Goldenstone Wealth Management LLC

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CIK 2109094

13F portfolio (2026-Q1)

$137M

Positions

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

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As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

Top 5

40.9%

Top 10

55.6%

Effective N

21.5

HHI

0.047

This quarter

8 new · 0 exit →

By sector

Unclassified50.2%

Information Technology21.7%

Communication Services6.7%

Financials6.4%

Consumer Discretionary6.0%

Industrials5.7%

Health Care1.3%

Energy0.9%

Other1.0%

By market cap

Unknown52.7%

Mega (>$200B)41.5%

Large ($10–200B)5.8%

By region

Other50.2%

North America47.4%

Europe1.9%

Asia-Pacific0.4%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	50.94%	32
Semiconductors & Semiconductor Equipment	10.55%	9
Technology Hardware & Equipment	5.63%	4
Software & IT Services	5.37%	4
Specialty Retail	5.00%	5
Software	4.98%	3
Machinery	4.91%	4
Insurance	1.68%	3
Capital Markets	1.66%	4
Pharmaceuticals & Biotechnology	1.33%	2
Media & Entertainment	1.28%	1
Banks	1.21%	2
Commercial Services & Supplies	1.09%	2
Automobiles & Components	1.04%	1
Oil, Gas & Consumable Fuels	0.87%	3
Chemicals	0.55%	1
Road & Rail	0.42%	1
Aerospace & Defense	0.39%	2
Electrical Equipment & Components	0.35%	2
Entertainment	0.27%	1
Paper & Forest Products	0.17%	1
Tobacco	0.16%	1
Utilities	0.15%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	USFR	WISDOMTREE TR	Unclassified	11.04%
2	DDTN	INNOVATOR ETFS TRUST	Unclassified	10.36%
3	BUFR	FIRST TR EXCHNG TRADED FD VI	Unclassified	10.14%
4	AAPL	Apple Inc.	Information Technology	4.87%
5	MSFT	MICROSOFT CORP	Information Technology	4.48%
6	NVDA	NVIDIA CORP	Information Technology	3.96%
7	GOOG	Alphabet Inc.	Communication Services	3.10%
8	BUFZ	FIRST TR EXCHNG TRADED FD VI	Unclassified	2.97%
9	AMZN	AMAZON COM INC	Consumer Discretionary	2.38%
10	AMAT	APPLIED MATERIALS INC /DE	Information Technology	2.28%

58/89 names classified · sector 49.8% of weight · industry 49.1% · mkt cap 47.3%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 2 quarters

Information TechnologyAAPL, MSFT, NVDA, AMAT, AVGO · other

Communication ServicesGOOG, META, NFLX, DIS, GOOGL

FinancialsUNH, JPM, BRK.B, V, GS · other

Consumer DiscretionaryAMZN, TSLA, WMT, COST, HD · other

IndustrialsASML, LRCX, CAT, ITW, CSX · other

Health CareJNJ, ABBV

MaterialsNKE, AVY

EnergyXOM, CVX, MPC

Consumer Staples

Utilities

UnclassifiedUSFR, DDTN, BUFR, BUFZ, BUFQ · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 49.8% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 46% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (53 classified)Goldenstone Wealth Management LLC centroid (Large Growth)

Information TechnologyCommunication ServicesConsumer DiscretionaryFinancialsIndustrialsHealth CareEnergyMaterialsConsumer StaplesUtilities

Style box summary for Goldenstone Wealth Management LLC: centroid Large Growth. Heaviest cells: Large Growth 30.8%, Large Core 10.8%, Large Value 3.2%.

