Goldenstone Wealth Management LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 6, 2026), Goldenstone Wealth Management LLC reported 84 stock positions worth $133.7 million. Its top holding was Invtr Eq DD 10 Buf ETF Nov (DDTN) at 11.1% of the portfolio, followed by Wisdomtree Floating Rate Tre (USFR, 10.8%) and FT Vest Lad Buffervetf-Usd I (BUFR, 9.7%).
- Most Recent 13F
- Q2 2026
- Location
- EL DORADO HILLS, CA
- CIK
- 0002109094
- Portfolio Value
- $133.7M (Q4 2025)
- SEC Filing
- 0002109094-26-000002 ↗ filed Feb 6, 2026
Holdings Value
Holdings 84 stocks · $133.7M
| DDTN Invtr Eq DD 10 Buf ETF Nov | 11.09% | 773,445 | $14.8M | — |
| USFR Wisdomtree Floating Rate Tre | 10.83% | 287,763 | $14.5M | — |
| BUFR FT Vest Lad Buffervetf-Usd I | 9.73% | 379,420 | $13.0M | — |
| MSFT Microsoft Corp. | 5.74% | 15,853 | $7.7M | — |
| AAPL Apple Inc. | 5.36% | 26,371 | $7.2M | — |
| NVDA Nvidia Corp. | 4.29% | 30,711 | $5.7M | — |
| GOOG Alphabet Inc. Class C | 3.45% | 14,675 | $4.6M | — |
| BUFZ FT Vest Laddered Moderate Bu | 2.84% | 142,999 | $3.8M | — |
| AMZN Amazon.com Inc. | 2.60% | 15,072 | $3.5M | — |
| BUFQ FT VST Lad NSDQ Buf ETF-Usdi | 2.43% | 90,547 | $3.2M | — |
| SDVY First Trust Smid Cap Rising | 2.28% | 79,510 | $3.0M | — |
| META Meta Platforms Inc. Class A | 2.20% | 4,455 | $2.9M | — |
| AMAT Applied Materials Inc. | 1.76% | 9,164 | $2.4M | — |
| AVGO Broadcom Inc. | 1.64% | 6,349 | $2.2M | — |
| ASML ASML Holding NV-NY Reg SHS | 1.60% | 1,998 | $2.1M | — |
| UNH Unitedhealth Group Inc. | 1.54% | 6,221 | $2.1M | — |
| AMD Advanced Micro Devices | 1.39% | 8,652 | $1.9M | — |
| NNOV Innovator G-100 PB ETF - Nov | 1.34% | 62,575 | $1.8M | — |
| TSLA Tesla Inc. | 1.27% | 3,779 | $1.7M | — |
| EMXC iShares MSCI Emr MRK Ex Chna | 1.18% | 21,730 | $1.6M | — |
| NFLX Netflix Inc. | 1.15% | 16,396 | $1.5M | — |
| JPM JPMorgan Chase & Co. | 1.13% | 4,683 | $1.5M | — |
| LRCX Lam Research Corp. | 1.02% | 7,994 | $1.4M | — |
| IVV iShares Core S&P 500 ETF | 1.01% | 1,964 | $1.3M | — |
| JNJ Johnson & Johnson | 0.93% | 6,024 | $1.2M | — |
| WMT Walmart Inc. | 0.93% | 11,137 | $1.2M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.78% | 2,080 | $1.0M | — |
| CAT Caterpillar Inc. | 0.72% | 1,681 | $963K | — |
| NKE Nike Inc. Class B | 0.68% | 14,310 | $912K | — |
| V Visa Inc. Class A | 0.68% | 2,579 | $905K | — |
| HD Home Depot Inc. | 0.66% | 2,553 | $879K | — |
| GS Goldman Sachs Group Inc. | 0.65% | 988 | $868K | — |
| COST Costco Wholesale Corp. | 0.62% | 956 | $825K | — |
| MS Morgan Stanley | 0.59% | 4,461 | $792K | — |
| FNOV FT Vest US Equity Buffer ETF | 0.58% | 14,180 | $777K | — |
| FJUL FT Vest US Equity Buffer ETF | 0.55% | 13,165 | $736K | — |
| MA Mastercard Inc. Class A | 0.55% | 1,278 | $730K | — |
| ITW Illinois Tool Works | 0.53% | 2,850 | $702K | — |
