Goldenstone Wealth Management

EL DORADO HILLS, CAfiles as Goldenstone Wealth Management LLC

$153m in 76 US stocks at the end of 30 June 2026. The top 10 are 53.4% of the money. It changed about 15.9% of the portfolio this quarter.

Value

$153m

Stocks

Top 10 share

53.4%

Turnover

15.9%

What changed this quarter

New

Bought for the first time this quarter.

First TR Exchange-Traded FDACYN
2.8% of the fund
First TR Exchange-Traded FDQTEC
0.2% of the fund
Rockwell AutomationROK
0.2% of the fund
Wisdomtree TRDXJ
0.1% of the fund

Added

Bought more of a stock they already held.

First TR Exchng Traded FD VIBUFR
11.1% of the fund
+12%
AppleAAPL
5.1% of the fund
+2%
MicrosoftMSFT
4.4% of the fund
+7%
NvidiaNVDA
4.2% of the fund
+3%
Amazon.comAMZN
2.5% of the fund
+4%
Meta PlatformsMETA
1.8% of the fund
+9%
Ishares TRIVV
1.4% of the fund
+42%
TeslaTSLA
1.1% of the fund
+7%
JPMorgan ChaseJPM
1.0% of the fund
+2%
EA Series TrustBOXX
1.0% of the fund
+330%
NetflixNFLX
0.9% of the fund
+10%
VisaV
0.7% of the fund
+7%
Home DepotHD
0.6% of the fund
+4%
CrowdStrike HoldingsCRWD
0.5% of the fund
+8%
MastercardMA
0.5% of the fund
+8%
Ishares TRITOT
0.5% of the fund
+140%
First TR Exchange Traded FDFTHI
0.4% of the fund
+137%
KLAKLAC
0.4% of the fund
+3%
ARM HoldingsARM
0.4% of the fund
+2%
EA Series TrustFMTM
0.3% of the fund
+5%
BlackRockBLK
0.3% of the fund
+2%
ExxonMobil HoldingsXOM
0.3% of the fund
+7%
AbbVieABBV
0.3% of the fund
+5%
Lowe's CompaniesLOW
0.3% of the fund
+8%
SynopsysSNPS
0.3% of the fund
+14%

Cut

Sold some of their stake.

Innovator Etfs TrustDDTN
9.8% of the fund
-3%
Wisdomtree TRUSFR
4.8% of the fund
-51%
Lam ResearchLRCX
2.9% of the fund
-2%
First TR Exchng Traded FD VIBUFZ
2.8% of the fund
-2%
First TR Exchng Traded FD VIBUFQ
2.1% of the fund
-7%
First TR Exchange Traded FDSDVY
2.1% of the fund
-3%
CaterpillarCAT
1.1% of the fund
-3%
Innovator Etfs TrustNNOV
1.0% of the fund
-11%
Johnson & JohnsonJNJ
0.7% of the fund
-28%
Goldman Sachs GroupGS
0.6% of the fund
-3%
Morgan StanleyMS
0.6% of the fund
-2%
Taiwan Semiconductor ManufacturingTSM
0.5% of the fund
-4%
Innovator Etfs TrustACII
0.5% of the fund
-5%
Invesco QQQ TRQQQ
0.4% of the fund
-8%
UnitedHealth GroupUNH
0.3% of the fund
-83%
Ishares TRIJK
0.3% of the fund
-4%
Invesco Exchange Traded FD TRSP
0.2% of the fund
-12%
Bank of AmericaBAC
0.2% of the fund
-12%
Invesco Exch Traded FD TR IIQQQM
0.2% of the fund
-40%
J P Morgan Exchange Traded FJEPQ
0.1% of the fund
-12%

Sold out

Sold their entire stake.

Innovator Etfs TrustJAJL
-100%
Berkshire HathawayBRK-B
-100%
NikeNKE
-100%
Illinois Tool WorksITW
-100%
CSXCSX
-100%
Marsh & McLennan CompaniesMRSH
-100%
Walt DisneyDIS
-100%
Automatic Data ProcessingADP
-100%
Texas InstrumentsTXN
-100%
Marathon PetroleumMPC
-100%
International Business MachinesIBM
-100%
RTXRTX
-100%
HumanaHUM
-100%
Avery DennisonAVY
-100%
General ElectricGE
-100%
Philip Morris InternationalPM
-100%
BlackstoneBX
-100%

