Goldenstone Wealth Management Llc Portfolio Stock Holdings
Goldenstone Wealth Management Llc disclosed 89 stock positions valued at approximately $137.5 million in its latest SEC 13F filing. The largest holdings include WISDOMTREE TR, FIRST TR EXCHNG TRADED FD VI, and APPLE INC. The filing reflects positions held as of March 31, 2026 and was filed on May 8, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 89
- Portfolio Value
- $137.5M
Holdings by Sector
Goldenstone Wealth Management Llc Portfolio Holdings in Q1 2026
83 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| WISDOMTREE TR | USFR | Other | 11.04% | 301,578 | +13,815 | +4.80% | $15,181,458 |
| FIRST TR EXCHNG TRADED FD VI | BUFR | Other | 10.14% | 412,747 | +33,327 | +8.78% | $13,938,473 |
| APPLE INC | AAPL | Technology | 4.87% | 26,396 | +25 | +0.09% | $6,699,133 |
| MICROSOFT CORP | MSFT | Technology | 4.48% | 16,628 | +775 | +4.89% | $6,155,105 |
| NVIDIA CORPORATION | NVDA | Technology | 3.96% | 31,180 | +469 | +1.53% | $5,437,865 |
| ALPHABET INC | GOOG | Communication Services | 3.10% | 14,858 | +183 | +1.25% | $4,262,255 |
| FIRST TR EXCHNG TRADED FD VI | BUFZ | Other | 2.97% | 155,554 | +12,555 | +8.78% | $4,087,624 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.38% | 15,724 | +652 | +4.33% | $3,274,807 |
| APPLIED MATLS INC | AMAT | Technology | 2.28% | 9,174 | +10 | +0.11% | $3,135,612 |
| FIRST TR EXCHNG TRADED FD VI | BUFQ | Other | 2.24% | 86,997 | -3,550 | -3.92% | $3,072,721 |
| FIRST TR EXCHANGE TRADED FD | SDVY | Other | 2.18% | 75,884 | -3,626 | -4.56% | $2,992,125 |
| ASML HLDG NV | ASML | Other | 1.92% | 1,999 | +1 | +0.05% | $2,640,799 |
| META PLATFORMS INC | META | Communication Services | 1.89% | 4,536 | +81 | +1.82% | $2,595,158 |
| LAM RESEARCH CORP | LRCX | Other | 1.62% | 10,393 | +2,399 | +30.01% | $2,220,590 |
| BROADCOM INC | AVGO | Technology | 1.49% | 6,634 | +285 | +4.49% | $2,053,304 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 1.32% | 8,904 | +252 | +2.91% | $1,811,256 |
| INNOVATOR ETFS TRUST | 45783Y244 | Other | 1.30% | 61,510 | +61,510 | +100.00% | $1,788,096 |
| NETFLIX INC. | NFLX | Communication Services | 1.28% | 18,345 | +1,949 | +11.89% | $1,763,911 |
| ISHARES INC | EMXC | Other | 1.26% | 21,944 | +214 | +0.98% | $1,726,129 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 1.23% | 6,229 | +8 | +0.13% | $1,685,560 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 1.06% | 5,987 | -37 | -0.61% | $1,463,352 |
| TESLA INC | TSLA | Consumer Cyclical | 1.04% | 3,862 | +83 | +2.20% | $1,435,724 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.02% | 4,762 | +79 | +1.69% | $1,400,740 |
| WALMART INC | WMT | Consumer Defensive | 1.00% | 11,094 | -43 | -0.39% | $1,378,754 |
| ISHARES TR | IVV | Other | 0.94% | 1,968 | +4 | +0.20% | $1,285,746 |
| CATERPILLAR INC | CAT | Industrials | 0.83% | 1,619 | -62 | -3.69% | $1,147,035 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.73% | 2,080 | - | - | $996,736 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.70% | 964 | +8 | +0.84% | $960,564 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.62% | 2,583 | +30 | +1.18% | $849,434 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.60% | 980 | -8 | -0.81% | $828,947 |
| VISA INC | V | Financial Services | 0.60% | 2,733 | +154 | +5.97% | $826,093 |
| NIKE INC | NKE | Consumer Cyclical | 0.55% | 14,314 | +4 | +0.03% | $756,058 |
| FIRST TR EXCHNG TRADED FD VI | FNOV | Other | 0.55% | 14,060 | -120 | -0.85% | $750,744 |
| MORGAN STANLEY | MS | Financial Services | 0.54% | 4,531 | +70 | +1.57% | $745,728 |
| ILLINOIS TOOL WKS INC | ITW | Industrials | 0.54% | 2,850 | - | - | $741,827 |
| FIRST TR EXCHNG TRADED FD VI | FJUL | Other | 0.52% | 13,115 | -50 | -0.38% | $717,653 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.49% | 1,354 | +76 | +5.95% | $676,659 |
