Goldenstone Wealth Management LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 5, 2026), Goldenstone Wealth Management LLC reported 76 stock positions worth $152.9 million. Its top holding was FT Vest Lad Buffervetf-Usd I (BUFR) at 11.1% of the portfolio, followed by Invtr Eq DD 10 Buf ETF Nov (DDTN, 9.8%) and Apple (AAPL, 5.1%). Compared with Q1 2026, it opened 4 new positions, sold out of 17, added to 39 and reduced 27. The biggest buy was a new position in FT Lad Autocall Bar Inc. ETF (ACYN) and the biggest sale Wisdomtree Floating Rate Tre (USFR, shares −51%).
- Most Recent 13F
- Q2 2026
- Location
- EL DORADO HILLS, CA
- CIK
- 0002109094
- Portfolio Value
- $152.9M (Q2 2026)
- SEC Filing
- 0002109094-26-000004 ↗ filed Aug 5, 2026
Holdings Value
Holdings 76 stocks · $152.9M
| BUFR FT Vest Lad Buffervetf-Usd I | 11.06% | 463,059 | $16.9M | Add +12.2% |
| DDTN Invtr Eq DD 10 Buf ETF Nov | 9.81% | 735,350 | $15.0M | Reduce -3.3% |
| AAPL Apple Inc. | 5.12% | 27,052 | $7.8M | Add +2.5% |
| USFR Wisdomtree Floating Rate Tre | 4.84% | 146,939 | $7.4M | Reduce -51.3% |
| MSFT Microsoft Corp. | 4.36% | 17,856 | $6.7M | Add +7.4% |
| AMAT Applied Materials Inc. | 4.35% | 9,195 | $6.6M | Add +0.2% |
| NVDA Nvidia Corp. | 4.19% | 31,996 | $6.4M | Add +2.6% |
| GOOG Alphabet Inc. Class C | 3.46% | 14,950 | $5.3M | Add +0.6% |
| AMD Advanced Micro Devices | 3.34% | 8,798 | $5.1M | Reduce -1.2% |
| LRCX Lam Research Corp. | 2.89% | 10,180 | $4.4M | Reduce -2.0% |
| ACYN FT Lad Autocall Bar Inc. ETF | 2.80% | 205,707 | $4.3M | New |
| BUFZ FT Vest Laddered Moderate Bu | 2.77% | 151,750 | $4.2M | Reduce -2.5% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 2.61% | 2,007 | $4.0M | Add +0.4% |
| AMZN Amazon.com Inc. | 2.55% | 16,341 | $3.9M | Add +3.9% |
| BUFQ FT VST Lad NSDQ Buf ETF-Usdi | 2.08% | 81,056 | $3.2M | Reduce -6.8% |
| SDVY First Trust Smid Cap Rising | 2.07% | 73,232 | $3.2M | Reduce -3.5% |
| META Meta Platforms Inc. Class A | 1.82% | 4,938 | $2.8M | Add +8.9% |
| AVGO Broadcom Inc. | 1.67% | 6,759 | $2.6M | Add +1.9% |
| EMXC iShares MSCI Emr MRK Ex Chna | 1.44% | 21,568 | $2.2M | Reduce -1.7% |
| IVV iShares Core S&P 500 ETF | 1.37% | 2,795 | $2.1M | Add +42.0% |
| TSLA Tesla Inc. | 1.14% | 4,126 | $1.7M | Add +6.8% |
| CAT Caterpillar Inc. | 1.10% | 1,577 | $1.7M | Reduce -2.6% |
| NNOV Innovator G-100 PB ETF - Nov | 1.04% | 50,670 | $1.6M | Reduce -11.5% |
| JPM JPMorgan Chase & Co. | 1.04% | 4,858 | $1.6M | Add +2.0% |
| BOXX Alpha Architect 1-3 MNTH Box | 1.01% | 13,214 | $1.5M | Add +329.7% |
| NFLX Netflix Inc. | 0.95% | 20,264 | $1.4M | Add +10.5% |
| WMT Walmart Inc. | 0.82% | 11,060 | $1.3M | Reduce -0.3% |
| STX Seagate Technology Holdings | 0.80% | 1,269 | $1.2M | Add +0.2% |
| MRVL Marvell Technology Inc. | 0.80% | 4,094 | $1.2M | Add +0.4% |
