Goldenstone Wealth Management LLC

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

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

$152.9m reported value +11.2% vs Q1 2026

76positions

53.4%in top 10

4 new 39 added 27 reduced 17 sold out vs Q1 2026

Holdings, Q2 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	FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED BUFR	BUFR	463,059	$16.9m11.06%	11.06%	Added +50.3k	+50,312 12.2%
2	INNOVATOR ETFS TRUST EQUITY DUAL DIRE DDTN	DDTN	735,350	$15.0m9.81%	9.81%	Reduced -25.4k	-25,355 -3.3%
3	APPLE INC COM AAPL	AAPL	27,052	$7.8m5.12%	5.12%	Added +656	+656 2.5%
4	WISDOMTREE TR FLOATNG RAT TREA USFR	USFR	146,939	$7.4m4.84%	4.84%	Reduced -154.6k	-154,639 -51.3%
5	MICROSOFT CORP COM MSFT	MSFT	17,856	$6.7m4.36%	4.36%	Added +1.2k	+1,228 7.4%
6	APPLIED MATLS INC COM AMAT	AMAT	9,195	$6.6m4.35%	4.35%	Added +21	+21 0.2%
7	NVIDIA CORPORATION COM NVDA	NVDA	31,996	$6.4m4.19%	4.19%	Added +816	+816 2.6%
8	ALPHABET INC CAP STK CL C GOOG	GOOG	14,950	$5.3m3.46%	3.46%	Added +92	+92 0.6%
9	ADVANCED MICRO DEVICES INC COM AMD	AMD	8,798	$5.1m3.34%	3.34%	Reduced -106	-106 -1.2%
10	LAM RESEARCH CORP COM NEW LRCX	LRCX	10,180	$4.4m2.89%	2.89%	Reduced -213	-213 -2.0%
11	FIRST TR EXCHANGE-TRADED FD VEST LADDERED ACYN	ACYN	205,707	$4.3m2.80%	2.80%	New
12	FIRST TR EXCHNG TRADED FD VI FT VEST LAD BUFZ	BUFZ	151,750	$4.2m2.77%	2.77%	Reduced -3.8k	-3,804 -2.5%
13	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	2,007	$4.0m2.61%	2.61%	Added +8	+8 0.4%
14	AMAZON COM INC COM AMZN	AMZN	16,341	$3.9m2.55%	2.55%	Added +617	+617 3.9%
15	FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED BUFQ	BUFQ	81,056	$3.2m2.08%	2.08%	Reduced -5.9k	-5,941 -6.8%
16	FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF SDVY	SDVY	73,232	$3.2m2.07%	2.07%	Reduced -2.7k	-2,652 -3.5%
17	META PLATFORMS INC CL A META	META	4,938	$2.8m1.82%	1.82%	Added +402	+402 8.9%
18	BROADCOM INC COM AVGO	AVGO	6,759	$2.6m1.67%	1.67%	Added +125	+125 1.9%
19	ISHARES INC MSCI EMRG CHN EMXC	EMXC	21,568	$2.2m1.44%	1.44%	Reduced -376	-376 -1.7%
20	ISHARES TR CORE S&P500 ETF IVV	IVV	2,795	$2.1m1.37%	1.37%	Added +827	+827 42.0%
21	TESLA INC COM TSLA	TSLA	4,126	$1.7m1.14%	1.14%	Added +264	+264 6.8%
22	CATERPILLAR INC COM CAT	CAT	1,577	$1.7m1.10%	1.10%	Reduced -42	-42 -2.6%
23	INNOVATOR ETFS TRUST GROWTH 100 PWR B NNOV	NNOV	50,670	$1.6m1.04%	1.04%	Reduced -6.6k	-6,575 -11.5%
24	JPMORGAN CHASE & CO COM JPM	JPM	4,858	$1.6m1.04%	1.04%	Added +96	+96 2.0%
25	EA SERIES TRUST ALPHA ARCH 1-3 BOXX	BOXX	13,214	$1.5m1.01%	1.01%	Added +10.1k	+10,139 329.7%
26	NETFLIX INC COM NFLX	NFLX	20,264	$1.4m0.95%	0.95%	Added +1.9k	+1,919 10.5%
