Goldenstone Wealth Management as of Dec. 31, 2025
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 | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Innovator Etfs Trust Etf (DDTN) | 11.1 | $15M | 773k | 19.17 | |
| Wisdomtree Tr Etf (USFR) | 10.8 | $15M | 288k | 50.32 | |
| First Tr Exchng Traded Fd Vi Etf (BUFR) | 9.7 | $13M | 379k | 34.26 | |
| Microsoft Corporation (MSFT) | 5.7 | $7.7M | 16k | 483.63 | |
| Apple (AAPL) | 5.4 | $7.2M | 26k | 271.86 | |
| NVIDIA Corporation (NVDA) | 4.3 | $5.7M | 31k | 186.50 | |
| Alphabet Cap Stk Cl C (GOOG) | 3.4 | $4.6M | 15k | 313.80 | |
| First Tr Exchng Traded Fd Vi Etf (BUFZ) | 2.8 | $3.8M | 143k | 26.53 | |
| Amazon (AMZN) | 2.6 | $3.5M | 15k | 230.82 | |
| First Tr Exchng Traded Fd Vi Etf (BUFQ) | 2.4 | $3.2M | 91k | 35.84 | |
| First Tr Exchange-traded Etf (SDVY) | 2.3 | $3.0M | 80k | 38.32 | |
| Meta Platforms Cl A (META) | 2.2 | $2.9M | 4.5k | 660.15 | |
| Applied Materials (AMAT) | 1.8 | $2.4M | 9.2k | 256.98 | |
| Broadcom (AVGO) | 1.6 | $2.2M | 6.3k | 346.10 | |
| Asml Holding N V N Y Registry Shs (ASML) | 1.6 | $2.1M | 2.0k | 1070.05 | |
| UnitedHealth (UNH) | 1.5 | $2.1M | 6.2k | 330.12 | |
| Advanced Micro Devices (AMD) | 1.4 | $1.9M | 8.7k | 214.15 | |
| Innovator Etfs Trust Etf (NNOV) | 1.3 | $1.8M | 63k | 28.70 | |
| Tesla Motors (TSLA) | 1.3 | $1.7M | 3.8k | 449.73 | |
| Ishares Etf (EMXC) | 1.2 | $1.6M | 22k | 72.68 | |
| Netflix (NFLX) | 1.2 | $1.5M | 16k | 93.76 | |
| JPMorgan Chase & Co. (JPM) | 1.1 | $1.5M | 4.7k | 322.21 | |
| Lam Research Corp Com New (LRCX) | 1.0 | $1.4M | 8.0k | 171.17 | |
| Ishares Tr Etf (IVV) | 1.0 | $1.3M | 2.0k | 684.77 | |
| Johnson & Johnson (JNJ) | 0.9 | $1.2M | 6.0k | 206.94 | |
| Wal-Mart Stores (WMT) | 0.9 | $1.2M | 11k | 111.41 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $1.0M | 2.1k | 502.65 | |
| Caterpillar (CAT) | 0.7 | $963k | 1.7k | 573.02 | |
| Nike CL B (NKE) | 0.7 | $912k | 14k | 63.71 | |
| Visa Com Cl A (V) | 0.7 | $905k | 2.6k | 350.75 | |
| Home Depot (HD) | 0.7 | $879k | 2.6k | 344.11 | |
| Goldman Sachs (GS) | 0.6 | $868k | 988.00 | 878.82 | |
| Costco Wholesale Corporation (COST) | 0.6 | $825k | 956.00 | 862.55 | |
| Morgan Stanley (MS) | 0.6 | $792k | 4.5k | 177.53 | |
| First Tr Exchng Traded Fd Vi Etf (FNOV) | 0.6 | $778k | 14k | 54.83 | |
| First Tr Exchng Traded Fd Vi Etf (FJUL) | 0.6 | $736k | 13k | 55.92 | |
| Mastercard Incorporated Cl A (MA) | 0.5 | $730k | 1.3k | 570.82 | |
| Illinois Tool Works (ITW) | 0.5 | $702k | 2.9k | 246.30 | |
| Vanguard World Etf (ESGV) | 0.4 | $545k | 4.5k | 120.96 | |
| Invesco Qqq Tr Etf (QQQ) | 0.4 | $542k | 882.00 | 614.04 | |
| Blackrock (BLK) | 0.4 | $539k | 503.00 | 1070.57 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.4 | $524k | 1.7k | 303.84 | |