| JNJ Johnson & Johnson | 0.72% | 4,337 | $1.1M | Reduce -27.6% |
| V Visa Inc. Class A | 0.66% | 2,920 | $1.0M | Add +6.8% |
| GS Goldman Sachs Group Inc. | 0.63% | 954 | $965K | Reduce -2.6% |
| HD Home Depot Inc. | 0.62% | 2,697 | $951K | Add +4.4% |
| MS Morgan Stanley | 0.60% | 4,424 | $925K | Reduce -2.4% |
| COST Costco Wholesale Corp. | 0.60% | 980 | $917K | Add +1.7% |
| DDFM Innovator Edd 15 Buf ETF-Mar | 0.54% | 41,700 | $824K | No change |
| FNOV FT Vest US Equity Buffer ETF | 0.53% | 13,960 | $817K | Reduce -0.7% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.52% | 1,044 | $797K | Add +8.0% |
| FJUL FT Vest US Equity Buffer ETF | 0.51% | 13,115 | $781K | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.51% | 1,634 | $777K | Reduce -4.2% |
| VRT Vertiv Holdings Co. Class A | 0.50% | 2,301 | $770K | Add +1.4% |
| MA Mastercard Inc. Class A | 0.49% | 1,458 | $749K | Add +7.7% |
| ITOT iShares Core S&P Total U.S. | 0.48% | 4,473 | $735K | Add +140.3% |
| ACII Innovator Index Ac in St ETF | 0.46% | 27,734 | $706K | Reduce -4.9% |
| FTHI Fthi/First Trust Exchange-TR | 0.43% | 27,430 | $654K | Add +136.7% |
| KLAC KLA Corp. | 0.41% | 2,086 | $629K | Add +3.3% |
| ARM Arm Holdings PLC-ADR | 0.40% | 1,712 | $607K | Add +2.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.39% | 813 | $599K | Reduce -8.0% |
| ESGV Vanguard ESG US Stock ETF | 0.39% | 4,505 | $596K | No change |
| FMAR FT Vest US Equity Buffer ETF | 0.34% | 9,870 | $516K | No change |
| FMTM Mrktdsk Foc US Mmntm ETF | 0.34% | 11,803 | $515K | Add +5.2% |
| BLK BlackRock Inc. | 0.33% | 532 | $512K | Add +2.3% |
| EPI Wisdomtree India Earnings | 0.32% | 11,543 | $494K | Reduce -1.6% |
| XOM Exxon Mobil Corp. | 0.32% | 3,582 | $490K | Add +7.3% |
| UNH Unitedhealth Group Inc. | 0.29% | 1,080 | $449K | Reduce -82.7% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.29% | 3,750 | $441K | Reduce -3.5% |
| ABBV Abbvie Inc. | 0.29% | 1,738 | $437K | Add +5.2% |
| XC Wisdomtree True Emerging Mar | 0.28% | 13,300 | $422K | Reduce -0.0% |
| IWR iShares Russell Mid-Cap ETF | 0.27% | 3,700 | $408K | Reduce -0.4% |
| LOW Lowe's Cos Inc. | 0.27% | 1,843 | $406K | Add +7.9% |
| SNPS Synopsys Inc. | 0.26% | 898 | $401K | Add +14.1% |
| VXUS Vanguard Total Intl Stock | 0.23% | 4,106 | $351K | No change |
| GEV GE Vernova Inc. | 0.23% | 293 | $344K | Add +2.8% |
| GOOGL Alphabet Inc. Class A | 0.22% | 956 | $342K | Add +18.2% |
| CVX Chevron Corp. | 0.22% | 1,994 | $331K | Add +10.5% |
| BUFD FT VST Lad Deep Buf ETF-Usdi | 0.21% | 10,750 | $319K | No change |
| RSP Invesco S&P 500 Equal Weight | 0.20% | 1,430 | $304K | Reduce -11.6% |
| BAC Bank of America Corp. | 0.18% | 4,848 | $276K | Reduce -11.8% |
| QTEC First Trust Nasdq 100 Tech I | 0.17% | 794 | $266K | New |
| QQQM Invesco Nasdaq 100 ETF | 0.17% | 857 | $260K | Reduce -40.2% |
