Vault-13

Goldenstone Wealth Management LLC

EL DORADO HILLS, CA · CIK 2109094 · 13F filing filed 2026-02-06

SEC-registered investment adviser since 2023 · limited liability company

$133.7m reported value
84positions
58.4%in top 10
—no comparable previous quarter

Holdings, Q4 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 INNOVATOR ETFS TRUST EQUITY DUAL DIRE DDTN DDTN 773,445 $14.8m11.09% 11.09% First filing
2 WISDOMTREE TR FLOATNG RAT TREA USFR USFR 287,763 $14.5m10.83% 10.83% First filing
3 FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED BUFR BUFR 379,420 $13.0m9.73% 9.73% First filing
4 MICROSOFT CORP COM MSFT MSFT 15,853 $7.7m5.74% 5.74% First filing
5 APPLE INC COM AAPL AAPL 26,371 $7.2m5.36% 5.36% First filing
6 NVIDIA CORPORATION COM NVDA NVDA 30,711 $5.7m4.29% 4.29% First filing
7 ALPHABET INC CAP STK CL C GOOG GOOG 14,675 $4.6m3.45% 3.45% First filing
8 FIRST TR EXCHNG TRADED FD VI FT VEST LAD BUFZ BUFZ 142,999 $3.8m2.84% 2.84% First filing
9 AMAZON COM INC COM AMZN AMZN 15,072 $3.5m2.60% 2.60% First filing
10 FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED BUFQ BUFQ 90,547 $3.2m2.43% 2.43% First filing
11 FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF SDVY SDVY 79,510 $3.0m2.28% 2.28% First filing
12 META PLATFORMS INC CL A META META 4,455 $2.9m2.20% 2.20% First filing
13 APPLIED MATLS INC COM AMAT AMAT 9,164 $2.4m1.76% 1.76% First filing
14 BROADCOM INC COM AVGO AVGO 6,349 $2.2m1.64% 1.64% First filing
15 ASML HOLDING N V N Y REGISTRY SHS ASML ASML 1,998 $2.1m1.60% 1.60% First filing
16 UNITEDHEALTH GROUP INC COM UNH UNH 6,221 $2.1m1.54% 1.54% First filing
17 ADVANCED MICRO DEVICES INC COM AMD AMD 8,652 $1.9m1.39% 1.39% First filing
18 INNOVATOR ETFS TRUST GROWTH 100 PWR B NNOV NNOV 62,575 $1.8m1.34% 1.34% First filing
19 TESLA INC COM TSLA TSLA 3,779 $1.7m1.27% 1.27% First filing
20 ISHARES INC MSCI EMRG CHN EMXC EMXC 21,730 $1.6m1.18% 1.18% First filing
21 NETFLIX INC COM NFLX NFLX 16,396 $1.5m1.15% 1.15% First filing
22 JPMORGAN CHASE & CO COM JPM JPM 4,683 $1.5m1.13% 1.13% First filing
23 LAM RESEARCH CORP COM NEW LRCX LRCX 7,994 $1.4m1.02% 1.02% First filing
24 ISHARES TR CORE S&P500 ETF IVV IVV 1,964 $1.3m1.01% 1.01% First filing
25 JOHNSON & JOHNSON COM JNJ JNJ 6,024 $1.2m0.93% 0.93% First filing
26 WALMART INC COM WMT WMT 11,137 $1.2m0.93% 0.93% First filing
27 BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B BRK.B 2,080 $1.0m0.78% 0.78% First filing
28 CATERPILLAR INC COM CAT CAT 1,681 $963.3k0.72% 0.72% First filing
29 NIKE INC CL B NKE NKE 14,310 $911.7k0.68% 0.68% First filing
30 VISA INC COM CL A V V 2,579 $904.6k0.68% 0.68% First filing
31 HOME DEPOT INC COM HD HD 2,553 $878.5k0.66% 0.66% First filing
32 GOLDMAN SACHS GROUP INC COM GS GS 988 $868.3k0.65% 0.65% First filing
33 COSTCO WHSL CORP NEW COM COST COST 956 $824.6k0.62% 0.62% First filing
34 MORGAN STANLEY COM NEW MS MS 4,461 $792.0k0.59% 0.59% First filing
35 FIRST TR EXCHNG TRADED FD VI FT VEST US EQT FNOV FNOV 14,180 $777.5k0.58% 0.58% First filing
36 FIRST TR EXCHNG TRADED FD VI FT VEST US EQT FJUL FJUL 13,165 $736.1k0.55% 0.55% First filing
37 MASTERCARD INCORPORATED CL A MA MA 1,278 $729.5k0.55% 0.55% First filing
38 ILLINOIS TOOL WKS INC COM ITW ITW 2,850 $702.0k0.53% 0.53% First filing
39 VANGUARD WORLD FD ESG US STK ETF ESGV ESGV 4,505 $544.9k0.41% 0.41% First filing
40 INVESCO QQQ TR UNIT SER 1 QQQ QQQ 882 $541.6k0.41% 0.41% First filing
