan Exchange Traded F Etf (JEPQ) | 0.1 | $213k | -11% | 3.5k | 61.47 |
|
| Wisdomtree Tr Etf (DXJ) | 0.1 | $209k | NEW | 1.2k | 173.58 |
|
Past Filings by Goldenstone Wealth Management
SEC 13F filings are viewable for Goldenstone Wealth Management going back to 2025
- Goldenstone Wealth Management 2026 Q2 filed Aug. 5, 2026
- Goldenstone Wealth Management 2026 Q1 filed May 8, 2026
- Goldenstone Wealth Management 2025 Q4 filed Feb. 6, 2026