Goldenstone Wealth Management LLC Top Holdings and 13F Report (2026)

About Goldenstone Wealth Management LLC

Investment Activity

Goldenstone Wealth Management LLC has $152.88 million in total holdings as of June 30, 2026.
Goldenstone Wealth Management LLC owns shares of 76 different stocks, but just 26 companies or ETFs make up 80% of its holdings.
Approximately 7.95% of the portfolio was purchased this quarter.
About 13.27% of the portfolio was sold this quarter.
This quarter, Goldenstone Wealth Management LLC has purchased 89 new stocks and bought additional shares in 39 stocks.
Goldenstone Wealth Management LLC sold shares of 27 stocks and completely divested from 17 stocks this quarter.

Largest Holdings

FT Vest Laddered Buffer ETF: $16,915,544
INNOVATOR ETFS TRUST: $14,994,595
Apple: $7,827,692
WisdomTree Floating Rate Treasury Fund: $7,398,366
Microsoft: $6,660,678

Largest New Holdings this Quarter

33733E690 - FIRST TR EXCHANGE-TRADED FD: $4,276,658 Holding
337345102 - First Trust NASDAQ-100 Technology Sector Index Fund: $265,889 Holding
773903109 - Rockwell Automation: $242,746 Holding
97717W851 - WisdomTree Japan Hedged Equity Fund: $209,160 Holding

Largest Purchases this Quarter

FIRST TR EXCHANGE-TRADED FD: 205,707 shares (about $4.28M)
FT Vest Laddered Buffer ETF: 50,312 shares (about $1.84M)
Alpha Architect 1-3 Month Box ETF: 10,139 shares (about $1.19M)
iShares Core S&P 500 ETF: 827 shares (about $619.35K)
KLA: 1,884 shares (about $568.39K)

