AI Portfolio Summary
In 2026 Q1, Goldenstone Wealth Management LLC maintained a portfolio of 92 distinct positions. The most significant new addition to the portfolio was INNOVATOR ETFS TRUST, which now represents 1.30% of the total fund value. They heavily accumulated shares in WISDOMTREE TR, increasing their position by 4.8%. The fund also reduced its exposure to INNOVATOR ETFS TRUST by 8.5%.
Total Positions
92
Quarter
2026 Q1
Top Holding
USFR (11.0%)
Top 10 Concentration
55.6%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 92
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
USFR
WISDOMTREE TR
|
ETF | 11.04% | 10.83% |
#1
1
Prev: #2
|
6.5 | 13,815 | 4.8% |
P
S
|
301,578 | $15,181,458 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
DDTN
INNOVATOR ETFS ...
|
ETF | 10.36% | 11.09% |
#2
1
Prev: #1
|
6.0 | -12,740 | -1.6% |
P
S
|
760,705 | $14,243,060 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
BUFR
FIRST TR EXCHNG...
|
ETF | 10.14% | 9.73% |
#3
Prev: #3
|
7.0 | 33,327 | 8.8% |
P
S
|
412,747 | $13,938,473 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
AAPL
APPLE INC
|
Technology | 4.87% | 5.36% |
#4
1
Prev: #5
|
2.9 | 25 | 0.1% |
P
S
|
26,396 | $6,699,133 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 4.48% | 5.74% |
#5
1
Prev: #4
|
2.8 | 775 | 4.9% |
P
S
|
16,628 | $6,155,105 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 3.96% | 4.29% |
#6
Prev: #6
|
2.1 | 469 | 1.5% |
P
S
|
31,180 | $5,437,865 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 3.10% | 3.45% |
#7
Prev: #7
|
1.7 | 183 | 1.2% |
P
S
|
14,858 | $4,262,255 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
BUFZ
FIRST TR EXCHNG...
|
ETF | 2.97% | 2.84% |
#8
Prev: #8
|
3.2 | 12,555 | 8.8% |
P
S
|
155,554 | $4,087,624 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 2.38% | 2.60% |
#9
Prev: #9
|
1.5 | 652 | 4.3% |
P
S
|
15,724 | $3,274,807 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
AMAT
APPLIED MATLS I...
|
Technology | 2.28% | 1.76% |
#10
3
Prev: #13
|
1.4 | 10 | 0.1% |
P
S
|
9,174 | $3,135,612 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
BUFQ
FIRST TR EXCHNG...
|
ETF | 2.24% | 2.43% |
#11
1
Prev: #10
|
1.4 | -3,550 | -3.9% |
P
S
|
86,997 | $3,072,721 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
SDVY
FIRST TR EXCHAN...
|
ETF | 2.18% | 2.28% |
#12
1
Prev: #11
|
1.4 | -3,626 | -4.6% |
P
S
|
75,884 | $2,992,125 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
ASML
ASML HLDG NV
|
Technology | 1.92% | 1.60% |
#13
2
Prev: #15
|
1.3 | 1 | 0.1% |
P
S
|
1,999 | $2,640,799 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
META
META PLATFORMS ...
|
Communication Services | 1.89% | 2.20% |
#14
2
Prev: #12
|
1.3 | 81 | 1.8% |
P
S
|
4,536 | $2,595,158 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
LRCX
LAM RESEARCH CO...
|
Technology | 1.62% | 1.02% |
#15
8
Prev: #23
|
3.1 | 2,399 | 30.0% |
P
S
|
10,393 | $2,220,590 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
AVGO
BROADCOM INC
|
Technology | 1.49% | 1.64% |
#16
2
Prev: #14
|
1.1 | 285 | 4.5% |
P
S
|
6,634 | $2,053,304 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 1.32% | 1.39% |
#17
Prev: #17
|
1.0 | 252 | 2.9% |
P
S
|
8,904 | $1,811,256 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
JAJL
INNOVATOR ETFS ...
|
ETF | 1.30% | — |
#18
Prev: #—
|
4.0 | 61,510 | no change |
NEW
|
61,510 | $1,788,096 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
NFLX
NETFLIX INC.
|
ETF | 1.28% | 1.15% |
#19
2
Prev: #21
|
2.5 | 1,949 | 11.9% |
P
S
|
18,345 | $1,763,911 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
EMXC
ISHARES INC
|
ETF | 1.26% | 1.18% |
#20
Prev: #20
|
1.0 | 214 | 1.0% |
P
S
|
21,944 | $1,726,129 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
UNH
UNITEDHEALTH GR...
|
Healthcare | 1.23% | 1.54% |
#21
5
Prev: #16
|
1.0 | 8 | 0.1% |
P
S
|
6,229 | $1,685,560 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
NNOV
INNOVATOR ETFS ...
