Filed: 5/8/2026ACC: 0002109094-26-000003
📋 What this filing means
GOLDENSTONE WEALTH MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 89 equity positions with a total reported market value of $137.47M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
89
Positions
$137.47M
Total AUM (reported)
2.43M
Total Shares
Allocation by class
ETF$69.03M50.2%
COM$49.69M36.1%
CAP STK CL C$4.26M3.1%
CL A$3.65M2.7%
COM NEW$3.49M2.5%
N Y REGISTRY SHS$2.64M1.9%
COM CL A$1.39M1.0%
Portfolio Concentration
Top 3$43.36M31.5%
4–10$33.05M24.0%
11–25$30.24M22.0%
Rest$30.81M22.4%
Top 3 weight
31.5%
Top 10 weight
55.6%
Voting Authority Distribution
Total shares with voting rights: 2.43M
Sole
Full voting authority
2.43M
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)
Sole89
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings89
Rows:
WISDOMTREE TR
SOLEShares301.58K
TypeSH
Market value$15.18M
11.04%
Sole
301.58K
Shared
0.00
None
0.00
INNOVATOR ETFS TRUST
SOLEShares760.71K
TypeSH
Market value$14.24M
10.36%
Sole
760.71K
Shared
0.00
None
0.00
FIRST TR EXCHNG TRADED FD VI
SOLEShares412.75K
TypeSH
Market value$13.94M
10.14%
Sole
412.75K
Shared
0.00
None
0.00
APPLE INC
SOLEShares26.40K
TypeSH
Market value$6.70M
4.87%
Sole
26.40K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares16.63K
TypeSH
Market value$6.16M
4.48%
Sole
16.63K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares31.18K
TypeSH
Market value$5.44M
3.96%
Sole
31.18K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares14.86K
TypeSH
Market value$4.26M
3.10%
Sole
14.86K
Shared
0.00
None
0.00
FIRST TR EXCHNG TRADED FD VI
SOLEShares155.55K
TypeSH
Market value$4.09M
2.97%
Sole
155.55K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares15.72K
TypeSH
Market value$3.27M
2.38%
Sole
15.72K
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares9.17K
TypeSH
Market value$3.14M
2.28%
Sole
9.17K
Shared
0.00
None
0.00
FIRST TR EXCHNG TRADED FD VI
SOLEShares87K
TypeSH
Market value$3.07M
2.24%
Sole
87K
Shared
0.00
None
0.00
FIRST TR EXCHANGE TRADED FD
SOLEShares75.88K
TypeSH
Market value$2.99M
2.18%
Sole
75.88K
Shared
0.00
None
0.00
ASML HLDG NV
SOLEShares2K
TypeSH
Market value$2.64M
1.92%
Sole
2K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares4.54K
TypeSH
Market value$2.60M
1.89%
Sole
4.54K
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares10.39K
TypeSH
Market value$2.22M
1.62%
Sole
10.39K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares6.63K
TypeSH
Market value$2.05M
1.49%
Sole
6.63K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares8.90K
TypeSH
Market value$1.81M
1.32%
Sole
8.90K
Shared
0.00
None
0.00
INNOVATOR ETFS TRUST
SOLEShares61.51K
TypeSH
Market value$1.79M
1.30%
Sole
61.51K
Shared
0.00
None
0.00
NETFLIX INC.
SOLEShares18.34K
TypeSH
Market value$1.76M
1.28%
Sole
18.34K
Shared
0.00
None
0.00
ISHARES INC
SOLEShares21.94K
TypeSH
Market value$1.73M
1.26%
Sole
21.94K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares6.23K
TypeSH
Market value$1.69M
1.23%
Sole
6.23K
Shared
0.00
None
0.00
INNOVATOR ETFS TRUST
SOLEShares57.24K
TypeSH
Market value$1.59M
1.16%
Sole
57.24K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares5.99K
TypeSH
Market value$1.46M
1.06%
Sole
5.99K
Shared
0.00
None
0.00
TESLA INC
SOLEShares3.86K
TypeSH
Market value$1.44M
1.04%
Sole
3.86K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares4.76K
TypeSH
Market value$1.40M
1.02%
Sole
4.76K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
WISDOMTREE TRSOLE | ETF | 301.58K | SH | $15.18M 11.04% | 301.58K | 0.00 | 0.00 |
INNOVATOR ETFS TRUSTSOLE | ETF | 760.71K | SH | $14.24M 10.36% | 760.71K | 0.00 | 0.00 |
FIRST TR EXCHNG TRADED FD VISOLE | ETF | 412.75K | SH | $13.94M 10.14% | 412.75K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 26.40K | SH | $6.70M 4.87% | 26.40K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 16.63K | SH | $6.16M 4.48% | 16.63K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 31.18K | SH | $5.44M 3.96% | 31.18K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 14.86K | SH | $4.26M 3.10% | 14.86K | 0.00 | 0.00 |
FIRST TR EXCHNG TRADED FD VISOLE | ETF | 155.55K | SH | $4.09M 2.97% | 155.55K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 15.72K | SH | $3.27M 2.38% | 15.72K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 9.17K | SH | $3.14M 2.28% | 9.17K | 0.00 | 0.00 |
FIRST TR EXCHNG TRADED FD VISOLE | ETF | 87K | SH | $3.07M 2.24% | 87K | 0.00 | 0.00 |
FIRST TR EXCHANGE TRADED FDSOLE | ETF | 75.88K | SH | $2.99M 2.18% | 75.88K | 0.00 | 0.00 |
ASML HLDG NVSOLE | N Y REGISTRY SHS | 2K | SH | $2.64M 1.92% | 2K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 4.54K | SH | $2.60M 1.89% | 4.54K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 10.39K | SH | $2.22M 1.62% | 10.39K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 6.63K | SH | $2.05M 1.49% | 6.63K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 8.90K | SH | $1.81M 1.32% | 8.90K | 0.00 | 0.00 |
INNOVATOR ETFS TRUSTSOLE | ETF | 61.51K | SH | $1.79M 1.30% | 61.51K | 0.00 | 0.00 |
NETFLIX INC.SOLE | COM | 18.34K | SH | $1.76M 1.28% | 18.34K | 0.00 | 0.00 |
ISHARES INCSOLE | ETF | 21.94K | SH | $1.73M 1.26% | 21.94K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 6.23K | SH | $1.69M 1.23% | 6.23K | 0.00 | 0.00 |
INNOVATOR ETFS TRUSTSOLE | ETF | 57.24K | SH | $1.59M 1.16% | 57.24K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 5.99K | SH | $1.46M 1.06% | 5.99K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 3.86K | SH | $1.44M 1.04% | 3.86K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 4.76K | SH | $1.40M 1.02% | 4.76K | 0.00 | 0.00 |
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