Q4 2025 · 13F-HR
Goldenstone Wealth Management LLCholdings as filed
Filed 2026-02-06 · accession 0002109094-26-000002
$133.7M
Reported value
84
Positions
2025-12-31
Period end
The Brief · Goldenstone Wealth Management LLC · Q4 2025
AI · grounded in 13F
Goldenstone Wealth Management LLC established a new position in DDTN valued at $14.8M. The fund also initiated new stakes in USFR for $14.5M and BUFR for $13M. Additional new positions include MSFT at $7.7M, AAPL at $7.2M, and NVDA at $5.7M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 45784N460 | DDTN | INNOVATOR ETFS TRUST | $14.8M | 11.1% | 773,445 | Common | SOLE |
| 97717Y527 | USFR | WISDOMTREE TR | $14.5M | 10.8% | 287,763 | Common | SOLE |
| 33740F755 | BUFR | FIRST TR EXCHNG TRADED FD VI | $13.0M | 9.73% | 379,420 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $7.7M | 5.74% | 15,853 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $7.2M | 5.36% | 26,371 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $5.7M | 4.29% | 30,711 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $4.6M | 3.45% | 14,675 | Common | SOLE |
| 33740U729 | BUFZ | FIRST TR EXCHNG TRADED FD VI | $3.8M | 2.84% | 142,999 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $3.5M | 2.60% | 15,072 | Common | SOLE |
| 33740U752 | BUFQ | FIRST TR EXCHNG TRADED FD VI | $3.2M | 2.43% | 90,547 | Common | SOLE |
| 33741X102 | SDVY | FIRST TR EXCHANGE-TRADED FD | $3.0M | 2.28% | 79,510 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $2.9M | 2.20% | 4,455 | Common | SOLE |
| 038222105 | AMAT | APPLIED MATLS INC | $2.4M | 1.76% | 9,164 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $2.2M | 1.64% | 6,349 | Common | SOLE |
| N07059210 | ASML | ASML HOLDING N V | $2.1M | 1.60% | 1,998 | Common | SOLE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $2.1M | 1.54% | 6,221 | Common | SOLE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $1.9M | 1.39% | 8,652 | Common | SOLE |
| 45784N874 | NNOV | INNOVATOR ETFS TRUST | $1.8M | 1.34% | 62,575 | Common | SOLE |
| 88160R101 | TSLA | TESLA INC | $1.7M | 1.27% | 3,779 | Common | SOLE |
| 46434G764 | EMXC | ISHARES INC | $1.6M | 1.18% | 21,730 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC | $1.5M | 1.15% | 16,396 | Common | SOLE |
| 46625H100 | JPM | JPMORGAN CHASE & CO. | $1.5M | 1.13% | 4,683 | Common | SOLE |
| 512807306 | LRCX | LAM RESEARCH CORP | $1.4M | 1.02% | 7,994 | Common | SOLE |
| 464287200 | IVV | ISHARES TR | $1.3M | 1.01% | 1,964 | Common | SOLE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $1.2M | 0.93% | 6,024 | Common | SOLE |
| 931142103 | WMT | WALMART INC | $1.2M | 0.93% | 11,137 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.0M | 0.78% | 2,080 | Common | SOLE |
| 149123101 | CAT | CATERPILLAR INC | $963,251 | 0.72% | 1,681 | Common | SOLE |
| 654106103 | NKE | NIKE INC | $911,675 | 0.68% | 14,310 | Common | SOLE |
| 92826C839 | V | VISA INC | $904,597 | 0.68% | 2,579 | Common | SOLE |
| 437076102 | HD | HOME DEPOT INC | $878,504 | 0.66% | 2,553 | Common | SOLE |
| 38141G104 | GS | GOLDMAN SACHS GROUP INC | $868,279 | 0.65% | 988 | Common | SOLE |
| 22160K105 | COST | COSTCO WHSL CORP NEW | $824,595 | 0.62% | 956 | Common | SOLE |
| 617446448 | MS | MORGAN STANLEY | $791,970 | 0.59% | 4,461 | Common | SOLE |
| 33740F847 | FNOV | FIRST TR EXCHNG TRADED FD VI | $777,489 | 0.58% | 14,180 | Common | SOLE |
| 33740U208 | FJUL | FIRST TR EXCHNG TRADED FD VI | $736,132 | 0.55% | 13,165 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $729,511 | 0.55% | 1,278 | Common | SOLE |
| 452308109 | ITW | ILLINOIS TOOL WKS INC | $701,955 | 0.53% | 2,850 | Common | SOLE |
| 921910733 | ESGV | VANGUARD WORLD FD | $544,925 | 0.41% | 4,505 | Common | SOLE |
