Goldenstone Wealth Management LLC Top Holdings and 13F Report (2026) About Goldenstone Wealth Management LLCInvestment ActivityGoldenstone Wealth Management LLC has $137.47 million in total holdings as of March 31, 2026.Goldenstone Wealth Management LLC owns shares of 89 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 6.30% of the portfolio was purchased this quarter.About 1.07% of the portfolio was sold this quarter.This quarter, Goldenstone Wealth Management LLC has purchased 84 new stocks and bought additional shares in 47 stocks.Goldenstone Wealth Management LLC sold shares of 17 stocks and completely divested from 3 stocks this quarter.Largest Holdings WisdomTree Floating Rate Treasury Fund $15,181,458INNOVATOR ETFS TRUST $14,243,060FT Vest Laddered Buffer ETF $13,938,473Apple $6,699,133Microsoft $6,155,105 Largest New Holdings this Quarter 45783Y244 - INNOVATOR ETFS TRUST $1,788,096 Holding45784N379 - INNOVATOR ETFS TRUST $782,822 Holding02072L565 - Alpha Architect 1-3 Month Box ETF $357,592 Holding33738R308 - First Trust BuyWrite Income ETF $265,921 Holding56585A102 - Marathon Petroleum $255,901 Holding Largest Purchases this Quarter INNOVATOR ETFS TRUST 61,510 shares (about $1.79M)FT Vest Laddered Buffer ETF 33,327 shares (about $1.13M)INNOVATOR ETFS TRUST 41,700 shares (about $782.82K)WisdomTree Floating Rate Treasury Fund 13,815 shares (about $695.45K)INNOVATOR ETFS TRUST 20,692 shares (about $518.95K) Largest Sales this Quarter INNOVATOR ETFS TRUST 12,740 shares (about $238.54K)INNOVATOR ETFS TRUST 5,330 shares (about $148.50K)First Trust SMID Cap Rising Dividend Achievers ETF 3,626 shares (about $142.97K)FT Vest Laddered Nasdaq Buffer ETF 3,550 shares (about $125.39K)Caterpillar 62 shares (about $43.93K) 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 PortfolioSectorUSFRWisdomTree Floating Rate Treasury Fund$15,181,458$695,448 â–²4.8%301,57811.0%FinanceINNOVATOR ETFS TRUST$14,243,060$238,537 â–¼-1.6%760,70510.4%ETFBUFRFT Vest Laddered Buffer ETF$13,938,473$1,125,453 â–²8.8%412,74710.1%ETFAAPLApple$6,699,133$6,345 â–²0.1%26,3964.9%Computer and TechnologyMSFTMicrosoft$6,155,105$286,878 â–²4.9%16,6284.5%Computer and TechnologyNVDANVIDIA$5,437,865$81,795 â–²1.5%31,1804.0%Computer and TechnologyGOOGAlphabet$4,262,255$52,496 â–²1.2%14,8583.1%Computer and TechnologyFIRST TR EXCHNG TRADED FD VI$4,087,624$329,918 â–²8.8%155,5543.0%ETFAMZNAmazon.com$3,274,807$135,791 â–²4.3%15,7242.4%Retail/WholesaleAMATApplied Materials$3,135,612$3,418 â–²0.1%9,1742.3%Computer and TechnologyBUFQFT Vest Laddered Nasdaq Buffer ETF$3,072,721$125,385 â–¼-3.9%86,9972.2%ETFSDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$2,992,125$142,974 â–¼-4.6%75,8842.2%ETFASMLASML$2,640,799$1,321 â–²0.1%1,9991.9%Computer and TechnologyMETAMeta Platforms$2,595,158$46,342 â–²1.8%4,5361.9%Computer and TechnologyLAM RESEARCH CORP$2,220,590$512,575 â–²30.0%10,3931.6%COM NEWAVGOBroadcom$2,053,304$88,211 â–²4.5%6,6341.5%Computer and TechnologyAMDAdvanced Micro Devices$1,811,256$51,262 â–²2.9%8,9041.3%Computer and TechnologyINNOVATOR ETFS TRUST$1,788,096$1,788,096 â–²New Holding61,5101.3%ETFNFLXNetflix$1,763,911$187,401 â–²11.9%18,3451.3%Consumer DiscretionaryEMXCiShares MSCI Emerging Markets ex China ETF$1,726,129$16,833 â–²1.0%21,9441.3%ManufacturingUNHUnitedHealth Group$1,685,560$2,165 â–²0.1%6,2291.2%MedicalINNOVATOR ETFS TRUST$1,594,880$148,497 â–¼-8.5%57,2451.2%ETFJNJJohnson & Johnson$1,463,352$9,044 â–¼-0.6%5,9871.1%MedicalTSLATesla$1,435,724$30,856 â–²2.2%3,8621.0%Auto/Tires/TrucksJPMJPMorgan Chase & Co.