Filed: 2/6/2026ACC: 0002109094-26-000002
📋 What this filing means
GOLDENSTONE WEALTH MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 84 equity positions with a total reported market value of $133.66M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
84
Positions
$133.66M
Total AUM (reported)
2.24M
Total Shares
Allocation by class
ETF$64.43M48.2%
COM$52.22M39.1%
CAP STK CL C$4.61M3.4%
CL A$4.06M3.0%
N Y REGISTRY SHS$2.14M1.6%
COM NEW$1.86M1.4%
COM CL A$1.27M1.0%
Portfolio Concentration
Top 3$42.31M31.7%
4–10$35.69M26.7%
11–25$28.67M21.4%
Rest$27.00M20.2%
Top 3 weight
31.7%
Top 10 weight
58.4%
Voting Authority Distribution
Total shares with voting rights: 2.24M
Sole
Full voting authority
2.24M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole84
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings84
Rows:
INNOVATOR ETFS TRUST
SOLEShares773.45K
TypeSH
Market value$14.83M
11.09%
Sole
773.45K
Shared
0.00
None
0.00
WISDOMTREE TR
SOLEShares287.76K
TypeSH
Market value$14.48M
10.83%
Sole
287.76K
Shared
0.00
None
0.00
FIRST TR EXCHNG TRADED FD VI
SOLEShares379.42K
TypeSH
Market value$13.00M
9.73%
Sole
379.42K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares15.85K
TypeSH
Market value$7.67M
5.74%
Sole
15.85K
Shared
0.00
None
0.00
APPLE INC
SOLEShares26.37K
TypeSH
Market value$7.17M
5.36%
Sole
26.37K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares30.71K
TypeSH
Market value$5.73M
4.29%
Sole
30.71K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares14.68K
TypeSH
Market value$4.61M
3.45%
Sole
14.68K
Shared
0.00
None
0.00
FIRST TR EXCHNG TRADED FD VI
SOLEShares143K
TypeSH
Market value$3.79M
2.84%
Sole
143K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares15.07K
TypeSH
Market value$3.48M
2.60%
Sole
15.07K
Shared
0.00
None
0.00
FIRST TR EXCHNG TRADED FD VI
SOLEShares90.55K
TypeSH
Market value$3.25M
2.43%
Sole
90.55K
Shared
0.00
None
0.00
FIRST TR EXCHANGE-TRADED FD
SOLEShares79.51K
TypeSH
Market value$3.05M
2.28%
Sole
79.51K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares4.46K
TypeSH
Market value$2.94M
2.20%
Sole
4.46K
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares9.16K
TypeSH
Market value$2.35M
1.76%
Sole
9.16K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares6.35K
TypeSH
Market value$2.20M
1.64%
Sole
6.35K
Shared
0.00
None
0.00
ASML HOLDING N V
SOLEShares2K
TypeSH
Market value$2.14M
1.60%
Sole
2K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares6.22K
TypeSH
Market value$2.05M
1.54%
Sole
6.22K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares8.65K
TypeSH
Market value$1.85M
1.39%
Sole
8.65K
Shared
0.00
None
0.00
INNOVATOR ETFS TRUST
SOLEShares62.58K
TypeSH
Market value$1.80M
1.34%
Sole
62.58K
Shared
0.00
None
0.00
TESLA INC
SOLEShares3.78K
TypeSH
Market value$1.70M
1.27%
Sole
3.78K
Shared
0.00
None
0.00
ISHARES INC
SOLEShares21.73K
TypeSH
Market value$1.58M
1.18%
Sole
21.73K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares16.40K
TypeSH
Market value$1.54M
1.15%
Sole
16.40K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares4.68K
TypeSH
Market value$1.51M
1.13%
Sole
4.68K
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares7.99K
TypeSH
Market value$1.37M
1.02%
Sole
7.99K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares1.96K
TypeSH
Market value$1.34M
1.01%
Sole
1.96K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares6.02K
TypeSH
Market value$1.25M
0.93%
Sole
6.02K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
INNOVATOR ETFS TRUSTSOLE | ETF | 773.45K | SH | $14.83M 11.09% | 773.45K | 0.00 | 0.00 |
WISDOMTREE TRSOLE | ETF | 287.76K | SH | $14.48M 10.83% | 287.76K | 0.00 | 0.00 |
FIRST TR EXCHNG TRADED FD VISOLE | ETF | 379.42K | SH | $13.00M 9.73% | 379.42K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 15.85K | SH | $7.67M 5.74% | 15.85K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 26.37K | SH | $7.17M 5.36% | 26.37K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 30.71K | SH | $5.73M 4.29% | 30.71K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 14.68K | SH | $4.61M 3.45% | 14.68K | 0.00 | 0.00 |
FIRST TR EXCHNG TRADED FD VISOLE | ETF | 143K | SH | $3.79M 2.84% | 143K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 15.07K | SH | $3.48M 2.60% | 15.07K | 0.00 | 0.00 |
FIRST TR EXCHNG TRADED FD VISOLE | ETF | 90.55K | SH | $3.25M 2.43% | 90.55K | 0.00 | 0.00 |
FIRST TR EXCHANGE-TRADED FDSOLE | ETF | 79.51K | SH | $3.05M 2.28% | 79.51K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 4.46K | SH | $2.94M 2.20% | 4.46K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 9.16K | SH | $2.35M 1.76% | 9.16K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 6.35K | SH | $2.20M 1.64% | 6.35K | 0.00 | 0.00 |
ASML HOLDING N VSOLE | N Y REGISTRY SHS | 2K | SH | $2.14M 1.60% | 2K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 6.22K | SH | $2.05M 1.54% | 6.22K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 8.65K | SH | $1.85M 1.39% | 8.65K | 0.00 | 0.00 |
INNOVATOR ETFS TRUSTSOLE | ETF | 62.58K | SH | $1.80M 1.34% | 62.58K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 3.78K | SH | $1.70M 1.27% | 3.78K | 0.00 | 0.00 |
ISHARES INCSOLE | ETF | 21.73K | SH | $1.58M 1.18% | 21.73K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 16.40K | SH | $1.54M 1.15% | 16.40K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 4.68K | SH | $1.51M 1.13% | 4.68K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 7.99K | SH | $1.37M 1.02% | 7.99K | 0.00 | 0.00 |
ISHARES TRSOLE | ETF | 1.96K | SH | $1.34M 1.01% | 1.96K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 6.02K | SH | $1.25M 0.93% | 6.02K | 0.00 | 0.00 |
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