Goldenstone Wealth Management LLC holds a focused book of 76 reported positions worth $152.9M as of Q2 2026 (disclosed Aug 5, 2026, a ~36-day 13F lag). This quarter they opened FT Lad Autocall Bar Inc ETF and trimmed Invtr Eq DD 10 Buf ETF Nov. Their largest long position is FT Vest Lad Buffervetf-Usd I at 11% of the reported non-option book. Cloning the disclosed picks since 2026 would be +10% (+17.2%/yr). That is a simulation of the disclosed long book, not audited returns.
Goldenstone Wealth Management LLC is a wealth platform: this book aggregates client accounts across many advisers.
Following at the filing date actually beat the quarter-end book by 2.3 points over this window.
Growth of $10,000 cloning Goldenstone Wealth Management LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~36 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
53% mapped to company sectors
+3 sectors below the cut, under 0.5% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Goldenstone Wealth Management LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlueSpruce Investments, LP | 10 / 76 | $642.0M |
| Prospect Hill Management, LLC | 10 / 76 | $248.5M |
| Hoffman, Alan N Investment Management | 8 / 76 | $161.4M |
| Swiss Re Ltd | 36 / 76 | $1.0B |
| Uhlmann Price Securities, LLC | 30 / 76 | $2.5B |
| Ketron Financial | 21 / 76 | $285.4M |
| Greenbrier Partners Capital Management, LLC | 7 / 76 | $1.2B |
| Draper Asset Management, LLC | 10 / 76 | $173.6M |
Ranked by the share of each fund's own book sitting in the names it shares with Goldenstone Wealth Management LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | First TR Exchng Traded FD VI ETF | $16.9M | 463.1K | 11.1% | ▲+12% Added · +50K sh | |
| 2 | Innovator Etfs Trust ETF | $15.0M | 735.4K | 9.8% | ▼−3.3% Reduced · −25K sh | |
| 3 | Apple Inc COM | $7.8M | 27.1K | 5.1% | ▲+2.5% Added · +656 sh | |
| 4 | Wisdomtree TR ETF | $7.4M | 146.9K | 4.8% | ▼−51% Reduced · −155K sh | |
| 5 | Microsoft Corp COM | $6.7M | 17.9K | 4.4% | ▲+7.4% Added · +1K sh | |
| 6 | Applied Matls Inc COM | $6.6M | 9.2K | 4.3% | ▲+0.2% Added · +21 sh | |
| 7 | Nvidia Corporation COM | $6.4M | 32.0K | 4.2% | ▲+2.6% Added · +816 sh | |
| 8 | Alphabet Inc CAP STK CL C | $5.3M | 14.9K | 3.5% | ▲+0.6% Added · +92 sh | |
| 9 | Advanced Micro Devices Inc COM | $5.1M | 8.8K | 3.3% | ▼−1.2% Reduced · −106 sh | |
| 10 | Lam Research Corp COM NEW | $4.4M | 10.2K | 2.9% | ▼−2.0% Reduced · −213 sh | |
| 11 | First TR Exchange-Traded FD ETF | $4.3M | 205.7K | 2.8% | ▲New New position | |
| 12 | First TR Exchng Traded FD VI ETF | $4.2M | 151.8K | 2.8% | ▼−2.4% Reduced · −4K sh | |
| 13 | ASML Hldg NV N Y REGISTRY SHS | $4.0M | 2.0K | 2.6% | ▲+0.4% Added · +8 sh | |
| 14 | Amazon Com Inc COM | $3.9M | 16.3K | 2.5% | ▲+3.9% Added · +617 sh | |
| 15 | First TR Exchng Traded FD VI ETF | $3.2M | 81.1K | 2.1% | ▼−6.8% Reduced · −6K sh | |