$1,400,740$23,238 â–²1.7%4,7621.0%FinanceWALMART INC$1,378,754$5,344 â–¼-0.4%11,0941.0%COMIVViShares Core S&P 500 ETF$1,285,746$2,613 â–²0.2%1,9680.9%ETFCATCaterpillar$1,147,035$43,926 â–¼-3.7%1,6190.8%IndustrialsBRK.BBerkshire Hathaway$996,7360.0%2,0800.7%FinanceCOSTCostco Wholesale$960,564$7,971 â–²0.8%9640.7%Retail/WholesaleHDHome Depot$849,434$9,866 â–²1.2%2,5830.6%Retail/WholesaleGSThe Goldman Sachs Group$828,947$6,767 â–¼-0.8%9800.6%FinanceVVisa$826,093$46,549 â–²6.0%2,7330.6%Business ServicesINNOVATOR ETFS TRUST$782,822$782,822 â–²New Holding41,7000.6%ETFNKENIKE$756,058$211 â–²0.0%14,3140.5%Consumer DiscretionaryFNOVFT Vest U.S. Equity Buffer ETF - November$750,744$6,407 â–¼-0.8%14,0600.5%ETFMSMorgan Stanley$745,728$11,521 â–²1.6%4,5310.5%FinanceITWIllinois Tool Works$741,8270.0%2,8500.5%IndustrialsINNOVATOR ETFS TRUST$731,624$518,948 â–²244.0%29,1720.5%ETFFJULFT Vest U.S. Equity Buffer ETF - July$717,653$2,736 â–¼-0.4%13,1150.5%ETFMAMastercard$676,659$37,981 â–²5.9%1,3540.5%Business ServicesCSXCSX$581,7610.0%14,1720.4%TransportationTSMTaiwan Semiconductor Manufacturing$576,390$6,757 â–¼-1.2%1,7060.4%Computer and TechnologyVRTVertiv$568,469$1,002 â–²0.2%2,2690.4%Computer and TechnologyXOMExxonMobil$566,488$1,697 â–²0.3%3,3390.4%EnergyQQQInvesco QQQ$510,167$1,154 â–²0.2%8840.4%FinanceESGVVanguard ESG U.S. Stock ETF$505,7760.0%4,5050.4%ETFBLACKROCK INC$499,708$16,337 â–²3.4%5200.4%COMSTXSeagate Technology$495,9680.0%1,2660.4%Computer and TechnologyEPIWisdomTree India Earnings Fund$478,825$16,687 â–²3.6%11,7360.3%FinanceFMARFT Vest U.S. Equity Buffer ETF - March$478,596$7,273 â–¼-1.5%9,8700.3%ETFXCWisdomTree Emerging Markets ex-China Fund$415,517$250 â–²0.1%13,3010.3%ETFMRVLMarvell Technology$404,062$16,246 â–²4.2%4,0790.3%Computer and TechnologyLOWLowe's Companies$403,604$2,599 â–²0.6%1,7080.3%Retail/WholesaleMARSH & MCLENNAN COS INC$398,0680.0%2,2950.3%COMIJKiShares S&P Mid-Cap 400 Growth ETF$390,9900.0%3,8860.3%ETFEA SERIES TRUST$390,190$14,775 â–²3.9%11,2240.3%ETFCRWDCrowdStrike$377,506$53,874 â–²16.6%9670.3%Computer and TechnologyDISWalt Disney$375,1110.0%3,8920.3%Consumer DiscretionaryCVXChevron$373,180$2,275 â–²0.6%1,8040.3%EnergyIWRiShares Russell Mid-Cap ETF$361,1430.0%3,7140.3%ETFABBVAbbVie$359,309$652 â–²0.2%1,6520.3%MedicalBOXXAlpha Architect 1-3 Month Box ETF$357,592$357,592 â–²New Holding3,0750.3%ETFQQQMInvesco NASDAQ 100 ETF$340,599$238 â–²0.1%1,4330.2%ETFVXUSVanguard Total International Stock ETF$316,6140.0%4,1060.2%ETFSNPSSynopsys$311,838$26,548 â–²9.3%7870.2%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$310,512$4,990 â–²1.6%1,6180.2%ETFBUFDFT Vest Laddered Deep Buffer ETF$301,0000.0%10,7500.2%ETFKLACKLA$296,874$20,575 â–²7.4%2020.2%Computer and TechnologyLMTLockheed Martin$292,765$36,898 â–¼-11.2%4840.2%AerospaceADPAutomatic Data Processing$289,5320.0%1,4250.2%Computer and TechnologyBACBank of America$267,843$8,044 â–¼-2.9%5,4940.2%FinanceFTHIFirst Trust BuyWrite Income ETF$265,921$265,921 â–²New Holding11,5870.2%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$265,076$427 â–²0.2%1,8610.2%ETFTXNTexas Instruments$260,506$13,006 â–²5.3%1,3420.2%Computer and TechnologyMPCMarathon Petroleum$255,901$255,901 â–²New Holding1,0480.2%EnergyARM HOLDINGS PLC$253,311$253,311 â–²New Holding1,6740.2%SPONSORED ADSGE VERNOVA INC$248,777$20,077 â–¼-7.5%2850.2%COMIBMInternational Business Machines$242,3900.0%1,0000.2%Computer and TechnologyRTXRTX$241,125$5,401 â–²2.3%1,2500.2%AerospaceNLRVanEck Uranium and Nuclear ETF$233,520$233,520 â–²New Holding1,7530.2%ETFGOOGLAlphabet$232,6870.0%8090.2%Computer and TechnologyHUMHumana$232,1690.0%1,3390.2%MedicalAVYAvery Dennison$230,5280.0%1,3350.2%IndustrialsGEGE Aerospace$226,516$12,773 â–¼-5.3%7980.2%AerospacePMPhilip Morris International$219,7370.0%1,3290.2%Consumer StaplesJEPQJPMorgan Nasdaq Equity Premium Income ETF$218,372$2,221 â–²1.0%3,9330.2%ETFVSTVistra$205,140$205,140 â–²New Holding1,3650.1%UtilitiesBXBlackstone$204,625$10,927 â–¼-5.1%1,7790.1%FinanceBKNGBooking$0$222,714 â–¼-100.0%00.0%Retail/WholesaleROKRockwell Automation$0$208,861 â–¼-100.0%00.0%Computer and TechnologyXLCCommunication Services Select Sector SPDR Fund$0$205,719 â–¼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
