Goldenstone Wealth Management Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 5, 2026, Goldenstone Wealth Management Llc disclosed 76 stock positions valued at approximately $152.88M as of quarter-end June 30, 2026. The largest holdings include FIRST TR EXCHNG TRADED FD VI, INNOVATOR ETFS TRUST, and APPLE INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 76
- Portfolio Value
- $152.88M
Holdings by Sector
Goldenstone Wealth Management Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| FIRST TR EXCHNG TRADED FD VI | BUFR | Other | 11.06% | 463,059 | +50,312 | +12.19% | $16,915,544 |
| INNOVATOR ETFS TRUST | DDTN | Other | 9.81% | 735,350 | -25,355 | -3.33% | $14,994,595 |
| APPLE INC | AAPL | Technology | 5.12% | 27,052 | +656 | +2.49% | $7,827,692 |
| WISDOMTREE TR | USFR | Other | 4.84% | 146,939 | -154,639 | -51.28% | $7,398,366 |
| MICROSOFT CORP | MSFT | Technology | 4.36% | 17,856 | +1,228 | +7.39% | $6,660,678 |
| APPLIED MATLS INC | AMAT | Technology | 4.35% | 9,195 | +21 | +0.23% | $6,648,017 |
| NVIDIA CORPORATION | NVDA | Technology | 4.19% | 31,996 | +816 | +2.62% | $6,402,049 |
| ALPHABET INC | GOOG | Communication Services | 3.46% | 14,950 | +92 | +0.62% | $5,282,152 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 3.34% | 8,798 | -106 | -1.19% | $5,111,037 |
| LAM RESEARCH CORP | LRCX | Technology | 2.89% | 10,180 | -213 | -2.05% | $4,411,371 |
| FIRST TR EXCHANGE-TRADED FD | ACYN | Other | 2.80% | 205,707 | +205,707 | +100.00% | $4,276,658 |
| FIRST TR EXCHNG TRADED FD VI | BUFZ | Other | 2.77% | 151,750 | -3,804 | -2.45% | $4,238,378 |
| ASML HLDG NV | ASML | Technology | 2.61% | 2,007 | +8 | +0.40% | $3,993,587 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.55% | 16,341 | +617 | +3.92% | $3,894,819 |
| FIRST TR EXCHNG TRADED FD VI | BUFQ | Other | 2.08% | 81,056 | -5,941 | -6.83% | $3,183,058 |
| FIRST TR EXCHANGE TRADED FD | SDVY | Other | 2.07% | 73,232 | -2,652 | -3.49% | $3,159,245 |
| META PLATFORMS INC | META | Communication Services | 1.82% | 4,938 | +402 | +8.86% | $2,781,333 |
| BROADCOM INC | AVGO | Technology | 1.67% | 6,759 | +125 | +1.88% | $2,553,071 |
| ISHARES INC | EMXC | Other | 1.44% | 21,568 | -376 | -1.71% | $2,206,366 |
| ISHARES TR | IVV | Other | 1.37% | 2,795 | +827 | +42.02% | $2,093,205 |
| TESLA INC | TSLA | Consumer Cyclical | 1.14% | 4,126 | +264 | +6.84% | $1,735,432 |
| CATERPILLAR INC | CAT | Industrials | 1.10% | 1,577 | -42 | -2.59% | $1,679,455 |
| INNOVATOR ETFS TRUST | NNOV | Other | 1.04% | 50,670 | -6,575 | -11.49% | $1,593,409 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.04% | 4,858 | +96 | +2.02% | $1,590,090 |
| EA SERIES TRUST | BOXX | Other | 1.01% | 13,214 | +10,139 | +329.72% | $1,547,227 |
| NETFLIX INC. | NFLX | Communication Services | 0.95% | 20,264 | +1,919 | +10.46% | $1,446,884 |
| WALMART INC | WMT | Consumer Defensive | 0.82% | 11,060 | -34 | -0.31% | $1,252,674 |
| SEAGATE TECHNOLOGY HLDNGS PL | STX | Technology | 0.80% | 1,269 | +3 | +0.24% | $1,224,585 |
| MARVELL TECHNOLOGY INC | MRVL | Technology | 0.80% | 4,094 | +15 | +0.37% | $1,219,615 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.72% | 4,337 | -1,650 | -27.56% | $1,101,357 |
Showing 30 of 76 holdings in the latest reporting period.