Classified: 46.3% of book weight (53/89 names) · unclassified 53.7%: USFR, DDTN, BUFR, BUFZ, BUFQ, SDVY, ASML, JAJL, EMXC, NNOV +26 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 89 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	USFRWISDOMTREE TR	301,578	$15M	11.0%	ADD 5%
2	DDTNINNOVATOR ETFS TRUST	760,705	$14M	10.4%	HOLD
3	BUFRFIRST TR EXCHNG TRADED FD VI	412,747	$14M	10.1%	ADD 9%
4	AAPLAPPLE INC	26,396	$7M	4.9%	HOLD
5	MSFTMICROSOFT CORP	16,628	$6M	4.5%	ADD 5%
6	NVDANVIDIA CORPORATION	31,180	$5M	4.0%	HOLD
7	GOOGALPHABET INC	14,858	$4M	3.1%	HOLD
8	BUFZFIRST TR EXCHNG TRADED FD VI	155,554	$4M	3.0%	ADD 9%
9	AMZNAMAZON COM INC	15,724	$3M	2.4%	ADD 4%
10	AMATAPPLIED MATLS INC	9,174	$3M	2.3%	HOLD
11	BUFQFIRST TR EXCHNG TRADED FD VI	86,997	$3M	2.2%	TRIM −4%
12	SDVYFIRST TR EXCHANGE TRADED FD	75,884	$3M	2.2%	TRIM −5%
13	ASMLASML HOLDING N V	1,999	$3M	1.9%	HOLD
14	METAMETA PLATFORMS INC	4,536	$3M	1.9%	HOLD
15	LRCXLAM RESEARCH CORP	10,393	$2M	1.6%	ADD 30%
16	AVGOBROADCOM INC	6,634	$2M	1.5%	ADD 4%
17	AMDADVANCED MICRO DEVICES INC	8,904	$2M	1.3%	ADD 3%
18	JAJLINNOVATOR ETFS TRUST	61,510	$2M	1.3%	NEW
19	NFLXNETFLIX INC	18,345	$2M	1.3%	ADD 12%
20	EMXCISHARES INC	21,944	$2M	1.3%	HOLD
21	UNHUNITEDHEALTH GROUP INC	6,229	$2M	1.2%	HOLD
22	NNOVINNOVATOR ETFS TRUST	57,245	$2M	1.2%	TRIM −9%
23	JNJJOHNSON & JOHNSON	5,987	$1M	1.1%	HOLD
24	TSLATESLA INC	3,862	$1M	1.0%	ADD 2%
25	JPMJPMORGAN CHASE & CO	4,762	$1M	1.0%	HOLD
26	WMTWALMART INC	11,094	$1M	1.0%	HOLD
27	IVVISHARES TR	1,968	$1M	0.9%	HOLD
28	CATCATERPILLAR INC	1,619	$1M	0.8%	TRIM −4%
29	BRK.BBERKSHIRE HATHAWAY INC DEL	2,080	$996,736	0.7%	HOLD
30	COSTCOSTCO WHSL CORP NEW	964	$960,564	0.7%	HOLD
31	HDHOME DEPOT INC	2,583	$849,434	0.6%	HOLD
32	GSGOLDMAN SACHS GROUP INC	980	$828,947	0.6%	HOLD
33	VVISA INC	2,733	$826,093	0.6%	ADD 6%
34	DDFMINNOVATOR ETFS TRUST	41,700	$782,822	0.6%	NEW
35	NKENIKE INC	14,314	$756,058	0.5%	HOLD
36	FNOVFIRST TR EXCHNG TRADED FD VI	14,060	$750,744	0.5%	HOLD
37	MSMORGAN STANLEY	4,531	$745,728	0.5%	HOLD
38	ITWILLINOIS TOOL WKS INC	2,850	$741,827	0.5%	HOLD
39	ACIIINNOVATOR ETFS TRUST	29,172	$731,624	0.5%	ADD 244%
40	FJULFIRST TR EXCHNG TRADED FD VI	13,115	$717,653	0.5%	HOLD
41	MAMASTERCARD INCORPORATED	1,354	$676,659	0.5%	ADD 6%
42	CSXCSX CORP	14,172	$581,761	0.4%	HOLD
43	TSMTAIWAN SEMICONDUCTOR MFG LTD	1,706	$576,390	0.4%	HOLD
44	VRTVERTIV HOLDINGS CO	2,269	$568,469	0.4%	HOLD
45	XOMEXXON MOBIL CORP	3,339	$566,488	0.4%	HOLD
46	QQQINVESCO QQQ TR	884	$510,167	0.4%	HOLD
47	ESGVVanguard ESG US Stock - ETF	4,505	$505,776	0.4%	HOLD
48	BLKBLACKROCK INC	520	$499,708	0.4%	ADD 3%
49	STXSEAGATE TECHNOLOGY HLDNGS PL	1,266	$495,968	0.4%	HOLD
50	EPIWISDOMTREE TR	11,736	$478,825	0.3%	ADD 4%
