Sponsored

The Analysis of Goldenstone Wealth Management LLC's Holdings & P&L

Currently, Goldenstone Wealth Management LLC holds 76 types of securities in its portfolio with a total value $152.9M. In the most recent quarter, they have increased their positions in ACYN (+205.7K shares, valued at $4.3M), BUFR (+50.3K shares, valued at $1.8M), BOXX (+10.1K shares, valued at $1.2M); decreased their positions in USFR (-154.6K shares, valued at $7.8M), N/A (-5.1K shares, valued at $2.1M), DDTN (-25.4K shares, valued at $517.0K); initiated new positions in ACYN (+205.7K shares, valued at $4.3M), QTEC (+794 shares, valued at $265.9K), ROK (+490 shares, valued at $242.7K).

1M P&L

-85.5K-0.08%

3M P&L

-329.4K-0.30%

HY P&L

+12.1M+12.45%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A70.0M

54.0%

2Semiconductors14.1M

10.9%

3Semiconductor Equipment & Materials9.0M

7.0%

Top Industries by Stock Count

1N/A31 stocks

50.8%

2Semiconductors5 stocks

8.2%

3Semiconductor Equipment & Materials3 stocks

4.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BUFR FIRST TR EXCHNG TRADED FD VI463.1K shares12.19%2026-06-302026-08-05

DDTN INNOVATOR ETFS TRUST735.4K shares-3.33%2026-06-302026-08-05

AAPL APPLE INC27.1K shares2.49%2026-06-302026-08-05

USFR WISDOMTREE TR146.9K shares-51.28%2026-06-302026-08-05

MSFT MICROSOFT CORP17.9K shares7.39%2026-06-302026-08-05

APPLIED MATLS INC APPLIED MATLS INC9.2K shares0.23%2026-06-302026-08-05

NVDA NVIDIA CORPORATION32.0K shares2.62%2026-06-302026-08-05

GOOG ALPHABET INC14.9K shares0.62%2026-06-302026-08-05

Sponsored

AMD ADVANCED MICRO DEVICES INC8.8K shares-1.19%2026-06-302026-08-05

LRCX LAM RESEARCH CORP10.2K shares-2.05%2026-06-302026-08-05

ACYN FIRST TR EXCHANGE-TRADED FD205.7K sharesnew addition2026-06-302026-08-05

BUFZ FIRST TR EXCHNG TRADED FD VI151.8K shares-2.45%2026-06-302026-08-05

ASML ASML HLDG NV2.0K shares0.40%2026-06-302026-08-05

AMZN AMAZON COM INC16.3K shares3.92%2026-06-302026-08-05

BUFQ FIRST TR EXCHNG TRADED FD VI81.1K shares-6.83%2026-06-302026-08-05

SDVY FIRST TR EXCHANGE TRADED FD73.2K shares-3.49%2026-06-302026-08-05

Sponsored

META PLATFORMS INC META PLATFORMS INC4.9K shares8.86%2026-06-302026-08-05

BROADCOM INC BROADCOM INC6.8K shares1.88%2026-06-302026-08-05

EMXC ISHARES INC21.6K shares-1.71%2026-06-302026-08-05

ISHARES TR ISHARES TR2.8K shares42.02%2026-06-302026-08-05

TSLA TESLA INC4.1K shares6.84%2026-06-302026-08-05

CAT CATERPILLAR INC1.6K shares-2.59%2026-06-302026-08-05

NNOV INNOVATOR ETFS TRUST50.7K shares-11.49%2026-06-302026-08-05

JPMORGAN CHASE & CO JPMORGAN CHASE & CO4.9K shares2.02%2026-06-302026-08-05

Sponsored

BOXX EA SERIES TRUST13.2K shares329.72%2026-06-302026-08-05

NETFLIX INC. NETFLIX INC.20.3K shares10.46%2026-06-302026-08-05

WMT WALMART INC11.1K shares-0.31%2026-06-302026-08-05

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL1.3K shares0.24%2026-06-302026-08-05

MRVL MARVELL TECHNOLOGY INC4.1K shares0.37%2026-06-302026-08-05

JNJ JOHNSON & JOHNSON4.3K shares-27.56%2026-06-302026-08-05

VISA INC VISA INC2.9K shares6.84%2026-06-302026-08-05

GS GOLDMAN SACHS GROUP INC954 shares-2.65%2026-06-302026-08-05

Sponsored

HD HOME DEPOT INC2.7K shares4.41%2026-06-302026-08-05

MS MORGAN STANLEY4.4K shares-2.36%2026-06-302026-08-05

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION980 shares1.66%2026-06-302026-08-05

