{"url":"https://nivawealth.com/firms/goldenstone-wealth-management-310041","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/310041","regulatoryAum":238259000,"crd":"310041","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4721550","suffix":null,"lastName":"VARSHNEY","firstName":"SANJAY","middleName":"BALMUKAND"},{"crd":"7274223","suffix":null,"lastName":"VILLEGAS","firstName":"ANDRES","middleName":"RENE"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2024-03-27","regulatoryAum":136760000,"clients":60,"employees":2,"offices":1},{"filedOn":"2025-06-26","regulatoryAum":188246000,"clients":67,"employees":2,"offices":1},{"filedOn":"2026-09-18","regulatoryAum":238259000,"clients":77,"employees":2,"offices":1}],"secFileNumber":"801-129031","legalName":"Goldenstone Wealth Management, LLC","displayName":"Goldenstone Wealth Management","slug":"goldenstone-wealth-management-310041","website":"https://goldenstonewealth.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/310041/6bbe06989598e2dd-r1.webp","tone":"dark","width":351,"height":200,"sourceUrl":"https://www.goldenstonewealth.com/","sourceLabel":"Goldenstone Wealth Management, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"http://www.linkedin.com/company/goldenstone","founded":null,"organization":"California limited liability company","fiscalYearEnd":"December","headquarters":{"street":"5170 Golden Foothill Parkway","city":"El Dorado Hills","state":"CA","stateName":"California","country":"United States","postalCode":"95762"},"tradeNames":[],"registration":{"secApproved":"9 November 2023","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":2497760.563380282,"staff":{"employees":2,"advisory":2,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":238259000,"discretionary":177341000,"discretionaryAccounts":230,"nonDiscretionary":60918000,"nonDiscretionaryAccounts":6,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":16,"regulatoryAum":10263000},{"label":"High-net-worth individuals","clients":55,"regulatoryAum":167078000},{"label":"Pension and profit-sharing plans","clients":6,"regulatoryAum":60918000}],"feePrograms":[{"role":"other","program":"401(k) Corporate Retirement Assets","summary":"Business corporate 401(k) plan assets are charged 0.5% of plan assets under management annually.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058356","versionId":1058356,"submittedOn":"2026-09-18","documentName":"GOLDENSTONE WEALTH MANAGEMENT FIRM BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T16:40:22.533083+00:00","documents":[{"name":"GOLDENSTONE WEALTH MANAGEMENT FIRM BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058356","versionId":1058356,"submittedOn":"2026-09-18"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":136760000}],"custodyNote":"Goldenstone Wealth Management has custody of $69.6M for 45 clients.","otherCustodians":[],"leadership":[{"name":"Sanjay Varshney","title":"Partner, Principal, and Chief Compliance Officer","crd":"4721550"},{"name":"Andres Villegas","title":"Partner and Principal","crd":"7274223"}],"ownership":[{"label":"Sanjay Varshney","detail":"Partner, principal, and chief compliance officer in the 50% to 75% ownership band and a control person, since July 2020."},{"label":"Andres Villegas","detail":"Partner and principal in the 50% to 75% ownership band and a control person, since July 2020."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"California","offices":1,"addresses":[{"street":"5170 Golden Foothill Parkway","city":"El Dorado Hills","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"916-799-6527","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Portfolio management for individuals and/or small businesses"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":41},{"label":"Securities issued by registered investment companies or business development companies","percent":51},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":7},{"label":"Cash and cash equivalents","percent":1}],"privateFunds":0},"sources":{"adv1FilingDate":"18 September 