Holdings

First TR Exchng Traded FD VIBUFR
Share
11.1%
Value
$17m
Shares
463,059
+12%
Innovator Etfs TrustDDTN
Share
9.8%
Value
$15m
Shares
735,350
-3%
AppleAAPL
Share
5.1%
Value
$8m
Shares
27,052
+2%
Wisdomtree TRUSFR
Share
4.8%
Value
$7m
Shares
146,939
-51%
MicrosoftMSFT
Share
4.4%
Value
$7m
Shares
17,856
+7%
Applied MaterialsAMAT
Share
4.3%
Value
$7m
Shares
9,195
Held
NvidiaNVDA
Share
4.2%
Value
$6m
Shares
31,996
+3%
AlphabetGOOG
Share
3.5%
Value
$5m
Shares
14,950
Held
Advanced Micro DevicesAMD
Share
3.3%
Value
$5m
Shares
8,798
Held
Lam ResearchLRCX
Share
2.9%
Value
$4m
Shares
10,180
-2%
First TR Exchange-Traded FDACYN
Share
2.8%
Value
$4m
Shares
205,707
New
First TR Exchng Traded FD VIBUFZ
Share
2.8%
Value
$4m
Shares
151,750
-2%
ASML Holding NVASML
Share
2.6%
Value
$4m
Shares
2,007
Held
Amazon.comAMZN
Share
2.5%
Value
$4m
Shares
16,341
+4%
First TR Exchng Traded FD VIBUFQ
Share
2.1%
Value
$3m
Shares
81,056
-7%
First TR Exchange Traded FDSDVY
Share
2.1%
Value
$3m
Shares
73,232
-3%
Meta PlatformsMETA
Share
1.8%
Value
$3m
Shares
4,938
+9%
BroadcomAVGO
Share
1.7%
Value
$3m
Shares
6,759
Held
IsharesEMXC
Share
1.4%
Value
$2m
Shares
21,568
Held
Ishares TRIVV
Share
1.4%
Value
$2m
Shares
2,795
+42%
TeslaTSLA
Share
1.1%
Value
$2m
Shares
4,126
+7%
CaterpillarCAT
Share
1.1%
Value
$2m
Shares
1,577
-3%
Innovator Etfs TrustNNOV
Share
1.0%
Value
$2m
Shares
50,670
-11%
JPMorgan ChaseJPM
Share
1.0%
Value
$2m
Shares
4,858
+2%
EA Series TrustBOXX
Share
1.0%
Value
$2m
Shares
13,214
+330%
NetflixNFLX
Share
0.9%
Value
$1m
Shares
20,264
+10%
WalmartWMT
Share
0.8%
Value
$1m
Shares
11,060
Held
Seagate Technology HoldingsSTX
Share
0.8%
Value
$1m
Shares
1,269
Held
Marvell TechnologyMRVL
Share
0.8%
Value
$1m
Shares
4,094
Held
Johnson & JohnsonJNJ
Share
0.7%
Value
$1m
Shares
4,337
-28%
VisaV
Share
0.7%
Value
$1m
Shares
2,920
+7%
Goldman Sachs GroupGS
Share
0.6%
Value
$964,876
Shares
954
-3%
Home DepotHD
Share
0.6%
Value
$951,338
Shares
2,697
+4%
Morgan StanleyMS
Share
0.6%
Value
$924,857
Shares
4,424
-2%
Costco WholesaleCOST
Share
0.6%
Value
$916,822
Shares
980
Held
Innovator Etfs TrustDDFM
Share
0.5%
Value
$823,550
Shares
41,700
Held
First TR Exchng Traded FD VIFNOV
Share
0.5%
Value
$816,520
Shares
13,960
Held
CrowdStrike HoldingsCRWD
Share
0.5%
Value
$796,510
Shares
1,044
+8%
First TR Exchng Traded FD VIFJUL
Share
0.5%
Value
$780,867
Shares
13,115