DDFM INNOVATOR ETFS TRUST41.7K shares0.00%2026-06-302026-08-05

FNOV FIRST TR EXCHNG TRADED FD VI14.0K shares-0.71%2026-06-302026-08-05

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC1.0K shares7.96%2026-06-302026-08-05

FJUL FIRST TR EXCHNG TRADED FD VI13.1K shares0.00%2026-06-302026-08-05

TSM TAIWAN SEMICONDUCTOR MANUFAC1.6K shares-4.22%2026-06-302026-08-05

Sponsored

VRT VERTIV HOLDINGS CO2.3K shares1.41%2026-06-302026-08-05

MASTERCARD INCORPORATED MASTERCARD INCORPORATED1.5K shares7.68%2026-06-302026-08-05

ITOT ISHARES TR4.5K shares140.35%2026-06-302026-08-05

ACII INNOVATOR ETFS TRUST27.7K shares-4.93%2026-06-302026-08-05

FTHI FIRST TR EXCHANGE TRADED FD27.4K shares136.73%2026-06-302026-08-05

KLAC KLA CORP2.1K shares932.67%2026-06-302026-08-05

ARM ARM HOLDINGS PLC1.7K shares2.27%2026-06-302026-08-05

QQQ INVESCO QQQ TR813 shares-8.03%2026-06-302026-08-05

Sponsored

ESGV VANGUARD WORLD FD4.5K shares0.00%2026-06-302026-08-05

FMAR FIRST TR EXCHNG TRADED FD VI9.9K shares0.00%2026-06-302026-08-05

FMTM EA SERIES TRUST11.8K shares5.16%2026-06-302026-08-05

BLK BLACKROCK INC532 shares2.31%2026-06-302026-08-05

EPI WISDOMTREE TR11.5K shares-1.64%2026-06-302026-08-05

EXXON MOBIL CORP EXXON MOBIL CORP3.6K shares7.28%2026-06-302026-08-05

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC1.1K shares-82.66%2026-06-302026-08-05

IJK ISHARES TR3.8K shares-3.50%2026-06-302026-08-05

Sponsored

ABBVIE INC ABBVIE INC1.7K shares5.21%2026-06-302026-08-05

XC WISDOMTREE TR13.3K shares-0.01%2026-06-302026-08-05

IWR ISHARES TR3.7K shares-0.38%2026-06-302026-08-05

LOW LOWES COS INC1.8K shares7.90%2026-06-302026-08-05

SNPS SYNOPSYS INC898 shares14.10%2026-06-302026-08-05

VXUS VANGUARD STAR FDS4.1K shares0.00%2026-06-302026-08-05

GEV GE VERNOVA INC293 shares2.81%2026-06-302026-08-05

GOOGL ALPHABET INC956 shares18.17%2026-06-302026-08-05

Sponsored

CVX CHEVRON CORPORATION2.0K shares10.53%2026-06-302026-08-05

BUFD FIRST TR EXCHNG TRADED FD VI10.8K shares0.00%2026-06-302026-08-05

RSP INVESCO EXCHANGE TRADED FD T1.4K shares-11.62%2026-06-302026-08-05

BAC BANK OF AMER CORP4.8K shares-11.76%2026-06-302026-08-05

QTEC FIRST TR EXCHANGE-TRADED FD794 sharesnew addition2026-06-302026-08-05

QQQM INVESCO EXCH TRADED FD TR II857 shares-40.20%2026-06-302026-08-05

LMT LOCKHEED MARTIN CORP485 shares0.21%2026-06-302026-08-05

ROK ROCKWELL AUTOMATION INC490 sharesnew addition2026-06-302026-08-05

Sponsored

VST VISTRA CORP1.5K shares9.52%2026-06-302026-08-05

NLR VANECK ETF TRUST1.9K shares9.36%2026-06-302026-08-05

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F3.5K shares-11.80%2026-06-302026-08-05