| Wisdomtree Tr Etf (EPI) | 0.4 | $524k | 11k | 46.29 | |
| CSX Corporation (CSX) | 0.4 | $514k | 14k | 36.25 | |
| First Tr Exchng Traded Fd Vi Etf (FMAR) | 0.4 | $476k | 10k | 47.47 | |
| Walt Disney Company (DIS) | 0.3 | $443k | 3.9k | 113.77 | |
| Wisdomtree Tr Etf (XC) | 0.3 | $431k | 13k | 32.43 | |
| Marsh & McLennan Companies | 0.3 | $426k | 2.3k | 185.52 | |
| Lowe's Companies (LOW) | 0.3 | $409k | 1.7k | 241.09 | |
| Exxon Mobil Corporation (XOM) | 0.3 | $401k | 3.3k | 120.33 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.3 | $389k | 829.00 | 468.73 | |
| Abbvie (ABBV) | 0.3 | $377k | 1.6k | 228.52 | |
| Ishares Tr Etf (IJK) | 0.3 | $377k | 3.9k | 96.88 | |
| Vertiv Holdings Com Cl A (VRT) | 0.3 | $367k | 2.3k | 162.04 | |
| Automatic Data Processing (ADP) | 0.3 | $367k | 1.4k | 257.23 | |
| Invesco Exch Traded Fd Tr Ii Etf (QQQM) | 0.3 | $362k | 1.4k | 252.99 | |
| Ishares Tr Etf (IWR) | 0.3 | $358k | 3.7k | 96.28 | |
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.3 | $349k | 1.3k | 275.39 | |
| Ea Series Trust Etf (FMTM) | 0.3 | $347k | 11k | 32.14 | |
| Humana (HUM) | 0.3 | $343k | 1.3k | 256.13 | |
| Synopsys (SNPS) | 0.3 | $338k | 720.00 | 469.41 | |
| Marvell Technology (MRVL) | 0.2 | $333k | 3.9k | 84.98 | |
| Bank of America Corporation (BAC) | 0.2 | $311k | 5.7k | 55.00 | |
| Vanguard Star Fds Etf (VXUS) | 0.2 | $310k | 4.1k | 75.44 | |
| Invesco Exchange Traded Fd T Etf (RSP) | 0.2 | $305k | 1.6k | 191.55 | |
| First Tr Exchng Traded Fd Vi Etf (BUFD) | 0.2 | $304k | 11k | 28.24 | |
| International Business Machines (IBM) | 0.2 | $296k | 1.0k | 296.21 | |
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $289k | 1.9k | 154.16 | |
| Ishares Tr Etf (ITOT) | 0.2 | $276k | 1.9k | 148.68 | |
| Chevron Corporation (CVX) | 0.2 | $273k | 1.8k | 152.41 | |
| Lockheed Martin Corporation (LMT) | 0.2 | $264k | 545.00 | 483.48 | |
| Ge Aerospace Com New (GE) | 0.2 | $260k | 843.00 | 308.12 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $253k | 809.00 | 312.92 | |
| Avery Dennison Corporation (AVY) | 0.2 | $243k | 1.3k | 181.88 | |
| Kla Corp Com New (KLAC) | 0.2 | $229k | 188.00 | 1218.07 | |
| J P Morgan Exchange Traded F Etf (JEPQ) | 0.2 | $226k | 3.9k | 58.12 | |
| Raytheon Technologies Corp (RTX) | 0.2 | $224k | 1.2k | 183.40 | |
| Booking Holdings (BKNG) | 0.2 | $223k | 42.00 | 5302.71 | |
| Texas Instruments Incorporated (TXN) | 0.2 | $221k | 1.3k | 173.54 | |
| Innovator Etfs Trust Etf (ACII) | 0.2 | $217k | 8.5k | 25.62 | |
| Philip Morris International (PM) | 0.2 | $213k | 1.3k | 160.40 | |
| Rockwell Automation (ROK) | 0.2 | $209k | 537.00 | 388.94 | |
| Select Sector Spdr Tr Etf (XLC) | 0.2 | $206k | 1.7k | 117.69 | |
| Ge Vernova (GEV) | 0.2 | $201k | 308.00 | 653.57 |