|
ETF | 1.16% | 1.34% |
#22
4
Prev: #18
|
1.0 | -5,330 | -8.5% |
P
S
|
57,245 | $1,594,880 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 1.06% | 0.93% |
#23
2
Prev: #25
|
0.9 | -37 | -0.6% |
P
S
|
5,987 | $1,463,352 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 1.04% | 1.27% |
#24
5
Prev: #19
|
0.9 | 83 | 2.2% |
P
S
|
3,862 | $1,435,724 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 1.02% | 1.13% |
#25
3
Prev: #22
|
0.9 | 79 | 1.7% |
P
S
|
4,762 | $1,400,740 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 1.00% | 0.93% |
#26
Prev: #26
|
0.9 | -43 | -0.4% |
P
S
|
11,094 | $1,378,754 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
IVV
ISHARES TR
|
ETF | 0.94% | 1.01% |
#27
3
Prev: #24
|
0.9 | 4 | 0.2% |
P
S
|
1,968 | $1,285,746 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
CAT
CATERPILLAR INC
|
Industrials | 0.83% | 0.72% |
#28
Prev: #28
|
0.8 | -62 | -3.7% |
P
S
|
1,619 | $1,147,035 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.73% | 0.78% |
#29
2
Prev: #27
|
1.3 | no change | no change |
P
S
|
2,080 | $996,736 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.70% | 0.62% |
#30
3
Prev: #33
|
0.8 | 8 | 0.8% |
P
S
|
964 | $960,564 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 0.62% | 0.66% |
#31
Prev: #31
|
0.7 | 30 | 1.2% |
P
S
|
2,583 | $849,434 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
GS
GOLDMAN SACHS G...
|
Financial Services | 0.60% | 0.65% |
#32
Prev: #32
|
0.7 | -8 | -0.8% |
P
S
|
980 | $828,947 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
V
VISA INC
|
Financial Services | 0.60% | 0.68% |
#33
3
Prev: #30
|
2.2 | 154 | 6.0% |
P
S
|
2,733 | $826,093 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
N/A
INNOVATOR ETFS ...
|
—
|
ETF | 0.57% | — |
#34
Prev: #—
|
3.7 | 41,700 | no change |
NEW
|
41,700 | $782,822 | — | 13F Filing | 2026-03-31 | 2026-05-08 | ||
|
NKE
NIKE INC
|
Consumer Cyclical | 0.55% | 0.68% |
#35
6
Prev: #29
|
0.7 | 4 | 0.0% |
P
S
|
14,314 | $756,058 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
FNOV
FIRST TR EXCHNG...
|
ETF | 0.55% | 0.58% |
#36
1
Prev: #35
|
0.7 | -120 | -0.8% |
P
S
|
14,060 | $750,744 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
MS
MORGAN STANLEY
|
Financial Services | 0.54% | 0.59% |
#37
3
Prev: #34
|
0.7 | 70 | 1.6% |
P
S
|
4,531 | $745,728 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
ITW
ILLINOIS TOOL W...
|
Industrials | 0.54% | 0.53% |
#38
Prev: #38
|
1.2 | no change | no change |
P
S
|
2,850 | $741,827 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
ACII
INNOVATOR ETFS ...
|
ETF | 0.53% | 0.16% |
#39
41
Prev: #80
|
3.2 | 20,692 | 244.0% |
P
S
|
29,172 | $731,624 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
FJUL
FIRST TR EXCHNG...
|
ETF | 0.52% | 0.55% |
#40
4
Prev: #36
|
0.7 | -50 | -0.4% |
P
S
|
13,115 | $717,653 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 0.49% | 0.55% |
#41
4
Prev: #37
|
2.2 | 76 | 5.9% |
P
S
|
1,354 | $676,659 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
CSX
CSX CORP
|
Industrials | 0.42% | 0.38% |
#42
2
Prev: #44
|
1.2 | no change | no change |
P
S
|
14,172 | $581,761 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 0.42% | 0.39% |
#43
1
Prev: #42
|
0.7 | -20 | -1.2% |
P
S
|
1,706 | $576,390 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
VRT
VERTIV HOLDINGS...
|
Industrials | 0.41% | 0.27% |
#44
10
Prev: #54
|
0.7 | 4 | 0.2% |
P
S
|
2,269 | $568,469 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.41% | 0.30% |
#45
5
Prev: #50
|
0.7 | 10 | 0.3% |
P
S
|
3,339 | $566,488 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 0.37% | 0.41% |
#46
6
Prev: #40
|
0.6 | 2 | 0.2% |
P
S
|
884 | $510,167 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
ESGV
VANGUARD WORLD ...
|
ETF | 0.37% | 0.41% |
#47
8
Prev: #39
|
1.1 | no change | no change |
P
S
|
4,505 | $505,776 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
BLK
BLACKROCK INC
|
Financial Services | 0.36% | 0.40% |
#48
7
Prev: #41
|
0.6 | 17 | 3.4% |
P
S
|
520 | $499,708 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
STX
SEAGATE TECHNOL...
|
Technology | 0.36% | 0.26% |
#49
9
Prev: #58
|
1.1 | no change | no change |
P
S
|
1,266 | $495,968 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
EPI
WISDOMTREE TR
|
ETF | 0.35% | 0.39% |
#50
7
Prev: #43
|
0.6 | 409 | 3.6% |
P
S
|
11,736 | $478,825 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 |
Showing 1-50 of 92 holdings