Institutions / Goldenstone Wealth Management LLC
Goldenstone Wealth Management LLC
CIK 2109094 · Institution · as of Dec 31, 2025
Portfolio value
$133.66M
Positions
84
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 84 →
| Company | Value | % of portfolio |
|---|---|---|
| Innovator Etfs Trust | $14.83M | 11.1% |
| WisdomTree Tr | $14.48M | 10.8% |
| First Tr Exchng Traded Fd VI | $13.00M | 9.7% |
| Microsoft Corp | $7.67M | 5.7% |
| Apple Inc. | $7.17M | 5.4% |
| NVIDIA Corp | $5.73M | 4.3% |
| Alphabet Inc. | $4.61M | 3.4% |
| First Tr Exchng Traded Fd VI | $3.79M | 2.8% |
| Amazon.com Inc | $3.48M | 2.6% |
| First Tr Exchng Traded Fd VI | $3.25M | 2.4% |
| First Tr Exchange-Traded Fd | $3.05M | 2.3% |
| Meta Platforms Inc | $2.94M | 2.2% |
| Applied Materials Inc /De | $2.35M | 1.8% |
| Broadcom Inc. | $2.20M | 1.6% |
| Asml Holding N V | $2.14M | 1.6% |
| Unitedhealth Group Inc | $2.05M | 1.5% |
| Advanced Micro Devices Inc | $1.85M | 1.4% |
| Innovator Etfs Trust | $1.80M | 1.3% |
| Tesla Inc | $1.70M | 1.3% |
| iShares Inc | $1.58M | 1.2% |
| Netflix Inc | $1.54M | 1.2% |
| JPMorgan Chase & Co | $1.51M | 1.1% |
| Lam Research Corp | $1.37M | 1.0% |
| iShares Tr | $1.34M | 1.0% |
| Johnson & Johnson | $1.25M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.