2026 Q2 Portfolio Activity
In 2026 Q2, Goldenstone Wealth Management LLC maintained a portfolio of 93 distinct positions. The most significant new addition was FIRST TR EXCHANGE-TRADED FD, now representing 0.17% of the total fund value. They heavily accumulated shares in FIRST TR EXCHANGE-TRADED FD, increasing the position by 393.3%. The fund also reduced its exposure to WISDOMTREE TR by 51.3%.
Position History
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Total Positions
93
Quarter
2026 Q2
Top Holding
BUFR (11.1%)
Top 10 Concentration
53.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 93
Goldenstone Wealth Management LLC Full Holdings List — 2026 Q2
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
BUFR
FIRST TR EXCHNG...
|
ETF | 11.06% | 10.14% |
#1
2
Prev: #3
|
8.0 |
—
|
50,312 | 12.2% |
P
S
|
463,059 | $16,915,544 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
DDTN
INNOVATOR ETFS ...
|
ETF | 9.81% | 10.36% |
#2
Prev: #2
|
5.9 |
—
|
-25,355 | -3.3% |
P
S
|
735,350 | $14,994,595 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
AAPL
APPLE INC
|
Technology | 5.12% | 4.87% |
#3
1
Prev: #4
|
3.5 |
—
|
656 | 2.5% |
P
S
|
27,052 | $7,827,692 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
USFR
WISDOMTREE TR
|
ETF | 4.84% | 11.04% |
#4
3
Prev: #1
|
2.4 |
—
|
-154,639 | -51.3% |
P
S
|
146,939 | $7,398,366 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 4.36% | 4.48% |
#5
Prev: #5
|
4.2 |
—
|
1,228 | 7.4% |
P
S
|
17,856 | $6,660,678 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
AMAT
APPLIED MATLS I...
|
Technology | 4.35% | 2.28% |
#6
4
Prev: #10
|
2.2 |
—
|
21 | 0.2% |
P
S
|
9,195 | $6,648,017 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 4.19% | 3.96% |
#7
1
Prev: #6
|
2.2 |
—
|
816 | 2.6% |
P
S
|
31,996 | $6,402,049 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 3.46% | 3.10% |
#8
1
Prev: #7
|
1.9 |
—
|
92 | 0.6% |
P
S
|
14,950 | $5,282,152 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 3.34% | 1.32% |
#9
8
Prev: #17
|
1.8 |
—
|
-106 | -1.2% |
P
S
|
8,798 | $5,111,037 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
LRCX
LAM RESEARCH CO...
|
Technology | 2.89% | 1.62% |
#10
5
Prev: #15
|
1.7 |
—
|
-213 | -2.0% |
P
S
|
10,180 | $4,411,371 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
N/A
FIRST TR EXCHAN...
|
|
ETF | 2.80% | — |
#11
Prev: #—
|
4.6 |
—
|
205,707 | — |
NEW
|
205,707 | $4,276,658 | — | 13F Filing | 2026-06-30 | 2026-08-05 | ||
|
BUFZ
FIRST TR EXCHNG...
|
ETF | 2.77% | 2.97% |
#12
4
Prev: #8
|
1.6 |
—
|
-3,804 | -2.4% |
P
S
|
151,750 | $4,238,378 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
ASML
ASML HLDG NV
|
Technology | 2.61% | 1.92% |
#13
Prev: #13
|
1.5 |
—
|
8 | 0.4% |
P
S
|
2,007 | $3,993,587 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 2.55% | 2.38% |
#14
5
Prev: #9
|
1.5 |
—
|
617 | 3.9% |
P
S
|
16,341 | $3,894,819 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
BUFQ
FIRST TR EXCHNG...
|
ETF | 2.08% | 2.24% |
#15
4
Prev: #11
|
1.3 |
—
|
-5,941 | -6.8% |
P
S
|
81,056 | $3,183,058 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
SDVY
FIRST TR EXCHAN...
|
ETF | 2.07% | 2.18% |
#16
4
Prev: #12
|
1.3 |
—
|
-2,652 | -3.5% |
P
S
|
73,232 | $3,159,245 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
META
META PLATFORMS ...
|
Communication Services | 1.82% | 1.89% |
#17
3
Prev: #14
|
2.7 |
—
|
402 | 8.9% |
P
S
|
4,938 | $2,781,333 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
AVGO
BROADCOM INC
|
Technology | 1.67% | 1.49% |
#18
2
Prev: #16
|
1.2 |
—
|
125 | 1.9% |
P
S
|
6,759 | $2,553,071 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
EMXC
ISHARES INC
|
ETF | 1.44% | 1.26% |
#19
1
Prev: #20
|
1.1 |
—
|
-376 | -1.7% |
P
S
|
21,568 | $2,206,366 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
IVV
ISHARES TR
|
ETF | 1.37% | 0.94% |
#20
7
Prev: #27
|
3.0 |
—
|
827 | 42.0% |
P
S
|
2,795 | $2,093,205 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 1.14% | 1.04% |
#21
3
Prev: #24
|
2.5 |
—
|
264 | 6.8% |
P
S
|
4,126 | $1,735,432 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
CAT
CATERPILLAR INC
|
Industrials | 1.10% | 0.83% |
#22
6
Prev: #28
|
0.9 |
—
|
-42 | -2.6% |
P
S
|
1,577 | $1,679,455 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
NNOV
INNOVATOR ETFS ...
