13F-HR filed by Goldenstone Wealth Management LLC
Goldenstone Wealth Management LLC filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-08, with 89 holding rows worth $137,468,459.
- Accession
- 0002109094-26-000003
- Filer
- CIK 2109094
- Filed
- 2026-05-08
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 89 entries on the cover page, a total value of $137,468,459 stated on the cover page (in dollars after the unit check, H1), rows summing to $137,468,459 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 |
|---|---|---|---|---|---|---|
| WISDOMTREE TR | 97717Y527 | FLOATNG RAT TREA | 301,578 | $15,181,458 | dollars as filed | |
| INNOVATOR TR EQUITY ETF DUAL DIRECTIONAL 10 BUFFER NOVEMBER | 45784N460 | ETF | 760,705 | $14,243,060 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F755 | FT VEST LADDERED | 412,747 | $13,938,473 | dollars as filed | |
| Apple Inc | 037833100 | COM | 26,396 | $6,699,133 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 16,628 | $6,155,105 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 31,180 | $5,437,865 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 14,858 | $4,262,255 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740U729 | FT VEST LAD | 155,554 | $4,087,624 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 15,724 | $3,274,807 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 9,174 | $3,135,612 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740U752 | FT VEST LADDERED | 86,997 | $3,072,721 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33741X102 | SMID RISNG ETF | 75,884 | $2,992,125 | dollars as filed | |
| ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHS | N07059210 | STOK | 1,999 | $2,640,799 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 4,536 | $2,595,158 | dollars as filed | |
| Lam Research Corporation | 512807306 | COM | 10,393 | $2,220,590 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 6,634 | $2,053,304 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 8,904 | $1,811,256 | dollars as filed | |
| INNOVATOR EQUITY DEFINED PROTECTION ETF - 6MO JAN/JUL | 45783Y244 | ETF | 61,510 | $1,788,096 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 18,345 | $1,763,911 | dollars as filed | |
| ISHARES INC | 46434G764 | MSCI EMRG CHN | 21,944 | $1,726,129 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 6,229 | $1,685,560 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45784N874 | GROWTH 100 PWR B | 57,245 | $1,594,880 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 5,987 | $1,463,352 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 3,862 | $1,435,724 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 4,762 | $1,400,740 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 11,094 | $1,378,754 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 1,968 | $1,285,746 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 1,619 | $1,147,035 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 2,080 | $996,736 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 964 | $960,564 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 2,583 | $849,434 | dollars as filed | |
| Goldman Sachs Group,Inc. | 38141G104 | COM | 980 | $828,947 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 2,733 | $826,093 | dollars as filed | |
| INNOVATOR TR ETF EQUITY DUAL DIRECTIONAL 15 BUFFER MARCH | 45784N379 | ETF | 41,700 | $782,822 | dollars as filed | |
| NIKE,Inc. Class B | 654106103 | COM | 14,314 | $756,058 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F847 | FT VEST US EQT | 14,060 | $750,744 | dollars as filed | |
| Morgan Stanley | 617446448 | COM | 4,531 | $745,728 | dollars as filed | |
| ILLINOIS TOOL WKS INC | 452308109 | COM | 2,850 | $741,827 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45784N585 | INDE AUT INC ETF | 29,172 | $731,624 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740U208 | FT VEST US EQT | 13,115 | $717,653 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 1,354 | $676,659 | dollars as filed | |
| CSX Corporation | 126408103 | COM | 14,172 | $581,761 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 1,706 | $576,390 | dollars as filed | |
