Goldenstone Wealth Management LLC

EL DORADO HILLS, CA · CIK 2109094 · 13F filing filed 2026-05-08

SEC-registered investment adviser since 2023 · limited liability company

Assets managed$238.3m
Staff2 · 2 in investment roles
Main clients (by assets)High net worth individuals 70%, Pension plans 26%, Individuals 4%
Websitegoldenstonewealth.com
Form ADV · 2026-09-18SEC adviser record

$137.5m reported value +2.8% vs Q4 2025

89positions

55.6%in top 10

8 new 47 added 17 reduced 3 sold out vs Q4 2025

Holdings, Q1 2026

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

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	WISDOMTREE TR FLOATNG RAT TREA USFR	USFR	301,578	$15.2m11.04%	11.04%	Added +13.8k	+13,815 4.8%
2	INNOVATOR ETFS TRUST EQUITY DUAL DIRE DDTN	DDTN	760,705	$14.2m10.36%	10.36%	Reduced -12.7k	-12,740 -1.6%
3	FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED BUFR	BUFR	412,747	$13.9m10.14%	10.14%	Added +33.3k	+33,327 8.8%
4	APPLE INC COM AAPL	AAPL	26,396	$6.7m4.87%	4.87%	Added +25	+25 0.1%
5	MICROSOFT CORP COM MSFT	MSFT	16,628	$6.2m4.48%	4.48%	Added +775	+775 4.9%
6	NVIDIA CORPORATION COM NVDA	NVDA	31,180	$5.4m3.96%	3.96%	Added +469	+469 1.5%
7	ALPHABET INC CAP STK CL C GOOG	GOOG	14,858	$4.3m3.10%	3.10%	Added +183	+183 1.2%
8	FIRST TR EXCHNG TRADED FD VI FT VEST LAD BUFZ	BUFZ	155,554	$4.1m2.97%	2.97%	Added +12.6k	+12,555 8.8%
9	AMAZON COM INC COM AMZN	AMZN	15,724	$3.3m2.38%	2.38%	Added +652	+652 4.3%
10	APPLIED MATLS INC COM AMAT	AMAT	9,174	$3.1m2.28%	2.28%	Added +10	+10 0.1%
11	FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED BUFQ	BUFQ	86,997	$3.1m2.24%	2.24%	Reduced -3.5k	-3,550 -3.9%
12	FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF SDVY	SDVY	75,884	$3.0m2.18%	2.18%	Reduced -3.6k	-3,626 -4.6%
13	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	1,999	$2.6m1.92%	1.92%	Added +1	+1 0.1%
14	META PLATFORMS INC CL A META	META	4,536	$2.6m1.89%	1.89%	Added +81	+81 1.8%
15	LAM RESEARCH CORP COM NEW LRCX	LRCX	10,393	$2.2m1.62%	1.62%	Added +2.4k	+2,399 30.0%
16	BROADCOM INC COM AVGO	AVGO	6,634	$2.1m1.49%	1.49%	Added +285	+285 4.5%
17	ADVANCED MICRO DEVICES INC COM AMD	AMD	8,904	$1.8m1.32%	1.32%	Added +252	+252 2.9%
18	INNOVATOR ETFS TRUST EQUITY DEFINED P JAJL	JAJL	61,510	$1.8m1.30%	1.30%	New
19	NETFLIX INC COM NFLX	NFLX	18,345	$1.8m1.28%	1.28%	Added +1.9k	+1,949 11.9%
20	ISHARES INC MSCI EMRG CHN EMXC	EMXC	21,944	$1.7m1.26%	1.26%	Added +214	+214 1.0%
21	UNITEDHEALTH GROUP INC COM UNH	UNH	6,229	$1.7m1.23%	1.23%	Added +8	+8 0.1%
22	INNOVATOR ETFS TRUST GROWTH 100 PWR B NNOV	NNOV	57,245	$1.6m1.16%	1.16%	Reduced -5.3k	-5,330 -8.5%
23	JOHNSON & JOHNSON COM JNJ	JNJ	5,987	$1.5m1.06%	1.06%	Reduced -37	-37 -0.6%
24	TESLA INC COM TSLA	TSLA	3,862	$1.4m1.04%	1.04%	Added +83	+83 2.2%