| 46090E103 | QQQ | INVESCO QQQ TR | $541,586 | 0.41% | 882 | Common | SOLE |
| 09290D101 | BLK | BLACKROCK INC | $538,498 | 0.40% | 503 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $524,421 | 0.39% | 1,726 | Common | SOLE |
| 97717W422 | EPI | WISDOMTREE TR | $524,322 | 0.39% | 11,327 | Common | SOLE |
| 126408103 | CSX | CSX CORP | $513,735 | 0.38% | 14,172 | Common | SOLE |
| 33740F599 | FMAR | FIRST TR EXCHNG TRADED FD VI | $475,599 | 0.36% | 10,020 | Common | SOLE |
| 254687106 | DIS | DISNEY WALT CO | $442,793 | 0.33% | 3,892 | Common | SOLE |
| 97717Y535 | XC | WISDOMTREE TR | $431,153 | 0.32% | 13,293 | Common | SOLE |
| 571748102 | MRSH | MARSH & MCLENNAN COS INC | $425,768 | 0.32% | 2,295 | Common | SOLE |
| 548661107 | LOW | LOWES COS INC | $409,136 | 0.31% | 1,697 | Common | SOLE |
| 30231G102 | XOM | EXXON MOBIL CORP | $400,563 | 0.30% | 3,329 | Common | SOLE |
| 22788C105 | CRWD | CROWDSTRIKE HLDGS INC | $388,577 | 0.29% | 829 | Common | SOLE |
| 00287Y109 | ABBV | ABBVIE INC | $376,826 | 0.28% | 1,649 | Common | SOLE |
| 464287606 | IJK | ISHARES TR | $376,457 | 0.28% | 3,886 | Common | SOLE |
| 92537N108 | VRT | VERTIV HOLDINGS CO | $367,025 | 0.27% | 2,265 | Common | SOLE |
| 053015103 | ADP | AUTOMATIC DATA PROCESSING IN | $366,553 | 0.27% | 1,425 | Common | SOLE |
| 46138G649 | QQQM | INVESCO EXCH TRADED FD TR II | $362,284 | 0.27% | 1,432 | Common | SOLE |
| 464287499 | IWR | ISHARES TR | $357,577 | 0.27% | 3,714 | Common | SOLE |
| G7997R103 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $348,644 | 0.26% | 1,266 | Common | SOLE |
| 02072Q762 | FMTM | EA SERIES TRUST | $347,053 | 0.26% | 10,799 | Common | SOLE |
| 444859102 | HUM | HUMANA INC | $342,958 | 0.26% | 1,339 | Common | SOLE |
| 871607107 | SNPS | SYNOPSYS INC | $337,972 | 0.25% | 720 | Common | SOLE |
| 573874104 | MRVL | MARVELL TECHNOLOGY INC | $332,707 | 0.25% | 3,915 | Common | SOLE |
| 060505104 | BAC | BANK AMERICA CORP | $311,237 | 0.23% | 5,659 | Common | SOLE |
| 921909768 | VXUS | VANGUARD STAR FDS | $309,757 | 0.23% | 4,106 | Common | SOLE |
| 46137V357 | RSP | INVESCO EXCHANGE TRADED FD T | $304,948 | 0.23% | 1,592 | Common | SOLE |
| 33740U703 | BUFD | FIRST TR EXCHNG TRADED FD VI | $303,580 | 0.23% | 10,750 | Common | SOLE |
| 459200101 | IBM | INTERNATIONAL BUSINESS MACHS | $296,210 | 0.22% | 1,000 | Common | SOLE |
| 09260D107 | BX | BLACKSTONE INC | $288,894 | 0.22% | 1,874 | Common | SOLE |
| 464287150 | ITOT | ISHARES TR | $276,242 | 0.21% | 1,858 | Common | SOLE |
| 166764100 | CVX | CHEVRON CORP NEW | $273,267 | 0.20% | 1,793 | Common | SOLE |
| 539830109 | LMT | LOCKHEED MARTIN CORP | $263,496 | 0.20% | 545 | Common | SOLE |
| 369604301 | GE | GE AEROSPACE | $259,742 | 0.19% | 843 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $253,154 | 0.19% | 809 | Common | SOLE |
| 053611109 | AVY | AVERY DENNISON CORP | $242,810 | 0.18% | 1,335 | Common | SOLE |
| 482480100 | KLAC | KLA CORP | $228,997 | 0.17% | 188 | Common | SOLE |
| 46654Q203 | JEPQ | J P MORGAN EXCHANGE TRADED F | $226,252 | 0.17% | 3,893 | Common | SOLE |
| 75513E101 | RTX | RTX CORPORATION | $224,115 | 0.17% | 1,222 | Common | SOLE |
| 09857L108 | BKNG | BOOKING HOLDINGS INC | $222,714 | 0.17% | 42 | Common | SOLE |
| 882508104 | TXN | TEXAS INSTRS INC | $221,265 | 0.17% | 1,275 | Common | SOLE |
| 45784N585 | ACII | INNOVATOR ETFS TRUST | $217,292 | 0.16% | 8,480 | Common | SOLE |
| 718172109 | PM | PHILIP MORRIS INTL INC | $213,172 | 0.16% | 1,329 | Common | SOLE |
| 773903109 | ROK | ROCKWELL AUTOMATION INC | $208,861 | 0.16% | 537 | Common | SOLE |
| 81369Y852 | XLC | SELECT SECTOR SPDR TR | $205,719 | 0.15% | 1,748 | Common | SOLE |
| 36828A101 | GEV | GE VERNOVA INC | $201,300 | 0.15% | 308 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.