Largest Sales this Quarter

WisdomTree Floating Rate Treasury Fund: 154,639 shares (about $7.79M)
UnitedHealth Group: 5,149 shares (about $2.14M)
INNOVATOR ETFS TRUST: 25,355 shares (about $517.02K)
Johnson & Johnson: 1,650 shares (about $419.01K)
FT Vest Laddered Nasdaq Buffer ETF: 5,941 shares (about $233.30K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
BUFR FT Vest Laddered Buffer ETF	$16,915,544	$1,837,897 â–²	12.2%	463,059	11.1%	ETF
INNOVATOR ETFS TRUST	$14,994,595	$517,016 â–¼	-3.3%	735,350	9.8%	ETF
AAPL Apple	$7,827,692	$189,818 â–²	2.5%	27,052	5.1%	Technology
USFR WisdomTree Floating Rate Treasury Fund	$7,398,366	$7,786,060 â–¼	-51.3%	146,939	4.8%	ETF
MSFT Microsoft	$6,660,678	$458,071 â–²	7.4%	17,856	4.4%	Technology
AMAT Applied Materials	$6,648,017	$15,183 â–²	0.2%	9,195	4.3%	Technology
NVDA NVIDIA	$6,402,049	$163,273 â–²	2.6%	31,996	4.2%	Technology
GOOG Alphabet	$5,282,152	$32,506 â–²	0.6%	14,950	3.5%	Communication Services
AMD Advanced Micro Devices	$5,111,037	$61,579 â–¼	-1.2%	8,798	3.3%	Technology
LAM RESEARCH CORP	$4,411,371	$92,301 â–¼	-2.0%	10,180	2.9%	COM NEW
FIRST TR EXCHANGE-TRADED FD	$4,276,658	$4,276,658 â–²	New Holding	205,707	2.8%	ETF
FIRST TR EXCHNG TRADED FD VI	$4,238,378	$106,246 â–¼	-2.4%	151,750	2.8%	ETF
ASML ASML	$3,993,587	$15,919 â–²	0.4%	2,007	2.6%	Technology
AMZN Amazon.com	$3,894,819	$147,060 â–²	3.9%	16,341	2.5%	Consumer Discretionary
BUFQ FT Vest Laddered Nasdaq Buffer ETF	$3,183,058	$233,302 â–¼	-6.8%	81,056	2.1%	ETF
SDVY First Trust SMID Cap Rising Dividend Achievers ETF	$3,159,245	$114,408 â–¼	-3.5%	73,232	2.1%	ETF
META Meta Platforms	$2,781,333	$226,427 â–²	8.9%	4,938	1.8%	Communication Services
AVGO Broadcom	$2,553,071	$47,216 â–²	1.9%	6,759	1.7%	Technology
EMXC iShares MSCI Emerging Markets ex China ETF	$2,206,366	$38,464 â–¼	-1.7%	21,568	1.4%	ETF
IVV iShares Core S&P 500 ETF	$2,093,205	$619,349 â–²	42.0%	2,795	1.4%	ETF
TSLA Tesla	$1,735,432	$111,041 â–²	6.8%	4,126	1.1%	Consumer Discretionary
CAT Caterpillar	$1,679,455	$44,729 â–¼	-2.6%	1,577	1.1%	Industrials
INNOVATOR ETFS TRUST	$1,593,409	$206,763 â–¼	-11.5%	50,670	1.0%	ETF
JPM JPMorgan Chase & Co.	$1,590,090	$31,422 â–²	2.0%	4,858	1.0%	Finance
BOXX Alpha Architect 1-3 Month Box ETF	$1,547,227	$1,187,175 â–²	329.7%	13,214	1.0%	ETF
NFLX Netflix	$1,446,884	$137,020 â–²	10.5%	20,264	0.9%	Communication Services
WALMART INC	$1,252,674	$3,851 â–¼	-0.3%	11,060	0.8%	COM
STX Seagate Technology	$1,224,585	$2,895 â–²	0.2%	1,269	0.8%	Technology
MRVL Marvell Technology	$1,219,615	$4,469 â–²	0.4%	4,094	0.8%	Technology
JNJ Johnson & Johnson	$1,101,357	$419,008 â–¼	-27.6%	4,337	0.7%	Healthcare
V Visa	$1,001,881	$64,162 â–²	6.8%	2,920	0.7%	Finance
GS The Goldman Sachs Group	$964,876	$26,296 â–¼	-2.7%	954	0.6%	Finance
HD Home Depot	$951,338	$40,212 â–²	4.4%	2,697	0.6%	Consumer Discretionary
MS Morgan Stanley	$924,857	$22,369 â–¼	-2.4%	4,424	0.6%	Finance
COST Costco Wholesale	$916,822	$14,969 â–²	1.7%	980	0.6%	Consumer Staples
INNOVATOR ETFS TRUST	$823,550		0.0%	41,700	0.5%	ETF
FNOV FT Vest U.S. Equity Buffer ETF - November	$816,520	$5,849 â–¼	-0.7%	13,960	0.5%	ETF
CRWD CrowdStrike	$796,510	$58,746 â–²	8.0%	1,044	0.5%	Technology
FJUL FT Vest U.S. Equity Buffer ETF - July	$780,867		0.0%	13,115	0.5%	ETF
TSM Taiwan Semiconductor Manufacturing	$776,975	$34,236 â–¼	-4.2%	1,634	0.5%	Technology
VRT Vertiv	$770,280	$10,712 â–²	1.4%	2,301	0.5%	Industrials
MA Mastercard	$748,601	$53,398 â–²	7.7%	1,458	0.5%	Finance
ITOT iShares Core S&P Total U.S. Stock Market ETF	$734,744	$429,052 â–²	140.4%	4,473	0.5%	ETF
INNOVATOR ETFS TRUST	$705,824	$36,597 â–¼	-4.9%	27,734	0.5%	ETF
FTHI First Trust BuyWrite Income ETF	$654,214	$377,860 â–²	136.7%	27,430	0.4%	ETF
KLAC KLA	$629,337	$568,394 â–²	932.7%	2,086	0.4%	Technology