Held
Taiwan Semiconductor ManufacturingTSM
Share
0.5%
Value
$776,975
Shares
1,634
-4%
Vertiv HoldingsVRT
Share
0.5%
Value
$770,280
Shares
2,301
Held
MastercardMA
Share
0.5%
Value
$748,601
Shares
1,458
+8%
Ishares TRITOT
Share
0.5%
Value
$734,744
Shares
4,473
+140%
Innovator Etfs TrustACII
Share
0.5%
Value
$705,824
Shares
27,734
-5%
First TR Exchange Traded FDFTHI
Share
0.4%
Value
$654,214
Shares
27,430
+137%
KLAKLAC
Share
0.4%
Value
$629,337
Shares
2,086
+3%
ARM HoldingsARM
Share
0.4%
Value
$607,148
Shares
1,712
+2%
Invesco QQQ TRQQQ
Share
0.4%
Value
$598,739
Shares
813
-8%
Vanguard World FDESGV
Share
0.4%
Value
$595,741
Shares
4,505
Held
First TR Exchng Traded FD VIFMAR
Share
0.3%
Value
$515,806
Shares
9,870
Held
EA Series TrustFMTM
Share
0.3%
Value
$515,084
Shares
11,803
+5%
BlackRockBLK
Share
0.3%
Value
$511,771
Shares
532
+2%
Wisdomtree TREPI
Share
0.3%
Value
$493,805
Shares
11,543
Held
ExxonMobil HoldingsXOM
Share
0.3%
Value
$489,750
Shares
3,582
+7%
UnitedHealth GroupUNH
Share
0.3%
Value
$448,880
Shares
1,080
-83%
Ishares TRIJK
Share
0.3%
Value
$440,625
Shares
3,750
-4%
AbbVieABBV
Share
0.3%
Value
$437,377
Shares
1,738
+5%
Wisdomtree TRXC
Share
0.3%
Value
$422,007
Shares
13,300
Held
Ishares TRIWR
Share
0.3%
Value
$408,184
Shares
3,700
Held
Lowe's CompaniesLOW
Share
0.3%
Value
$406,268
Shares
1,843
+8%
SynopsysSNPS
Share
0.3%
Value
$400,730
Shares
898
+14%
Vanguard Star FDSVXUS
Share
0.2%
Value
$351,022
Shares
4,106
Held
GE VernovaGEV
Share
0.2%
Value
$344,234
Shares
293
+3%
AlphabetGOOGL
Share
0.2%
Value
$341,602
Shares
956
+18%
ChevronCVX
Share
0.2%
Value
$330,580
Shares
1,994
+11%
First TR Exchng Traded FD VIBUFD
Share
0.2%
Value
$319,490
Shares
10,750
Held
Invesco Exchange Traded FD TRSP
Share
0.2%
Value
$304,355
Shares
1,430
-12%
Bank of AmericaBAC
Share
0.2%
Value
$276,211
Shares
4,848
-12%
First TR Exchange-Traded FDQTEC
Share
0.2%
Value
$265,889
Shares
794
New
Invesco Exch Traded FD TR IIQQQM
Share
0.2%
Value
$259,646
Shares
857
-40%
Lockheed MartinLMT
Share
0.2%
Value
$247,073
Shares
485
Held
Rockwell AutomationROK
Share
0.2%
Value
$242,746
Shares
490
New
VistraVST
Share
0.2%
Value
$237,162
Shares
1,495
+10%
Vaneck ETF TrustNLR
Share
0.1%
Value
$222,339
Shares
1,917
+9%
J P Morgan Exchange Traded FJEPQ
Share
0.1%
Value
$213,234
Shares
3,469
-12%
Wisdomtree TRDXJ
Share
0.1%
Value
$209,160
Shares
1,205
New

