Goldenstone Wealth Management LLC
All holdings · as of Dec 31, 2025
| 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% |
| Walmart Inc. | $1.24M | 0.9% |
| Warren E. Buffett | $1.05M | 0.8% |
| CATERPILLAR INC | $963.3K | 0.7% |
| NIKE, Inc. | $911.7K | 0.7% |
| Visa Inc | $904.6K | 0.7% |
| HOME DEPOT, INC. | $878.5K | 0.7% |
| THE GOLDMAN SACHS GROUP, INC. | $868.3K | 0.6% |
| COSTCO WHOLESALE CORP /NEW | $824.6K | 0.6% |
| Morgan Stanley | $792.0K | 0.6% |
| First Trust Exchange-Traded Fund VIII | $777.5K | 0.6% |
| First Trust Exchange-Traded Fund VIII | $736.1K | 0.6% |
| Mastercard Inc | $729.5K | 0.5% |
| ILLINOIS TOOL WORKS INC | $702.0K | 0.5% |
| VANGUARD WORLD FD | $544.9K | 0.4% |
| INVESCO QQQ TR | $541.6K | 0.4% |
| BlackRock, Inc. | $538.5K | 0.4% |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM | $524.4K | 0.4% |
| WISDOMTREE TR | $524.3K | 0.4% |
| CSX CORP | $513.7K | 0.4% |
| FIRST TR EXCHNG TRADED FD VI | $475.6K | 0.4% |
| Walt Disney Co | $442.8K | 0.3% |
| WISDOMTREE TR | $431.2K | 0.3% |
| MARSH & MCLENNAN COMPANIES, INC. | $425.8K | 0.3% |
| LOWES COMPANIES INC | $409.1K | 0.3% |
| EXXON MOBIL CORP | $400.6K | 0.3% |