| CSX CORP | CSX | Industrials | 0.42% | 14,172 | - | - | $581,761 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.42% | 1,706 | -20 | -1.16% | $576,390 |
| VERTIV HOLDINGS CO | VRT | Industrials | 0.41% | 2,269 | +4 | +0.18% | $568,469 |
| EXXON MOBIL CORP | XOM | Energy | 0.41% | 3,339 | +10 | +0.30% | $566,488 |
| INVESCO QQQ TR | QQQ | Other | 0.37% | 884 | +2 | +0.23% | $510,167 |
| VANGUARD WORLD FD | ESGV | Other | 0.37% | 4,505 | - | - | $505,776 |
| BLACKROCK INC | BLK | Other | 0.36% | 520 | +17 | +3.38% | $499,708 |
| SEAGATE TECHNOLOGY HLDNGS PL | STX | Other | 0.36% | 1,266 | - | - | $495,968 |
| WISDOMTREE TR | EPI | Other | 0.35% | 11,736 | +409 | +3.61% | $478,825 |
| FIRST TR EXCHNG TRADED FD VI | FMAR | Other | 0.35% | 9,870 | -150 | -1.50% | $478,596 |
| MARVELL TECHNOLOGY INC | MRVL | Technology | 0.29% | 4,079 | +164 | +4.19% | $404,062 |
| LOWES COS INC | LOW | Consumer Cyclical | 0.29% | 1,708 | +11 | +0.65% | $403,604 |
| MARSH & MCLENNAN COS INC | MMC | Financial Services | 0.29% | 2,295 | - | - | $398,068 |
| ISHARES TR | IJK | Other | 0.28% | 3,886 | - | - | $390,990 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 0.27% | 967 | +138 | +16.65% | $377,506 |
| DISNEY WALT CO | DIS | Communication Services | 0.27% | 3,892 | - | - | $375,111 |
| CHEVRON CORPORATION | CVX | Energy | 0.27% | 1,804 | +11 | +0.61% | $373,180 |
| ISHARES TR | IWR | Other | 0.26% | 3,714 | - | - | $361,143 |
| ABBVIE INC | ABBV | Healthcare | 0.26% | 1,652 | +3 | +0.18% | $359,309 |
| EA SERIES TRUST | BOXX | Other | 0.26% | 3,075 | +3,075 | +100.00% | $357,592 |
| INVESCO EXCH TRADED FD TR II | QQQM | Other | 0.25% | 1,433 | +1 | +0.07% | $340,599 |
| VANGUARD STAR FDS | VXUS | Other | 0.23% | 4,106 | - | - | $316,614 |
| SYNOPSYS INC | SNPS | Technology | 0.23% | 787 | +67 | +9.31% | $311,838 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 0.23% | 1,618 | +26 | +1.63% | $310,512 |
| FIRST TR EXCHNG TRADED FD VI | BUFD | Other | 0.22% | 10,750 | - | - | $301,000 |
| KLA CORP | KLAC | Technology | 0.22% | 202 | +14 | +7.45% | $296,874 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 0.21% | 484 | -61 | -11.19% | $292,765 |
| AUTOMATIC DATA PROCESSING IN | ADP | Technology | 0.21% | 1,425 | - | - | $289,532 |
| BANK AMERICA CORP | BAC | Financial Services | 0.19% | 5,494 | -165 | -2.92% | $267,843 |
| FIRST TR EXCHANGE TRADED FD | FTHI | Other | 0.19% | 11,587 | +11,587 | +100.00% | $265,921 |
| ISHARES TR | ITOT | Other | 0.19% | 1,861 | +3 | +0.16% | $265,076 |
| TEXAS INSTRS INC | TXN | Technology | 0.19% | 1,342 | +67 | +5.25% | $260,506 |
| MARATHON PETE CORP | MPC | Energy | 0.19% | 1,048 | +1,048 | +100.00% | $255,901 |
| ARM HOLDINGS PLC | ARM | Technology | 0.18% | 1,674 | +1,674 | +100.00% | $253,311 |
| GE VERNOVA INC | GEV | Utilities | 0.18% | 285 | -23 | -7.47% | $248,777 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.18% | 1,000 | - | - | $242,390 |
| RTX CORPORATION | RTX | Industrials | 0.18% | 1,250 | +28 | +2.29% | $241,125 |
| VANECK ETF TRUST | NLR | Other | 0.17% | 1,753 | +1,753 | +100.00% | $233,520 |
| ALPHABET INC | GOOGL | Communication Services | 0.17% | 809 | - | - | $232,687 |
| HUMANA INC | HUM | Healthcare | 0.17% | 1,339 | - | - | $232,169 |
| AVERY DENNISON CORP | AVY | Consumer Cyclical | 0.17% | 1,335 | - | - | $230,528 |
| GE AEROSPACE | GE | Industrials | 0.16% | 798 | -45 | -5.34% | $226,516 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.16% | 1,329 | - | - | $219,737 |
| J P MORGAN EXCHANGE TRADED F | JEPQ | Other | 0.16% | 3,933 | +40 | +1.03% | $218,372 |
| VISTRA CORP | VST | Utilities | 0.15% | 1,365 | +1,365 | +100.00% | $205,140 |
| BLACKSTONE INC | BX | Financial Services | 0.15% | 1,779 | -95 | -5.07% | $204,625 |