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Goldenstone Wealth Management LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002109094

$152.9M

disclosed book value

76

positions

11.1%

largest position share

Positions, as of 2026-06-30

top 76 of 76 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1BUFRFIRST TR EXCHNG TRADED FD VI463,059$16.9M11.1%
2DDTNINNOVATOR ETFS TRUST735,350$15.0M9.8%
3AAPLAPPLE INC27,052$7.8M5.1%
4USFRWISDOMTREE TR146,939$7.4M4.8%
5MSFTMICROSOFT CORP17,856$6.7M4.4%
6AMATAPPLIED MATLS INC9,195$6.6M4.3%
7NVDANVIDIA CORPORATION31,996$6.4M4.2%
8GOOGALPHABET INC14,950$5.3M3.5%
9AMDADVANCED MICRO DEVICES INC8,798$5.1M3.3%
10LRCXLAM RESEARCH CORP10,180$4.4M2.9%
11ACYNFIRST TR EXCHANGE-TRADED FD205,707$4.3M2.8%
12BUFZFIRST TR EXCHNG TRADED FD VI151,750$4.2M2.8%
13ASML HLDG NV2,007$4.0M2.6%
14AMZNAMAZON COM INC16,341$3.9M2.5%
15BUFQFIRST TR EXCHNG TRADED FD VI81,056$3.2M2.1%
16SDVYFIRST TR EXCHANGE TRADED FD73,232$3.2M2.1%
17METAMETA PLATFORMS INC4,938$2.8M1.8%
18AVGOBROADCOM INC6,759$2.6M1.7%
19EMXCISHARES INC21,568$2.2M1.4%
20IVVISHARES TR2,795$2.1M1.4%
21TSLATESLA INC4,126$1.7M1.1%
22CATCATERPILLAR INC1,577$1.7M1.1%
23NNOVINNOVATOR ETFS TRUST50,670$1.6M1%
24JPMJPMORGAN CHASE & CO4,858$1.6M1%
25BOXXEA SERIES TRUST13,214$1.5M1%
26NFLXNETFLIX INC.20,264$1.4M0.9%
27WMTWALMART INC11,060$1.3M0.8%
28SEAGATE TECHNOLOGY HLDNGS PL1,269$1.2M0.8%
29MRVLMARVELL TECHNOLOGY INC4,094$1.2M0.8%
30JNJJOHNSON & JOHNSON4,337$1.1M0.7%
31VVISA INC2,920$1.0M0.7%
32GSGOLDMAN SACHS GROUP INC954$964,8760.6%
33HDHOME DEPOT INC2,697$951,3380.6%
34MSMORGAN STANLEY4,424$924,8570.6%
35COSTCOSTCO WHOLESALE CORPORATION980$916,8220.6%
36DDFMINNOVATOR ETFS TRUST41,700$823,5500.5%
37FNOVFIRST TR EXCHNG TRADED FD VI13,960$816,5200.5%
38CRWDCROWDSTRIKE HLDGS INC1,044$796,5100.5%
39FJULFIRST TR EXCHNG TRADED FD VI13,115$780,8670.5%
40TSMTAIWAN SEMICONDUCTOR MANUFAC1,634$776,9750.5%
41VRTVERTIV HOLDINGS CO2,301$770,2800.5%
42MAMASTERCARD INCORPORATED1,458$748,6010.5%
43ITOTISHARES TR4,473$734,7440.5%
44ACIIINNOVATOR ETFS TRUST27,734$705,8240.5%
45FTHIFIRST TR EXCHANGE TRADED FD27,430$654,2140.4%
46KLACKLA CORP2,086$629,3370.4%
47ARMARM HOLDINGS PLC1,712$607,1480.4%
48QQQINVESCO QQQ TR813$598,7390.4%
49ESGVVANGUARD WORLD FD4,505$595,7410.4%
50FMARFIRST TR EXCHNG TRADED FD VI9,870$515,8060.3%
51FMTMEA SERIES TRUST11,803$515,0840.3%
52BLKBLACKROCK INC532$511,7710.3%
53EPIWISDOMTREE TR11,543$493,8050.3%
54EXMOCEXXON MOBIL CORP3,582$489,7500.3%
55UNHUNITEDHEALTH GROUP INC1,080$448,8800.3%
56IJKISHARES TR3,750$440,6250.3%
57ABBVABBVIE INC1,738$437,3770.3%
58XCWISDOMTREE TR13,300$422,0070.3%
59IWRISHARES TR3,700$408,1840.3%
60LOWLOWES COS INC1,843$406,2680.3%
61SNPSSYNOPSYS INC898$400,7300.3%
62VXUSVANGUARD STAR FDS4,106$351,0220.2%
63GEVGE VERNOVA INC293$344,2340.2%
64GOOGLALPHABET INC956$341,6020.2%
65CVXCHEVRON CORPORATION1,994$330,5800.2%
66BUFDFIRST TR EXCHNG TRADED FD VI10,750$319,4900.2%
67RSPINVESCO EXCHANGE TRADED FD T1,430$304,3550.2%
68BACBANK OF AMER CORP4,848$276,2110.2%
69QTECFIRST TR EXCHANGE-TRADED FD794$265,8890.2%
70QQQMINVESCO EXCH TRADED FD TR II857$259,6460.2%
71LMTLOCKHEED MARTIN CORP485$247,0730.2%
72ROKROCKWELL AUTOMATION INC490$242,7460.2%
73VSTVISTRA CORP1,495$237,1620.2%
74NLRVANECK ETF TRUST1,917$222,3390.1%
75JEPQJ P MORGAN EXCHANGE TRADED F3,469$213,2340.1%
76DXJWISDOMTREE TR1,205$209,1600.1%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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