# Goldenstone Wealth Management LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2109094. Source: https://holderbook.com/funds/2109094-goldenstone-wealth-management-llc/

- Reported value: $152.9M
- Positions: 76
- Weight of the ten largest: 53.4%
- Filed: 2026-08-05

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| FIRST TR EXCHNG TRADED FD VI | [BUFR](https://holderbook.com/stocks/BUFR/) | $16.9M | 463,059 | 11.1% | 3 |
| INNOVATOR ETFS TRUST | [DDTN](https://holderbook.com/stocks/DDTN/) | $15.0M | 735,350 | 9.8% | 3 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $7.8M | 27,052 | 5.1% | 3 |
| WISDOMTREE TR | [USFR](https://holderbook.com/stocks/USFR/) | $7.4M | 146,939 | 4.8% | 3 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $6.7M | 17,856 | 4.4% | 3 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $6.6M | 9,195 | 4.3% | 3 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $6.4M | 31,996 | 4.2% | 3 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $5.3M | 14,950 | 3.5% | 3 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $5.1M | 8,798 | 3.3% | 3 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $4.4M | 10,180 | 2.9% | 3 |
| FIRST TR EXCHANGE-TRADED FD | [ACYN](https://holderbook.com/stocks/ACYN/) | $4.3M | 205,707 | 2.8% | 1 |
| FIRST TR EXCHNG TRADED FD VI | [BUFZ](https://holderbook.com/stocks/BUFZ/) | $4.2M | 151,750 | 2.8% | 3 |
| ASML HLDG NV | [ASML](https://holderbook.com/stocks/ASML/) | $4.0M | 2,007 | 2.6% | 3 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $3.9M | 16,341 | 2.5% | 3 |
| FIRST TR EXCHNG TRADED FD VI | [BUFQ](https://holderbook.com/stocks/BUFQ/) | $3.2M | 81,056 | 2.1% | 3 |
| FIRST TR EXCHANGE-TRADED FD | [SDVY](https://holderbook.com/stocks/SDVY/) | $3.2M | 73,232 | 2.1% | 3 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $2.8M | 4,938 | 1.8% | 3 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $2.6M | 6,759 | 1.7% | 3 |
| ISHARES INC | [EMXC](https://holderbook.com/stocks/EMXC/) | $2.2M | 21,568 | 1.4% | 3 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $2.1M | 2,795 | 1.4% | 3 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $1.7M | 4,126 | 1.1% | 3 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $1.7M | 1,577 | 1.1% | 3 |
| INNOVATOR ETFS TRUST | [NNOV](https://holderbook.com/stocks/NNOV/) | $1.6M | 50,670 | 1.0% | 3 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $1.6M | 4,858 | 1.0% | 3 |
| EA SERIES TRUST | [BOXX](https://holderbook.com/stocks/BOXX/) | $1.5M | 13,214 | 1.0% | 2 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $1.4M | 20,264 | 0.9% | 3 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $1.3M | 11,060 | 0.8% | 3 |
| SEAGATE TECHNOLOGY HLDNGS PL | [STX](https://holderbook.com/stocks/STX/) | $1.2M | 1,269 | 0.8% | 3 |
| MARVELL TECHNOLOGY INC | [MRVL](https://holderbook.com/stocks/MRVL/) | $1.2M | 4,094 | 0.8% | 3 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $1.1M | 4,337 | 0.7% | 3 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $1.0M | 2,920 | 0.7% | 3 |
| GOLDMAN SACHS GROUP INC | [GS](https://holderbook.com/stocks/GS/) | $964.9K | 954 | 0.6% | 3 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $951.3K | 2,697 | 0.6% | 3 |
| MORGAN STANLEY | [MS](https://holderbook.com/stocks/MS/) | $924.9K | 4,424 | 0.6% | 3 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $916.8K | 980 | 0.6% | 3 |
| INNOVATOR ETFS TRUST | [DDFM](https://holderbook.com/stocks/DDFM/) | $823.5K | 41,700 | 0.5% | 2 |
| FIRST TR EXCHNG TRADED FD VI | [FNOV](https://holderbook.com/stocks/FNOV/) | $816.5K | 13,960 | 0.5% | 3 |
| CROWDSTRIKE HLDGS INC | [CRWD](https://holderbook.com/stocks/CRWD/) | $796.5K | 1,044 | 0.5% | 3 |
