Goldenstone Wealth Management LLC

Est. AUM

$137.5M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	WISDOMTREE TR	ETF	$15.2M	301578	11.04%	SOLE
2	INNOVATOR ETFS TRUST	ETF	$14.2M	760705	10.36%	SOLE
3	FIRST TR EXCHNG TRADED FD VI	ETF	$13.9M	412747	10.14%	SOLE
4	APPLE INC	COM	$6.7M	26396	4.87%	SOLE
5	MICROSOFT CORP	COM	$6.2M	16628	4.48%	SOLE
6	NVIDIA CORPORATION	COM	$5.4M	31180	3.96%	SOLE
7	ALPHABET INC	CAP STK CL C	$4.3M	14858	3.10%	SOLE
8	FIRST TR EXCHNG TRADED FD VI	ETF	$4.1M	155554	2.97%	SOLE
9	AMAZON COM INC	COM	$3.3M	15724	2.38%	SOLE
10	APPLIED MATLS INC	COM	$3.1M	9174	2.28%	SOLE
11	FIRST TR EXCHNG TRADED FD VI	ETF	$3.1M	86997	2.23%	SOLE
12	FIRST TR EXCHANGE TRADED FD	ETF	$3.0M	75884	2.18%	SOLE
13	ASML HLDG NV	N Y REGISTRY SHS	$2.6M	1999	1.92%	SOLE
14	META PLATFORMS INC	CL A	$2.6M	4536	1.89%	SOLE
15	LAM RESEARCH CORP	COM NEW	$2.2M	10393	1.61%	SOLE
16	BROADCOM INC	COM	$2.1M	6634	1.49%	SOLE
17	ADVANCED MICRO DEVICES INC	COM	$1.8M	8904	1.32%	SOLE
18	INNOVATOR ETFS TRUST	ETF	$1.8M	61510	1.30%	SOLE
19	NETFLIX INC.	COM	$1.8M	18345	1.28%	SOLE
20	ISHARES INC	ETF	$1.7M	21944	1.26%	SOLE
21	UNITEDHEALTH GROUP INC	COM	$1.7M	6229	1.23%	SOLE
22	INNOVATOR ETFS TRUST	ETF	$1.6M	57245	1.16%	SOLE
23	JOHNSON & JOHNSON	COM	$1.5M	5987	1.06%	SOLE
24	TESLA INC	COM	$1.4M	3862	1.04%	SOLE
25	JPMORGAN CHASE & CO	COM	$1.4M	4762	1.02%	SOLE
26	WALMART INC	COM	$1.4M	11094	1.00%	SOLE
27	ISHARES TR	ETF	$1.3M	1968	0.93%	SOLE
28	CATERPILLAR INC	COM	$1.1M	1619	0.83%	SOLE
29	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$996K	2080	0.72%	SOLE
30	COSTCO WHOLESALE CORPORATION	COM	$960K	964	0.70%	SOLE
31	HOME DEPOT INC	COM	$849K	2583	0.62%	SOLE
32	GOLDMAN SACHS GROUP INC	COM	$828K	980	0.60%	SOLE
33	VISA INC	COM CL A	$826K	2733	0.60%	SOLE
34	INNOVATOR ETFS TRUST	ETF	$782K	41700	0.57%	SOLE
35	NIKE INC	CL B	$756K	14314	0.55%	SOLE
36	FIRST TR EXCHNG TRADED FD VI	ETF	$750K	14060	0.55%	SOLE
37	MORGAN STANLEY	COM NEW	$745K	4531	0.54%	SOLE
38	ILLINOIS TOOL WKS INC	COM	$741K	2850	0.54%	SOLE
39	INNOVATOR ETFS TRUST	ETF	$731K	29172	0.53%	SOLE
40	FIRST TR EXCHNG TRADED FD VI	ETF	$717K	13115	0.52%	SOLE
41	MASTERCARD INCORPORATED	CL A	$676K	1354	0.49%	SOLE
42	CSX CORP	COM	$581K	14172	0.42%	SOLE
43	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$576K	1706	0.42%	SOLE
44	VERTIV HOLDINGS CO	COM CL A	$568K	2269	0.41%	SOLE
45	EXXON MOBIL CORP	COM	$566K	3339	0.41%	SOLE
46	INVESCO QQQ TR	ETF	$510K	884	0.37%	SOLE
47	VANGUARD WORLD FD	ETF	$505K	4505	0.37%	SOLE
48	BLACKROCK INC	COM	$499K	520	0.36%	SOLE
49	SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$495K	1266	0.36%	SOLE
50	FIRST TR EXCHNG TRADED FD VI	ETF	$478K	9870	0.35%	SOLE

1–50 of 89

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.