Goldenstone Wealth Management LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 6, 2026, for the 2025 Q4 period, Goldenstone Wealth Management LLC held in its portfolio 71 assets valued at $133,661,745 (i.e. $133.66M).
The most valuable assets in the portfolio included: FIRST TR EXCHNG TRADED FD VI ($22.33M), INNOVATOR ETFS TRUST ($16.84M), and WISDOMTREE TR ($15.44M).
The chart below shows the top 10 valuable assets, and the table below shows the top 71 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Goldenstone Wealth Management LLC - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| FIRST TR EXCHNG TRADED FD VI | 661081 | 22330691 | ETF |
| INNOVATOR ETFS TRUST | 844500 | 16839208 | ETF |
| WISDOMTREE TR | 312383 | 15435734 | ETF |
| MICROSOFT CORP | 15853 | 7666968 | COM |
| APPLE INC | 26371 | 7169248 | COM |
| NVIDIA CORPORATION | 30711 | 5727514 | COM |
| ALPHABET INC | 14675 | 4605047 | CAP STK CL C |
| AMAZON COM INC | 15072 | 3478886 | COM |
| FIRST TR EXCHANGE-TRADED FD | 79510 | 3046834 | ETF |
| META PLATFORMS INC | 4455 | 2940986 | CL A |
| ISHARES TR | 11422 | 2355165 | ETF |
| APPLIED MATLS INC | 9164 | 2354986 | COM |
| BROADCOM INC | 6349 | 2197411 | COM |
| ASML HOLDING N V | 1998 | 2137953 | N Y REGISTRY SHS |
| UNITEDHEALTH GROUP INC | 6221 | 2053705 | COM |
| ADVANCED MICRO DEVICES INC | 8652 | 1852823 | COM |
| TESLA INC | 3779 | 1699523 | COM |
| ISHARES INC | 21730 | 1579349 | ETF |
| NETFLIX INC | 16396 | 1537327 | COM |
| JPMORGAN CHASE & CO. | 4683 | 1508921 | COM |
| LAM RESEARCH CORP | 7994 | 1368336 | COM NEW |
| JOHNSON & JOHNSON | 6024 | 1246598 | COM |
| WALMART INC | 11137 | 1240749 | COM |
| BERKSHIRE HATHAWAY INC DEL | 2080 | 1045512 | CL B NEW |
| CATERPILLAR INC | 1681 | 963251 | COM |
| NIKE INC | 14310 | 911675 | CL B |
| VISA INC | 2579 | 904597 | COM CL A |
| HOME DEPOT INC | 2553 | 878504 | COM |
| GOLDMAN SACHS GROUP INC | 988 | 868279 | COM |
| COSTCO WHSL CORP NEW | 956 | 824595 | COM |
| MORGAN STANLEY | 4461 | 791970 | COM |
| MASTERCARD INCORPORATED | 1278 | 729511 | CL A |
| ILLINOIS TOOL WKS INC | 2850 | 701955 | COM |
| VANGUARD WORLD FD | 4505 | 544925 | ETF |
| INVESCO QQQ TR | 882 | 541586 | ETF |
| BLACKROCK INC | 503 | 538498 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 1726 | 524421 | SPONSORED ADS |
| CSX CORP | 14172 | 513735 | COM |
| DISNEY WALT CO | 3892 | 442793 | COM |
| MARSH & MCLENNAN COS INC | 2295 | 425768 | COM |
| LOWES COS INC | 1697 | 409136 | COM |
| EXXON MOBIL CORP | 3329 | 400563 | COM |
| CROWDSTRIKE HLDGS INC | 829 | 388577 | CL A |
| ABBVIE INC | 1649 | 376826 | COM |
| VERTIV HOLDINGS CO | 2265 | 367025 | COM CL A |
| AUTOMATIC DATA PROCESSING IN | 1425 | 366553 | COM |
| INVESCO EXCH TRADED FD TR II | 1432 | 362284 | ETF |
| SEAGATE TECHNOLOGY HLDNGS PL | 1266 | 348644 | ORD SHS |
| EA SERIES TRUST | 10799 | 347053 | ETF |
| HUMANA INC | 1339 | 342958 | COM |
| SYNOPSYS INC | 720 | 337972 | COM |
| MARVELL TECHNOLOGY INC | 3915 | 332707 | COM |
| BANK AMERICA CORP | 5659 | 311237 | COM |
| VANGUARD STAR FDS | 4106 | 309757 | ETF |
| INVESCO EXCHANGE TRADED FD T | 1592 | 304948 | ETF |
| INTERNATIONAL BUSINESS MACHS | 1000 | 296210 | COM |
| BLACKSTONE INC | 1874 | 288894 | COM |
| CHEVRON CORP NEW | 1793 | 273267 | COM |
| LOCKHEED MARTIN CORP | 545 | 263496 | COM |
| GE AEROSPACE | 843 | 259742 | COM NEW |
| ALPHABET INC | 809 | 253154 | CAP STK CL A |
| AVERY DENNISON CORP | 1335 | 242810 | COM |
| KLA CORP | 188 | 228997 | COM NEW |
| J P MORGAN EXCHANGE TRADED F | 3893 | 226252 | ETF |
| RTX CORPORATION | 1222 | 224115 | COM |
| BOOKING HOLDINGS INC | 42 | 222714 | COM |
| TEXAS INSTRS INC | 1275 | 221265 | COM |
| PHILIP MORRIS INTL INC | 1329 | 213172 | COM |
| ROCKWELL AUTOMATION INC | 537 | 208861 | COM |
| SELECT SECTOR SPDR TR | 1748 | 205719 | ETF |
| GE VERNOVA INC | 308 | 201300 | COM |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.