Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| First TR Exchng Traded FD VIETF | ETF | $16.9M | 11.1% |
| Innovator ETFS TrustETF | ETF | $15M | 9.8% |
| Apple Inc.COM | COM | $7.83M | 5.1% |
| Wisdomtree TRETF | ETF | $7.4M | 4.8% |
| Microsoft Corp.COM | COM | $6.66M | 4.4% |
| Applied Matls Inc.COM | COM | $6.65M | 4.3% |
| Nvidia CorporationCOM | COM | $6.4M | 4.2% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $5.28M | 3.5% |
| Advanced Micro Devices Inc.COM | COM | $5.11M | 3.3% |
| Lam Research Corp.COM NEW | COM NEW | $4.41M | 2.9% |
| First TR Exchange-traded FDETF | ETF | $4.28M | 2.8% |
| First TR Exchng Traded FD VIETF | ETF | $4.24M | 2.8% |
| ASML Hldg NVN Y REGISTRY SHS | N Y REGISTRY SHS | $3.99M | 2.6% |
| Amazon Com Inc.COM | COM | $3.89M | 2.5% |
| First TR Exchng Traded FD VIETF | ETF | $3.18M | 2.1% |
| First TR Exchange Traded FDETF | ETF | $3.16M | 2.1% |
| Meta Platforms Inc.CL A | CL A | $2.78M | 1.8% |
| Broadcom Inc.COM | COM | $2.55M | 1.7% |
| iShares Inc.ETF | ETF | $2.21M | 1.4% |
| iShares TRETF | ETF | $2.09M | 1.4% |
| Tesla Inc.COM | COM | $1.74M | 1.1% |
| Caterpillar Inc.COM | COM | $1.68M | 1.1% |
| Innovator ETFS TrustETF | ETF | $1.59M | 1.0% |
| JPMORGAN Chase & COCOM | COM | $1.59M | 1.0% |
| EA Series TrustETF | ETF | $1.55M | 1.0% |
| Netflix Inc..COM | COM | $1.45M | 0.9% |
| Walmart Inc.COM | COM | $1.25M | 0.8% |
| Seagate Technology Hldngs PLORD SHS | ORD SHS | $1.22M | 0.8% |
| Marvell Technology Inc.COM | COM | $1.22M | 0.8% |
| Johnson & JohnsonCOM | COM | $1.1M | 0.7% |
| Visa Inc.COM CL A | COM CL A | $1M | 0.7% |
| Goldman Sachs Group Inc.COM | COM | $965K | 0.6% |
| Home Depot Inc.COM | COM | $951K | 0.6% |
| Morgan StanleyCOM NEW | COM NEW | $925K | 0.6% |
| Costco Wholesale CorporationCOM | COM | $917K | 0.6% |
| Innovator ETFS TrustETF | ETF | $824K | 0.5% |
| First TR Exchng Traded FD VIETF | ETF | $817K | 0.5% |
| Crowdstrike Hldgs Inc.CL A | CL A | $797K | 0.5% |
| First TR Exchng Traded FD VIETF | ETF | $781K | 0.5% |
| Taiwan Semiconductor ManufacSPONSORED ADS | SPONSORED ADS | $777K | 0.5% |
| Vertiv Holdings COCOM CL A | COM CL A | $770K | 0.5% |
| Mastercard IncorporatedCL A | CL A | $749K | 0.5% |
| iShares TRETF | ETF | $735K | 0.5% |
| Innovator ETFS TrustETF | ETF | $706K | 0.5% |
| First TR Exchange Traded FDETF | ETF | $654K | 0.4% |
| KLA Corp.COM NEW | COM NEW | $629K | 0.4% |
| ARM Holdings PLCSPONSORED ADS | SPONSORED ADS | $607K | 0.4% |
| Invesco Qqq TRETF | ETF | $599K | 0.4% |
| Vanguard World FDETF | ETF | $596K | 0.4% |
| First TR Exchng Traded FD VIETF | ETF | $516K | 0.3% |
First TR Exchng Traded FD VIETF$16.9M
- Class
- ETF
- Share
- 11.1%
Innovator ETFS TrustETF$15M
- Class
- ETF
- Share
- 9.8%
Apple Inc.COM$7.83M
- Class
- COM
- Share
- 5.1%
Wisdomtree TRETF$7.4M
- Class
- ETF
- Share
- 4.8%
Microsoft Corp.COM$6.66M
- Class
- COM
- Share
- 4.4%
Applied Matls Inc.COM$6.65M
- Class
- COM
- Share
- 4.3%
Nvidia CorporationCOM$6.4M
- Class
- COM
- Share
- 4.2%
Alphabet Inc.CAP STK CL C$5.28M
- Class
- CAP STK CL C
- Share
- 3.5%
Advanced Micro Devices Inc.COM$5.11M
- Class
- COM
- Share
- 3.3%
Lam Research Corp.COM NEW$4.41M
- Class
- COM NEW
- Share
- 2.9%
First TR Exchange-traded FDETF$4.28M
- Class
- ETF
- Share
- 2.8%
First TR Exchng Traded FD VIETF$4.24M
- Class
- ETF
- Share
- 2.8%
ASML Hldg NVN Y REGISTRY SHS$3.99M