41 BLACKROCK INC COM BLK BLK 503 $538.5k0.40% 0.40% First filing
42 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM TSM 1,726 $524.4k0.39% 0.39% First filing
43 WISDOMTREE TR INDIA ERNGS FD EPI EPI 11,327 $524.3k0.39% 0.39% First filing
44 CSX CORP COM CSX CSX 14,172 $513.7k0.38% 0.38% First filing
45 FIRST TR EXCHNG TRADED FD VI FT VEST US EQT FMAR FMAR 10,020 $475.6k0.36% 0.36% First filing
46 DISNEY WALT CO COM DIS DIS 3,892 $442.8k0.33% 0.33% First filing
47 WISDOMTREE TR EMERGING MKT EXC XC XC 13,293 $431.2k0.32% 0.32% First filing
48 MARSH & MCLENNAN COS INC COM MRSH MRSH 2,295 $425.8k0.32% 0.32% First filing
49 LOWES COS INC COM LOW LOW 1,697 $409.1k0.31% 0.31% First filing
50 EXXON MOBIL CORP COM XOM XOM 3,329 $400.6k0.30% 0.30% First filing
51 CROWDSTRIKE HLDGS INC CL A CRWD CRWD 829 $388.6k0.29% 0.29% First filing
52 ABBVIE INC COM ABBV ABBV 1,649 $376.8k0.28% 0.28% First filing
53 ISHARES TR S&P MC 400GR ETF IJK IJK 3,886 $376.5k0.28% 0.28% First filing
54 VERTIV HOLDINGS CO COM CL A VRT VRT 2,265 $367.0k0.27% 0.27% First filing
55 AUTOMATIC DATA PROCESSING IN COM ADP ADP 1,425 $366.6k0.27% 0.27% First filing
56 INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF QQQM QQQM 1,432 $362.3k0.27% 0.27% First filing
57 ISHARES TR RUS MID CAP ETF IWR IWR 3,714 $357.6k0.27% 0.27% First filing
58 SEAGATE TECHNOLOGY HLDNGS PL ORD SHS STX STX 1,266 $348.6k0.26% 0.26% First filing
59 EA SERIES TRUST MARK FO MOME ETF FMTM FMTM 10,799 $347.1k0.26% 0.26% First filing
60 HUMANA INC COM HUM HUM 1,339 $343.0k0.26% 0.26% First filing
61 SYNOPSYS INC COM SNPS SNPS 720 $338.0k0.25% 0.25% First filing
62 MARVELL TECHNOLOGY INC COM MRVL MRVL 3,915 $332.7k0.25% 0.25% First filing
63 BANK AMERICA CORP COM BAC BAC 5,659 $311.2k0.23% 0.23% First filing
64 VANGUARD STAR FDS VG TL INTL STK F VXUS VXUS 4,106 $309.8k0.23% 0.23% First filing
65 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP RSP 1,592 $304.9k0.23% 0.23% First filing
66 FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED BUFD BUFD 10,750 $303.6k0.23% 0.23% First filing
67 INTERNATIONAL BUSINESS MACHS COM IBM IBM 1,000 $296.2k0.22% 0.22% First filing
68 BLACKSTONE INC COM BX BX 1,874 $288.9k0.22% 0.22% First filing
69 ISHARES TR CORE S&P TTL STK ITOT ITOT 1,858 $276.2k0.21% 0.21% First filing
70 CHEVRON CORP NEW COM CVX CVX 1,793 $273.3k0.20% 0.20% First filing
71 LOCKHEED MARTIN CORP COM LMT LMT 545 $263.5k0.20% 0.20% First filing
72 GE AEROSPACE COM NEW GE GE 843 $259.7k0.19% 0.19% First filing
73 ALPHABET INC CAP STK CL A GOOGL GOOGL 809 $253.2k0.19% 0.19% First filing
74 AVERY DENNISON CORP COM AVY AVY 1,335 $242.8k0.18% 0.18% First filing
75 KLA CORP COM NEW KLAC KLAC 188 $229.0k0.17% 0.17% First filing
76 J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM JEPQ JEPQ 3,893 $226.3k0.17% 0.17% First filing
77 RTX CORPORATION COM RTX RTX 1,222 $224.1k0.17% 0.17% First filing
78 BOOKING HOLDINGS INC COM BKNG BKNG 42 $222.7k0.17% 0.17% First filing
79 TEXAS INSTRS INC COM TXN TXN 1,275 $221.3k0.17% 0.17% First filing
80 INNOVATOR ETFS TRUST INDE AUT INC ETF ACII ACII 8,480 $217.3k0.16% 0.16% First filing
81 PHILIP MORRIS INTL INC COM PM PM 1,329 $213.2k0.16% 0.16% First filing
82 ROCKWELL AUTOMATION INC COM ROK ROK 537 $208.9k0.16% 0.16% First filing
83 SELECT SECTOR SPDR TR COMMUNICATION XLC XLC 1,748 $205.7k0.15% 0.15% First filing
84 GE VERNOVA INC COM GEV GEV 308 $201.3k0.15% 0.15% First filing