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

Currently, Goldenstone Wealth Management LLC holds 89 types of securities in its portfolio with a total value $137.5M. In the most recent quarter, they have increased their positions in JAJL (+61.5K shares, valued at $1.8M), BUFR (+33.3K shares, valued at $1.1M), N/A (+41.7K shares, valued at $782.8K); decreased their positions in N/A (-12.7K shares, valued at $238.5K), NNOV (-5.3K shares, valued at $148.5K), SDVY (-3.6K shares, valued at $143.0K); initiated new positions in JAJL (+61.5K shares, valued at $1.8M), N/A (+41.7K shares, valued at $782.8K), BOXX (+3.1K shares, valued at $357.6K).

1M P&L

-554.2K-0.44%

3M P&L

+838.4K+0.67%

HY P&L

+6.6M+5.56%

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/A53.2M

48.3%

2Semiconductors8.3M

7.6%

3Software - Infrastructure6.8M

6.2%

Top Industries by Stock Count

1N/A27 stocks

36.0%

2Semiconductors5 stocks

6.7%

3Semiconductor Equipment & Materials3 stocks

4.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

USFR WISDOMTREE TR301.6K shares4.80%2026-03-312026-05-08

INNOVATOR ETFS TRUST INNOVATOR ETFS TRUST760.7K shares-1.65%2026-03-312026-05-08

BUFR FIRST TR EXCHNG TRADED FD VI412.7K shares8.78%2026-03-312026-05-08

AAPL APPLE INC26.4K shares0.09%2026-03-312026-05-08

MSFT MICROSOFT CORP16.6K shares4.89%2026-03-312026-05-08

NVDA NVIDIA CORPORATION31.2K shares1.53%2026-03-312026-05-08

ALPHABET INC ALPHABET INC14.9K shares1.25%2026-03-312026-05-08

BUFZ FIRST TR EXCHNG TRADED FD VI155.6K shares8.78%2026-03-312026-05-08

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AMZN AMAZON COM INC15.7K shares4.33%2026-03-312026-05-08

AMAT APPLIED MATLS INC9.2K shares0.11%2026-03-312026-05-08

BUFQ FIRST TR EXCHNG TRADED FD VI87.0K shares-3.92%2026-03-312026-05-08

SDVY FIRST TR EXCHANGE TRADED FD75.9K shares-4.56%2026-03-312026-05-08

ASML ASML HLDG NV2.0K shares0.05%2026-03-312026-05-08

META META PLATFORMS INC4.5K shares1.82%2026-03-312026-05-08

LAM RESEARCH CORP LAM RESEARCH CORP10.4K shares30.01%2026-03-312026-05-08

BROADCOM INC BROADCOM INC6.6K shares4.49%2026-03-312026-05-08

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AMD ADVANCED MICRO DEVICES INC8.9K shares2.91%2026-03-312026-05-08

JAJL INNOVATOR ETFS TRUST61.5K sharesnew addition2026-03-312026-05-08

NFLX NETFLIX INC.18.3K shares11.89%2026-03-312026-05-08

EMXC ISHARES INC21.9K shares0.98%2026-03-312026-05-08

UNH UNITEDHEALTH GROUP INC6.2K shares0.13%2026-03-312026-05-08

NNOV INNOVATOR ETFS TRUST57.2K shares-8.52%2026-03-312026-05-08

JNJ JOHNSON & JOHNSON6.0K shares-0.61%2026-03-312026-05-08

TSLA TESLA INC3.9K shares2.20%2026-03-312026-05-08

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JPM JPMORGAN CHASE & CO4.8K shares1.69%2026-03-312026-05-08

WMT WALMART INC11.1K shares-0.39%2026-03-312026-05-08

IVV ISHARES TR2.0K shares0.20%2026-03-312026-05-08

CAT CATERPILLAR INC1.6K shares-3.69%2026-03-312026-05-08

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.1K shares0.00%2026-03-312026-05-08

COST COSTCO WHOLESALE CORPORATION964 shares0.84%2026-03-312026-05-08

HD HOME DEPOT INC2.6K shares1.18%2026-03-312026-05-08

GS GOLDMAN SACHS GROUP INC980 shares-0.81%2026-03-312026-05-08

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V VISA INC2.7K shares5.97%2026-03-312026-05-08

INNOVATOR ETFS TRUST INNOVATOR ETFS TRUST41.7K sharesnew addition2026-03-312026-05-08

NKE NIKE INC14.3K shares0.03%2026-03-312026-05-08

FNOV FIRST TR EXCHNG TRADED FD VI14.1K shares-0.85%2026-03-312026-05-08

MS MORGAN STANLEY4.5K shares1.57%2026-03-312026-05-08

ITW ILLINOIS TOOL WKS INC2.9K shares0.00%2026-03-312026-05-08

ACII INNOVATOR ETFS TRUST29.2K shares244.01%2026-03-312026-05-08

FJUL FIRST TR EXCHNG TRADED FD VI13.1K shares-0.38%2026-03-312026-05-08

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MA MASTERCARD INCORPORATED1.4K shares5.95%2026-03-312026-05-08

CSX CSX CORP14.2K shares0.00%2026-03-312026-05-08

TSM TAIWAN SEMICONDUCTOR MANUFAC1.7K shares-1.16%2026-03-312026-05-08

VRT VERTIV HOLDINGS CO2.3K shares0.18%2026-03-312026-05-08

XOM EXXON MOBIL CORP3.3K shares0.30%2026-03-312026-05-08

INVESCO QQQ TR INVESCO QQQ TR884 shares0.23%2026-03-312026-05-08

ESGV VANGUARD WORLD FD4.5K shares0.00%2026-03-312026-05-08

BLACKROCK INC BLACKROCK INC520 shares3.38%2026-03-312026-05-08

Sponsored

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL1.3K shares0.00%2026-03-312026-05-08