| 16 | First TR Exchange Traded FD ETF | $3.2M | 73.2K | 2.1% | ▼−3.5% Reduced · −3K sh | |
| 17 | Meta Platforms Inc CL A | $2.8M | 4.9K | 1.8% | ▲+8.9% Added · +402 sh | |
| 18 | Broadcom Inc COM | $2.6M | 6.8K | 1.7% | ▲+1.9% Added · +125 sh | |
| 19 | Ishares Inc ETF | $2.2M | 21.6K | 1.4% | ▼−1.7% Reduced · −376 sh | |
| 20 | Ishares TR ETF | $2.1M | 2.8K | 1.4% | ▲+42% Added · +827 sh | |
| 21 | Tesla Inc COM | $1.7M | 4.1K | 1.1% | ▲+6.8% Added · +264 sh | |
| 22 | Caterpillar Inc COM | $1.7M | 1.6K | 1.1% | ▼−2.6% Reduced · −42 sh | |
| 23 | Innovator Etfs Trust ETF | $1.6M | 50.7K | 1.0% | ▼−11% Reduced · −7K sh | |
| 24 | JPMorgan Chase & Co COM | $1.6M | 4.9K | 1.0% | ▲+2.0% Added · +96 sh | |
| 25 | Ea Series Trust ETF | $1.5M | 13.2K | 1.0% | ▲+330% Added · +10K sh | |
| 26 | Netflix Inc. COM | $1.4M | 20.3K | 0.9% | ▲+10% Added · +2K sh | |
| 27 | Walmart Inc COM | $1.3M | 11.1K | 0.8% | ▼−0.3% Reduced · −34 sh | |
| 28 | Seagate Technology HLDNGS PL ORD SHS | $1.2M | 1.3K | 0.8% | ▲+0.2% Added · +3 sh | |
| 29 | Marvell Technology Inc COM | $1.2M | 4.1K | 0.8% | ▲+0.4% Added · +15 sh | |
| 30 | Johnson & Johnson COM | $1.1M | 4.3K | 0.7% | ▼−28% Reduced · −2K sh | |
| 31 | Visa Inc COM CL A | $1.0M | 2.9K | 0.7% | ▲+6.8% Added · +187 sh | |
| 32 | Goldman Sachs Group Inc COM | $965K | 954 | 0.6% | ▼−2.6% Reduced · −26 sh | |
| 33 | Home Depot Inc COM | $951K | 2.7K | 0.6% | ▲+4.4% Added · +114 sh | |
| 34 | Morgan Stanley COM NEW | $925K | 4.4K | 0.6% | ▼−2.4% Reduced · −107 sh | |
| 35 | Costco Wholesale Corporation COM | $917K | 980 | 0.6% | ▲+1.6% Added · +16 sh | |
| 36 | Innovator Etfs Trust ETF | $824K | 41.7K | 0.5% | —Held | |
| 37 | First TR Exchng Traded FD VI ETF | $817K | 14.0K | 0.5% | ▼−0.7% Reduced · −100 sh | |
| 38 | Crowdstrike Hldgs Inc CL A | $797K | 1.0K | 0.5% | ▲+8.0% Added · +77 sh | |
| 39 | First TR Exchng Traded FD VI ETF | $781K | 13.1K | 0.5% | —Held | |
| 40 | Taiwan Semiconductor Manufac SPONSORED ADS | $777K | 1.6K | 0.5% | ▼−4.2% Reduced · −72 sh | |
| 41 | Vertiv Holdings Co COM CL A | $770K | 2.3K | 0.5% | ▲+1.4% Added · +32 sh | |
| 42 | Mastercard Incorporated CL A | $749K | 1.5K | 0.5% | ▲+7.7% Added · +104 sh | |
| 43 | Ishares TR ETF | $735K | 4.5K | 0.5% | ▲+140% Added · +3K sh | |
| 44 | Innovator Etfs Trust ETF | $706K | 27.7K | 0.5% | ▼−4.9% Reduced · −1K sh | |
| 45 | First TR Exchange Traded FD ETF | $654K | 27.4K | 0.4% | ▲+137% Added · +16K sh | |
| 46 | Kla Corp COM NEW | $629K | 2.1K | 0.4% | ▲10× Added · +2K sh | |
| 47 | Arm Holdings PLC SPONSORED ADS | $607K | 1.7K | 0.4% | ▲+2.3% Added · +38 sh | |
| 48 | Invesco QQQ TR ETF | $599K | 813 | 0.4% | ▼−8.0% Reduced · −71 sh | |
| 49 | Vanguard World FD ETF | $596K | 4.5K | 0.4% | —Held | |
| 50 | First TR Exchng Traded FD VI ETF | $516K | 9.9K | 0.3% | —Held |
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Use Arkolith to show Goldenstone Wealth Management LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.