25	JPMORGAN CHASE & CO COM JPM	JPM	4,762	$1.4m1.02%	1.02%	Added +79	+79 1.7%
26	WALMART INC COM WMT	WMT	11,094	$1.4m1.00%	1.00%	Reduced -43	-43 -0.4%
27	ISHARES TR CORE S&P500 ETF IVV	IVV	1,968	$1.3m0.94%	0.94%	Added +4	+4 0.2%
28	CATERPILLAR INC COM CAT	CAT	1,619	$1.1m0.83%	0.83%	Reduced -62	-62 -3.7%
29	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	2,080	$996.7k0.73%	0.73%	Unchanged
30	COSTCO WHSL CORP NEW COM COST	COST	964	$960.6k0.70%	0.70%	Added +8	+8 0.8%
31	HOME DEPOT INC COM HD	HD	2,583	$849.4k0.62%	0.62%	Added +30	+30 1.2%
32	GOLDMAN SACHS GROUP INC COM GS	GS	980	$828.9k0.60%	0.60%	Reduced -8	-8 -0.8%
33	VISA INC COM CL A V	V	2,733	$826.1k0.60%	0.60%	Added +154	+154 6.0%
34	INNOVATOR ETFS TRUST EQUI DUA 15 MARC DDFM	DDFM	41,700	$782.8k0.57%	0.57%	New
35	NIKE INC CL B NKE	NKE	14,314	$756.1k0.55%	0.55%	Added +4	+4 0.0%
36	FIRST TR EXCHNG TRADED FD VI FT VEST US EQT FNOV	FNOV	14,060	$750.7k0.55%	0.55%	Reduced -120	-120 -0.8%
37	MORGAN STANLEY COM NEW MS	MS	4,531	$745.7k0.54%	0.54%	Added +70	+70 1.6%
38	ILLINOIS TOOL WKS INC COM ITW	ITW	2,850	$741.8k0.54%	0.54%	Unchanged
39	INNOVATOR ETFS TRUST INDE AUT INC ETF ACII	ACII	29,172	$731.6k0.53%	0.53%	Added +20.7k	+20,692 244.0%
40	FIRST TR EXCHNG TRADED FD VI FT VEST US EQT FJUL	FJUL	13,115	$717.7k0.52%	0.52%	Reduced -50	-50 -0.4%
41	MASTERCARD INCORPORATED CL A MA	MA	1,354	$676.7k0.49%	0.49%	Added +76	+76 6.0%
42	CSX CORP COM CSX	CSX	14,172	$581.8k0.42%	0.42%	Unchanged
43	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	1,706	$576.4k0.42%	0.42%	Reduced -20	-20 -1.2%
44	VERTIV HOLDINGS CO COM CL A VRT	VRT	2,269	$568.5k0.41%	0.41%	Added +4	+4 0.2%
45	EXXON MOBIL CORP COM XOM	XOM	3,339	$566.5k0.41%	0.41%	Added +10	+10 0.3%
46	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	884	$510.2k0.37%	0.37%	Added +2	+2 0.2%
47	VANGUARD WORLD FD ESG US STK ETF ESGV	ESGV	4,505	$505.8k0.37%	0.37%	Unchanged
48	BLACKROCK INC COM BLK	BLK	520	$499.7k0.36%	0.36%	Added +17	+17 3.4%
49	SEAGATE TECHNOLOGY HLDNGS PL ORD SHS STX	STX	1,266	$496.0k0.36%	0.36%	Unchanged
50	WISDOMTREE TR INDIA ERNGS FD EPI	EPI	11,736	$478.8k0.35%	0.35%	Added +409	+409 3.6%
51	FIRST TR EXCHNG TRADED FD VI FT VEST US EQT FMAR	FMAR	9,870	$478.6k0.35%	0.35%	Reduced -150	-150 -1.5%
52	WISDOMTREE TR EMERGING MKT EXC XC	XC	13,301	$415.5k0.30%	0.30%	Added +8	+8 0.1%
53	MARVELL TECHNOLOGY INC COM MRVL	MRVL	4,079	$404.1k0.29%	0.29%	Added +164	+164 4.2%
54	LOWES COS INC COM LOW	LOW	1,708	$403.6k0.29%	0.29%	Added +11	+11 0.7%
55	MARSH & MCLENNAN COS INC COM MRSH	MRSH	2,295	$398.1k0.29%	0.29%	Unchanged
56	ISHARES TR S&P MC 400GR ETF IJK	IJK	3,886	$391.0k0.28%	0.28%	Unchanged
57	EA SERIES TRUST MARK FO MOME ETF FMTM	FMTM	11,224	$390.2k0.28%	0.28%	Added +425	+425 3.9%