| VERTIV HOLDINGS CO COM CL A | 92537N108 | Stock | 2,269 | $568,469 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 3,339 | $566,488 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 884 | $510,167 | dollars as filed | |
| Vanguard ESG U.S. Stock ETF | 921910733 | SHS | 4,505 | $505,776 | dollars as filed | |
| BlackRock,Inc. | 09290D101 | COM | 520 | $499,708 | dollars as filed | |
| SEAGATE TECHNOLOGY HLDNGS | G7997R103 | ORD SHS | 1,266 | $495,968 | dollars as filed | |
| WISDOMTREE TR | 97717W422 | INDIA ERNGS FD | 11,736 | $478,825 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F599 | FT VEST US EQT | 9,870 | $478,596 | dollars as filed | |
| WISDOMTREE TR | 97717Y535 | TRUE EMERGING MK | 13,301 | $415,517 | dollars as filed | |
| MARVELL TECHNOLOGY INC | 573874104 | COM | 4,079 | $404,062 | dollars as filed | |
| Lowes Companies,Inc. | 548661107 | COM | 1,708 | $403,604 | dollars as filed | |
| Marsh & McLennan Companies,Inc. | 571748102 | COM | 2,295 | $398,068 | dollars as filed | |
| ISHARES TR | 464287606 | S&P MC 400GR ETF | 3,886 | $390,990 | dollars as filed | |
| EA SERIES TRUST | 02072Q762 | MARKETDESK FOCUS | 11,224 | $390,190 | dollars as filed | |
| CROWDSTRIKE HLDGS INC | 22788C105 | COM | 967 | $377,506 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 3,892 | $375,111 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 1,804 | $373,180 | dollars as filed | |
| iShares Russell Midcap ETF | 464287499 | SHS | 3,714 | $361,143 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 1,652 | $359,309 | dollars as filed | |
| EA SERIES TRUST | 02072L565 | ALPHA ARCH 1-3 | 3,075 | $357,592 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138G649 | COM | 1,433 | $340,599 | dollars as filed | |
| VANGUARD STAR FDS | 921909768 | COM | 4,106 | $316,614 | dollars as filed | |
| SYNOPSYS INC COM | 871607107 | Stock | 787 | $311,838 | dollars as filed | |
| INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF | 46137V357 | COM | 1,618 | $310,512 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740U703 | FT VEST LADDERED | 10,750 | $301,000 | dollars as filed | |
| KLA CORP | 482480100 | COM | 202 | $296,874 | dollars as filed | |
| Lockheed Martin Corporation | 539830109 | COM | 484 | $292,765 | dollars as filed | |
| Automatic Data Processing,Inc. | 053015103 | COM | 1,425 | $289,532 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 5,494 | $267,843 | dollars as filed | |
| FIRST TR EXCHANGE TRADED FD | 33738R308 | BUYWRIT INCM ETF | 11,587 | $265,921 | dollars as filed | |
| iShares Core S&P Total U.S. Stock Market ETF | 464287150 | SHS | 1,861 | $265,076 | dollars as filed | |
| Texas Instruments Incorporated | 882508104 | COM | 1,342 | $260,506 | dollars as filed | |
| MARATHON PETE CORP COM | 56585A102 | Stock | 1,048 | $255,901 | dollars as filed | |
| ARM HOLDINGS PLC | 042068205 | SPONSORED ADS | 1,674 | $253,311 | dollars as filed | |
| GE Vernova Inc. | 36828A101 | COM | 285 | $248,777 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 1,000 | $242,390 | dollars as filed | |
| Raytheon Technologies Corporation | 75513E101 | COM | 1,250 | $241,125 | dollars as filed | |
| VANECK ETF TRUST | 92189F601 | URANI NUCLE ETF | 1,753 | $233,520 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 809 | $232,687 | dollars as filed | |
| HUMANA INC COM | 444859102 | Stock | 1,339 | $232,169 | dollars as filed | |
| AVERY DENNISON CORP COM | 053611109 | Stock | 1,335 | $230,528 | dollars as filed | |
| General Electric Company | 369604301 | COM | 798 | $226,516 | dollars as filed | |
| Philip Morris International Inc. | 718172109 | COM | 1,329 | $219,737 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46654Q203 | NASDAQ EQT PREM | 3,933 | $218,372 | dollars as filed | |
| VISTRA CORP COM | 92840M102 | Stock | 1,365 | $205,140 | dollars as filed | |
| BLACKSTONE INC | 09260D107 | COM | 1,779 | $204,625 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002109094-26-000003 | this filing | 2026-05-08 | acceptance time not in the bulk data set |