- Class
- N Y REGISTRY SHS
- Share
- 2.6%
Amazon Com Inc.COM$3.89M
- Class
- COM
- Share
- 2.5%
First TR Exchng Traded FD VIETF$3.18M
- Class
- ETF
- Share
- 2.1%
First TR Exchange Traded FDETF$3.16M
- Class
- ETF
- Share
- 2.1%
Meta Platforms Inc.CL A$2.78M
- Class
- CL A
- Share
- 1.8%
Broadcom Inc.COM$2.55M
- Class
- COM
- Share
- 1.7%
iShares Inc.ETF$2.21M
- Class
- ETF
- Share
- 1.4%
iShares TRETF$2.09M
- Class
- ETF
- Share
- 1.4%
Tesla Inc.COM$1.74M
- Class
- COM
- Share
- 1.1%
Caterpillar Inc.COM$1.68M
- Class
- COM
- Share
- 1.1%
Innovator ETFS TrustETF$1.59M
- Class
- ETF
- Share
- 1.0%
JPMORGAN Chase & COCOM$1.59M
- Class
- COM
- Share
- 1.0%
EA Series TrustETF$1.55M
- Class
- ETF
- Share
- 1.0%
Netflix Inc..COM$1.45M
- Class
- COM
- Share
- 0.9%
Walmart Inc.COM$1.25M
- Class
- COM
- Share
- 0.8%
Seagate Technology Hldngs PLORD SHS$1.22M
- Class
- ORD SHS
- Share
- 0.8%
Marvell Technology Inc.COM$1.22M
- Class
- COM
- Share
- 0.8%
Johnson & JohnsonCOM$1.1M
- Class
- COM
- Share
- 0.7%
Visa Inc.COM CL A$1M
- Class
- COM CL A
- Share
- 0.7%
Goldman Sachs Group Inc.COM$965K
- Class
- COM
- Share
- 0.6%
Home Depot Inc.COM$951K
- Class
- COM
- Share
- 0.6%
Morgan StanleyCOM NEW$925K
- Class
- COM NEW
- Share
- 0.6%
Costco Wholesale CorporationCOM$917K
- Class
- COM
- Share
- 0.6%
Innovator ETFS TrustETF$824K
- Class
- ETF
- Share
- 0.5%
First TR Exchng Traded FD VIETF$817K
- Class
- ETF
- Share
- 0.5%
Crowdstrike Hldgs Inc.CL A$797K
- Class
- CL A
- Share
- 0.5%
First TR Exchng Traded FD VIETF$781K
- Class
- ETF
- Share
- 0.5%
Taiwan Semiconductor ManufacSPONSORED ADS$777K
- Class
- SPONSORED ADS
- Share
- 0.5%
Vertiv Holdings COCOM CL A$770K
- Class
- COM CL A
- Share
- 0.5%
Mastercard IncorporatedCL A$749K
- Class
- CL A
- Share
- 0.5%
iShares TRETF$735K
- Class
- ETF
- Share
- 0.5%
Innovator ETFS TrustETF$706K
- Class
- ETF
- Share
- 0.5%
First TR Exchange Traded FDETF$654K
- Class
- ETF
- Share
- 0.4%
KLA Corp.COM NEW$629K
- Class
- COM NEW
- Share
- 0.4%
ARM Holdings PLCSPONSORED ADS$607K
- Class
- SPONSORED ADS
- Share
- 0.4%
Invesco Qqq TRETF$599K
- Class
- ETF
- Share
- 0.4%
Vanguard World FDETF$596K
- Class
- ETF
- Share
- 0.4%
First TR Exchng Traded FD VIETF$516K
- Class
- ETF
- Share
- 0.3%
The share class is shown on a wider screen.
The 50 largest of 76 positions by value, with holdings of the same security combined. The 76 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 2109094
- File number
- 028-26119
- Options
- 0 call, 0 put
- In the 25 largest
- 79.9%
- Prior quarter
- $137M at 31 March 2026
- Positions opened
- 4
- Positions closed
- 17
Common questions
What are Goldenstone Wealth Management’s 13F holdings worth?
$153 million across 76 positions for the quarter ended 30 June 2026.
What is Goldenstone Wealth Management’s largest 13F holding?
FIRST TR EXCHNG TRADED FD VI (ETF) was the largest position at $16.9 million, or 11.1% of reported 13F value, as of 30 June 2026.
How concentrated is Goldenstone Wealth Management’s 13F portfolio?
The ten largest positions accounted for 53.4% of reported value and the twenty-five largest for 79.9%, across 76 positions as of 30 June 2026.
Does Form 13F show everything Goldenstone Wealth Management manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Goldenstone Wealth Management file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.