DXJ WISDOMTREE TR1.2K sharesnew addition2026-06-302026-08-05

BUFR

FIRST TR EXCHNG TRADED FD VI

12.19%

Shares463.1K

Event2026-06-30

Filed2026-08-05

DDTN

INNOVATOR ETFS TRUST

-3.33%

Shares735.4K

Event2026-06-30

Filed2026-08-05

AAPL

APPLE INC

2.49%

Shares27.1K

Event2026-06-30

Filed2026-08-05

USFR

WISDOMTREE TR

-51.28%

Shares146.9K

Event2026-06-30

Filed2026-08-05

MSFT

MICROSOFT CORP

7.39%

Shares17.9K

Event2026-06-30

Filed2026-08-05

APPLIED MATLS INC

0.23%

Shares9.2K

Event2026-06-30

Filed2026-08-05

NVDA

NVIDIA CORPORATION

2.62%

Shares32.0K

Event2026-06-30

Filed2026-08-05

GOOG

ALPHABET INC

0.62%

Shares14.9K

Event2026-06-30

Filed2026-08-05

AMD

ADVANCED MICRO DEVICES INC

-1.19%

Shares8.8K

Event2026-06-30

Filed2026-08-05

LRCX

LAM RESEARCH CORP

-2.05%

Shares10.2K

Event2026-06-30

Filed2026-08-05

ACYN

FIRST TR EXCHANGE-TRADED FD

New

Shares205.7K

Event2026-06-30

Filed2026-08-05

BUFZ

FIRST TR EXCHNG TRADED FD VI

-2.45%

Shares151.8K

Event2026-06-30

Filed2026-08-05

ASML

ASML HLDG NV

0.40%

Shares2.0K

Event2026-06-30

Filed2026-08-05

AMZN

AMAZON COM INC

3.92%

Shares16.3K

Event2026-06-30

Filed2026-08-05

BUFQ

FIRST TR EXCHNG TRADED FD VI

-6.83%

Shares81.1K

Event2026-06-30

Filed2026-08-05

SDVY

FIRST TR EXCHANGE TRADED FD

-3.49%

Shares73.2K

Event2026-06-30

Filed2026-08-05

META PLATFORMS INC

8.86%

Shares4.9K

Event2026-06-30

Filed2026-08-05

BROADCOM INC

1.88%

Shares6.8K

Event2026-06-30

Filed2026-08-05

EMXC

ISHARES INC

-1.71%

Shares21.6K

Event2026-06-30

Filed2026-08-05

ISHARES TR

42.02%

Shares2.8K

Event2026-06-30

Filed2026-08-05

TSLA

TESLA INC

6.84%

Shares4.1K

Event2026-06-30

Filed2026-08-05

CAT

CATERPILLAR INC

-2.59%

Shares1.6K

Event2026-06-30

Filed2026-08-05

NNOV

INNOVATOR ETFS TRUST

-11.49%

Shares50.7K

Event2026-06-30

Filed2026-08-05

JPMORGAN CHASE & CO

2.02%

Shares4.9K

Event2026-06-30

Filed2026-08-05

BOXX

EA SERIES TRUST

329.72%

Shares13.2K

Event2026-06-30

Filed2026-08-05

NETFLIX INC.