Company	Share of fund	Value	Shares	Change
First TR Exchng Traded FD VIBUFR	11.1%	$17m	463,059	+12%
Innovator Etfs TrustDDTN	9.8%	$15m	735,350	-3%
AppleAAPL	5.1%	$8m	27,052	+2%
Wisdomtree TRUSFR	4.8%	$7m	146,939	-51%
MicrosoftMSFT	4.4%	$7m	17,856	+7%
Applied MaterialsAMAT	4.3%	$7m	9,195	Held
NvidiaNVDA	4.2%	$6m	31,996	+3%
AlphabetGOOG	3.5%	$5m	14,950	Held
Advanced Micro DevicesAMD	3.3%	$5m	8,798	Held
Lam ResearchLRCX	2.9%	$4m	10,180	-2%
First TR Exchange-Traded FDACYN	2.8%	$4m	205,707	New
First TR Exchng Traded FD VIBUFZ	2.8%	$4m	151,750	-2%
ASML Holding NVASML	2.6%	$4m	2,007	Held
Amazon.comAMZN	2.5%	$4m	16,341	+4%
First TR Exchng Traded FD VIBUFQ	2.1%	$3m	81,056	-7%
First TR Exchange Traded FDSDVY	2.1%	$3m	73,232	-3%
Meta PlatformsMETA	1.8%	$3m	4,938	+9%
BroadcomAVGO	1.7%	$3m	6,759	Held
IsharesEMXC	1.4%	$2m	21,568	Held
Ishares TRIVV	1.4%	$2m	2,795	+42%
TeslaTSLA	1.1%	$2m	4,126	+7%
CaterpillarCAT	1.1%	$2m	1,577	-3%
Innovator Etfs TrustNNOV	1.0%	$2m	50,670	-11%
JPMorgan ChaseJPM	1.0%	$2m	4,858	+2%
EA Series TrustBOXX	1.0%	$2m	13,214	+330%
NetflixNFLX	0.9%	$1m	20,264	+10%
WalmartWMT	0.8%	$1m	11,060	Held
Seagate Technology HoldingsSTX	0.8%	$1m	1,269	Held
Marvell TechnologyMRVL	0.8%	$1m	4,094	Held
Johnson & JohnsonJNJ	0.7%	$1m	4,337	-28%
VisaV	0.7%	$1m	2,920	+7%
Goldman Sachs GroupGS	0.6%	$964,876	954	-3%
Home DepotHD	0.6%	$951,338	2,697	+4%
Morgan StanleyMS	0.6%	$924,857	4,424	-2%
Costco WholesaleCOST	0.6%	$916,822	980	Held
Innovator Etfs TrustDDFM	0.5%	$823,550	41,700	Held
First TR Exchng Traded FD VIFNOV	0.5%	$816,520	13,960	Held
CrowdStrike HoldingsCRWD	0.5%	$796,510	1,044	+8%
First TR Exchng Traded FD VIFJUL	0.5%	$780,867	13,115	Held
Taiwan Semiconductor ManufacturingTSM	0.5%	$776,975	1,634	-4%
Vertiv HoldingsVRT	0.5%	$770,280	2,301	Held
MastercardMA	0.5%	$748,601	1,458	+8%
Ishares TRITOT	0.5%	$734,744	4,473	+140%
Innovator Etfs TrustACII	0.5%	$705,824	27,734	-5%
First TR Exchange Traded FDFTHI	0.4%	$654,214	27,430	+137%
KLAKLAC	0.4%	$629,337	2,086	+3%
ARM HoldingsARM	0.4%	$607,148	1,712	+2%
Invesco QQQ TRQQQ	0.4%	$598,739	813	-8%
Vanguard World FDESGV	0.4%	$595,741	4,505	Held
First TR Exchng Traded FD VIFMAR	0.3%	$515,806	9,870	Held
EA Series TrustFMTM	0.3%	$515,084	11,803	+5%
BlackRockBLK	0.3%	$511,771	532	+2%
Wisdomtree TREPI	0.3%	$493,805	11,543	Held
ExxonMobil HoldingsXOM	0.3%	$489,750	3,582	+7%
UnitedHealth GroupUNH	0.3%	$448,880	1,080	-83%
Ishares TRIJK	0.3%	$440,625	3,750	-4%
AbbVieABBV	0.3%	$437,377	1,738	+5%
Wisdomtree TRXC	0.3%	$422,007	13,300	Held
Ishares TRIWR	0.3%	$408,184	3,700	Held
Lowe's CompaniesLOW	0.3%	$406,268	1,843	+8%
SynopsysSNPS	0.3%	$400,730	898	+14%
Vanguard Star FDSVXUS	0.2%	$351,022	4,106	Held
GE VernovaGEV	0.2%	$344,234	293	+3%
AlphabetGOOGL	0.2%	$341,602	956	+18%
ChevronCVX	0.2%	$330,580	1,994	+11%
First TR Exchng Traded FD VIBUFD	0.2%	$319,490	10,750	Held
Invesco Exchange Traded FD TRSP	0.2%	$304,355	1,430	-12%
Bank of AmericaBAC	0.2%	$276,211	4,848	-12%
First TR Exchange-Traded FDQTEC	0.2%	$265,889	794	New
Invesco Exch Traded FD TR IIQQQM	0.2%	$259,646	857	-40%
Lockheed MartinLMT	0.2%	$247,073	485	Held
Rockwell AutomationROK	0.2%	$242,746	490	New
VistraVST	0.2%	$237,162	1,495	+10%
Vaneck ETF TrustNLR	0.1%	$222,339	1,917	+9%
J P Morgan Exchange Traded FJEPQ	0.1%	$213,234	3,469	-12%
Wisdomtree TRDXJ	0.1%	$209,160	1,205	New

Over time and by industry

Value over time

Dec '25

Jun '26

Value is up 14.4% since 31 December 2025.

Where the money is

Technology29.6%

Media & telecom6.4%

Industrials4.8%

Retail & consumer4.6%

Financial services3.9%

Everyday goods1.4%

Health care1.3%

Energy0.5%

Utilities0.2%

Other47.3%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.