Q1 2026 · 13F-HR
Goldenstone Wealth Management LLCholdings as filed
Filed 2026-05-08 · accession 0002109094-26-000003
$137.5M
Reported value
89
Positions
2026-03-31
Period end
The Brief · Goldenstone Wealth Management LLC · Q1 2026
AI · grounded in 13F
Goldenstone Wealth Management LLC established a new position in JAJL valued at $1.79M. The fund also opened a new position in DDFM for $782,822 and increased its stake in LRCX by 30.01%. Additionally, the manager accumulated shares in BUFR by 8.78%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 97717Y527 | USFR | WISDOMTREE TR | $15.2M | 11.0% | 301,578 | Common | SOLE |
| 45784N460 | DDTN | INNOVATOR ETFS TRUST | $14.2M | 10.4% | 760,705 | Common | SOLE |
| 33740F755 | BUFR | FIRST TR EXCHNG TRADED FD VI | $13.9M | 10.1% | 412,747 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $6.7M | 4.87% | 26,396 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $6.2M | 4.48% | 16,628 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $5.4M | 3.96% | 31,180 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $4.3M | 3.10% | 14,858 | Common | SOLE |
| 33740U729 | BUFZ | FIRST TR EXCHNG TRADED FD VI | $4.1M | 2.97% | 155,554 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $3.3M | 2.38% | 15,724 | Common | SOLE |
| 038222105 | AMAT | APPLIED MATLS INC | $3.1M | 2.28% | 9,174 | Common | SOLE |
| 33740U752 | BUFQ | FIRST TR EXCHNG TRADED FD VI | $3.1M | 2.24% | 86,997 | Common | SOLE |
| 33741X102 | SDVY | FIRST TR EXCHANGE TRADED FD | $3.0M | 2.18% | 75,884 | Common | SOLE |
| N07059210 | ASML | ASML HLDG NV | $2.6M | 1.92% | 1,999 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $2.6M | 1.89% | 4,536 | Common | SOLE |
| 512807306 | LRCX | LAM RESEARCH CORP | $2.2M | 1.62% | 10,393 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $2.1M | 1.49% | 6,634 | Common | SOLE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $1.8M | 1.32% | 8,904 | Common | SOLE |
| 45783Y244 | JAJL | INNOVATOR ETFS TRUST | $1.8M | 1.30% | 61,510 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC. | $1.8M | 1.28% | 18,345 | Common | SOLE |
| 46434G764 | EMXC | ISHARES INC | $1.7M | 1.26% | 21,944 | Common | SOLE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $1.7M | 1.23% | 6,229 | Common | SOLE |
| 45784N874 | NNOV | INNOVATOR ETFS TRUST | $1.6M | 1.16% | 57,245 | Common | SOLE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $1.5M | 1.06% | 5,987 | Common | SOLE |
| 88160R101 | TSLA | TESLA INC | $1.4M | 1.04% | 3,862 | Common | SOLE |
| 46625H100 | JPM | JPMORGAN CHASE & CO | $1.4M | 1.02% | 4,762 | Common | SOLE |
| 931142103 | WMT | WALMART INC | $1.4M | 1.00% | 11,094 | Common | SOLE |
| 464287200 | IVV | ISHARES TR | $1.3M | 0.94% | 1,968 | Common | SOLE |
| 149123101 | CAT | CATERPILLAR INC | $1.1M | 0.83% | 1,619 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $996,736 | 0.73% | 2,080 | Common | SOLE |
| 22160K105 | COST | COSTCO WHOLESALE CORPORATION | $960,564 | 0.70% | 964 | Common | SOLE |
| 437076102 | HD | HOME DEPOT INC | $849,434 | 0.62% | 2,583 | Common | SOLE |
| 38141G104 | GS | GOLDMAN SACHS GROUP INC | $828,947 | 0.60% | 980 | Common | SOLE |
| 92826C839 | V | VISA INC | $826,093 | 0.60% | 2,733 | Common | SOLE |
| 45784N379 | DDFM | INNOVATOR ETFS TRUST | $782,822 | 0.57% | 41,700 | Common | SOLE |
| 654106103 | NKE | NIKE INC | $756,058 | 0.55% | 14,314 | Common | SOLE |
| 33740F847 | FNOV | FIRST TR EXCHNG TRADED FD VI | $750,744 | 0.55% | 14,060 | Common | SOLE |
| 617446448 | MS | MORGAN STANLEY | $745,728 | 0.54% | 4,531 | Common | SOLE |
| 452308109 | ITW | ILLINOIS TOOL WKS INC | $741,827 | 0.54% | 2,850 | Common | SOLE |
| 45784N585 | ACII | INNOVATOR ETFS TRUST | $731,624 | 0.53% | 29,172 | Common | SOLE |
| 33740U208 | FJUL | FIRST TR EXCHNG TRADED FD VI | $717,653 | 0.52% | 13,115 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $676,659 | 0.49% | 1,354 | Common | SOLE |