10.46%

Shares20.3K

Event2026-06-30

Filed2026-08-05

WMT

WALMART INC

-0.31%

Shares11.1K

Event2026-06-30

Filed2026-08-05

SEAGATE TECHNOLOGY HLDNGS PL

0.24%

Shares1.3K

Event2026-06-30

Filed2026-08-05

MRVL

MARVELL TECHNOLOGY INC

0.37%

Shares4.1K

Event2026-06-30

Filed2026-08-05

JNJ

JOHNSON & JOHNSON

-27.56%

Shares4.3K

Event2026-06-30

Filed2026-08-05

VISA INC

6.84%

Shares2.9K

Event2026-06-30

Filed2026-08-05

GOLDMAN SACHS GROUP INC

-2.65%

Shares954

Event2026-06-30

Filed2026-08-05

HOME DEPOT INC

4.41%

Shares2.7K

Event2026-06-30

Filed2026-08-05

MORGAN STANLEY

-2.36%

Shares4.4K

Event2026-06-30

Filed2026-08-05

COSTCO WHOLESALE CORPORATION

1.66%

Shares980

Event2026-06-30

Filed2026-08-05

DDFM

INNOVATOR ETFS TRUST

0.00%

Shares41.7K

Event2026-06-30

Filed2026-08-05

FNOV

FIRST TR EXCHNG TRADED FD VI

-0.71%

Shares14.0K

Event2026-06-30

Filed2026-08-05

CROWDSTRIKE HLDGS INC

7.96%

Shares1.0K

Event2026-06-30

Filed2026-08-05

FJUL

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares13.1K

Event2026-06-30

Filed2026-08-05

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-4.22%

Shares1.6K

Event2026-06-30

Filed2026-08-05

VRT

VERTIV HOLDINGS CO

1.41%

Shares2.3K

Event2026-06-30

Filed2026-08-05

MASTERCARD INCORPORATED

7.68%

Shares1.5K

Event2026-06-30

Filed2026-08-05

ITOT

ISHARES TR

140.35%

Shares4.5K

Event2026-06-30

Filed2026-08-05

ACII

INNOVATOR ETFS TRUST

-4.93%

Shares27.7K

Event2026-06-30

Filed2026-08-05

FTHI

FIRST TR EXCHANGE TRADED FD

136.73%

Shares27.4K

Event2026-06-30

Filed2026-08-05

KLAC

KLA CORP

932.67%

Shares2.1K

Event2026-06-30

Filed2026-08-05

ARM

ARM HOLDINGS PLC

2.27%

Shares1.7K

Event2026-06-30

Filed2026-08-05

QQQ

INVESCO QQQ TR

-8.03%

Shares813

Event2026-06-30

Filed2026-08-05

ESGV

VANGUARD WORLD FD

0.00%

Shares4.5K

Event2026-06-30

Filed2026-08-05

FMAR

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares9.9K

Event2026-06-30

Filed2026-08-05

FMTM

EA SERIES TRUST

5.16%

Shares11.8K

Event2026-06-30

Filed2026-08-05

BLK

BLACKROCK INC

2.31%

Shares532

Event2026-06-30

Filed2026-08-05

EPI

WISDOMTREE TR

-1.64%

Shares11.5K

Event2026-06-30

Filed2026-08-05

EXXON MOBIL CORP

7.28%

Shares3.6K

Event2026-06-30

Filed2026-08-05

UNITEDHEALTH GROUP INC

-82.66%

Shares1.1K

Event2026-06-30

Filed2026-08-05

IJK

ISHARES TR

-3.50%

Shares3.8K

Event2026-06-30

Filed2026-08-05

ABBVIE INC

5.21%

Shares1.7K

Event2026-06-30

Filed2026-08-05

WISDOMTREE TR

-0.01%

Shares13.3K

Event2026-06-30

Filed2026-08-05

IWR

ISHARES TR

-0.38%

Shares3.7K

Event2026-06-30

Filed2026-08-05

LOW

LOWES COS INC

7.90%

Shares1.8K

Event2026-06-30

Filed2026-08-05

SNPS

SYNOPSYS INC

14.10%

Shares898

Event2026-06-30

Filed2026-08-05

VXUS

VANGUARD STAR FDS

0.00%

Shares4.1K

Event2026-06-30

Filed2026-08-05

GEV

GE VERNOVA INC

2.81%

Shares293

Event2026-06-30

Filed2026-08-05

GOOGL

ALPHABET INC

18.17%

Shares956

Event2026-06-30

Filed2026-08-05

CVX

CHEVRON CORPORATION

10.53%

Shares2.0K

Event2026-06-30

Filed2026-08-05

BUFD

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares10.8K

Event2026-06-30

Filed2026-08-05

RSP

INVESCO EXCHANGE TRADED FD T

-11.62%

Shares1.4K

Event2026-06-30

Filed2026-08-05

BAC

BANK OF AMER CORP

-11.76%

Shares4.8K

Event2026-06-30

Filed2026-08-05

QTEC

FIRST TR EXCHANGE-TRADED FD

New

Shares794

Event2026-06-30

Filed2026-08-05

QQQM

INVESCO EXCH TRADED FD TR II

-40.20%

Shares857

Event2026-06-30

Filed2026-08-05

LMT

LOCKHEED MARTIN CORP

0.21%

Shares485

Event2026-06-30

Filed2026-08-05

ROK

ROCKWELL AUTOMATION INC

New

Shares490

Event2026-06-30

Filed2026-08-05

VST

VISTRA CORP

9.52%

Shares1.5K

Event2026-06-30

Filed2026-08-05

NLR

VANECK ETF TRUST

9.36%

Shares1.9K

Event2026-06-30

Filed2026-08-05

J P MORGAN EXCHANGE TRADED F

-11.80%

Shares3.5K

Event2026-06-30

Filed2026-08-05

DXJ

WISDOMTREE TR

New

Shares1.2K

Event2026-06-30

Filed2026-08-05

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available