27	WALMART INC COM WMT	WMT	11,060	$1.3m0.82%	0.82%	Reduced -34	-34 -0.3%
28	SEAGATE TECHNOLOGY HLDNGS PL ORD SHS STX	STX	1,269	$1.2m0.80%	0.80%	Added +3	+3 0.2%
29	MARVELL TECHNOLOGY INC COM MRVL	MRVL	4,094	$1.2m0.80%	0.80%	Added +15	+15 0.4%
30	JOHNSON & JOHNSON COM JNJ	JNJ	4,337	$1.1m0.72%	0.72%	Reduced -1.6k	-1,650 -27.6%
31	VISA INC COM CL A V	V	2,920	$1.0m0.66%	0.66%	Added +187	+187 6.8%
32	GOLDMAN SACHS GROUP INC COM GS	GS	954	$964.9k0.63%	0.63%	Reduced -26	-26 -2.6%
33	HOME DEPOT INC COM HD	HD	2,697	$951.3k0.62%	0.62%	Added +114	+114 4.4%
34	MORGAN STANLEY COM NEW MS	MS	4,424	$924.9k0.60%	0.60%	Reduced -107	-107 -2.4%
35	COSTCO WHSL CORP NEW COM COST	COST	980	$916.8k0.60%	0.60%	Added +16	+16 1.7%
36	INNOVATOR ETFS TRUST EQUI DUA 15 MARC DDFM	DDFM	41,700	$823.5k0.54%	0.54%	Unchanged
37	FIRST TR EXCHNG TRADED FD VI FT VEST US EQT FNOV	FNOV	13,960	$816.5k0.53%	0.53%	Reduced -100	-100 -0.7%
38	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	1,044	$796.5k0.52%	0.52%	Added +77	+77 8.0%
39	FIRST TR EXCHNG TRADED FD VI FT VEST US EQT FJUL	FJUL	13,115	$780.9k0.51%	0.51%	Unchanged
40	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	1,634	$777.0k0.51%	0.51%	Reduced -72	-72 -4.2%
41	VERTIV HOLDINGS CO COM CL A VRT	VRT	2,301	$770.3k0.50%	0.50%	Added +32	+32 1.4%
42	MASTERCARD INCORPORATED CL A MA	MA	1,458	$748.6k0.49%	0.49%	Added +104	+104 7.7%
43	ISHARES TR CORE S&P TTL STK ITOT	ITOT	4,473	$734.7k0.48%	0.48%	Added +2.6k	+2,612 140.3%
44	INNOVATOR ETFS TRUST INDE AUT INC ETF ACII	ACII	27,734	$705.8k0.46%	0.46%	Reduced -1.4k	-1,438 -4.9%
45	FIRST TR EXCHANGE TRADED FD BUYWRIT INCM ETF FTHI	FTHI	27,430	$654.2k0.43%	0.43%	Added +15.8k	+15,843 136.7%
46	KLA CORP COM NEW KLAC	KLAC	2,086	$629.3k0.41%	0.41%	Added +66	+66 3.3%
47	ARM HOLDINGS PLC SPONSORED ADS ARM	ARM	1,712	$607.1k0.40%	0.40%	Added +38	+38 2.3%
48	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	813	$598.7k0.39%	0.39%	Reduced -71	-71 -8.0%
49	VANGUARD WORLD FD ESG US STK ETF ESGV	ESGV	4,505	$595.7k0.39%	0.39%	Unchanged
50	FIRST TR EXCHNG TRADED FD VI FT VEST US EQT FMAR	FMAR	9,870	$515.8k0.34%	0.34%	Unchanged
51	EA SERIES TRUST MARK FO MOME ETF FMTM	FMTM	11,803	$515.1k0.34%	0.34%	Added +579	+579 5.2%
52	BLACKROCK INC COM BLK	BLK	532	$511.8k0.33%	0.33%	Added +12	+12 2.3%
53	WISDOMTREE TR INDIA ERNGS FD EPI	EPI	11,543	$493.8k0.32%	0.32%	Reduced -193	-193 -1.6%
54	EXXON MOBIL CORP COM XOM	XOM	3,582	$489.8k0.32%	0.32%	Added +243	+243 7.3%
55	UNITEDHEALTH GROUP INC COM UNH	UNH	1,080	$448.9k0.29%	0.29%	Reduced -5.1k	-5,149 -82.7%
56	ISHARES TR S&P MC 400GR ETF IJK	IJK	3,750	$440.6k0.29%	0.29%	Reduced -136	-136 -3.5%