51	FMARFT VEST US EQUITY BUFFER ETF - MARCH	9,870	$478,596	0.3%	HOLD
52	XCWISDOMTREE TR	13,301	$415,517	0.3%	HOLD
53	MRVLMARVELL TECHNOLOGY INC	4,079	$404,062	0.3%	ADD 4%
54	LOWLOWES COS INC	1,708	$403,604	0.3%	HOLD
55	MRSHMARSH & MCLENNAN COS INC	2,295	$398,068	0.3%	HOLD
56	IJKISHARES TR	3,886	$390,990	0.3%	HOLD
57	FMTMEA SERIES TRUST	11,224	$390,190	0.3%	ADD 4%
58	CRWDCROWDSTRIKE HLDGS INC	967	$377,506	0.3%	ADD 17%
59	DISDISNEY WALT CO	3,892	$375,111	0.3%	HOLD
60	CVXCHEVRON CORP NEW	1,804	$373,180	0.3%	HOLD
61	IWRISHARES TR	3,714	$361,143	0.3%	HOLD
62	ABBVABBVIE INC	1,652	$359,309	0.3%	HOLD
63	BOXXEA SERIES TRUST	3,075	$357,592	0.3%	NEW
64	QQQMINVESCO EXCH TRADED FD TR II	1,433	$340,599	0.2%	HOLD
65	VXUSVANGUARD STAR FDS	4,106	$316,614	0.2%	HOLD
66	SNPSSYNOPSYS INC	787	$311,838	0.2%	ADD 9%
67	RSPINVESCO EXCHANGE TRADED FD T	1,618	$310,512	0.2%	HOLD
68	BUFDFIRST TR EXCHNG TRADED FD VI	10,750	$301,000	0.2%	HOLD
69	KLACKLA CORP	202	$296,874	0.2%	ADD 7%
70	LMTLOCKHEED MARTIN CORP	484	$292,765	0.2%	TRIM −11%
71	ADPAUTOMATIC DATA PROCESSING IN	1,425	$289,532	0.2%	HOLD
72	BACBANK AMERICA CORP	5,494	$267,843	0.2%	TRIM −3%
73	FTHIFIRST TR EXCHANGE TRADED FD	11,587	$265,921	0.2%	NEW
74	ITOTISHARES TR	1,861	$265,076	0.2%	HOLD
75	TXNTEXAS INSTRS INC	1,342	$260,506	0.2%	ADD 5%
76	MPCMARATHON PETE CORP	1,048	$255,901	0.2%	NEW
77	ARMARM HOLDINGS PLC	1,674	$253,311	0.2%	NEW
78	GEVGE VERNOVA INC	285	$248,777	0.2%	TRIM −7%
79	IBMINTERNATIONAL BUSINESS MACHS	1,000	$242,390	0.2%	HOLD
80	RTXRTX CORPORATION	1,250	$241,125	0.2%	ADD 2%
81	NLRVANECK ETF TRUST	1,753	$233,520	0.2%	NEW
82	GOOGLALPHABET INC	809	$232,687	0.2%	HOLD
83	HUMHUMANA INC	1,339	$232,169	0.2%	HOLD
84	AVYAVERY DENNISON CORP	1,335	$230,528	0.2%	HOLD
85	GEGE AEROSPACE	798	$226,516	0.2%	TRIM −5%
86	PMPHILIP MORRIS INTL INC	1,329	$219,737	0.2%	HOLD
87	JEPQJ P MORGAN EXCHANGE TRADED F	3,933	$218,372	0.2%	HOLD
88	VSTVISTRA CORP	1,365	$205,140	0.1%	NEW
89	BXBLACKSTONE INC	1,779	$204,625	0.1%	TRIM −5%

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

USFRWISDOMTREE TR

—

288K

302K

$15M

DDTNINNOVATOR ETFS TRUST

—

773K

761K

$14M

BUFRFIRST TR EXCHNG TRADED FD VI

—

379K

413K

$14M

AAPLAPPLE INC

—

26K

$7M

MSFTMICROSOFT CORP

—

16K

17K

$6M

NVDANVIDIA CORPORATION

—

31K

$5M

GOOGALPHABET INC

—

15K

$4M

BUFZFIRST TR EXCHNG TRADED FD VI

—

143K

156K

$4M

AMZNAMAZON COM INC

—

15K

16K

$3M

AMATAPPLIED MATLS INC

—

$3M

BUFQFIRST TR EXCHNG TRADED FD VI

—

91K

87K

$3M

SDVYFIRST TR EXCHANGE TRADED FD

—

80K

76K

$3M

ASMLASML HOLDING N V

—

$3M

METAMETA PLATFORMS INC

—

$3M

LRCXLAM RESEARCH CORP

—

10K

$2M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

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