Goldenstone Wealth Management Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$137.5M
Q ending 2026-03-31
Prior quarter
$133.7M
Q ending 2025-12-31
Change
+2.8% QoQ
Positions
89
reported holdings
Largest positions
All 89 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Wisdomtree Tr | USFR | Shares | $15.2M | 302K |
| Innovator Etfs Trust | DDTN | Shares | $14.2M | 761K |
| First Tr Exchng Traded Fd Vi | BUFR | Shares | $13.9M | 413K |
| Apple Inc | AAPL | Shares | $6.7M | 26K |
| Microsoft Corp | MSFT | Shares | $6.2M | 17K |
| Nvidia Corporation | NVDA | Shares | $5.4M | 31K |
| Alphabet Inc | GOOG | Shares | $4.3M | 15K |
| First Tr Exchng Traded Fd Vi | BUFZ | Shares | $4.1M | 156K |
| Amazon Com Inc | AMZN | Shares | $3.3M | 16K |
| Applied Matls Inc | AMAT | Shares | $3.1M | 9K |
| First Tr Exchng Traded Fd Vi | BUFQ | Shares | $3.1M | 87K |
| First Tr Exchange Traded Fd | SDVY | Shares | $3.0M | 76K |
| Asml Hldg Nv | Shares | $2.6M | 2K | |
| Meta Platforms Inc | META | Shares | $2.6M | 5K |
| Lam Research Corp | LRCX | Shares | $2.2M | 10K |
| Broadcom Inc | AVGO | Shares | $2.1M | 7K |
| Advanced Micro Devices Inc | AMD | Shares | $1.8M | 9K |
| Innovator Etfs Trust | JAJL | Shares | $1.8M | 62K |
| Netflix Inc. | NFLX | Shares | $1.8M | 18K |
| Ishares Inc | EMXC | Shares | $1.7M | 22K |
| Unitedhealth Group Inc | UNH | Shares | $1.7M | 6K |
| Innovator Etfs Trust | NNOV | Shares | $1.6M | 57K |
| Johnson & Johnson | JNJ | Shares | $1.5M | 6K |
| Tesla Inc | TSLA | Shares | $1.4M | 4K |
| Jpmorgan Chase & Co | JPM | Shares | $1.4M | 5K |
| Walmart Inc | WMT | Shares | $1.4M | 11K |
| Ishares Tr | IVV | Shares | $1.3M | 2K |
| Caterpillar Inc | CAT | Shares | $1.1M | 2K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $997K | 2K |
| Costco Wholesale Corporation | COST | Shares | $961K | 964 |
| Home Depot Inc | HD | Shares | $849K | 3K |
| Goldman Sachs Group Inc | GS | Shares | $829K | 980 |
| Visa Inc | V | Shares | $826K | 3K |
| Innovator Etfs Trust | DDFM | Shares | $783K | 42K |
| Nike Inc | NKE | Shares | $756K | 14K |
| First Tr Exchng Traded Fd Vi | FNOV | Shares | $751K | 14K |
| Morgan Stanley | MS | Shares | $746K | 5K |
| Illinois Tool Wks Inc | ITW | Shares | $742K | 3K |
| Innovator Etfs Trust | ACII | Shares | $732K | 29K |
| First Tr Exchng Traded Fd Vi | FJUL | Shares | $718K | 13K |
| Mastercard Incorporated | MA | Shares | $677K | 1K |
| Csx Corp | CSX | Shares | $582K | 14K |
| Taiwan Semiconductor Manufac | TSM | Shares | $576K | 2K |
| Vertiv Holdings Co | VRT | Shares | $568K | 2K |
| Exxon Mobil Corp | XOM | Shares | $566K | 3K |
| Invesco Qqq Tr | QQQ | Shares | $510K | 884 |
| Vanguard World Fd | ESGV | Shares | $506K | 5K |
| Blackrock Inc | BLK | Shares | $500K | 520 |
| Seagate Technology Hldngs Pl | Shares | $496K | 1K | |
| Wisdomtree Tr | EPI | Shares | $479K | 12K |
| First Tr Exchng Traded Fd Vi | FMAR | Shares | $479K | 10K |
| Wisdomtree Tr | XC | Shares | $416K | 13K |
| Marvell Technology Inc | MRVL | Shares | $404K | 4K |
| Lowes Cos Inc | LOW | Shares | $404K | 2K |
| Marsh & Mclennan Cos Inc | MRSH | Shares | $398K | 2K |
| Ishares Tr | IJK | Shares | $391K | 4K |
| Ea Series Trust | FMTM | Shares | $390K | 11K |
| Crowdstrike Hldgs Inc | CRWD | Shares | $378K | 967 |
| Disney Walt Co | DIS | Shares | $375K | 4K |
| Chevron Corporation | CVX | Shares | $373K | 2K |
| Ishares Tr | IWR | Shares | $361K | 4K |
| Abbvie Inc | ABBV | Shares | $359K | 2K |
| Ea Series Trust | BOXX | Shares | $358K | 3K |
| Invesco Exch Traded Fd Tr Ii | QQQM | Shares | $341K | 1K |
| Vanguard Star Fds | VXUS | Shares | $317K | 4K |
| Synopsys Inc | SNPS | Shares | $312K | 787 |
| Invesco Exchange Traded Fd T | RSP | Shares | $311K | 2K |
| First Tr Exchng Traded Fd Vi | BUFD | Shares | $301K | 11K |
| Kla Corp | KLAC | Shares | $297K | 202 |
| Lockheed Martin Corp | LMT | Shares | $293K | 484 |
| Automatic Data Processing In | ADP | Shares | $290K | 1K |
| Bank America Corp | BAC | Shares | $268K | 5K |
| First Tr Exchange Traded Fd | FTHI | Shares | $266K | 12K |
| Ishares Tr | ITOT | Shares | $265K | 2K |
| Texas Instrs Inc | TXN | Shares | $261K | 1K |
| Marathon Pete Corp | MPC | Shares | $256K | 1K |
| Arm Holdings Plc | ARM | Shares | $253K | 2K |
| Ge Vernova Inc | GEV | Shares | $249K | 285 |
| International Business Machs | IBM | Shares | $242K | 1K |
| Rtx Corporation | RTX | Shares | $241K | 1K |
| Vaneck Etf Trust | NLR | Shares | $234K | 2K |
| Alphabet Inc | GOOGL | Shares | $233K | 809 |
| Humana Inc | HUM | Shares | $232K | 1K |
| Avery Dennison Corp | AVY | Shares | $231K | 1K |
| Ge Aerospace | GE | Shares | $227K | 798 |
| Philip Morris Intl Inc | PM | Shares | $220K | 1K |
| J P Morgan Exchange Traded F | JEPQ | Shares | $218K | 4K |
| Vistra Corp | VST | Shares | $205K | 1K |
| Blackstone Inc | BX | Shares | $205K | 2K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.