13F HOLDINGS REPORT
Goldenstone Wealth Management LLC
Quarter ended Q4 2025 · Filed February 6, 2026 · Accession 0002109094-26-000002
Total Value
$133.7M
Positions
84
Other Managers
0
Confidential Omitted
No
Holdings (84)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | INNOVATOR ETFS TRUST | INHD | 773,445 | $14.8M | 11.09% |
| 2 | WISDOMTREE TR | WT | 287,763 | $14.5M | 10.83% |
| 3 | FIRST TR EXCHNG TRADED FD VI | 33740F755 | 379,420 | $13.0M | 9.73% |
| 4 | MICROSOFT CORP | MSFT | 15,853 | $7.7M | 5.74% |
| 5 | APPLE INC | AAPL | 26,371 | $7.2M | 5.36% |
| 6 | NVIDIA CORPORATION | NVDA | 30,711 | $5.7M | 4.29% |
| 7 | ALPHABET INC | GOOG | 14,675 | $4.6M | 3.45% |
| 8 | FIRST TR EXCHNG TRADED FD VI | 33740U729 | 142,999 | $3.8M | 2.84% |
| 9 | AMAZON COM INC | AMZN | 15,072 | $3.5M | 2.60% |
| 10 | FIRST TR EXCHNG TRADED FD VI | 33740U752 | 90,547 | $3.2M | 2.43% |
| 11 | FIRST TR EXCHANGE-TRADED FD | 33741X102 | 79,510 | $3.0M | 2.28% |
| 12 | META PLATFORMS INC | META | 4,455 | $2.9M | 2.20% |
| 13 | APPLIED MATLS INC | 038222105 | 9,164 | $2.4M | 1.76% |
| 14 | BROADCOM INC | AVGO | 6,349 | $2.2M | 1.64% |
| 15 | ASML HOLDING N V | ASMLF | 1,998 | $2.1M | 1.60% |
| 16 | UNITEDHEALTH GROUP INC | UNH | 6,221 | $2.1M | 1.54% |
| 17 | ADVANCED MICRO DEVICES INC | AMD | 8,652 | $1.9M | 1.39% |
| 18 | INNOVATOR ETFS TRUST | INHD | 62,575 | $1.8M | 1.34% |
| 19 | TESLA INC | TSLA | 3,779 | $1.7M | 1.27% |
| 20 | ISHARES INC | 46434G764 | 21,730 | $1.6M | 1.18% |
| 21 | NETFLIX INC | NFLX | 16,396 | $1.5M | 1.15% |
| 22 | JPMORGAN CHASE & CO. | VYLD | 4,683 | $1.5M | 1.13% |
| 23 | LAM RESEARCH CORP | LRCX | 7,994 | $1.4M | 1.02% |
| 24 | ISHARES TR | 464287200 | 1,964 | $1.3M | 1.01% |
| 25 | JOHNSON & JOHNSON | JNJ | 6,024 | $1.2M | 0.93% |
| 26 | WALMART INC | WMT | 11,137 | $1.2M | 0.93% |
| 27 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 2,080 | $1.0M | 0.78% |
| 28 | CATERPILLAR INC | CAT | 1,681 | $963,251 | 0.72% |
| 29 | NIKE INC | NKE | 14,310 | $911,675 | 0.68% |
| 30 | VISA INC | V | 2,579 | $904,597 | 0.68% |
| 31 | HOME DEPOT INC | HD | 2,553 | $878,504 | 0.66% |
| 32 | GOLDMAN SACHS GROUP INC | GSCE | 988 | $868,279 | 0.65% |
| 33 | COSTCO WHSL CORP NEW | 22160K105 | 956 | $824,595 | 0.62% |
| 34 | MORGAN STANLEY | MS-PQ | 4,461 | $791,970 | 0.59% |
| 35 | FIRST TR EXCHNG TRADED FD VI | 33740F847 | 14,180 | $777,489 | 0.58% |
| 36 | FIRST TR EXCHNG TRADED FD VI | 33740U208 | 13,165 | $736,132 | 0.55% |
| 37 | MASTERCARD INCORPORATED | MA | 1,278 | $729,511 | 0.55% |
| 38 | ILLINOIS TOOL WKS INC | 452308109 | 2,850 | $701,955 | 0.53% |
| 39 | VANGUARD WORLD FD | 921910733 | 4,505 | $544,925 | 0.41% |
| 40 | INVESCO QQQ TR | IVZ | 882 | $541,586 | 0.41% |
