Goldenstone Wealth Management LLC Top Holdings and 13F Report (2026) About Goldenstone Wealth Management LLCInvestment ActivityGoldenstone Wealth Management LLC has $159.31 million in total holdings as of September 30, 2026.Goldenstone Wealth Management LLC owns shares of 81 different stocks, but just 27 companies or ETFs make up 80% of its holdings.Approximately 7.30% of the portfolio was purchased this quarter.About 3.57% of the portfolio was sold this quarter.This quarter, Goldenstone Wealth Management LLC has purchased 76 new stocks and bought additional shares in 42 stocks.Goldenstone Wealth Management LLC sold shares of 25 stocks and completely divested from 2 stocks this quarter.Largest Holdings FT Vest Laddered Buffer ETF $19,436,382INNOVATOR ETFS TRUST $14,831,269Microsoft $9,220,473Apple $8,972,005NVIDIA $7,354,898 Largest New Holdings this Quarter N07059950 - ASML HLDG NV $1,087,002 Holding512807956 - LAM RESEARCH CORP $912,548 Holding30233Q108 - EXXONMOBIL HOLDINGS CORP $591,660 Holding038222955 - APPLIED MATLS INC $538,965 Holding84615Q103 - SPACE EXPLORATION TECHN CORP $425,727 Holding Largest Purchases this Quarter FIRST TR EXCHANGE-TRADED FD 106,119 shares (about $2.21M)FT Vest Laddered Buffer ETF 55,660 shares (about $2.09M)ASML HLDG NV 600 shares (about $1.09M)LAM RESEARCH CORP 1,300 shares (about $912.55K)CrowdStrike 3,153 shares (about $834.70K) Largest Sales this Quarter WisdomTree Floating Rate Treasury Fund 52,878 shares (about $2.66M)Alpha Architect 1-3 Month Box ETF 5,684 shares (about $672.93K)INNOVATOR ETFS TRUST 27,400 shares (about $574.02K)FT Vest Laddered Nasdaq Buffer ETF 7,300 shares (about $295.79K)iShares S&P Mid-Cap 400 Growth ETF 1,300 shares (about $142.49K) Sector Allocation Over TimeMap of 500 Largest Holdings ofGoldenstone Wealth Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBUFRFT Vest Laddered Buffer ETF$19,436,382$2,085,578 ▲12.0%518,71912.2%ETFINNOVATOR ETFS TRUST$14,831,269$574,019 ▼-3.7%707,9509.3%ETFMSFTMicrosoft$9,220,473$62,061 ▲0.7%17,9775.8%TechnologyAAPLApple$8,972,005$36,966 ▼-0.4%26,9415.6%TechnologyNVDANVIDIA$7,354,898$47,731 ▲0.7%32,2054.6%TechnologyFIRST TR EXCHANGE-TRADED FD$6,504,685$2,213,641 ▲51.6%311,8264.1%ETFAMDAdvanced Micro Devices$5,381,265$1,224 ▼0.0%8,7963.4%TechnologyGOOGAlphabet$5,290,240$196,263 ▲3.9%15,5263.3%Communication ServicesUSFRWisdomTree Floating Rate Treasury Fund$4,739,739$2,664,525 ▼-36.0%94,0613.0%ETFAMATApplied Materials$4,717,943$15,853 ▲0.3%9,2263.0%TechnologyFIRST TR EXCHNG TRADED FD VI$4,386,576$55,934 ▲1.3%153,7102.8%ETFAMZNAmazon.com$4,108,923$37,621 ▲0.9%16,4922.6%Consumer DiscretionaryASMLASML$3,661,153$25,362 ▲0.7%2,0212.3%TechnologyMETAMeta Platforms$3,658,457$77,593 ▲2.2%5,0452.3%Communication ServicesLAM RESEARCH CORP$3,373,006$28,908 ▲0.9%10,2682.1%COM NEWBUFQFT Vest Laddered Nasdaq Buffer ETF$2,988,582$295,795 ▼-9.0%73,7561.9%ETFSDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$2,936,369$35,386 ▼-1.2%72,3601.8%ETFAVGOBroadcom$2,467,781$94,118 ▲4.0%7,0271.5%TechnologyEMXCiShares MSCI Emerging Markets ex China ETF$2,193,332$56,376 ▲2.6%22,1371.4%ETFIVViShares Core S&P 500 ETF$2,075,238$65,090 ▼-3.0%2,7101.3%ETFJPMJPMorgan Chase & Co.