57	ABBVIE INC COM ABBV	ABBV	1,738	$437.4k0.29%	0.29%	Added +86	+86 5.2%
58	WISDOMTREE TR EMERGING MKT EXC XC	XC	13,300	$422.0k0.28%	0.28%	Reduced -1	-1 -0.0%
59	ISHARES TR RUS MID CAP ETF IWR	IWR	3,700	$408.2k0.27%	0.27%	Reduced -14	-14 -0.4%
60	LOWES COS INC COM LOW	LOW	1,843	$406.3k0.27%	0.27%	Added +135	+135 7.9%
61	SYNOPSYS INC COM SNPS	SNPS	898	$400.7k0.26%	0.26%	Added +111	+111 14.1%
62	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	4,106	$351.0k0.23%	0.23%	Unchanged
63	GE VERNOVA INC COM GEV	GEV	293	$344.2k0.23%	0.23%	Added +8	+8 2.8%
64	ALPHABET INC CAP STK CL A GOOGL	GOOGL	956	$341.6k0.22%	0.22%	Added +147	+147 18.2%
65	CHEVRON CORP NEW COM CVX	CVX	1,994	$330.6k0.22%	0.22%	Added +190	+190 10.5%
66	FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED BUFD	BUFD	10,750	$319.5k0.21%	0.21%	Unchanged
67	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	1,430	$304.4k0.20%	0.20%	Reduced -188	-188 -11.6%
68	BANK AMERICA CORP COM BAC	BAC	4,848	$276.2k0.18%	0.18%	Reduced -646	-646 -11.8%
69	FIRST TR NASDAQ 100 TECH IND SHS QTEC	QTEC	794	$265.9k0.17%	0.17%	New
70	INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF QQQM	QQQM	857	$259.6k0.17%	0.17%	Reduced -576	-576 -40.2%
71	LOCKHEED MARTIN CORP COM LMT	LMT	485	$247.1k0.16%	0.16%	Added +1	+1 0.2%
72	ROCKWELL AUTOMATION INC COM ROK	ROK	490	$242.7k0.16%	0.16%	New
73	VISTRA CORP COM VST	VST	1,495	$237.2k0.16%	0.16%	Added +130	+130 9.5%
74	VANECK ETF TRUST URANIUM AND NUCL NLR	NLR	1,917	$222.3k0.15%	0.15%	Added +164	+164 9.4%
75	J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM JEPQ	JEPQ	3,469	$213.2k0.14%	0.14%	Reduced -464	-464 -11.8%
76	WISDOMTREE TR JAPN HEDGE EQT DXJ	DXJ	1,205	$209.2k0.14%	0.14%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
INNOVATOR ETFS TRUST JAJL	JAJL	61,510	$1.8m61.5k shares
BERKSHIRE HATHAWAY INC DEL BRK.B	BRK.B	2,080	$996.7k2.1k shares
NIKE INC NKE	NKE	14,314	$756.1k14.3k shares
ILLINOIS TOOL WKS INC ITW	ITW	2,850	$741.8k2.9k shares
CSX CORP CSX	CSX	14,172	$581.8k14.2k shares
MARSH & MCLENNAN COS INC MRSH	MRSH	2,295	$398.1k2.3k shares
DISNEY WALT CO DIS	DIS	3,892	$375.1k3.9k shares
AUTOMATIC DATA PROCESSING IN ADP	ADP	1,425	$289.5k1.4k shares
TEXAS INSTRS INC TXN	TXN	1,342	$260.5k1.3k shares
MARATHON PETE CORP MPC	MPC	1,048	$255.9k1.0k shares
INTERNATIONAL BUSINESS MACHS IBM	IBM	1,000	$242.4k1.0k shares
RTX CORPORATION RTX	RTX	1,250	$241.1k1.2k shares
HUMANA INC HUM	HUM	1,339	$232.2k1.3k shares
AVERY DENNISON CORP AVY	AVY	1,335	$230.5k1.3k shares
GE AEROSPACE GE	GE	798	$226.5k798 shares
PHILIP MORRIS INTL INC PM	PM	1,329	$219.7k1.3k shares
BLACKSTONE INC BX	BX	1,779	$204.6k1.8k shares