| FIRST TR EXCHNG TRADED FD VI | [FJUL](https://holderbook.com/stocks/FJUL/) | $780.9K | 13,115 | 0.5% | 3 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $777.0K | 1,634 | 0.5% | 3 |
| VERTIV HOLDINGS CO | [VRT](https://holderbook.com/stocks/VRT/) | $770.3K | 2,301 | 0.5% | 3 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $748.6K | 1,458 | 0.5% | 3 |
| ISHARES TR | [ITOT](https://holderbook.com/stocks/ITOT/) | $734.7K | 4,473 | 0.5% | 3 |
| INNOVATOR ETFS TRUST | [ACII](https://holderbook.com/stocks/ACII/) | $705.8K | 27,734 | 0.5% | 3 |
| FIRST TR EXCHANGE-TRADED FD | [FTHI](https://holderbook.com/stocks/FTHI/) | $654.2K | 27,430 | 0.4% | 2 |
| KLA CORP | [KLAC](https://holderbook.com/stocks/KLAC/) | $629.3K | 2,086 | 0.4% | 3 |
| ARM HOLDINGS PLC | [ARM](https://holderbook.com/stocks/ARM/) | $607.1K | 1,712 | 0.4% | 2 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $598.7K | 813 | 0.4% | 3 |
| VANGUARD WORLD FD | [ESGV](https://holderbook.com/stocks/ESGV/) | $595.7K | 4,505 | 0.4% | 3 |
| FIRST TR EXCHNG TRADED FD VI | [FMAR](https://holderbook.com/stocks/FMAR/) | $515.8K | 9,870 | 0.3% | 3 |
| EA SERIES TRUST | [FMTM](https://holderbook.com/stocks/FMTM/) | $515.1K | 11,803 | 0.3% | 3 |
| BLACKROCK INC | [BLK](https://holderbook.com/stocks/BLK/) | $511.8K | 532 | 0.3% | 3 |
| WISDOMTREE TR | [EPI](https://holderbook.com/stocks/EPI/) | $493.8K | 11,543 | 0.3% | 3 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $489.8K | 3,582 | 0.3% | 3 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $448.9K | 1,080 | 0.3% | 3 |
| ISHARES TR | [IJK](https://holderbook.com/stocks/IJK/) | $440.6K | 3,750 | 0.3% | 3 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $437.4K | 1,738 | 0.3% | 3 |
| WISDOMTREE TR | [XC](https://holderbook.com/stocks/XC/) | $422.0K | 13,300 | 0.3% | 3 |
| ISHARES TR | [IWR](https://holderbook.com/stocks/IWR/) | $408.2K | 3,700 | 0.3% | 3 |
| LOWES COS INC | [LOW](https://holderbook.com/stocks/LOW/) | $406.3K | 1,843 | 0.3% | 3 |
| SYNOPSYS INC | [SNPS](https://holderbook.com/stocks/SNPS/) | $400.7K | 898 | 0.3% | 3 |
| VANGUARD STAR FDS | [VXUS](https://holderbook.com/stocks/VXUS/) | $351.0K | 4,106 | 0.2% | 3 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $344.2K | 293 | 0.2% | 3 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $341.6K | 956 | 0.2% | 3 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $330.6K | 1,994 | 0.2% | 3 |
| FIRST TR EXCHNG TRADED FD VI | [BUFD](https://holderbook.com/stocks/BUFD/) | $319.5K | 10,750 | 0.2% | 3 |
| INVESCO EXCHANGE TRADED FD T | [RSP](https://holderbook.com/stocks/RSP/) | $304.4K | 1,430 | 0.2% | 3 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $276.2K | 4,848 | 0.2% | 3 |
| FIRST TR EXCHANGE-TRADED FD | [QTEC](https://holderbook.com/stocks/QTEC/) | $265.9K | 794 | 0.2% | 1 |
| INVESCO EXCH TRADED FD TR II | [QQQM](https://holderbook.com/stocks/QQQM/) | $259.6K | 857 | 0.2% | 3 |
| LOCKHEED MARTIN CORP | [LMT](https://holderbook.com/stocks/LMT/) | $247.1K | 485 | 0.2% | 3 |
| ROCKWELL AUTOMATION INC | [ROK](https://holderbook.com/stocks/ROK/) | $242.7K | 490 | 0.2% | 1 |
| VISTRA CORP | [VST](https://holderbook.com/stocks/VST/) | $237.2K | 1,495 | 0.2% | 2 |
| VANECK ETF TRUST | [NLR](https://holderbook.com/stocks/NLR/) | $222.3K | 1,917 | 0.1% | 2 |
| J P MORGAN EXCHANGE TRADED F | [JEPQ](https://holderbook.com/stocks/JEPQ/) | $213.2K | 3,469 | 0.1% | 3 |
| WISDOMTREE TR | [DXJ](https://holderbook.com/stocks/DXJ/) | $209.2K | 1,205 | 0.1% | 1 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +18.0% | +14.8% | +3.2% | 100% |
| Q1 2026 | -2.6% | -4.6% | +2.0% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $152.9M | 76 |
| Q1 2026 | $137.5M | 89 |
| Q4 2025 | $133.7M | 84 |