Goldenstone Wealth Management LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 8, 2026), Goldenstone Wealth Management LLC reported 89 stock positions worth $137.5 million. Its top holding was Wisdomtree Floating Rate Tre (USFR) at 11.0% of the portfolio, followed by Invtr Eq DD 10 Buf ETF Nov (DDTN, 10.4%) and FT Vest Lad Buffervetf-Usd I (BUFR, 10.1%). Compared with Q4 2025, it opened 8 new positions, sold out of 3, added to 47 and reduced 17. The biggest buy was a new position in Innovator Edp ETF - 6M Ja (JAJL) and the biggest sale Invtr Eq DD 10 Buf ETF Nov (DDTN, shares −2%).

Most Recent 13F
Q2 2026
Location
EL DORADO HILLS, CA
CIK
0002109094
Portfolio Value
$137.5M (Q1 2026)
SEC Filing
0002109094-26-000003 ↗ filed May 8, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q4 2025: $133.7M Q4 2025 Q1 2026: $137.5M $137.5M Q1 2026 Q2 2026: $152.9M Q2 2026

Holdings 89 stocks · $137.5M
USFR Wisdomtree Floating Rate Tre 11.04% 301,578 $15.2M Add +4.8%
DDTN Invtr Eq DD 10 Buf ETF Nov 10.36% 760,705 $14.2M Reduce -1.6%
BUFR FT Vest Lad Buffervetf-Usd I 10.14% 412,747 $13.9M Add +8.8%
AAPL Apple Inc. 4.87% 26,396 $6.7M Add +0.1%
MSFT Microsoft Corp. 4.48% 16,628 $6.2M Add +4.9%
NVDA Nvidia Corp. 3.96% 31,180 $5.4M Add +1.5%
GOOG Alphabet Inc. Class C 3.10% 14,858 $4.3M Add +1.3%
BUFZ FT Vest Laddered Moderate Bu 2.97% 155,554 $4.1M Add +8.8%
AMZN Amazon.com Inc. 2.38% 15,724 $3.3M Add +4.3%
AMAT Applied Materials Inc. 2.28% 9,174 $3.1M Add +0.1%
BUFQ FT VST Lad NSDQ Buf ETF-Usdi 2.24% 86,997 $3.1M Reduce -3.9%
SDVY First Trust Smid Cap Rising 2.18% 75,884 $3.0M Reduce -4.6%
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 1.92% 1,999 $2.6M Add +0.1%
META Meta Platforms Inc. Class A 1.89% 4,536 $2.6M Add +1.8%
LRCX Lam Research Corp. 1.62% 10,393 $2.2M Add +30.0%
AVGO Broadcom Inc. 1.49% 6,634 $2.1M Add +4.5%
AMD Advanced Micro Devices 1.32% 8,904 $1.8M Add +2.9%
JAJL Innovator Edp ETF - 6M Ja 1.30% 61,510 $1.8M New
NFLX Netflix Inc. 1.28% 18,345 $1.8M Add +11.9%
EMXC iShares MSCI Emr MRK Ex Chna 1.26% 21,944 $1.7M Add +1.0%
UNH Unitedhealth Group Inc. 1.23% 6,229 $1.7M Add +0.1%
NNOV Innovator G-100 PB ETF - Nov 1.16% 57,245 $1.6M Reduce -8.5%
JNJ Johnson & Johnson 1.06% 5,987 $1.5M Reduce -0.6%
TSLA Tesla Inc. 1.04% 3,862 $1.4M Add +2.2%
JPM JPMorgan Chase & Co. 1.02% 4,762 $1.4M Add +1.7%
WMT Walmart Inc. 1.00% 11,094 $1.4M Reduce -0.4%
IVV iShares Core S&P 500 ETF 0.94% 1,968 $1.3M Add +0.2%
CAT Caterpillar Inc. 0.83% 1,619 $1.1M Reduce -3.7%
BRK.B Berkshire Hathaway Inc. Class B 0.73% 2,080 $997K No change
COST Costco Wholesale Corp. 0.70% 964 $961K Add +0.8%
HD Home Depot Inc. 0.62% 2,583 $849K Add +1.2%
GS Goldman Sachs Group Inc. 0.60% 980 $829K Reduce -0.8%
V Visa Inc. Class A 0.60% 2,733 $826K Add +6.0%
DDFM Innovator Edd 15 Buf ETF-Mar 0.57% 41,700 $783K New
NKE Nike Inc. Class B 0.55% 14,314 $756K Add +0.0%
FNOV FT Vest US Equity Buffer ETF 0.55% 14,060 $751K Reduce -0.8%
MS Morgan Stanley 0.54% 4,531 $746K Add +1.6%
ITW Illinois Tool Works 0.54% 2,850 $742K No change
ACII Innovator Index Ac in St ETF 0.53% 29,172 $732K Add +244.0%
FJUL FT Vest US Equity Buffer ETF 0.52% 13,115 $718K Reduce -0.4%
MA Mastercard Inc. Class A 0.49% 1,354 $677K Add +6.0%
CSX CSX Corp. 0.42% 14,172 $582K No change
TSM Taiwan Semiconductor-SP ADR 0.42% 1,706 $576K Reduce -1.2%
VRT Vertiv Holdings Co. Class A 0.41% 2,269 $568K Add +0.2%
XOM Exxon Mobil Corp. 0.41% 3,339 $566K Add +0.3%
QQQ Invesco QQQ Trust Series 1 0.37% 884 $510K Add +0.2%
ESGV Vanguard ESG US Stock ETF 0.37% 4,505 $506K No change
BLK BlackRock Inc. 0.36% 520 $500K Add +3.4%
STX Seagate Technology Holdings 0.36% 1,266 $496K No change
EPI Wisdomtree India Earnings 0.35% 11,736 $479K Add +3.6%
FMAR FT Vest US Equity Buffer ETF 0.35% 9,870 $479K Reduce -1.5%
XC Wisdomtree True Emerging Mar 0.30% 13,301 $416K Add +0.1%
MRVL Marvell Technology Inc. 0.29% 4,079 $404K Add +4.2%
LOW Lowe's Cos Inc. 0.29% 1,708 $404K Add +0.7%
MRSH Marsh & McLennan Cos 0.29% 2,295 $398K No change
IJK iShares S&P Mid-Cap 400 Grow 0.28% 3,886 $391K No change
FMTM Mrktdsk Foc US Mmntm ETF 0.28% 11,224 $390K Add +3.9%
CRWD CrowdStrike Holdings Inc. Class A 0.27% 967 $378K Add +16.6%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.27% 3,892 $375K No change
CVX Chevron Corp. 0.27% 1,804 $373K Add +0.6%
IWR iShares Russell Mid-Cap ETF 0.26% 3,714 $361K No change
ABBV Abbvie Inc. 0.26% 1,652 $359K Add +0.2%
BOXX Alpha Architect 1-3 MNTH Box 0.26% 3,075 $358K New
QQQM Invesco Nasdaq 100 ETF 0.25% 1,433 $341K Add +0.1%
VXUS Vanguard Total Intl Stock 0.23% 4,106 $317K No change
SNPS Synopsys Inc. 0.23% 787 $312K Add +9.3%
RSP Invesco S&P 500 Equal Weight 0.23% 1,618 $311K Add +1.6%
BUFD FT VST Lad Deep Buf ETF-Usdi 0.22% 10,750 $301K No change
KLAC KLA Corp. 0.22% 202 $297K Add +7.5%
LMT Lockheed Martin Corp. 0.21% 484 $293K Reduce -11.2%
ADP Automatic Data Processing 0.21% 1,425 $290K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.19% 5,494 $268K Reduce -2.9%
FTHI Fthi/First Trust Exchange-TR 0.19% 11,587 $266K New
ITOT iShares Core S&P Total U.S. 0.19% 1,861 $265K Add +0.2%
TXN Texas Instruments Inc. 0.19% 1,342 $261K Add +5.3%
MPC Marathon Petroleum Corp. 0.19% 1,048 $256K New
ARM Arm Holdings PLC-ADR 0.18% 1,674 $253K New
GEV GE Vernova Inc. 0.18% 285 $249K Reduce -7.5%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.18% 1,000 $242K No change
RTX RTX Corp. 0.18% 1,250 $241K Add +2.3%
NLR Vaneck Urani & Nuclr ETF-Usd 0.17% 1,753 $234K New
GOOGL Alphabet Inc. Class A 0.17% 809 $233K No change
HUM Humana Inc. 0.17% 1,339 $232K No change
AVY Avery Dennison Corp. 0.17% 1,335 $231K No change
GE General Electric filed as GE AEROSPACE 0.16% 798 $227K Reduce -5.3%
PM Philip Morris International 0.16% 1,329 $220K No change
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.16% 3,933 $218K Add +1.0%
VST Vistra Corp. 0.15% 1,365 $205K New
BX Blackstone Inc. 0.15% 1,779 $205K Reduce -5.1%