| 41 | BLACKROCK INC | BLK | 503 | $538,498 | 0.40% |
| 42 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,726 | $524,421 | 0.39% |
| 43 | WISDOMTREE TR | WT | 11,327 | $524,322 | 0.39% |
| 44 | CSX CORP | CSX | 14,172 | $513,735 | 0.38% |
| 45 | FIRST TR EXCHNG TRADED FD VI | 33740F599 | 10,020 | $475,599 | 0.36% |
| 46 | DISNEY WALT CO | 254687106 | 3,892 | $442,793 | 0.33% |
| 47 | WISDOMTREE TR | WT | 13,293 | $431,153 | 0.32% |
| 48 | MARSH & MCLENNAN COS INC | 571748102 | 2,295 | $425,768 | 0.32% |
| 49 | LOWES COS INC | 548661107 | 1,697 | $409,136 | 0.31% |
| 50 | EXXON MOBIL CORP | XOM | 3,329 | $400,563 | 0.30% |
| 51 | CROWDSTRIKE HLDGS INC | CRWD | 829 | $388,577 | 0.29% |
| 52 | ABBVIE INC | ABBV | 1,649 | $376,826 | 0.28% |
| 53 | ISHARES TR | 464287606 | 3,886 | $376,457 | 0.28% |
| 54 | VERTIV HOLDINGS CO | VRT | 2,265 | $367,025 | 0.27% |
| 55 | AUTOMATIC DATA PROCESSING IN | ADP | 1,425 | $366,553 | 0.27% |
| 56 | INVESCO EXCH TRADED FD TR II | IVZ | 1,432 | $362,284 | 0.27% |
| 57 | ISHARES TR | 464287499 | 3,714 | $357,577 | 0.27% |
| 58 | SEAGATE TECHNOLOGY HLDNGS PL | SE | 1,266 | $348,644 | 0.26% |
| 59 | EA SERIES TRUST | 02072Q762 | 10,799 | $347,053 | 0.26% |
| 60 | HUMANA INC | HUM | 1,339 | $342,958 | 0.26% |
| 61 | SYNOPSYS INC | SNPS | 720 | $337,972 | 0.25% |
| 62 | MARVELL TECHNOLOGY INC | MRVL | 3,915 | $332,707 | 0.25% |
| 63 | BANK AMERICA CORP | 060505104 | 5,659 | $311,237 | 0.23% |
| 64 | VANGUARD STAR FDS | 921909768 | 4,106 | $309,757 | 0.23% |
| 65 | INVESCO EXCHANGE TRADED FD T | IVZ | 1,592 | $304,948 | 0.23% |
| 66 | FIRST TR EXCHNG TRADED FD VI | 33740U703 | 10,750 | $303,580 | 0.23% |
| 67 | INTERNATIONAL BUSINESS MACHS | INTR | 1,000 | $296,210 | 0.22% |
| 68 | BLACKSTONE INC | BX | 1,874 | $288,894 | 0.22% |
| 69 | ISHARES TR | 464287150 | 1,858 | $276,242 | 0.21% |
| 70 | CHEVRON CORP NEW | CVX | 1,793 | $273,267 | 0.20% |
| 71 | LOCKHEED MARTIN CORP | LMT | 545 | $263,496 | 0.20% |
| 72 | GE AEROSPACE | 369604301 | 843 | $259,742 | 0.19% |
| 73 | ALPHABET INC | GOOG | 809 | $253,154 | 0.19% |
| 74 | AVERY DENNISON CORP | AVY | 1,335 | $242,810 | 0.18% |
| 75 | KLA CORP | KLAC | 188 | $228,997 | 0.17% |
| 76 | J P MORGAN EXCHANGE TRADED F | 46654Q203 | 3,893 | $226,252 | 0.17% |
| 77 | RTX CORPORATION | RTX | 1,222 | $224,115 | 0.17% |
| 78 | BOOKING HOLDINGS INC | BKNG | 42 | $222,714 | 0.17% |
| 79 | TEXAS INSTRS INC | 882508104 | 1,275 | $221,265 | 0.17% |
| 80 | INNOVATOR ETFS TRUST | INHD | 8,480 | $217,292 | 0.16% |
| 81 | PHILIP MORRIS INTL INC | 718172109 | 1,329 | $213,172 | 0.16% |
| 82 | ROCKWELL AUTOMATION INC | ROK | 537 | $208,861 | 0.16% |
| 83 | SELECT SECTOR SPDR TR | 81369Y852 | 1,748 | $205,719 | 0.15% |
| 84 | GE VERNOVA INC | GEV | 308 | $201,300 | 0.15% |