$1,607,385$331 ▲0.0%4,8591.0%FinanceINNOVATOR ETFS TRUST$1,562,344$87,765 ▼-5.3%47,9751.0%ETFTSLATesla$1,509,293$45,414 ▲3.1%4,2540.9%Consumer DiscretionaryNFLXNetflix$1,471,347$61,370 ▲4.4%21,1460.9%Communication ServicesFTHIFirst Trust BuyWrite Income ETF$1,317,637$670,566 ▲103.6%55,8560.8%ETFCATCaterpillar$1,261,529$17,026 ▼-1.3%1,5560.8%IndustrialsWALMART INC$1,189,492$40,114 ▲3.5%11,4460.7%COMSTXSeagate Technology$1,155,692$14,757 ▼-1.3%1,2530.7%TechnologyJNJJohnson & Johnson$1,145,985$2,118 ▼-0.2%4,3290.7%HealthcareCRWDCrowdStrike$1,111,084$834,703 ▲302.0%4,1970.7%TechnologyMRVLMarvell Technology$1,095,351$13,738 ▲1.3%4,1460.7%TechnologyASML HLDG NV$1,087,002$1,087,002 ▲New Holding6000.7%PUTVVisa$1,046,519$2,875 ▼-0.3%2,9120.7%FinanceCOSTCostco Wholesale$938,146$46,407 ▲5.2%1,0310.6%Consumer StaplesLAM RESEARCH CORP$912,548$912,548 ▲New Holding1,3000.6%PUTBOXXAlpha Architect 1-3 Month Box ETF$891,477$672,929 ▼-43.0%7,5300.6%ETFGSThe Goldman Sachs Group$887,759$28,812 ▲3.4%9860.6%FinanceMSMorgan Stanley$844,820$12,789 ▲1.5%4,4920.5%FinanceINNOVATOR ETFS TRUST$839,6090.0%41,7000.5%ETFFNOVFT Vest U.S. Equity Buffer ETF - November$838,330$1,504 ▼-0.2%13,9350.5%ETFMAMastercard$804,409$551 ▲0.1%1,4590.5%FinanceFJULFT Vest U.S. Equity Buffer ETF - July$802,7690.0%13,1150.5%ETFHDHome Depot$795,726$28,449 ▲3.7%2,7970.5%Consumer DiscretionaryITOTiShares Core S&P Total U.S. Stock Market ETF$743,7340.0%4,4730.5%ETFTSMTaiwan Semiconductor Manufacturing$740,937$4,562 ▼-0.6%1,6240.5%TechnologyINNOVATOR ETFS TRUST$651,481$53,041 ▼-7.5%25,6460.4%ETFESGVVanguard ESG U.S. Stock ETF$610,5630.0%4,5050.4%ETFQQQInvesco QQQ$602,954$1,480 ▲0.2%8150.4%ETFEXXONMOBIL HOLDINGS CORP$591,660$591,660 ▲New Holding3,6350.4%COM SHSVRTVertiv$568,974$13,754 ▲2.5%2,3580.4%IndustrialsBLACKROCK INC$559,024$4,235 ▼-0.8%5280.4%COMEA SERIES TRUST$551,649$91,239 ▲19.8%14,1420.3%ETFAPPLIED MATLS INC$538,965$538,965 ▲New Holding3,5000.3%PUTARM HOLDINGS PLC$531,169$35,334 ▲7.1%1,8340.3%SPONSORED ADSEPIWisdomTree India Earnings Fund$481,446$11,283 ▲2.4%11,8200.3%ETFSNPSSynopsys$473,600$83,065 ▲21.3%1,0890.3%TechnologyABBVAbbVie$451,311$3,401 ▼-0.7%1,7250.3%HealthcareUNHUnitedHealth Group$445,051$48,471 ▲12.2%1,2120.3%HealthcareKLACKLA$439,163$32,552 ▲8.0%2,2530.3%TechnologyVXUSVanguard Total International Stock ETF$427,604$78,758 ▲22.6%5,0330.3%ETFSPACE EXPLORATION TECHN CORP$425,727$425,727 ▲New Holding2,8220.3%CLASS A COM STKFMARFT Vest U.S. Equity Buffer ETF - March$417,121$111,714 ▼-21.1%7,7850.3%ETFCVXChevron$413,761$6,535 ▲1.6%2,0260.3%EnergyIWRiShares Russell Mid-Cap ETF$394,8270.0%3,7000.2%ETFBUFDFT Vest Laddered Deep Buffer ETF$375,829$49,351 ▲15.1%12,3750.2%ETFEA SERIES TRUST$372,075$372,075 ▲New Holding15,1150.2%ETFLOWLowe's Companies$364,363$24,696 ▲7.3%1,9770.2%Consumer DiscretionaryPALANTIR TECHNOLOGIES INC$344,133$344,133 ▲New Holding1,8400.2%CL AGOOGLAlphabet$313,912$15,145 ▼-4.6%9120.2%Communication ServicesXCWisdomTree Emerging Markets ex-China Fund$309,126$97,981 ▼-24.1%10,0990.2%ETFRSPInvesco S&P 500 Equal Weight ETF$286,796$10,607 ▼-3.6%1,3790.2%ETFGE VERNOVA INC$278,4940.0%2930.2%COMIJKiShares S&P Mid-Cap 400 Growth ETF$268,545$142,493 ▼-34.7%2,4500.2%ETFQQQMInvesco NASDAQ 100 ETF$262,128$914 ▲0.4%8600.2%ETFQTECFirst Trust NASDAQ-100 Technology Sector Index Fund$261,9480.0%7940.2%ETFDXJWisdomTree Japan Hedged Equity Fund$245,549$27,985 ▲12.9%1,3600.2%ETFLMTLockheed Martin$239,003$8,154 ▼-3.3%4690.2%IndustrialsJEPQJPMorgan Nasdaq Equity Premium Income ETF$233,307$20,770 ▲9.8%3,8080.1%ETFVSTVistra$229,335$22,546 ▲10.9%1,6580.1%UtilitiesBACBank of America$226,566$37,280 ▼-14.1%4,1630.1%FinanceNLRVanEck Uranium and Nuclear ETF$222,348$24,004 ▲12.1%2,1490.1%ETFXOMExxonMobil$0$489,750 ▼-100.0%00.0%EnergyROKRockwell Automation$0$242,746 ▼-100.0%00.0%IndustrialsShowing largest 100 holdings. 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