Portfolio Sells Q4 2025 → Q1 2026
DDTN Invtr Eq DD 10 Buf ETF Nov Reduce -1.6% 10.36% −0.73
BUFQ FT VST Lad NSDQ Buf ETF-Usdi Reduce -3.9% 2.24% −0.19
NNOV Innovator G-100 PB ETF - Nov Reduce -8.5% 1.16% −0.18
BKNG Booking Holdings Inc. Sold out 0.00% −0.17
ROK Rockwell Automation Inc. Sold out 0.00% −0.16
XLC SS Comm Select Sector SPDR Sold out 0.00% −0.15
SDVY First Trust Smid Cap Rising Reduce -4.6% 2.18% −0.10
BX Blackstone Inc. Reduce -5.1% 0.15% −0.07
GS Goldman Sachs Group Inc. Reduce -0.8% 0.60% −0.05
BAC Bank of America Corp. Reduce -2.9% 0.19% −0.04
FNOV FT Vest US Equity Buffer ETF Reduce -0.8% 0.55% −0.04
GE General Electric Reduce -5.3% 0.16% −0.03
FJUL FT Vest US Equity Buffer ETF Reduce -0.4% 0.52% −0.03
FMAR FT Vest US Equity Buffer ETF Reduce -1.5% 0.35% −0.01
LMT Lockheed Martin Corp. Reduce -11.2% 0.21% +0.02
TSM Taiwan Semiconductor-SP ADR Reduce -1.2% 0.42% +0.03
GEV GE Vernova Inc. Reduce -7.5% 0.18% +0.03
WMT Walmart Inc. Reduce -0.4% 1.00% +0.07
CAT Caterpillar Inc. Reduce -3.7% 0.83% +0.11
JNJ Johnson & Johnson Reduce -0.6% 1.06% +0.13