|
ETF | 1.04% | 1.16% |
#23
1
Prev: #22
|
0.9 |
—
|
-6,575 | -11.5% |
P
S
|
50,670 | $1,593,409 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 1.04% | 1.02% |
#24
1
Prev: #25
|
0.9 |
—
|
96 | 2.0% |
P
S
|
4,858 | $1,590,090 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
BOXX
EA SERIES TRUST
|
ETF | 1.01% | 0.26% |
#25
38
Prev: #63
|
3.4 |
—
|
10,139 | 329.7% |
P
S
|
13,214 | $1,547,227 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
NFLX
NETFLIX INC.
|
Communication Services | 0.95% | 1.28% |
#26
7
Prev: #19
|
2.4 |
—
|
1,919 | 10.5% |
P
S
|
20,264 | $1,446,884 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.82% | 1.00% |
#27
1
Prev: #26
|
0.8 |
—
|
-34 | -0.3% |
P
S
|
11,060 | $1,252,674 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
STX
SEAGATE TECHNOL...
|
Technology | 0.80% | 0.36% |
#28
21
Prev: #49
|
0.8 |
—
|
3 | 0.2% |
P
S
|
1,269 | $1,224,585 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
MRVL
MARVELL TECHNOL...
|
Technology | 0.80% | 0.29% |
#29
24
Prev: #53
|
0.8 |
—
|
15 | 0.4% |
P
S
|
4,094 | $1,219,615 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.72% | 1.06% |
#30
7
Prev: #23
|
0.3 |
—
|
-1,650 | -27.6% |
P
S
|
4,337 | $1,101,357 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
V
VISA INC
|
Financial Services | 0.66% | 0.60% |
#31
2
Prev: #33
|
2.3 |
—
|
187 | 6.8% |
P
S
|
2,920 | $1,001,881 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
GS
GOLDMAN SACHS G...
|
Financial Services | 0.63% | 0.60% |
#32
Prev: #32
|
0.8 |
—
|
-26 | -2.7% |
P
S
|
954 | $964,876 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 0.62% | 0.62% |
#33
2
Prev: #31
|
0.7 |
—
|
114 | 4.4% |
P
S
|
2,697 | $951,338 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
MS
MORGAN STANLEY
|
Financial Services | 0.60% | 0.54% |
#34
3
Prev: #37
|
0.7 |
—
|
-107 | -2.4% |
P
S
|
4,424 | $924,857 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.60% | 0.70% |
#35
5
Prev: #30
|
0.7 |
—
|
16 | 1.7% |
P
S
|
980 | $916,822 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
N/A
INNOVATOR ETFS ...
|
|
ETF | 0.54% | 0.57% |
#36
2
Prev: #34
|
1.2 |
—
|
no change | no change |
P
S
|
41,700 | $823,550 | — | 13F Filing | 2026-06-30 | 2026-08-05 | ||
|
FNOV
FIRST TR EXCHNG...
|
ETF | 0.53% | 0.55% |
#37
1
Prev: #36
|
0.7 |
—
|
-100 | -0.7% |
P
S
|
13,960 | $816,520 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
CRWD
CROWDSTRIKE HLD...
|
Technology | 0.52% | 0.27% |
#38
20
Prev: #58
|
2.2 |
—
|
77 | 8.0% |
P
S
|
1,044 | $796,510 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
FJUL
FIRST TR EXCHNG...
|
ETF | 0.51% | 0.52% |
#39
1
Prev: #40
|
1.2 |
—
|
no change | no change |
P
S
|
13,115 | $780,867 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 0.51% | 0.42% |
#40
3
Prev: #43
|
0.7 |
—
|
-72 | -4.2% |
P
S
|
1,634 | $776,975 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
VRT
VERTIV HOLDINGS...
|
Industrials | 0.50% | 0.41% |
#41
3
Prev: #44
|
0.7 |
—
|
32 | 1.4% |
P
S
|
2,301 | $770,280 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 0.49% | 0.49% |
#42
1
Prev: #41
|
2.2 |
—
|
104 | 7.7% |
P
S
|
1,458 | $748,601 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
ITOT
ISHARES TR
|
ETF | 0.48% | 0.19% |
#43
31
Prev: #74
|
3.2 |
—
|
2,612 | 140.4% |
P
S
|
4,473 | $734,744 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
ACII
INNOVATOR ETFS ...
|
ETF | 0.46% | 0.53% |
#44
5
Prev: #39
|
0.7 |
—
|
-1,438 | -4.9% |
P
S
|
27,734 | $705,824 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
FTHI
FIRST TR EXCHAN...
|
ETF | 0.43% | 0.19% |
#45
28
Prev: #73
|
3.2 |
—
|
15,843 | 136.7% |
P
S
|
27,430 | $654,214 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
KLAC
KLA CORP
|
Technology | 0.41% | 0.22% |
#46
23
Prev: #69
|
3.2 |
—
|
1,884 | 932.7% |
P
S
|
2,086 | $629,337 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
ARM
ARM HOLDINGS PL...
|
Technology | 0.40% | 0.18% |
#47
30
Prev: #77
|
0.7 |
—
|
38 | 2.3% |
P
S
|
1,712 | $607,148 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 0.39% | 0.37% |
#48
2
Prev: #46
|
0.7 |
—
|
-71 | -8.0% |
P
S
|
813 | $598,739 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
ESGV
VANGUARD WORLD ...
|
ETF | 0.39% | 0.37% |
#49
2
Prev: #47
|
1.2 |
—
|
no change | no change |
P
S
|
4,505 | $595,741 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
FMAR
FIRST TR EXCHNG...
|
ETF | 0.34% | 0.35% |
#50
1
Prev: #51
|
1.1 |
—
|
no change | no change |
P
S
|
9,870 | $515,806 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 |
Showing 1-50 of 93 holdings