Goldenstone Wealth Management LLC
90 holdingsFiling period: 2026-03-31Current AUM: $156.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | USFR | WISDOMTREE TR | 301.6K | $15.2M | $15.2M | 9.69% | +13.8K | 2026-03-31 |
| 2 | DDTN | INNOVATOR ETFS TRUST | 760.7K | $14.2M | $15.6M | 9.96% | -12,740 | 2026-03-31 |
| 3 | BUFR | FIRST TR EXCHNG TRADED FD VI | 412.7K | $13.9M | $15.2M | 9.67% | +33.3K | 2026-03-31 |
| 4 | AAPL | APPLE INC | 26.4K | $6.7M | $8.2M | 5.20% | +25 | 2026-03-31 |
| 5 | MSFT | MICROSOFT CORP | 16.6K | $6.2M | $7.7M | 4.93% | +775 | 2026-03-31 |
| 6 | NVDA | NVIDIA CORPORATION | 31.2K | $5.4M | $6.3M | 3.99% | +469 | 2026-03-31 |
| 7 | GOOG | ALPHABET INC | 14.9K | $4.3M | $5.3M | 3.38% | +183 | 2026-03-31 |
| 8 | BUFZ | FIRST TR EXCHNG TRADED FD VI | 155.6K | $4.1M | $4.4M | 2.79% | +12.6K | 2026-03-31 |
| 9 | AMZN | AMAZON COM INC | 15.7K | $3.3M | $4.3M | 2.72% | +652 | 2026-03-31 |
| 10 | AMAT | APPLIED MATLS INC | 9.2K | $3.1M | $4.7M | 2.97% | +10 | 2026-03-31 |
| 11 | BUFQ | FIRST TR EXCHNG TRADED FD VI | 87.0K | $3.1M | $3.4M | 2.14% | -3,550 | 2026-03-31 |
| 12 | SDVY | FIRST TR EXCHANGE TRADED FD | 75.9K | $3.0M | $3.3M | 2.12% | -3,626 | 2026-03-31 |
| 13 | — | ASML HLDG NV | 2.0K | $2.6M | $2.6M | 1.68% | +1 | 2026-03-31 |
| 14 | META | META PLATFORMS INC | 4.5K | $2.6M | $2.5M | 1.61% | +81 | 2026-03-31 |
| 15 | LRCX | LAM RESEARCH CORP | 10.4K | $2.2M | $3.0M | 1.94% | +2.4K | 2026-03-31 |
| 16 | AVGO | BROADCOM INC | 6.6K | $2.1M | $2.6M | 1.65% | +285 | 2026-03-31 |
| 17 | AMD | ADVANCED MICRO DEVICES INC | 8.9K | $1.8M | $4.2M | 2.70% | +252 | 2026-03-31 |
| 18 | JAJL | INNOVATOR ETFS TRUST | 61.5K | $1.8M | $1.8M | 1.18% | -- | 2026-03-31 |
| 19 | NFLX | NETFLIX INC. | 18.3K | $1.8M | $1.3M | 0.84% | +1.9K | 2026-03-31 |
| 20 | EMXC | ISHARES INC | 21.9K | $1.7M | $2.0M | 1.29% | +214 | 2026-03-31 |
| 21 | UNH | UNITEDHEALTH GROUP INC | 6.2K | $1.7M | $2.6M | 1.65% | +8 | 2026-03-31 |
| 22 | NNOV | INNOVATOR ETFS TRUST | 57.2K | $1.6M | $1.8M | 1.13% | -5,330 | 2026-03-31 |
| 23 | JNJ | JOHNSON & JOHNSON | 6.0K | $1.5M | $1.5M | 0.98% | -37 | 2026-03-31 |
| 24 | TSLA | TESLA INC | 3.9K | $1.4M | $1.2M | 0.77% | +83 | 2026-03-31 |
| 25 | JPM | JPMORGAN CHASE & CO | 4.8K | $1.4M | $1.7M | 1.07% | +79 | 2026-03-31 |
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