ARM HOLDINGS PLC	$607,148	$13,476 â–²	2.3%	1,712	0.4%	SPONSORED ADS
QQQ Invesco QQQ	$598,739	$52,288 â–¼	-8.0%	813	0.4%	ETF
ESGV Vanguard ESG U.S. Stock ETF	$595,741		0.0%	4,505	0.4%	ETF
FMAR FT Vest U.S. Equity Buffer ETF - March	$515,806		0.0%	9,870	0.3%	ETF
EA SERIES TRUST	$515,084	$25,268 â–²	5.2%	11,803	0.3%	ETF
BLACKROCK INC	$511,771	$11,544 â–²	2.3%	532	0.3%	COM
EPI WisdomTree India Earnings Fund	$493,805	$8,256 â–¼	-1.6%	11,543	0.3%	ETF
XOM ExxonMobil	$489,750	$33,224 â–²	7.3%	3,582	0.3%	Energy
UNH UnitedHealth Group	$448,880	$2,140,077 â–¼	-82.7%	1,080	0.3%	Healthcare
IJK iShares S&P Mid-Cap 400 Growth ETF	$440,625	$15,980 â–¼	-3.5%	3,750	0.3%	ETF
ABBV AbbVie	$437,377	$21,642 â–²	5.2%	1,738	0.3%	Healthcare
XC WisdomTree Emerging Markets ex-China Fund	$422,007	$32 â–¼	0.0%	13,300	0.3%	ETF
IWR iShares Russell Mid-Cap ETF	$408,184	$1,544 â–¼	-0.4%	3,700	0.3%	ETF
LOW Lowe's Companies	$406,268	$29,759 â–²	7.9%	1,843	0.3%	Consumer Discretionary
SNPS Synopsys	$400,730	$49,533 â–²	14.1%	898	0.3%	Technology
VXUS Vanguard Total International Stock ETF	$351,022		0.0%	4,106	0.2%	ETF
GE VERNOVA INC	$344,234	$9,399 â–²	2.8%	293	0.2%	COM
GOOGL Alphabet	$341,602	$52,527 â–²	18.2%	956	0.2%	Communication Services
CVX Chevron	$330,580	$31,500 â–²	10.5%	1,994	0.2%	Energy
BUFD FT Vest Laddered Deep Buffer ETF	$319,490		0.0%	10,750	0.2%	ETF
RSP Invesco S&P 500 Equal Weight ETF	$304,355	$40,013 â–¼	-11.6%	1,430	0.2%	ETF
BAC Bank of America	$276,211	$36,805 â–¼	-11.8%	4,848	0.2%	Finance
QTEC First Trust NASDAQ-100 Technology Sector Index Fund	$265,889	$265,889 â–²	New Holding	794	0.2%	ETF
QQQM Invesco NASDAQ 100 ETF	$259,646	$174,511 â–¼	-40.2%	857	0.2%	ETF
LMT Lockheed Martin	$247,073	$509 â–²	0.2%	485	0.2%	Industrials
ROK Rockwell Automation	$242,746	$242,746 â–²	New Holding	490	0.2%	Industrials
VST Vistra	$237,162	$20,623 â–²	9.5%	1,495	0.2%	Utilities
NLR VanEck Uranium and Nuclear ETF	$222,339	$19,021 â–²	9.4%	1,917	0.1%	ETF
JEPQ JPMorgan Nasdaq Equity Premium Income ETF	$213,234	$28,521 â–¼	-11.8%	3,469	0.1%	ETF
DXJ WisdomTree Japan Hedged Equity Fund	$209,160	$209,160 â–²	New Holding	1,205	0.1%	ETF
INNOVATOR ETFS TRUST	$0	$1,788,096 â–¼	-100.0%	0	0.0%	ETF
BRK.B Berkshire Hathaway	$0	$996,736 â–¼	-100.0%	0	0.0%	Finance
NKE NIKE	$0	$756,058 â–¼	-100.0%	0	0.0%	Consumer Discretionary
ITW Illinois Tool Works	$0	$741,827 â–¼	-100.0%	0	0.0%	Industrials
CSX CSX	$0	$581,761 â–¼	-100.0%	0	0.0%	Industrials
MARSH & MCLENNAN COS INC	$0	$398,068 â–¼	-100.0%	0	0.0%	COM
DIS Walt Disney	$0	$375,111 â–¼	-100.0%	0	0.0%	Communication Services
ADP Automatic Data Processing	$0	$289,532 â–¼	-100.0%	0	0.0%	Industrials
TXN Texas Instruments	$0	$260,506 â–¼	-100.0%	0	0.0%	Technology
MPC Marathon Petroleum	$0	$255,901 â–¼	-100.0%	0	0.0%	Energy
IBM International Business Machines	$0	$242,390 â–¼	-100.0%	0	0.0%	Technology
RTX RTX	$0	$241,125 â–¼	-100.0%	0	0.0%	Industrials
HUM Humana	$0	$232,169 â–¼	-100.0%	0	0.0%	Healthcare
AVY Avery Dennison	$0	$230,528 â–¼	-100.0%	0	0.0%	Materials
GE GE Aerospace	$0	$226,516 â–¼	-100.0%	0	0.0%	Industrials
PM Philip Morris International	$0	$219,737 â–¼	-100.0%	0	0.0%	Consumer Staples
BX Blackstone	$0	$204,625 â–¼	-100.0%	0	0.0%	Finance

Showing largest 100 holdings. View all holdings.

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Goldenstone Wealth Management LLC Top Holdings and 13F Report (2026)

About Goldenstone Wealth Management LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Goldenstone Wealth Management LLC Top Holdings and 13F Report (2026)

About Goldenstone Wealth Management LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofGoldenstone Wealth Management LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools