Institutional Manager · CIK 0002109094
Goldenstone Wealth Management LLC
EL DORADO HILLS, CA · File #028-26119
Latest AUM
$133.7M
Positions
84
Top-10 Concentration
63.0%
Filings
1
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | INNOVATOR ETFS TRUST | INHD | 773,445 | $14.8M | 11.98% |
| 2 | WISDOMTREE TR | WT | 287,763 | $14.5M | 11.70% |
| 3 | FIRST TR EXCHNG TRADED FD VI | 33740F755 | 379,420 | $13.0M | 10.50% |
| 4 | MICROSOFT CORP | MSFT | 15,853 | $7.7M | 6.19% |
| 5 | APPLE INC | AAPL | 26,371 | $7.2M | 5.79% |
| 6 | NVIDIA CORPORATION | NVDA | 30,711 | $5.7M | 4.63% |
| 7 | ALPHABET INC | GOOG | 14,675 | $4.6M | 3.72% |
| 8 | FIRST TR EXCHNG TRADED FD VI | 33740U729 | 142,999 | $3.8M | 3.06% |
| 9 | AMAZON COM INC | AMZN | 15,072 | $3.5M | 2.81% |
| 10 | FIRST TR EXCHNG TRADED FD VI | 33740U752 | 90,547 | $3.2M | 2.62% |
| 11 | FIRST TR EXCHANGE-TRADED FD | 33741X102 | 79,510 | $3.0M | 2.46% |
| 12 | META PLATFORMS INC | META | 4,455 | $2.9M | 2.38% |
| 13 | APPLIED MATLS INC | 038222105 | 9,164 | $2.4M | 1.90% |
| 14 | BROADCOM INC | AVGO | 6,349 | $2.2M | 1.77% |
| 15 | ASML HOLDING N V | ASMLF | 1,998 | $2.1M | 1.73% |
| 16 | UNITEDHEALTH GROUP INC | UNH | 6,221 | $2.1M | 1.66% |
| 17 | ADVANCED MICRO DEVICES INC | AMD | 8,652 | $1.9M | 1.50% |
| 18 | INNOVATOR ETFS TRUST | INHD | 62,575 | $1.8M | 1.45% |
| 19 | TESLA INC | TSLA | 3,779 | $1.7M | 1.37% |
| 20 | ISHARES INC | 46434G764 | 21,730 | $1.6M | 1.28% |