CIK: 0002109094
Total reported value
$137.5M
Reporting period: 2026-03-31 · Number of holdings: 89
Goldenstone Wealth Management LLC disclosed 89 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $137.5M and a quarterly turnover rate of 13.3%.
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Goldenstone Wealth Management LLC's disclosed holdings carry a Herfindahl concentration index of 0.047 — mathematically equivalent to about 21 equally-sized positions, well below its 89 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.78), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 50% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Trim MSFT
+4.9% -$1.5M
Trim DDTN
-1.6% -$583.0K
Add LRCX
+30.0% $852.3K
Add AMAT
+0.1% $780.6K
Trim AAPL
+0.1% -$470.1K
Add BUFR
+8.8% $939.6K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 11.04% | +0.21% | +4.80% | |
| 2 | DDTN | Invtr Eq Dd 10 Buf ETF Nov | ETF-Other | 10.36% | -0.73% | -1.65% | |
| 3 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 10.14% | +0.41% | +8.78% | |
| 4 | AAPL | Apple INC | Stock-Tech | 4.87% | -0.49% | +0.09% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 4.48% | -1.26% | +4.89% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 3.96% | -0.33% | +1.53% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.10% | -0.35% | +1.25% | |
| 8 | BUFZ | Ft Vest Laddered Moderate Bu | ETF-Other | 2.97% | +0.13% | +8.78% | |
| 9 | AMZN | Amazon.com INC | Stock-Consumer Disc | 2.38% | -0.22% | +4.33% | |
| 10 | AMAT | Applied Materials INC | Stock-Tech | 2.28% | +0.52% | +0.11% | |
| 11 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | ETF-Other | 2.24% | -0.19% | -3.92% | |
| 12 | SDVY | First Trust Smid Cap Rising | ETF-Other | 2.18% | — | -4.56% | |
| 13 | ASML | ASML Holding N.V. | Stock-Tech | 1.92% | +0.32% | +0.05% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.89% | -0.31% | +1.82% | |
| 15 | LRCX | Lam Research CORP | Stock-Tech | 1.62% | +0.60% | +30.01% | |
| 16 | AVGO | Broadcom INC | Stock-Tech | 1.49% | -0.15% | +4.49% | |
| 17 | AMD | Advanced Micro Devices | Stock-Tech | 1.32% | — | +2.91% | |
| 18 | JAJL | Innovator Edp ETF - 6m Ja/jy | ETF-Other | 1.30% | +1.30% | NEW | |
| 19 | NFLX | Netflix INC | Stock-Comm Services | 1.28% | +0.13% | +11.89% | |
| 20 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.26% | +0.08% | +0.98% | |
| 21 | UNH | Unitedhealth Group INC | Stock-Healthcare | 1.23% | -0.31% | +0.13% | |
| 22 | NNOV | Innovator G-100 Pb ETF - Nov | ETF-Other | 1.16% | -0.18% | -8.52% | |
| 23 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.06% | +0.13% | -0.61% | |
| 24 | TSLA | Tesla INC | Stock-Consumer Disc | 1.04% | -0.23% | +2.20% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.02% | -0.11% | +1.69% | |
| 26 | WMT | Walmart INC | Stock-Consumer Staples | 1.00% | +0.07% | -0.39% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.94% | — | +0.20% | |
| 28 | CAT | Caterpillar INC | Stock-Industrials | 0.83% | +0.11% | -3.69% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.73% | — | — | |
| 30 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.70% | +0.08% | +0.84% | |
| 31 | HD | Home Depot INC | Stock-Consumer Disc | 0.62% | — | +1.18% | |
| 32 | GS | Goldman Sachs Group INC | Stock-Financials | 0.60% | — | -0.81% | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 0.60% | -0.08% | +5.97% | |
| 34 | DDFM | Innovator Edd 15 Buf Etf-mar | ETF-Other | 0.57% | +0.57% | NEW | |
| 35 | NKE | Nike INC -cl B | Stock-Consumer Disc | 0.55% | -0.13% | +0.03% | |
| 36 | FNOV | Ft Vest US Equity Buffer ETF | ETF-Other | 0.55% | — | -0.85% | |
| 37 | MS | Morgan Stanley | Stock-Financials | 0.54% | — | +1.57% | |
| 38 | ITW | Illinois Tool Works | Stock-Industrials | 0.54% | — | — | |
| 39 | ACII | Innovator Index Ac In St ETF | ETF-Large Cap & Growth | 0.53% | +0.37% | +244.01% | |
| 40 | FJUL | Ft Vest US Equity Buffer ETF | ETF-Other | 0.52% | — | -0.38% | |
| 41 | MA | Mastercard INC - A | Stock-Financials | 0.49% | — | +5.95% | |
| 42 | CSX | Csx CORP | Stock-Industrials | 0.42% | +0.04% | — | |
| 43 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.42% | — | -1.16% | |
