Goldenstone Wealth Management
Latest statistics and disclosures from Goldenstone Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are USFR, DDTN, BUFR, AAPL, MSFT, and represent 40.89% of Goldenstone Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: JAJL, BUFR, DDFM, USFR, ACII, LRCX, BOXX, BUFZ, MSFT, FTHI.
- Started 8 new stock positions in MPC, JAJL, VST, FTHI, DDFM, NLR, BOXX, ARM.
- Reduced shares in these 10 stocks: DDTN, BKNG, ROK, XLC, NNOV, SDVY, BUFQ, CAT, LMT, GEV.
- Sold out of its positions in BKNG, ROK, XLC.
- Goldenstone Wealth Management was a net buyer of stock by $7.2M.
- Goldenstone Wealth Management has $138M in assets under management (AUM), dropping by 2.85%.
- Central Index Key (CIK): 0002109094
Tip: Access up to 7 years of quarterly data
Positions held by Goldenstone Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Goldenstone Wealth Management
Goldenstone Wealth Management holds 89 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Wisdomtree Tr Etf (USFR) | 11.0 | $15M | +4% | 302k | 50.34 |
|
| Innovator Etfs Trust Etf (DDTN) | 10.4 | $14M | 761k | 18.72 |
|
|
| First Tr Exchng Traded Fd Vi Etf (BUFR) | 10.1 | $14M | +8% | 413k | 33.77 |
|
| Apple (AAPL) | 4.9 | $6.7M | 26k | 253.79 |
|
|
| Microsoft Corporation (MSFT) | 4.5 | $6.2M | +4% | 17k | 370.17 |
|
| NVIDIA Corporation (NVDA) | 4.0 | $5.4M | 31k | 174.40 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 3.1 | $4.3M | 15k | 286.87 |
|
|
| First Tr Exchng Traded Fd Vi Etf (BUFZ) | 3.0 | $4.1M | +8% | 156k | 26.28 |
|
| Amazon (AMZN) | 2.4 | $3.3M | +4% | 16k | 208.27 |
|
| Applied Materials (AMAT) | 2.3 | $3.1M | 9.2k | 341.79 |
|
|
| First Tr Exchng Traded Fd Vi Etf (BUFQ) | 2.2 | $3.1M | -3% | 87k | 35.32 |
|
| First Tr Exchange Traded Etf (SDVY) | 2.2 | $3.0M | -4% | 76k | 39.43 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 1.9 | $2.6M | 2.0k | 1321.06 |
|
|
| Meta Platforms Cl A (META) | 1.9 | $2.6M | 4.5k | 572.12 |
|
|
| Lam Research Corp Com New (LRCX) | 1.6 | $2.2M | +30% | 10k | 213.66 |
|
| Broadcom (AVGO) | 1.5 | $2.1M | +4% | 6.6k | 309.51 |
|
| Advanced Micro Devices (AMD) | 1.3 | $1.8M | +2% | 8.9k | 203.42 |
|
| Innovator Etfs Trust Etf (JAJL) | 1.3 | $1.8M | NEW | 62k | 29.07 |
|
| Netflix (NFLX) | 1.3 | $1.8M | +11% | 18k | 96.15 |
|
| Ishares Etf (EMXC) | 1.3 | $1.7M | 22k | 78.66 |
|
|
| UnitedHealth (UNH) | 1.2 | $1.7M | 6.2k | 270.60 |
|
|
| Innovator Etfs Trust Etf (NNOV) | 1.2 | $1.6M | -8% | 57k | 27.86 |
|
| Johnson & Johnson (JNJ) | 1.1 | $1.5M | 6.0k | 244.42 |
|
|
| Tesla Motors (TSLA) | 1.0 | $1.4M | +2% | 3.9k | 371.76 |
|
| JPMorgan Chase & Co. (JPM) | 1.0 | $1.4M | 4.8k | 294.15 |
|
|
| Wal-Mart Stores (WMT) | 1.0 | $1.4M | 11k | 124.28 |
|
|
| Ishares Tr Etf (IVV) | 0.9 | $1.3M | 2.0k | 653.33 |
|
|
| Caterpillar (CAT) | 0.8 | $1.1M | -3% | 1.6k | 708.48 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $997k | 2.1k | 479.20 |
|
|
| Costco Wholesale Corporation (COST) | 0.7 | $961k | 964.00 | 996.44 |
|
|
| Home Depot (HD) | 0.6 | $849k | 2.6k | 328.86 |
|
|
| Goldman Sachs (GS) | 0.6 | $829k | 980.00 | 845.86 |
|
|
| Visa Com Cl A (V) | 0.6 | $826k | +5% | 2.7k | 302.27 |
|
| Innovator Etfs Trust Etf (DDFM) | 0.6 | $783k | NEW | 42k | 18.77 |
|
| Nike CL B (NKE) | 0.5 | $756k | 14k | 52.82 |
|
|
| First Tr Exchng Traded Fd Vi Etf (FNOV) | 0.5 | $751k | 14k | 53.40 |
|
|
| Morgan Stanley Com New (MS) | 0.5 | $746k | 4.5k | 164.58 |
|
|
| Illinois Tool Works (ITW) | 0.5 | $742k | 2.9k | 260.29 |
|
|
| Innovator Etfs Trust Etf (ACII) | 0.5 | $732k | +244% | 29k | 25.08 |
|