| 126408103 | CSX | CSX CORP | $581,761 | 0.42% | 14,172 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $576,390 | 0.42% | 1,706 | Common | SOLE |
| 92537N108 | VRT | VERTIV HOLDINGS CO | $568,469 | 0.41% | 2,269 | Common | SOLE |
| 30231G102 | XOM | EXXON MOBIL CORP | $566,488 | 0.41% | 3,339 | Common | SOLE |
| 46090E103 | QQQ | INVESCO QQQ TR | $510,167 | 0.37% | 884 | Common | SOLE |
| 921910733 | ESGV | VANGUARD WORLD FD | $505,776 | 0.37% | 4,505 | Common | SOLE |
| 09290D101 | BLK | BLACKROCK INC | $499,708 | 0.36% | 520 | Common | SOLE |
| G7997R103 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $495,968 | 0.36% | 1,266 | Common | SOLE |
| 97717W422 | EPI | WISDOMTREE TR | $478,825 | 0.35% | 11,736 | Common | SOLE |
| 33740F599 | FMAR | FIRST TR EXCHNG TRADED FD VI | $478,596 | 0.35% | 9,870 | Common | SOLE |
| 97717Y535 | XC | WISDOMTREE TR | $415,517 | 0.30% | 13,301 | Common | SOLE |
| 573874104 | MRVL | MARVELL TECHNOLOGY INC | $404,062 | 0.29% | 4,079 | Common | SOLE |
| 548661107 | LOW | LOWES COS INC | $403,604 | 0.29% | 1,708 | Common | SOLE |
| 571748102 | MRSH | MARSH & MCLENNAN COS INC | $398,068 | 0.29% | 2,295 | Common | SOLE |
| 464287606 | IJK | ISHARES TR | $390,990 | 0.28% | 3,886 | Common | SOLE |
| 02072Q762 | FMTM | EA SERIES TRUST | $390,190 | 0.28% | 11,224 | Common | SOLE |
| 22788C105 | CRWD | CROWDSTRIKE HLDGS INC | $377,506 | 0.27% | 967 | Common | SOLE |
| 254687106 | DIS | DISNEY WALT CO | $375,111 | 0.27% | 3,892 | Common | SOLE |
| 166764100 | CVX | CHEVRON CORPORATION | $373,180 | 0.27% | 1,804 | Common | SOLE |
| 464287499 | IWR | ISHARES TR | $361,143 | 0.26% | 3,714 | Common | SOLE |
| 00287Y109 | ABBV | ABBVIE INC | $359,309 | 0.26% | 1,652 | Common | SOLE |
| 02072L565 | BOXX | EA SERIES TRUST | $357,592 | 0.26% | 3,075 | Common | SOLE |
| 46138G649 | QQQM | INVESCO EXCH TRADED FD TR II | $340,599 | 0.25% | 1,433 | Common | SOLE |
| 921909768 | VXUS | VANGUARD STAR FDS | $316,614 | 0.23% | 4,106 | Common | SOLE |
| 871607107 | SNPS | SYNOPSYS INC | $311,838 | 0.23% | 787 | Common | SOLE |
| 46137V357 | RSP | INVESCO EXCHANGE TRADED FD T | $310,512 | 0.23% | 1,618 | Common | SOLE |
| 33740U703 | BUFD | FIRST TR EXCHNG TRADED FD VI | $301,000 | 0.22% | 10,750 | Common | SOLE |
| 482480100 | KLAC | KLA CORP | $296,874 | 0.22% | 202 | Common | SOLE |
| 539830109 | LMT | LOCKHEED MARTIN CORP | $292,765 | 0.21% | 484 | Common | SOLE |
| 053015103 | ADP | AUTOMATIC DATA PROCESSING IN | $289,532 | 0.21% | 1,425 | Common | SOLE |
| 060505104 | BAC | BANK AMERICA CORP | $267,843 | 0.19% | 5,494 | Common | SOLE |
| 33738R308 | FTHI | FIRST TR EXCHANGE TRADED FD | $265,921 | 0.19% | 11,587 | Common | SOLE |
| 464287150 | ITOT | ISHARES TR | $265,076 | 0.19% | 1,861 | Common | SOLE |
| 882508104 | TXN | TEXAS INSTRS INC | $260,506 | 0.19% | 1,342 | Common | SOLE |
| 56585A102 | MPC | MARATHON PETE CORP | $255,901 | 0.19% | 1,048 | Common | SOLE |
| 042068205 | ARM | ARM HOLDINGS PLC | $253,311 | 0.18% | 1,674 | Common | SOLE |
| 36828A101 | GEV | GE VERNOVA INC | $248,777 | 0.18% | 285 | Common | SOLE |
| 459200101 | IBM | INTERNATIONAL BUSINESS MACHS | $242,390 | 0.18% | 1,000 | Common | SOLE |
| 75513E101 | RTX | RTX CORPORATION | $241,125 | 0.18% | 1,250 | Common | SOLE |
| 92189F601 | NLR | VANECK ETF TRUST | $233,520 | 0.17% | 1,753 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $232,687 | 0.17% | 809 | Common | SOLE |
| 444859102 | HUM | HUMANA INC | $232,169 | 0.17% | 1,339 | Common | SOLE |
| 053611109 | AVY | AVERY DENNISON CORP | $230,528 | 0.17% | 1,335 | Common | SOLE |
| 369604301 | GE | GE AEROSPACE | $226,516 | 0.16% | 798 | Common | SOLE |
| 718172109 | PM | PHILIP MORRIS INTL INC | $219,737 | 0.16% | 1,329 | Common | SOLE |
| 46654Q203 | JEPQ | J P MORGAN EXCHANGE TRADED F | $218,372 | 0.16% | 3,933 | Common | SOLE |
| 92840M102 | VST | VISTRA CORP | $205,140 | 0.15% | 1,365 | Common | SOLE |
| 09260D107 | BX | BLACKSTONE INC | $204,625 | 0.15% | 1,779 | 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.