58	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	967	$377.5k0.27%	0.27%	Added +138	+138 16.6%
59	DISNEY WALT CO COM DIS	DIS	3,892	$375.1k0.27%	0.27%	Unchanged
60	CHEVRON CORP NEW COM CVX	CVX	1,804	$373.2k0.27%	0.27%	Added +11	+11 0.6%
61	ISHARES TR RUS MID CAP ETF IWR	IWR	3,714	$361.1k0.26%	0.26%	Unchanged
62	ABBVIE INC COM ABBV	ABBV	1,652	$359.3k0.26%	0.26%	Added +3	+3 0.2%
63	EA SERIES TRUST ALPHA ARCH 1-3 BOXX	BOXX	3,075	$357.6k0.26%	0.26%	New
64	INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF QQQM	QQQM	1,433	$340.6k0.25%	0.25%	Added +1	+1 0.1%
65	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	4,106	$316.6k0.23%	0.23%	Unchanged
66	SYNOPSYS INC COM SNPS	SNPS	787	$311.8k0.23%	0.23%	Added +67	+67 9.3%
67	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	1,618	$310.5k0.23%	0.23%	Added +26	+26 1.6%
68	FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED BUFD	BUFD	10,750	$301.0k0.22%	0.22%	Unchanged
69	KLA CORP COM NEW KLAC	KLAC	202	$296.9k0.22%	0.22%	Added +14	+14 7.5%
70	LOCKHEED MARTIN CORP COM LMT	LMT	484	$292.8k0.21%	0.21%	Reduced -61	-61 -11.2%
71	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	1,425	$289.5k0.21%	0.21%	Unchanged
72	BANK AMERICA CORP COM BAC	BAC	5,494	$267.8k0.19%	0.19%	Reduced -165	-165 -2.9%
73	FIRST TR EXCHANGE TRADED FD BUYWRIT INCM ETF FTHI	FTHI	11,587	$265.9k0.19%	0.19%	New
74	ISHARES TR CORE S&P TTL STK ITOT	ITOT	1,861	$265.1k0.19%	0.19%	Added +3	+3 0.2%
75	TEXAS INSTRS INC COM TXN	TXN	1,342	$260.5k0.19%	0.19%	Added +67	+67 5.2%
76	MARATHON PETE CORP COM MPC	MPC	1,048	$255.9k0.19%	0.19%	New
77	ARM HOLDINGS PLC SPONSORED ADS ARM	ARM	1,674	$253.3k0.18%	0.18%	New
78	GE VERNOVA INC COM GEV	GEV	285	$248.8k0.18%	0.18%	Reduced -23	-23 -7.5%
79	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	1,000	$242.4k0.18%	0.18%	Unchanged
80	RTX CORPORATION COM RTX	RTX	1,250	$241.1k0.18%	0.18%	Added +28	+28 2.3%
81	VANECK ETF TRUST URANIUM AND NUCL NLR	NLR	1,753	$233.5k0.17%	0.17%	New
82	ALPHABET INC CAP STK CL A GOOGL	GOOGL	809	$232.7k0.17%	0.17%	Unchanged
83	HUMANA INC COM HUM	HUM	1,339	$232.2k0.17%	0.17%	Unchanged
84	AVERY DENNISON CORP COM AVY	AVY	1,335	$230.5k0.17%	0.17%	Unchanged
85	GE AEROSPACE COM NEW GE	GE	798	$226.5k0.16%	0.16%	Reduced -45	-45 -5.3%
86	PHILIP MORRIS INTL INC COM PM	PM	1,329	$219.7k0.16%	0.16%	Unchanged
87	J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM JEPQ	JEPQ	3,933	$218.4k0.16%	0.16%	Added +40	+40 1.0%
88	VISTRA CORP COM VST	VST	1,365	$205.1k0.15%	0.15%	New
89	BLACKSTONE INC COM BX	BX	1,779	$204.6k0.15%	0.15%	Reduced -95	-95 -5.1%

Sold out since Q4 2025

Security	Ticker	Shares held before	Value then
BOOKING HOLDINGS INC BKNG	BKNG	42	$222.7k42 shares
ROCKWELL AUTOMATION INC ROK	ROK	537	$208.9k537 shares
SELECT SECTOR SPDR TR XLC	XLC	1,748	$205.7k1.7k shares