| First Tr Exchng Traded Fd Vi Etf (FJUL) | 0.5 | $718k | 13k | 54.72 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.5 | $677k | +5% | 1.4k | 499.75 |
|
| CSX Corporation (CSX) | 0.4 | $582k | 14k | 41.05 |
|
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.4 | $576k | 1.7k | 337.86 |
|
|
| Vertiv Holdings Com Cl A (VRT) | 0.4 | $569k | 2.3k | 250.54 |
|
|
| Exxon Mobil Corporation (XOM) | 0.4 | $567k | 3.3k | 169.66 |
|
|
| Invesco Qqq Tr Etf (QQQ) | 0.4 | $510k | 884.00 | 577.11 |
|
|
| Vanguard World Etf (ESGV) | 0.4 | $506k | 4.5k | 112.27 |
|
|
| Blackrock (BLK) | 0.4 | $500k | +3% | 520.00 | 960.98 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.4 | $496k | 1.3k | 391.76 |
|
|
| Wisdomtree Tr Etf (EPI) | 0.3 | $479k | +3% | 12k | 40.80 |
|
| First Tr Exchng Traded Fd Vi Etf (FMAR) | 0.3 | $479k | 9.9k | 48.49 |
|
|
| Wisdomtree Tr Etf (XC) | 0.3 | $416k | 13k | 31.24 |
|
|
| Marvell Technology (MRVL) | 0.3 | $404k | +4% | 4.1k | 99.06 |
|
| Lowe's Companies (LOW) | 0.3 | $404k | 1.7k | 236.30 |
|
|
| Marsh & McLennan Companies (MRSH) | 0.3 | $398k | 2.3k | 173.45 |
|
|
| Ishares Tr Etf (IJK) | 0.3 | $391k | 3.9k | 100.61 |
|
|
| Ea Series Trust Etf (FMTM) | 0.3 | $390k | +3% | 11k | 34.76 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.3 | $378k | +16% | 967.00 | 390.39 |
|
| Walt Disney Company (DIS) | 0.3 | $375k | 3.9k | 96.38 |
|
|
| Chevron Corporation (CVX) | 0.3 | $373k | 1.8k | 206.86 |
|
|
| Ishares Tr Etf (IWR) | 0.3 | $361k | 3.7k | 97.24 |
|
|
| Abbvie (ABBV) | 0.3 | $359k | 1.7k | 217.50 |
|
|
| Ea Series Trust Etf (BOXX) | 0.3 | $358k | NEW | 3.1k | 116.29 |
|
| Invesco Exch Traded Fd Tr Ii Etf (QQQM) | 0.2 | $341k | 1.4k | 237.68 |
|
|
| Vanguard Star Fds Etf (VXUS) | 0.2 | $317k | 4.1k | 77.11 |
|
|
| Synopsys (SNPS) | 0.2 | $312k | +9% | 787.00 | 396.24 |
|
| Invesco Exchange Traded Fd T Etf (RSP) | 0.2 | $311k | 1.6k | 191.91 |
|
|
| First Tr Exchng Traded Fd Vi Etf (BUFD) | 0.2 | $301k | 11k | 28.00 |
|
|
| Kla Corp Com New (KLAC) | 0.2 | $297k | +7% | 202.00 | 1469.67 |
|
| Lockheed Martin Corporation (LMT) | 0.2 | $293k | -11% | 484.00 | 604.89 |
|
| Automatic Data Processing (ADP) | 0.2 | $290k | 1.4k | 203.18 |
|
|
| Bank of America Corporation (BAC) | 0.2 | $268k | -2% | 5.5k | 48.75 |
|
| First Tr Exchange Traded Etf (FTHI) | 0.2 | $266k | NEW | 12k | 22.95 |
|
| Ishares Tr Etf (ITOT) | 0.2 | $265k | 1.9k | 142.44 |
|
|
| Texas Instruments Incorporated (TXN) | 0.2 | $261k | +5% | 1.3k | 194.12 |
|
| Marathon Petroleum Corp (MPC) | 0.2 | $256k | NEW | 1.0k | 244.18 |
|
| Arm Holdings Sponsored Ads (ARM) | 0.2 | $253k | NEW | 1.7k | 151.32 |
|
| Ge Vernova (GEV) | 0.2 | $249k | -7% | 285.00 | 872.90 |
|
| International Business Machines (IBM) | 0.2 | $242k | 1.0k | 242.39 |
|
|
| Raytheon Technologies Corp (RTX) | 0.2 | $241k | +2% | 1.3k | 192.90 |
|
| Vaneck Etf Trust Etf (NLR) | 0.2 | $234k | NEW | 1.8k | 133.21 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $233k | 809.00 | 287.62 |
|
|
| Humana (HUM) | 0.2 | $232k | 1.3k | 173.39 |
|
|
| Avery Dennison Corporation (AVY) | 0.2 | $231k | 1.3k | 172.68 |
|
|
| Ge Aerospace Com New (GE) | 0.2 | $227k | -5% | 798.00 | 283.85 |
|
| Philip Morris International (PM) | 0.2 | $220k | 1.3k | 165.34 |
|
|
| J P Morgan Exchange Traded F Etf (JEPQ) | 0.2 | $218k | 3.9k | 55.52 |
|
|
| Vistra Energy (VST) | 0.1 | $205k | NEW | 1.4k | 150.29 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $205k | -5% | 1.8k | 115.02 |
|
Past Filings by Goldenstone Wealth Management
SEC 13F filings are viewable for Goldenstone Wealth Management going back to 2025
- Goldenstone Wealth Management 2026 Q1 filed May 8, 2026
- Goldenstone Wealth Management 2025 Q4 filed Feb. 6, 2026