EPI WISDOMTREE TR11.7K shares3.61%2026-03-312026-05-08

FMAR FIRST TR EXCHNG TRADED FD VI9.9K shares-1.50%2026-03-312026-05-08

XC WISDOMTREE TR13.3K shares0.06%2026-03-312026-05-08

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC4.1K shares4.19%2026-03-312026-05-08

LOW LOWES COS INC1.7K shares0.65%2026-03-312026-05-08

MMC MARSH & MCLENNAN COS INC2.3K shares0.00%2026-03-312026-05-08

IJK ISHARES TR3.9K shares0.00%2026-03-312026-05-08

Sponsored

FMTM EA SERIES TRUST11.2K shares3.94%2026-03-312026-05-08

CRWD CROWDSTRIKE HLDGS INC967 shares16.65%2026-03-312026-05-08

DIS DISNEY WALT CO3.9K shares0.00%2026-03-312026-05-08

CVX CHEVRON CORPORATION1.8K shares0.61%2026-03-312026-05-08

IWR ISHARES TR3.7K shares0.00%2026-03-312026-05-08

ABBV ABBVIE INC1.7K shares0.18%2026-03-312026-05-08

BOXX EA SERIES TRUST3.1K sharesnew addition2026-03-312026-05-08

QQQM INVESCO EXCH TRADED FD TR II1.4K shares0.07%2026-03-312026-05-08

Sponsored

VXUS VANGUARD STAR FDS4.1K shares0.00%2026-03-312026-05-08

SNPS SYNOPSYS INC787 shares9.31%2026-03-312026-05-08

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.6K shares1.63%2026-03-312026-05-08

BUFD FIRST TR EXCHNG TRADED FD VI10.8K shares0.00%2026-03-312026-05-08

KLAC KLA CORP202 shares7.45%2026-03-312026-05-08

LMT LOCKHEED MARTIN CORP484 shares-11.19%2026-03-312026-05-08

ADP AUTOMATIC DATA PROCESSING IN1.4K shares0.00%2026-03-312026-05-08

BAC BANK AMERICA CORP5.5K shares-2.92%2026-03-312026-05-08

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FTHI FIRST TR EXCHANGE TRADED FD11.6K sharesnew addition2026-03-312026-05-08

ITOT ISHARES TR1.9K shares0.16%2026-03-312026-05-08

TXN TEXAS INSTRS INC1.3K shares5.25%2026-03-312026-05-08

MPC MARATHON PETE CORP1.0K sharesnew addition2026-03-312026-05-08

ARM ARM HOLDINGS PLC1.7K sharesnew addition2026-03-312026-05-08

GEV GE VERNOVA INC285 shares-7.47%2026-03-312026-05-08

IBM INTERNATIONAL BUSINESS MACHS1.0K shares0.00%2026-03-312026-05-08

RTX RTX CORPORATION1.3K shares2.29%2026-03-312026-05-08

Sponsored

NLR VANECK ETF TRUST1.8K sharesnew addition2026-03-312026-05-08

ALPHABET INC ALPHABET INC809 shares0.00%2026-03-312026-05-08

HUM HUMANA INC1.3K shares0.00%2026-03-312026-05-08

AVY AVERY DENNISON CORP1.3K shares0.00%2026-03-312026-05-08

GE AEROSPACE GE AEROSPACE798 shares-5.34%2026-03-312026-05-08

PM PHILIP MORRIS INTL INC1.3K shares0.00%2026-03-312026-05-08

JEPQ J P MORGAN EXCHANGE TRADED F3.9K shares1.03%2026-03-312026-05-08

VST VISTRA CORP1.4K sharesnew addition2026-03-312026-05-08

Sponsored

BLACKSTONE INC BLACKSTONE INC1.8K shares-5.07%2026-03-312026-05-08

USFR

WISDOMTREE TR

4.80%

Shares301.6K

Event2026-03-31

Filed2026-05-08

INNOVATOR ETFS TRUST

-1.65%

Shares760.7K

Event2026-03-31

Filed2026-05-08

BUFR

FIRST TR EXCHNG TRADED FD VI

8.78%

Shares412.7K

Event2026-03-31

Filed2026-05-08

AAPL

APPLE INC

0.09%

Shares26.4K

Event2026-03-31

Filed2026-05-08

MSFT

MICROSOFT CORP

4.89%

Shares16.6K

Event2026-03-31

Filed2026-05-08

NVDA

NVIDIA CORPORATION

1.53%

Shares31.2K

Event2026-03-31

Filed2026-05-08

ALPHABET INC

1.25%

Shares14.9K

Event2026-03-31

Filed2026-05-08

BUFZ

FIRST TR EXCHNG TRADED FD VI

8.78%

Shares155.6K

Event2026-03-31

Filed2026-05-08

AMZN

AMAZON COM INC

4.33%

Shares15.7K

Event2026-03-31

Filed2026-05-08

AMAT

APPLIED MATLS INC

0.11%

Shares9.2K

Event2026-03-31

Filed2026-05-08

BUFQ

FIRST TR EXCHNG TRADED FD VI

-3.92%

Shares87.0K

Event2026-03-31

Filed2026-05-08

SDVY

FIRST TR EXCHANGE TRADED FD

-4.56%

Shares75.9K

Event2026-03-31

Filed2026-05-08

ASML

ASML HLDG NV

0.05%

Shares2.0K

Event2026-03-31

Filed2026-05-08