Q2 2026 13F · SEC CIK 2109094

Goldenstone Wealth Management LLC

Wealth managerFiled 2026-08-05 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $152.9M
Reported positions: 76
Holdings vs S&P 500, 3 yrs: —
Assets under management: $238.3M

Goldenstone Wealth Management LLC is a wealth manager that reported 76 positions worth $152.9M in its Q2 2026 13F, filed 2026-08-05. Its largest holdings were First Tr Exchng Traded Fd Vi (BUFR, 11.1%), Innovator Etfs Trust (DDTN, 9.8%), Apple Inc (AAPL, 5.1%).

Goldenstone Wealth Management LLC holdings largest 50 of 76 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Goldenstone Wealth Management LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
BUFRFirst Tr Exchng Traded Fd Vi	11.1%	10.1%	463,059	+12.2%	$16.9M
DDTNInnovator Etfs Trust	9.8%	10.4%	735,350	-3.3%	$15.0M
AAPLApple Inc	5.1%	4.9%	27,052	+2.5%	$7.8M
USFRWisdomtree Tr	4.8%	11.0%	146,939	-51.3%	$7.4M
MSFTMicrosoft Corp	4.4%	4.5%	17,856	+7.4%	$6.7M
AMATApplied Matls Inc	4.3%	2.3%	9,195	+0.2%	$6.6M
NVDANvidia Corporation	4.2%	4.0%	31,996	+2.6%	$6.4M
GOOGAlphabet Inc	3.5%	3.1%	14,950	+0.6%	$5.3M
AMDAdvanced Micro Devices Inc	3.3%	1.3%	8,798	-1.2%	$5.1M
LRCXLam Research Corp	2.9%	1.6%	10,180	-2.0%	$4.4M
ACYNFirst Tr Exchange-Traded Fd	2.8%	—	205,707	—	$4.3M
BUFZFirst Tr Exchng Traded Fd Vi	2.8%	3.0%	151,750	-2.4%	$4.2M
ASMLAsml Hldg NV	2.6%	1.9%	2,007	+0.4%	$4.0M
AMZNAmazon Com Inc	2.5%	2.4%	16,341	+3.9%	$3.9M
BUFQFirst Tr Exchng Traded Fd Vi	2.1%	2.2%	81,056	-6.8%	$3.2M
SDVYFirst Tr Exchange Traded Fd	2.1%	2.2%	73,232	-3.5%	$3.2M
METAMeta Platforms Inc	1.8%	1.9%	4,938	+8.9%	$2.8M
AVGOBroadcom Inc	1.7%	1.5%	6,759	+1.9%	$2.6M
EMXCIshares Inc	1.4%	1.3%	21,568	-1.7%	$2.2M
IVVIshares Tr	1.4%	0.9%	2,795	+42.0%	$2.1M
TSLATesla Inc	1.1%	1.0%	4,126	+6.8%	$1.7M
CATCaterpillar Inc	1.1%	0.8%	1,577	-2.6%	$1.7M
NNOVInnovator Etfs Trust	1.0%	1.2%	50,670	-11.5%	$1.6M
JPMJpmorgan Chase & Co	1.0%	1.0%	4,858	+2.0%	$1.6M
BOXXEa Series Trust	1.0%	—	13,214	—	$1.5M
NFLXNetflix Inc.	0.9%	1.3%	20,264	+10.5%	$1.4M
WMTWalmart Inc	0.8%	1.0%	11,060	-0.3%	$1.3M
STXSeagate Technology Hldngs Pl	0.8%	0.4%	1,269	+0.2%	$1.2M
MRVLMarvell Technology Inc	0.8%	—	4,094	—	$1.2M
JNJJohnson & Johnson	0.7%	1.1%	4,337	-27.6%	$1.1M
VVisa Inc	0.7%	0.6%	2,920	+6.8%	$1.0M
GSGoldman Sachs Group Inc	0.6%	0.6%	954	-2.7%	$965K
HDHome Depot Inc	0.6%	0.6%	2,697	+4.4%	$951K
MSMorgan Stanley	0.6%	0.5%	4,424	-2.4%	$925K
COSTCostco Wholesale Corporation	0.6%	0.7%	980	+1.7%	$917K
DDFMInnovator Etfs Trust	0.5%	0.6%	41,700	+0.0%	$824K
FNOVFirst Tr Exchng Traded Fd Vi	0.5%	0.5%	13,960	-0.7%	$817K
CRWDCrowdstrike Hldgs Inc	0.5%	—	1,044	—	$797K
FJULFirst Tr Exchng Traded Fd Vi	0.5%	0.5%	13,115	+0.0%	$781K
TSMTaiwan Semiconductor Manufac	0.5%	0.4%	1,634	-4.2%	$777K
VRTVertiv Holdings Co	0.5%	0.4%	2,301	+1.4%	$770K
MAMastercard Incorporated	0.5%	0.5%	1,458	+7.7%	$749K
ITOTIshares Tr	0.5%	—	4,473	—	$735K
ACIIInnovator Etfs Trust	0.5%	0.5%	27,734	-4.9%	$706K
FTHIFirst Tr Exchange Traded Fd	0.4%	—	27,430	—	$654K
KLACKla Corp	0.4%	—	2,086	—	$629K
ARMArm Holdings PLC	0.4%	—	1,712	—	$607K
QQQInvesco Qqq Tr	0.4%	0.4%	813	-8.0%	$599K
ESGVVanguard World Fd	0.4%	0.4%	4,505	+0.0%	$596K
FMARFt Vest US Equity Buffer ETF - March	0.3%	—	9,870	—	$516K

What Goldenstone Wealth Management LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$152.9M	76
Q1 2026	$137.5M	89
Q4 2025	$133.7M	84

Questions about Goldenstone Wealth Management LLC's portfolio

What stocks does Goldenstone Wealth Management LLC own?

Goldenstone Wealth Management LLC's latest 13F, for Q2 2026 and filed Aug 5, 2026, lists 76 positions worth $152.9M. The largest are First Tr Exchng Traded Fd Vi (BUFR) at 11.1%, Innovator Etfs Trust (DDTN) at 9.8%, Apple Inc (AAPL) at 5.1%, Wisdomtree Tr (USFR) at 4.8% and Microsoft Corp (MSFT) at 4.4%.

What did Goldenstone Wealth Management LLC buy last quarter?

In Q2 2026, Goldenstone Wealth Management LLC added Ishares Tr (IVV) (+42.0% shares), First Tr Exchng Traded Fd Vi (BUFR) (+12.2% shares) and Netflix Inc. (NFLX) (+10.5% shares), compared with its Q1 2026 filing.

What did Goldenstone Wealth Management LLC sell last quarter?

In Q2 2026, Goldenstone Wealth Management LLC cut from its top 50 Innovator Etfs Trust (JAJL), cut from its top 50 Unitedhealth Group Inc (UNH), cut from its top 50 Berkshire Hathaway Inc Del (BRK-B), cut from its top 50 Nike Inc (NKE), cut from its top 50 Illinois Tool Wks Inc (ITW), Wisdomtree Tr (USFR) (-51.3% shares), Johnson & Johnson (JNJ) (-27.6% shares) and Innovator Etfs Trust (NNOV) (-11.5% shares), compared with its Q1 2026 filing.

When is Goldenstone Wealth Management LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Goldenstone Wealth Management LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Goldenstone Wealth Management LLC manage?

Goldenstone Wealth Management LLC reported $238.3M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $152.9M.