Goldenstone Wealth Management as of June 30, 2026
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 | 463k | 36.53 | |
| Innovator Etfs Trust Etf (DDTN) | 9.8 | $15M | 735k | 20.39 | |
| Apple (AAPL) | 5.1 | $7.8M | 27k | 289.36 | |
| Wisdomtree Tr Etf (USFR) | 4.8 | $7.4M | 147k | 50.35 | |
| Microsoft Corporation (MSFT) | 4.4 | $6.7M | 18k | 373.02 | |
| Applied Materials (AMAT) | 4.3 | $6.6M | 9.2k | 723.00 | |
| NVIDIA Corporation (NVDA) | 4.2 | $6.4M | 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 | 10k | 433.34 | |
| First Tr Exchange-traded Etf (ACYN) | 2.8 | $4.3M | 206k | 20.79 | |
| First Tr Exchng Traded Fd Vi Etf (BUFZ) | 2.8 | $4.2M | 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 | 16k | 238.35 | |
| First Tr Exchng Traded Fd Vi Etf (BUFQ) | 2.1 | $3.2M | 81k | 39.27 | |
| First Tr Exchange Traded Etf (SDVY) | 2.1 | $3.2M | 73k | 43.14 | |
| Meta Platforms Cl A (META) | 1.8 | $2.8M | 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 | 2.8k | 748.91 | |
| Tesla Motors (TSLA) | 1.1 | $1.7M | 4.1k | 420.61 | |
| Caterpillar (CAT) | 1.1 | $1.7M | 1.6k | 1064.97 | |
| Innovator Etfs Trust Etf (NNOV) | 1.0 | $1.6M | 51k | 31.45 | |
| JPMorgan Chase & Co. (JPM) | 1.0 | $1.6M | 4.9k | 327.31 | |
| Ea Series Trust Etf (BOXX) | 1.0 | $1.5M | 13k | 117.09 | |
| Netflix (NFLX) | 0.9 | $1.4M | 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 | 4.3k | 253.94 | |
| Visa Com Cl A (V) | 0.7 | $1.0M | 2.9k | 343.11 | |
| Goldman Sachs (GS) | 0.6 | $965k | 954.00 | 1011.40 | |
| Home Depot (HD) | 0.6 | $951k | 2.7k | 352.74 | |
| Morgan Stanley Com New (MS) | 0.6 | $925k | 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 | 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 | 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 | 1.5k | 513.44 | |
| Ishares Tr Etf (ITOT) | 0.5 | $735k | 4.5k | 164.26 | |
| Innovator Etfs Trust Etf (ACII) | 0.5 | $706k | 28k | 25.45 | |
| First Tr Exchange Traded Etf (FTHI) | 0.4 | $654k | 27k | 23.85 | |
| Kla Corp Com New (KLAC) | 0.4 | $629k | 2.1k | 301.70 | |
| Arm Holdings Sponsored Ads (ARM) | 0.4 | $607k | 1.7k | 354.64 | |
| Invesco Qqq Tr Etf (QQQ) | 0.4 | $599k | 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 | 12k | 43.64 | |
| Blackrock (BLK) | 0.3 | $512k | 532.00 | 961.98 | |
| Wisdomtree Tr Etf (EPI) | 0.3 | $494k | 12k | 42.78 | |
| Exxon Mobil Corporation (XOM) | 0.3 | $490k | 3.6k | 136.73 | |
| UnitedHealth (UNH) | 0.3 | $449k | 1.1k | 415.63 | |
| Ishares Tr Etf (IJK) | 0.3 | $441k | 3.8k | 117.50 | |
| Abbvie (ABBV) | 0.3 | $437k | 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 | |
| Lowe's Companies (LOW) | 0.3 | $406k | 1.8k | 220.44 | |
| Synopsys (SNPS) | 0.3 | $401k | 898.00 | 446.25 | |
| Vanguard Star Fds Etf (VXUS) | 0.2 | $351k | 4.1k | 85.49 | |
| Ge Vernova (GEV) | 0.2 | $344k | 293.00 | 1174.86 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $342k | 956.00 | 357.32 | |
| Chevron Corporation (CVX) | 0.2 | $331k | 2.0k | 165.79 | |
| First Tr Exchng Traded Fd Vi Etf (BUFD) | 0.2 | $320k | 11k | 29.72 | |
| Invesco Exchange Traded Fd T Etf (RSP) | 0.2 | $304k | 1.4k | 212.84 | |
| Bank of America Corporation (BAC) | 0.2 | $276k | 4.8k | 56.97 | |
| First Tr Exchange-traded Etf (QTEC) | 0.2 | $266k | 794.00 | 334.87 | |
| Invesco Exch Traded Fd Tr Ii Etf (QQQM) | 0.2 | $260k | 857.00 | 302.97 | |
| Lockheed Martin Corporation (LMT) | 0.2 | $247k | 485.00 | 509.43 | |
| Rockwell Automation (ROK) | 0.2 | $243k | 490.00 | 495.40 | |
| Vistra Energy (VST) | 0.2 | $237k | 1.5k | 158.64 | |
| Vaneck Etf Trust Etf (NLR) | 0.1 | $222k | 1.9k | 115.98 | |
| J P Morgan Exchange Traded F Etf (JEPQ) | 0.1 | $213k | 3.5k | 61.47 | |
| Wisdomtree Tr Etf (DXJ) | 0.1 | $209k | 1.2k | 173.58 |
