13F-HR filed by Goldenstone Wealth Management LLC
Goldenstone Wealth Management LLC filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-06, with 84 holding rows worth $133,661,745.
- Accession
- 0002109094-26-000002
- Filer
- CIK 2109094
- Filed
- 2026-02-06
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 84 entries on the cover page, a total value of $133,661,745 stated on the cover page (in dollars after the unit check, H1), rows summing to $133,661,745 with VALUE read as dollars as filed, 13F file number 028-26119. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| INNOVATOR TR EQUITY ETF DUAL DIRECTIONAL 10 BUFFER NOVEMBER | 45784N460 | ETF | 773,445 | $14,826,013 | dollars as filed | |
| WISDOMTREE TR | 97717Y527 | FLOATNG RAT TREA | 287,763 | $14,480,259 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F755 | FT VEST LADDERED | 379,420 | $12,998,916 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 15,853 | $7,666,968 | dollars as filed | |
| Apple Inc | 037833100 | COM | 26,371 | $7,169,248 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 30,711 | $5,727,514 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 14,675 | $4,605,047 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740U729 | FT VEST LAD | 142,999 | $3,793,762 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 15,072 | $3,478,886 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740U752 | FT VEST LADDERED | 90,547 | $3,245,213 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33741X102 | SMID RISNG ETF | 79,510 | $3,046,834 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 4,455 | $2,940,986 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 9,164 | $2,354,986 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 6,349 | $2,197,411 | dollars as filed | |
| ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHS | N07059210 | STOK | 1,998 | $2,137,953 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 6,221 | $2,053,705 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 8,652 | $1,852,823 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45784N874 | GROWTH 100 PWR B | 62,575 | $1,795,903 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 3,779 | $1,699,523 | dollars as filed | |
| ISHARES INC | 46434G764 | MSCI EMRG CHN | 21,730 | $1,579,349 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 16,396 | $1,537,327 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 4,683 | $1,508,921 | dollars as filed | |
| Lam Research Corporation | 512807306 | COM | 7,994 | $1,368,336 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 1,964 | $1,344,889 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 6,024 | $1,246,598 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 11,137 | $1,240,749 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 2,080 | $1,045,512 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 1,681 | $963,251 | dollars as filed | |
| NIKE,Inc. Class B | 654106103 | COM | 14,310 | $911,675 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 2,579 | $904,597 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 2,553 | $878,504 | dollars as filed | |
| Goldman Sachs Group,Inc. | 38141G104 | COM | 988 | $868,279 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 956 | $824,595 | dollars as filed | |
| Morgan Stanley | 617446448 | COM | 4,461 | $791,970 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F847 | FT VEST US EQT | 14,180 | $777,489 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740U208 | FT VEST US EQT | 13,165 | $736,132 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 1,278 | $729,511 | dollars as filed | |
| ILLINOIS TOOL WKS INC | 452308109 | COM | 2,850 | $701,955 | dollars as filed | |
| Vanguard ESG U.S. Stock ETF | 921910733 | SHS | 4,505 | $544,925 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 882 | $541,586 | dollars as filed | |
| BlackRock,Inc. | 09290D101 | COM | 503 | $538,498 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 1,726 | $524,421 | dollars as filed | |
| WISDOMTREE TR | 97717W422 | INDIA ERNGS FD | 11,327 | $524,322 | dollars as filed | |
| CSX Corporation | 126408103 | COM | 14,172 | $513,735 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F599 | FT VEST US EQT | 10,020 | $475,599 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 3,892 | $442,793 | dollars as filed | |
| WISDOMTREE TR | 97717Y535 | TRUE EMERGING MK | 13,293 | $431,153 | dollars as filed | |
| Marsh & McLennan Companies,Inc. | 571748102 | COM | 2,295 | $425,768 | dollars as filed | |
| Lowes Companies,Inc. | 548661107 | COM | 1,697 | $409,136 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 3,329 | $400,563 | dollars as filed | |
| CROWDSTRIKE HLDGS INC | 22788C105 | COM | 829 | $388,577 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 1,649 | $376,826 | dollars as filed | |
| ISHARES TR | 464287606 | S&P MC 400GR ETF | 3,886 | $376,457 | dollars as filed | |
| VERTIV HOLDINGS CO COM CL A | 92537N108 | Stock | 2,265 | $367,025 | dollars as filed | |
| Automatic Data Processing,Inc. | 053015103 | COM | 1,425 | $366,553 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138G649 | COM | 1,432 | $362,284 | dollars as filed | |
| iShares Russell Midcap ETF | 464287499 | SHS | 3,714 | $357,577 | dollars as filed | |
| SEAGATE TECHNOLOGY HLDNGS | G7997R103 | ORD SHS | 1,266 | $348,644 | dollars as filed | |
| EA SERIES TRUST | 02072Q762 | MARKETDESK FOCUS | 10,799 | $347,053 | dollars as filed | |
| HUMANA INC COM | 444859102 | Stock | 1,339 | $342,958 | dollars as filed | |
| SYNOPSYS INC COM | 871607107 | Stock | 720 | $337,972 | dollars as filed | |
| MARVELL TECHNOLOGY INC | 573874104 | COM | 3,915 | $332,707 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 5,659 | $311,237 | dollars as filed | |
| VANGUARD STAR FDS | 921909768 | COM | 4,106 | $309,757 | dollars as filed | |
| INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF | 46137V357 | COM | 1,592 | $304,948 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740U703 | FT VEST LADDERED | 10,750 | $303,580 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 1,000 | $296,210 | dollars as filed | |
| BLACKSTONE INC | 09260D107 | COM | 1,874 | $288,894 | dollars as filed | |
| iShares Core S&P Total U.S. Stock Market ETF | 464287150 | SHS | 1,858 | $276,242 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 1,793 | $273,267 | dollars as filed | |
| Lockheed Martin Corporation | 539830109 | COM | 545 | $263,496 | dollars as filed | |
| General Electric Company | 369604301 | COM | 843 | $259,742 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 809 | $253,154 | dollars as filed | |
| AVERY DENNISON CORP COM | 053611109 | Stock | 1,335 | $242,810 | dollars as filed | |
| KLA CORP | 482480100 | COM | 188 | $228,997 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46654Q203 | NASDAQ EQT PREM | 3,893 | $226,252 | dollars as filed | |
| Raytheon Technologies Corporation | 75513E101 | COM | 1,222 | $224,115 | dollars as filed | |
| Booking Holdings Inc. | 09857L108 | COM | 42 | $222,714 | dollars as filed | |
| Texas Instruments Incorporated | 882508104 | COM | 1,275 | $221,265 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45784N585 | INDE AUT INC ETF | 8,480 | $217,292 | dollars as filed | |
| Philip Morris International Inc. | 718172109 | COM | 1,329 | $213,172 | dollars as filed | |
| ROCKWELL AUTOMATION INC COM | 773903109 | Stock | 537 | $208,861 | dollars as filed | |
| Communication Services Select Sector SPDR Fund | 81369Y852 | SHS | 1,748 | $205,719 | dollars as filed | |
| GE Vernova Inc. | 36828A101 | COM | 308 | $201,300 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002109094-26-000002 | this filing | 2026-02-06 | acceptance time not in the bulk data set |