Portfolio Buys Q4 2025 → Q1 2026
JAJL Innovator Edp ETF - 6M Ja New 1.30% +1.30
LRCX Lam Research Corp. Add +30.0% 1.62% +0.59
DDFM Innovator Edd 15 Buf ETF-Mar New 0.57% +0.57
AMAT Applied Materials Inc. Add +0.1% 2.28% +0.52
BUFR FT Vest Lad Buffervetf-Usd I Add +8.8% 10.14% +0.41
ACII Innovator Index Ac in St ETF Add +244.0% 0.53% +0.37
ASML ASML Holding NV-NY Reg SHS Add +0.1% 1.92% +0.32
BOXX Alpha Architect 1-3 MNTH Box New 0.26% +0.26
USFR Wisdomtree Floating Rate Tre Add +4.8% 11.04% +0.21
FTHI Fthi/First Trust Exchange-TR New 0.19% +0.19
MPC Marathon Petroleum Corp. New 0.19% +0.19
ARM Arm Holdings PLC-ADR New 0.18% +0.18
NLR Vaneck Urani & Nuclr ETF-Usd New 0.17% +0.17
VST Vistra Corp. New 0.15% +0.15
VRT Vertiv Holdings Co. Class A Add +0.2% 0.41% +0.14
BUFZ FT Vest Laddered Moderate Bu Add +8.8% 2.97% +0.14
NFLX Netflix Inc. Add +11.9% 1.28% +0.13
XOM Exxon Mobil Corp. Add +0.3% 0.41% +0.11
COST Costco Wholesale Corp. Add +0.8% 0.70% +0.08
EMXC iShares MSCI Emr MRK Ex Chna Add +1.0% 1.26% +0.07
CVX Chevron Corp. Add +0.6% 0.27% +0.07
MRVL Marvell Technology Inc. Add +4.2% 0.29% +0.04
KLAC KLA Corp. Add +7.5% 0.22% +0.04
FMTM Mrktdsk Foc US Mmntm ETF Add +3.9% 0.28% +0.02
TXN Texas Instruments Inc. Add +5.3% 0.19% +0.02
RTX RTX Corp. Add +2.3% 0.18% +0.01
RSP Invesco S&P 500 Equal Weight Add +1.6% 0.23% −0.00
JEPQ JPM Nasdaq Equity Premium Add +1.0% 0.16% −0.01
LOW Lowe's Cos Inc. Add +0.7% 0.29% −0.01
ITOT iShares Core S&P Total U.S. Add +0.2% 0.19% −0.01
CRWD CrowdStrike Holdings Inc. Class A Add +16.6% 0.27% −0.02
XC Wisdomtree True Emerging Mar Add +0.1% 0.30% −0.02
ABBV Abbvie Inc. Add +0.2% 0.26% −0.02
QQQM Invesco Nasdaq 100 ETF Add +0.1% 0.25% −0.02
SNPS Synopsys Inc. Add +9.3% 0.23% −0.03
QQQ Invesco QQQ Trust Series 1 Add +0.2% 0.37% −0.03
HD Home Depot Inc. Add +1.2% 0.62% −0.04
BLK BlackRock Inc. Add +3.4% 0.36% −0.04
EPI Wisdomtree India Earnings Add +3.6% 0.35% −0.04
MS Morgan Stanley Add +1.6% 0.54% −0.05
MA Mastercard Inc. Class A Add +6.0% 0.49% −0.05
AMD Advanced Micro Devices Add +2.9% 1.32% −0.07
IVV iShares Core S&P 500 ETF Add +0.2% 0.94% −0.07
V Visa Inc. Class A Add +6.0% 0.60% −0.08
JPM JPMorgan Chase & Co. Add +1.7% 1.02% −0.11
NKE Nike Inc. Class B Add +0.0% 0.55% −0.13
AVGO Broadcom Inc. Add +4.5% 1.49% −0.15
AMZN Amazon.com Inc. Add +4.3% 2.38% −0.22
TSLA Tesla Inc. Add +2.2% 1.04% −0.23
UNH Unitedhealth Group Inc. Add +0.1% 1.23% −0.31

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 76$152.9MBUFR, DDTN, AAPL, USFR, MSFT
Q1 2026 89$137.5MUSFR, DDTN, BUFR, AAPL, MSFT
Q4 2025 84$133.7MDDTN, USFR, BUFR, MSFT, AAPL