| LMT Lockheed Martin Corp. | 0.16% | 485 | $247K | Add +0.2% |
| ROK Rockwell Automation Inc. | 0.16% | 490 | $243K | New |
| VST Vistra Corp. | 0.16% | 1,495 | $237K | Add +9.5% |
| NLR Vaneck Urani & Nuclr ETF-Usd | 0.15% | 1,917 | $222K | Add +9.4% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.14% | 3,469 | $213K | Reduce -11.8% |
| DXJ Wisdomtree Japan Hedged Eq | 0.14% | 1,205 | $209K | New |
Portfolio Sells Q1 2026 → Q2 2026
| USFR Wisdomtree Floating Rate Tre | Reduce -51.3% | 4.84% | −6.20 |
| JAJL Innovator Edp ETF - 6M Ja | Sold out | 0.00% | −1.30 |
| UNH Unitedhealth Group Inc. | Reduce -82.7% | 0.29% | −0.93 |
| BRK.B Berkshire Hathaway Inc. Class B | Sold out | 0.00% | −0.73 |
| DDTN Invtr Eq DD 10 Buf ETF Nov | Reduce -3.3% | 9.81% | −0.55 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.55 |
| ITW Illinois Tool Works | Sold out | 0.00% | −0.54 |
| CSX CSX Corp. | Sold out | 0.00% | −0.42 |
| JNJ Johnson & Johnson | Reduce -27.6% | 0.72% | −0.34 |
| MRSH Marsh & McLennan Cos | Sold out | 0.00% | −0.29 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −0.27 |
| ADP Automatic Data Processing | Sold out | 0.00% | −0.21 |
| BUFZ FT Vest Laddered Moderate Bu | Reduce -2.5% | 2.77% | −0.20 |
| TXN Texas Instruments Inc. | Sold out | 0.00% | −0.19 |
| MPC Marathon Petroleum Corp. | Sold out | 0.00% | −0.19 |
| WMT Walmart Inc. | Reduce -0.3% | 0.82% | −0.18 |
| IBM Intl Business Machines Corp. | Sold out | 0.00% | −0.18 |
| RTX RTX Corp. | Sold out | 0.00% | −0.18 |
| HUM Humana Inc. | Sold out | 0.00% | −0.17 |
| AVY Avery Dennison Corp. | Sold out | 0.00% | −0.17 |
| GE General Electric | Sold out | 0.00% | −0.16 |
| PM Philip Morris International | Sold out | 0.00% | −0.16 |
| BUFQ FT VST Lad NSDQ Buf ETF-Usdi | Reduce -6.8% | 2.08% | −0.15 |
| BX Blackstone Inc. | Sold out | 0.00% | −0.15 |
| NNOV Innovator G-100 PB ETF - Nov | Reduce -11.5% | 1.04% | −0.12 |
| SDVY First Trust Smid Cap Rising | Reduce -3.5% | 2.07% | −0.11 |
| QQQM Invesco Nasdaq 100 ETF | Reduce -40.2% | 0.17% | −0.08 |
| ACII Innovator Index Ac in St ETF | Reduce -4.9% | 0.46% | −0.07 |
| RSP Invesco S&P 500 Equal Weight | Reduce -11.6% | 0.20% | −0.03 |
| XC Wisdomtree True Emerging Mar | Reduce -0.0% | 0.28% | −0.03 |
| EPI Wisdomtree India Earnings | Reduce -1.6% | 0.32% | −0.03 |
| JEPQ JPM Nasdaq Equity Premium | Reduce -11.8% | 0.14% | −0.02 |
| BAC Bank of America Corp. | Reduce -11.8% | 0.18% | −0.01 |
| FNOV FT Vest US Equity Buffer ETF | Reduce -0.7% | 0.53% | −0.01 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -3.5% | 0.29% | +0.00 |
| IWR iShares Russell Mid-Cap ETF | Reduce -0.4% | 0.27% | +0.00 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -8.0% | 0.39% | +0.02 |
| GS Goldman Sachs Group Inc. | Reduce -2.6% | 0.63% | +0.03 |
