Goldenstone Wealth Management LLC
CIK: 0002109094SEC EDGAR →
Portfolio Value
$133.7M
Holdings
84
As of
Q4 2025
New Positions
84
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | INNOVATOR ETFS TRUST | 773,445 | $14.8M | 11.09% |
| 2 | WISDOMTREE TR | 287,763 | $14.5M | 10.83% |
| 3 | FIRST TR EXCHNG TRADED FD VI | 379,420 | $13.0M | 9.72% |
| 4 | MICROSOFT CORP | 15,853 | $7.7M | 5.74% |
| 5 | APPLE INC | 26,371 | $7.2M | 5.36% |
| 6 | NVIDIA CORPORATION | 30,711 | $5.7M | 4.28% |
| 7 | ALPHABET INC | 14,675 | $4.6M | 3.45% |
| 8 | FIRST TR EXCHNG TRADED FD VI | 142,999 | $3.8M | 2.84% |
| 9 | AMAZON COM INC | 15,072 | $3.5M | 2.60% |
| 10 | FIRST TR EXCHNG TRADED FD VI | 90,547 | $3.2M | 2.43% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 33 | $66.3M | 52.6% |
| Technology | 16 | $31.0M | 24.6% |
| Consumer Cyclical | 6 | $7.6M | 6.0% |
| Communication Services | 5 | $6.8M | 5.4% |
| Industrials | 10 | $4.1M | 3.3% |
| Healthcare | 4 | $4.0M | 3.2% |
| Unknown | 5 | $3.3M | 2.6% |
| Consumer Defensive | 2 | $2.1M | 1.6% |
| Energy | 2 | $673K | 0.5% |
| Utilities | 1 | $201K | 0.2% |