| ESGV Vanguard ESG US Stock ETF | 0.41% | 4,505 | $545K | — |
| QQQ Invesco QQQ Trust Series 1 | 0.41% | 882 | $542K | — |
| BLK BlackRock Inc. | 0.40% | 503 | $538K | — |
| TSM Taiwan Semiconductor-SP ADR | 0.39% | 1,726 | $524K | — |
| EPI Wisdomtree India Earnings | 0.39% | 11,327 | $524K | — |
| CSX CSX Corp. | 0.38% | 14,172 | $514K | — |
| FMAR FT Vest US Equity Buffer ETF | 0.36% | 10,020 | $476K | — |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.33% | 3,892 | $443K | — |
| XC Wisdomtree True Emerging Mar | 0.32% | 13,293 | $431K | — |
| MRSH Marsh & McLennan Cos | 0.32% | 2,295 | $426K | — |
| LOW Lowe's Cos Inc. | 0.31% | 1,697 | $409K | — |
| XOM Exxon Mobil Corp. | 0.30% | 3,329 | $401K | — |
| CRWD CrowdStrike Holdings Inc. Class A | 0.29% | 829 | $389K | — |
| ABBV Abbvie Inc. | 0.28% | 1,649 | $377K | — |
| IJK iShares S&P Mid-Cap 400 Grow | 0.28% | 3,886 | $376K | — |
| VRT Vertiv Holdings Co. Class A | 0.27% | 2,265 | $367K | — |
| ADP Automatic Data Processing | 0.27% | 1,425 | $367K | — |
| QQQM Invesco Nasdaq 100 ETF | 0.27% | 1,432 | $362K | — |
| IWR iShares Russell Mid-Cap ETF | 0.27% | 3,714 | $358K | — |
| STX Seagate Technology Holdings | 0.26% | 1,266 | $349K | — |
| FMTM Mrktdsk Foc US Mmntm ETF | 0.26% | 10,799 | $347K | — |
| HUM Humana Inc. | 0.26% | 1,339 | $343K | — |
| SNPS Synopsys Inc. | 0.25% | 720 | $338K | — |
| MRVL Marvell Technology Inc. | 0.25% | 3,915 | $333K | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.23% | 5,659 | $311K | — |
| VXUS Vanguard Total Intl Stock | 0.23% | 4,106 | $310K | — |
| RSP Invesco S&P 500 Equal Weight | 0.23% | 1,592 | $305K | — |
| BUFD FT VST Lad Deep Buf ETF-Usdi | 0.23% | 10,750 | $304K | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.22% | 1,000 | $296K | — |
| BX Blackstone Inc. | 0.22% | 1,874 | $289K | — |
| ITOT iShares Core S&P Total U.S. | 0.21% | 1,858 | $276K | — |
| CVX Chevron Corp. | 0.20% | 1,793 | $273K | — |
| LMT Lockheed Martin Corp. | 0.20% | 545 | $263K | — |
| GE General Electric filed as GE AEROSPACE | 0.19% | 843 | $260K | — |
| GOOGL Alphabet Inc. Class A | 0.19% | 809 | $253K | — |
| AVY Avery Dennison Corp. | 0.18% | 1,335 | $243K | — |
| KLAC KLA Corp. | 0.17% | 188 | $229K | — |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.17% | 3,893 | $226K | — |
| RTX RTX Corp. | 0.17% | 1,222 | $224K | — |
| BKNG Booking Holdings Inc. | 0.17% | 42 | $223K | — |
| TXN Texas Instruments Inc. | 0.17% | 1,275 | $221K | — |
| ACII Innovator Index Ac in St ETF | 0.16% | 8,480 | $217K | — |
| PM Philip Morris International | 0.16% | 1,329 | $213K | — |
| ROK Rockwell Automation Inc. | 0.16% | 537 | $209K | — |
| XLC SS Comm Select Sector SPDR | 0.15% | 1,748 | $206K | — |
| GEV GE Vernova Inc. | 0.15% | 308 | $201K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.