| MS Morgan Stanley | Reduce -2.4% | 0.60% | +0.06 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -4.2% | 0.51% | +0.09 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -1.7% | 1.44% | +0.19 |
| CAT Caterpillar Inc. | Reduce -2.6% | 1.10% | +0.26 |
| LRCX Lam Research Corp. | Reduce -2.0% | 2.89% | +1.27 |
| AMD Advanced Micro Devices | Reduce -1.2% | 3.34% | +2.03 |
Portfolio Buys Q1 2026 → Q2 2026
| ACYN FT Lad Autocall Bar Inc. ETF | New | 2.80% | +2.80 |
| AMAT Applied Materials Inc. | Add +0.2% | 4.35% | +2.07 |
| BUFR FT Vest Lad Buffervetf-Usd I | Add +12.2% | 11.06% | +0.93 |
| BOXX Alpha Architect 1-3 MNTH Box | Add +329.7% | 1.01% | +0.75 |
| ASML ASML Holding NV-NY Reg SHS | Add +0.4% | 2.61% | +0.69 |
| MRVL Marvell Technology Inc. | Add +0.4% | 0.80% | +0.50 |
| STX Seagate Technology Holdings | Add +0.2% | 0.80% | +0.44 |
| IVV iShares Core S&P 500 ETF | Add +42.0% | 1.37% | +0.43 |
| GOOG Alphabet Inc. Class C | Add +0.6% | 3.46% | +0.35 |
| ITOT iShares Core S&P Total U.S. | Add +140.3% | 0.48% | +0.29 |
| AAPL Apple Inc. | Add +2.5% | 5.12% | +0.25 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +8.0% | 0.52% | +0.25 |
| FTHI Fthi/First Trust Exchange-TR | Add +136.7% | 0.43% | +0.23 |
| NVDA Nvidia Corp. | Add +2.6% | 4.19% | +0.23 |
| ARM Arm Holdings PLC-ADR | Add +2.3% | 0.40% | +0.21 |
| KLAC KLA Corp. | Add +3.3% | 0.41% | +0.20 |
| AVGO Broadcom Inc. | Add +1.9% | 1.67% | +0.18 |
| QTEC First Trust Nasdq 100 Tech I | New | 0.17% | +0.17 |
| AMZN Amazon.com Inc. | Add +3.9% | 2.55% | +0.17 |
| ROK Rockwell Automation Inc. | New | 0.16% | +0.16 |
| DXJ Wisdomtree Japan Hedged Eq | New | 0.14% | +0.14 |
| TSLA Tesla Inc. | Add +6.8% | 1.14% | +0.09 |
| VRT Vertiv Holdings Co. Class A | Add +1.4% | 0.50% | +0.09 |
| V Visa Inc. Class A | Add +6.8% | 0.66% | +0.05 |
| GOOGL Alphabet Inc. Class A | Add +18.2% | 0.22% | +0.05 |
| FMTM Mrktdsk Foc US Mmntm ETF | Add +5.2% | 0.34% | +0.05 |
| GEV GE Vernova Inc. | Add +2.8% | 0.23% | +0.04 |
| SNPS Synopsys Inc. | Add +14.1% | 0.26% | +0.04 |
| ABBV Abbvie Inc. | Add +5.2% | 0.29% | +0.02 |
| JPM JPMorgan Chase & Co. | Add +2.0% | 1.04% | +0.02 |
| VST Vistra Corp. | Add +9.5% | 0.16% | +0.01 |
| HD Home Depot Inc. | Add +4.4% | 0.62% | +0.00 |
| MA Mastercard Inc. Class A | Add +7.7% | 0.49% | −0.00 |
| NLR Vaneck Urani & Nuclr ETF-Usd | Add +9.4% | 0.15% | −0.02 |
| LOW Lowe's Cos Inc. | Add +7.9% | 0.27% | −0.03 |
| BLK BlackRock Inc. | Add +2.3% | 0.33% | −0.03 |
| LMT Lockheed Martin Corp. | Add +0.2% | 0.16% | −0.05 |
| CVX Chevron Corp. | Add +10.5% | 0.22% | −0.06 |
| META Meta Platforms Inc. Class A | Add +8.9% | 1.82% | −0.07 |
| XOM Exxon Mobil Corp. | Add +7.3% | 0.32% | −0.09 |
| COST Costco Wholesale Corp. | Add +1.7% | 0.60% | −0.10 |
| MSFT Microsoft Corp. | Add +7.4% | 4.36% | −0.12 |
| NFLX Netflix Inc. | Add +10.5% | 0.95% | −0.34 |