| 44 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.41% | +0.14% | +0.18% | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.41% | +0.11% | +0.30% | |
| 46 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.37% | — | +0.23% | |
| 47 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.37% | — | — | |
| 48 | BLK | Blackrock INC | Stock-Financials | 0.36% | — | +3.38% | |
| 49 | STX | Seagate Technology Holdings plc | Stock-Tech | 0.36% | +0.10% | — | |
| 50 | EPI | Wisdomtree India Earnings | ETF-Other | 0.35% | — | +3.61% |
Performance for Q3 2026
+5.9%
Performance Last 4 Quarters
+14.9%
Based on 5 months of available history
Based on 65% of reported portfolio value with available pricing
Goldenstone Wealth Management LLC's most significant position changes for 2026-03-31: New buy: Innovator Edp ETF - 6m Ja/jy (JAJL); New buy: Innovator Edd 15 Buf Etf-mar (DDFM); New buy: Alpha Architect 1-3 Mnth Box (BOXX); New buy: Fthi/first Trust Exchange-tr (FTHI); New buy: Marathon Petroleum CORP (MPC).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LRCX | Lam Research CORP | +0.6% | +30.01% | Add |
| 2 | AMAT | Applied Materials INC | +0.5% | +0.11% | Add |
| 3 | BUFR | Ft Vest Lad Buffervetf-usd I | +0.4% | +8.78% | Add |
| 4 | ACII | Innovator Index Ac In St ETF | +0.4% | +244.01% | Add |
| 5 | ASML | ASML Holding N.V. | +0.3% | +0.05% | Add |
| 6 | USFR | Wisdomtree Floating Rate Tre | +0.2% | +4.80% | Add |
| 7 | VRT | Vertiv Holdings Co-a | +0.1% | +0.18% | Add |
| 8 | BUFZ | Ft Vest Laddered Moderate Bu | +0.1% | +8.78% | Add |
| 9 | NFLX | Netflix INC | +0.1% | +11.89% | Add |
| 10 | JNJ | Johnson & Johnson | +0.1% | -0.61% | Trim |
| 11 | CAT | Caterpillar INC | +0.1% | -3.69% | Trim |
| 12 | XOM | Exxon Mobil CORP | +0.1% | +0.30% | Add |
| 13 | STX | Seagate Technology Holdings plc | +0.1% | — | Unchanged |
| 14 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.1% | +0.98% | Add |
| 15 | COST | Costco Wholesale CORP | +0.1% | +0.84% | Add |
| 16 | WMT | Walmart INC | +0.1% | -0.39% | Trim |
| 17 | CVX | Chevron CORP | +0.1% | +0.61% | Add |
| 18 | KLAC | Kla CORP | +0.1% | +7.45% | Add |
| 19 | MRVL | Marvell Technology INC | 0% | +4.19% | Add |
| 20 | CSX | Csx CORP | 0% | — | Unchanged |
| 21 | ADP | Automatic Data Processing | -0.1% | — | Unchanged |
| 22 | DIS | Walt Disney Co/the | -0.1% | — | Unchanged |
| 23 | BX | Blackstone INC | -0.1% | -5.07% | Trim |
| 24 | V | Visa Inc-class A Shares | -0.1% | +5.97% | Add |
| 25 | HUM | Humana INC | -0.1% | — | Unchanged |
| 26 | JPM | Jpmorgan Chase & Co | -0.1% | +1.69% | Add |
| 27 | NKE | Nike INC -cl B | -0.1% | +0.03% | Add |
| 28 | AVGO | Broadcom INC | -0.2% | +4.49% | Add |
| 29 | NNOV | Innovator G-100 Pb ETF - Nov | -0.2% | -8.52% | Trim |
| 30 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | -0.2% | -3.92% | Trim |
| 31 | AMZN | Amazon.com INC | -0.2% | +4.33% | Add |
| 32 | TSLA | Tesla INC | -0.2% | +2.20% | Add |
| 33 | UNH | Unitedhealth Group INC | -0.3% | +0.13% | Add |
| 34 | META | Meta Platforms Inc-class A | -0.3% | +1.82% | Add |
| 35 | NVDA | Nvidia CORP | -0.3% | +1.53% | Add |
| 36 | GOOG | Alphabet Inc-cl C | -0.4% | +1.25% | Add |
| 37 | AAPL | Apple INC | -0.5% | +0.09% | Add |
| 38 | DDTN | Invtr Eq Dd 10 Buf ETF Nov | -0.7% | -1.65% | Trim |
| 39 | MSFT | Microsoft CORP | -1.3% | +4.89% | Add |
| 40 | JAJL | Innovator Edp ETF - 6m Ja/jy | — | NEW | New buy |
| 41 | DDFM | Innovator Edd 15 Buf Etf-mar | — | NEW | New buy |
| 42 | BOXX | Alpha Architect 1-3 Mnth Box | — | NEW | New buy |
| 43 | FTHI | Fthi/first Trust Exchange-tr | — | NEW | New buy |
| 44 | MPC | Marathon Petroleum CORP | — | NEW | New buy |
| 45 | ARM | Arm Holdings Plc-adr | — | NEW | New buy |
| 46 | NLR | Vaneck Urani & Nuclr Etf-usd | — | NEW | New buy |
| 47 | BKNG | Booking Holdings INC | — | EXIT | Sold out |
| 48 | ROK | Rockwell Automation INC | — | EXIT | Sold out |
| 49 | XLC | Ss Comm Select Sector Spdr | — | EXIT | Sold out |
| 50 | VST | Vistra CORP | — | NEW | New buy |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-08 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-06 | 13F-HR | View on EDGAR |
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