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/310041/PDF/310041.pdf","brochureDate":"18 September 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058356","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Goldenstone Wealth Management have?","answer":"Goldenstone Wealth Management has 77 clients and manages $238 million for them, as of September 2026. They include 55 high-net-worth individuals, 16 individual clients, and 6 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 18 September 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Goldenstone Wealth Management offer?","answer":"Goldenstone Wealth Management provides portfolio management for individuals and small businesses.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Goldenstone Wealth Management use?","answer":"Goldenstone Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $137M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 18 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Goldenstone Wealth Management have?","answer":"Goldenstone Wealth Management has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Goldenstone Wealth Management invest in?","answer":"At the end of its last fiscal year, Goldenstone Wealth Management’s separately managed accounts held 51% registered funds (mutual funds, ETFs, BDCs), 41% exchange-traded equities, 7% pooled vehicles (private funds and similar) and 1% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Goldenstone Wealth Management?","answer":"Goldenstone Wealth Management’s direct owners are Sanjay Varshney (50% to 75%) and Andres Villegas (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 18 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Goldenstone Wealth Management get paid?","answer":"Goldenstone Wealth Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Goldenstone Wealth Management?","answer":"Goldenstone Wealth Management’s main office is at 5170 Golden Foothill Parkway, El Dorado Hills, CA 95762. Its phone number is 916-799-6527. Its website is goldenstonewealth.com.","source":"Form ADV Part 1A, Item 1.F, filed 18 September 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/goldenstone-wealth-management-310041/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-08-05","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/2109094/000210909426000004/0002109094-26-000004-index.html","totalValue":152875803,"positionCount":76,"top10Share":0.5341034970720644,"top10":[{"issuer":"FIRST TR EXCHNG TRADED FD VI","titleOfClass":"ETF","cusip":"33740F755","value":16915544,"shares":463059,"shareType":"SH","priorValue":13938473,"priorShares":412747},{"issuer":"INNOVATOR ETFS TRUST","titleOfClass":"ETF","cusip":"45784N460","value":14994595,"shares":735350,"shareType":"SH","priorValue":14243060,"priorShares":760705},{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":7827692,"shares":27052,"shareType":"SH","priorValue":6699133,"priorShares":26396},{"issuer":"WISDOMTREE TR","titleOfClass":"ETF","cusip":"97717Y527","value":7398366,"shares":146939,"shareType":"SH","priorValue":15181458,"priorShares":301578},{"issuer":"MICROSOFT CORP","titleOfClass":"COM","cusip":"594918104","value":6660678,"shares":17856,"shareType":"SH","priorValue":6155105,"priorShares":16628},{"issuer":"APPLIED MATLS INC","titleOfClass":"COM","cusip":"038222105","value":6648017,"shares":9195,"shareType":"SH","priorValue":3135612,"priorShares":9174},{"issuer":"NVIDIA CORPORATION","titleOfClass":"COM","cusip":"67066G104","value":6402049,"shares":31996,"shareType":"SH","priorValue":5437865,"priorShares":31180},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL C","cusip":"02079K107","value":5282152,"shares":14950,"shareType":"SH","priorValue":4262255,"priorShares":14858},{"issuer":"ADVANCED MICRO DEVICES INC","titleOfClass":"COM","cusip":"007903107","value":5111037,"shares":8798,"shareType":"SH","priorValue":1811256,"priorShares":8904},{"issuer":"LAM RESEARCH CORP","titleOfClass":"COM NEW","cusip":"512807306","value":4411371,"shares":10180,"shareType":"SH","priorValue":2220590,"priorShares":10393}],"positionsListed":76,"positions":[{"issuer":"FIRST TR EXCHNG TRADED FD VI","titleOfClass":"ETF","cusip":"33740F755","value":16915544,"shares":463059,"shareType":"SH","priorValue":13938473,"priorShares":412747},{"issuer":"INNOVATOR ETFS TRUST","titleOfClass":"ETF","cusip":"45784N460","value":14994595,"shares":735350,"shareType":"SH","priorValue":14243060,"priorShares":760705},{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":7827692,"shares":27052,"shareType":"SH","priorValue":6699133,"priorShares":26396},{"issuer":"WISDOMTREE TR","titleOfClass":"ETF","cusip":"97717Y527","value":7398366,"shares":146939,"shareType":"SH","priorValue":15181458,"priorShares":301578},{"issuer":"MICROSOFT CORP","titleOfClass":"COM","cusip":"594918104","value":6660678,"shares":17856,"shareType":"SH","priorValue":6155105,"priorShares":16628},{"issuer":"APPLIED MATLS INC","titleOfClass":"COM","cusip":"038222105","value":6648017,"shares":9195,"shareType":"SH","priorValue":3135612,"priorShares":9174},{"issuer":"NVIDIA CORPORATION","titleOfClass":"COM","cusip":"67066G104","value":6402049,"shares":31996,"shareType":"SH","priorValue":5437865,"priorShares":31180},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL C","cusip":"02079K107","value":5282152,"shares":14950,"shareType":"SH","priorValue":4262255,"priorShares":14858},{"issuer":"ADVANCED MICRO DEVICES INC","titleOfClass":"COM","cusip":"007903107","value":5111037,"shares":8798,"shareType":"SH","priorValue":1811256,"priorShares":8904},{"issuer":"LAM RESEARCH CORP","titleOfClass":"COM NEW","cusip":"512807306","value":4411371,"shares":10180,"shareType":"SH","priorValue":2220590,"priorShares":10393},{"issuer":"FIRST TR EXCHANGE-TRADED FD","titleOfClass":"ETF","cusip":"33733E690","value":4276658,"shares":205707,"shareType":"SH"},{"issuer":"FIRST TR EXCHNG TRADED FD VI","titleOfClass":"ETF","cusip":"33740U729","value":4238378,"shares":151750,"shareType":"SH","priorValue":4087624,"priorShares":155554},{"issuer":"ASML HLDG NV","titleOfClass":"N Y REGISTRY SHS","cusip":"N07059210","value":3993587,"shares":2007,"shareType":"SH","priorValue":2640799,"priorShares":1999},{"issuer":"AMAZON COM INC","titleOfClass":"COM","cusip":"023135106","value":3894819,"shares":16341,"shareType":"SH","priorValue":3274807,"priorShares":15724},{"issuer":"FIRST TR EXCHNG TRADED FD VI","titleOfClass":"ETF","cusip":"33740U752","value":3183058,"shares":81056,"shareType":"SH","priorValue":3072721,"priorShares":86997},{"issuer":"FIRST TR EXCHANGE TRADED FD","titleOfClass":"ETF","cusip":"33741X102","value":3159245,"shares":73232,"shareType":"SH","priorValue":2992125,"priorShares":75884},{"issuer":"META PLATFORMS INC","titleOfClass":"CL A","cusip":"30303M102","value":2781333,"shares":4938,"shareType":"SH","priorValue":2595158,"priorShares":4536},{"issuer":"BROADCOM INC","titleOfClass":"COM","cusip":"11135F101","value":2553071,"shares":6759,"shareType":"SH","priorValue":2053304,"priorShares":6634},{"issuer":"ISHARES INC","titleOfClass":"ETF","cusip":"46434G764","value":2206366,"shares":21568,"shareType":"SH","priorValue":1726129,"priorShares":21944},{"issuer":"ISHARES TR","titleOfClass":"ETF","cusip":"464287200","value":2093205,"shares":2795,"shareType":"SH","priorValue":1285746,"priorShares":1968},{"issuer":"TESLA INC","titleOfClass":"COM","cusip":"88160R101","value":1735432,"shares":4126,"shareType":"SH","priorValue":1435724,"priorShares":3862},{"issuer":"CATERPILLAR INC","titleOfClass":"COM","cusip":"149123101","value":1679455,"shares":1577,"shareType":"SH","priorValue":1147035,"priorShares":1619},{"issuer":"INNOVATOR ETFS TRUST","titleOfClass":"ETF","cusip":"45784N874","value":1593409,"shares":50670,"shareType":"SH","priorValue":1594880,"priorShares":57245},{"issuer":"JPMORGAN CHASE & CO","titleOfClass":"COM","cusip":"46625H100","value":1590090,"shares":4858,"shareType":"SH","priorValue":1400740,"priorShares":4762},{"issuer":"EA SERIES TRUST","titleOfClass":"ETF","cusip":"02072L565","value":1547227,"shares":13214,"shareType":"SH","priorValue":357592,"priorShares":3075},{"issuer":"NETFLIX INC.","titleOfClass":"COM","cusip":"64110L106","value":1446884,"shares":20264,"shareType":"SH","priorValue":1763911,"priorShares":18345},{"issuer":"WALMART INC","titleOfClass":"COM","cusip":"931142103","value":1252674,"shares":11060,"shareType":"SH","priorValue":1378754,"priorShares":11094},{"issuer":"SEAGATE TECHNOLOGY HLDNGS PL","titleOfClass":"ORD SHS","cusip":"G7997R103","value":1224585,"shares":1269,"shareType":"SH","priorValue":495968,"priorShares":1266},{"issuer":"MARVELL TECHNOLOGY INC","titleOfClass":"COM","cusip":"573874104","value":1219615,"shares":4094,"shareType":"SH","priorValue":404062,"priorShares":4079},{"issuer":"JOHNSON & JOHNSON","titleOfClass":"COM","cusip":"478160104","value":1101357,"shares":4337,"shareType":"SH","priorValue":1463352,"priorShares":5987},{"issuer":"VISA INC","titleOfClass":"COM CL A","cusip":"92826C839","value":1001881,"shares":2920,"shareType":"SH","priorValue":826093,"priorShares":2733},{"issuer":"GOLDMAN SACHS GROUP INC","titleOfClass":"COM","cusip":"38141G104","value":964876,"shares":954,"shareType":"SH","priorValue":828947,"priorShares":980},{"issuer":"HOME DEPOT INC","titleOfClass":"COM","cusip":"437076102","value":951338,"shares":2697,"shareType":"SH","priorValue":849434,"priorShares":2583},{"issuer":"MORGAN STANLEY","titleOfClass":"COM NEW","cusip":"617446448","value":924857,"shares":4424,"shareType":"SH","priorValue":745728,"priorShares":4531},{"issuer":"COSTCO WHOLESALE CORPORATION","titleOfClass":"COM","cusip":"22160K105","value":916822,"shares":980,"shareType":"SH","priorValue":960564,"priorShares":964},{"issuer":"INNOVATOR ETFS TRUST","titleOfClass":"ETF","cusip":"45784N379","value":823550,"shares":41700,"shareType":"SH","priorValue":782822,"priorShares":41700},{"issuer":"FIRST TR EXCHNG TRADED FD VI","titleOfClass":"ETF","cusip":"33740F847","value":816520,"shares":13960,"shareType":"SH","priorValue":750744,"priorShares":14060},{"issuer":"CROWDSTRIKE HLDGS INC","titleOfClass":"CL A","cusip":"22788C105","value":796510,"shares":1044,"shareType":"SH","priorValue":377506,"priorShares":967},{"issuer":"FIRST TR EXCHNG TRADED FD VI","titleOfClass":"ETF","cusip":"33740U208","value":780867,"shares":13115,"shareType":"SH","priorValue":717653,"priorShares":13115},{"issuer":"TAIWAN SEMICONDUCTOR MANUFAC","titleOfClass":"SPONSORED ADS","cusip":"874039100","value":776975,"shares":1634,"shareType":"SH","priorValue":576390,"priorShares":1706},{"issuer":"VERTIV HOLDINGS CO","titleOfClass":"COM CL A","cusip":"92537N108","value":770280,"shares":2301,"shareType":"SH","priorValue":568469,"priorShares":2269},{"issuer":"MASTERCARD INCORPORATED","titleOfClass":"CL A","cusip":"57636Q104","value":748601,"shares":1458,"shareType":"SH","priorValue":676659,"priorShares":1354},{"issuer":"ISHARES TR","titleOfClass":"ETF","cusip":"464287150","value":734744,"shares":4473,"shareType":"SH","priorValue":265076,"priorShares":1861},{"issuer":"INNOVATOR ETFS TRUST","titleOfClass":"ETF","cusip":"45784N585","value":705824,"shares":27734,"shareType":"SH","priorValue":731624,"priorShares":29172},{"issuer":"FIRST TR EXCHANGE TRADED FD","titleOfClass":"ETF","cusip":"33738R308","value":654214,"shares":27430,"shareType":"SH","priorValue":265921,"priorShares":11587},{"issuer":"KLA CORP","titleOfClass":"COM NEW","cusip":"482480100","value":629337,"shares":2086,"shareType":"SH","priorValue":296874,"priorShares":202},{"issuer":"ARM HOLDINGS PLC","titleOfClass":"SPONSORED ADS","cusip":"042068205","value":607148,"shares":1712,"shareType":"SH","priorValue":253311,"priorShares":1674},{"issuer":"INVESCO QQQ TR","titleOfClass":"ETF","cusip":"46090E103","value":598739,"shares":813,"shareType":"SH","priorValue":510167,"priorShares":884},{"issuer":"VANGUARD WORLD FD","titleOfClass":"ETF","cusip":"921910733","value":595741,"shares":4505,"shareType":"SH","priorValue":505776,"priorShares":4505},{"issuer":"FIRST TR EXCHNG TRADED FD VI","titleOfClass":"ETF","cusip":"33740F599","value":515806,"shares":9870,"shareType":"SH","priorValue":478596,"priorShares":9870},{"issuer":"EA SERIES TRUST","titleOfClass":"ETF","cusip":"02072Q762","value":515084,"shares":11803,"shareType":"SH","priorValue":390190,"priorShares":11224},{"issuer":"BLACKROCK INC","titleOfClass":"COM","cusip":"09290D101","value":511771,"shares":532,"shareType":"SH","priorValue":499708,"priorShares":520},{"issuer":"WISDOMTREE TR","titleOfClass":"ETF","cusip":"97717W422","value":493805,"shares":11543,"shareType":"SH","priorValue":478825,"priorShares":11736},{"issuer":"EXXON MOBIL CORP","titleOfClass":"COM","cusip":"30231G102","value":489750,"shares":3582,"shareType":"SH","priorValue":566488,"priorShares":3339},{"issuer":"UNITEDHEALTH GROUP INC","titleOfClass":"COM","cusip":"91324P102","value":448880,"shares":1080,"shareType":"SH","priorValue":1685560,"priorShares":6229},{"issuer":"ISHARES TR","titleOfClass":"ETF","cusip":"464287606","value":440625,"shares":3750,"shareType":"SH","priorValue":390990,"priorShares":3886},{"issuer":"ABBVIE INC","titleOfClass":"COM","cusip":"00287Y109","value":437377,"shares":1738,"shareType":"SH","priorValue":359309,"priorShares":1652},{"issuer":"WISDOMTREE TR","titleOfClass":"ETF","cusip":"97717Y535","value":422007,"shares":13300,"shareType":"SH","priorValue":415517,"priorShares":13301},{"issuer":"ISHARES TR","titleOfClass":"ETF","cusip":"464287499","value":408184,"shares":3700,"shareType":"SH","priorValue":361143,"priorShares":3714},{"issuer":"LOWES COS INC","titleOfClass":"COM","cusip":"548661107","value":406268,"shares":1843,"shareType":"SH","priorValue":403604,"priorShares":1708},{"issuer":"SYNOPSYS INC","titleOfClass":"COM","cusip":"871607107","value":400730,"shares":898,"shareType":"SH","priorValue":311838,"priorShares":787},{"issuer":"VANGUARD STAR FDS","titleOfClass":"ETF","cusip":"921909768","value":351022,"shares":4106,"shareType":"SH","priorValue":316614,"priorShares":4106},{"issuer":"GE VERNOVA INC","titleOfClass":"COM","cusip":"36828A101","value":344234,"shares":293,"shareType":"SH","priorValue":248777,"priorShares":285},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL A","cusip":"02079K305","value":341602,"shares":956,"shareType":"SH","priorValue":232687,"priorShares":809},{"issuer":"CHEVRON CORPORATION","titleOfClass":"COM","cusip":"166764100","value":330580,"shares":1994,"shareType":"SH","priorValue":373180,"priorShares":1804},{"issuer":"FIRST TR EXCHNG TRADED FD VI","titleOfClass":"ETF","cusip":"33740U703","value":319490,"shares":10750,"shareType":"SH","priorValue":301000,"priorShares":10750},{"issuer":"INVESCO EXCHANGE TRADED FD T","titleOfClass":"ETF","cusip":"46137V357","value":304355,"shares":1430,"shareType":"SH","priorValue":310512,"priorShares":1618},{"issuer":"BANK OF AMER CORP","titleOfClass":"COM","cusip":"060505104","value":276211,"shares":4848,"shareType":"SH","priorValue":267843,"priorShares":5494},{"issuer":"FIRST TR EXCHANGE-TRADED FD","titleOfClass":"ETF","cusip":"337345102","value":265889,"shares":794,"shareType":"SH"},{"issuer":"INVESCO EXCH TRADED FD TR II","titleOfClass":"ETF","cusip":"46138G649","value":259646,"shares":857,"shareType":"SH","priorValue":340599,"priorShares":1433},{"issuer":"LOCKHEED MARTIN CORP","titleOfClass":"COM","cusip":"539830109","value":247073,"shares":485,"shareType":"SH","priorValue":292765,"priorShares":484},{"issuer":"ROCKWELL AUTOMATION INC","titleOfClass":"COM","cusip":"773903109","value":242746,"shares":490,"shareType":"SH"},{"issuer":"VISTRA CORP","titleOfClass":"COM","cusip":"92840M102","value":237162,"shares":1495,"shareType":"SH","priorValue":205140,"priorShares":1365},{"issuer":"VANECK ETF TRUST","titleOfClass":"ETF","cusip":"92189F601","value":222339,"shares":1917,"shareType":"SH","priorValue":233520,"priorShares":1753},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"ETF","cusip":"46654Q203","value":213234,"shares":3469,"shareType":"SH","priorValue":218372,"priorShares":3933},{"issuer":"WISDOMTREE TR","titleOfClass":"ETF","cusip":"97717W851","value":209160,"shares":1205,"shareType":"SH"}]},"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}