Institutional Fund
Goldenstone Wealth Management LLC
El Dorado Hills, CACIK 21090942 filings on record
Portfolio Value
$137.47M
Q1 2026
Holdings
89
Reported positions
New Buys
8
Opened this quarter
QoQ Change
+2.8%
from $133.66M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Wisdomtree Tr11.0%
- Innovator Etfs Trust10.4%
- First Tr Exchng Traded Fd Vi10.1%
- Apple Inc4.9%
- Microsoft Corp4.5%
- Nvidia Corporation4.0%
- Other55.1%
Portfolio Holdings
89 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Wisdomtree Tr | 301.6K | $15.18M | 11.0% | +13.8K | Added |
| 2 | Innovator Etfs Trust | 760.7K | $14.24M | 10.4% | −12.7K | Reduced |
| 3 | First Tr Exchng Traded Fd Vi | 412.7K | $13.94M | 10.1% | +33.3K | Added |
| 4 | Apple Inc | 26.4K | $6.70M | 4.9% | +25 | Added |
| 5 | Microsoft Corp | 16.6K | $6.16M | 4.5% | +775 | Added |
| 6 | Nvidia Corporation | 31.2K | $5.44M | 4.0% | +469 | Added |
| 7 | Alphabet Inc | 14.9K | $4.26M | 3.1% | +183 | Added |
| 8 | First Tr Exchng Traded Fd Vi | 155.6K | $4.09M | 3.0% | +12.6K | Added |
| 9 | Amazon Com Inc | 15.7K | $3.27M | 2.4% | +652 | Added |
| 10 | Applied Matls Inc | 9.2K | $3.14M | 2.3% | +10 | Added |
79 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio