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Portfolio (Quarterly) Guide ↗

Goldenstone Wealth Management LLC

· CIK 0002109094
13F Portfolio $153M AUM 76 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 76 New
Page 2 of 4  ·  76 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TSLA TESLA INC Consumer Cyclical 4,126.0 $1.7M 1.14% NEW $420.61 -17.1%
22 CAT CATERPILLAR INC Industrials 1,577.0 $1.7M 1.10% NEW $1064.97 -24.9%
23 INNOVATOR ETFS TRUST 50,670.0 $1.6M 1.04% NEW $31.45
24 JPM JPMORGAN CHASE & CO Financial Services 4,858.0 $1.6M 1.04% NEW $327.31 +9.3%
25 BOXX EA SERIES TRUST 13,214.0 $1.5M 1.01% NEW $117.09 +0.8%
26 NFLX NETFLIX INC. Communication Services 20,264.0 $1.4M 0.95% NEW $71.40 +14.5%
27 WMT WALMART INC Consumer Defensive 11,060.0 $1.3M 0.82% NEW $113.26 -9.0%
28 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 1,269.0 $1.2M 0.80% NEW $965.00 -14.0%
29 MRVL MARVELL TECHNOLOGY INC Technology 4,094.0 $1.2M 0.80% NEW $297.90 -27.3%
30 JNJ JOHNSON & JOHNSON Healthcare 4,337.0 $1.1M 0.72% NEW $253.94 +5.6%
31 V VISA INC Financial Services 2,920.0 $1.0M 0.66% NEW $343.11 +11.2%
32 GS GOLDMAN SACHS GROUP INC Financial Services 954.0 $965K 0.63% NEW $1011.40 +2.2%
33 HD HOME DEPOT INC Consumer Cyclical 2,697.0 $951K 0.62% NEW $352.74 -6.4%
34 MS MORGAN STANLEY Financial Services 4,424.0 $925K 0.60% NEW $209.05 +2.7%
35 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 980.0 $917K 0.60% NEW $935.53 +1.1%
36 INNOVATOR ETFS TRUST 41,700.0 $824K 0.54% NEW $19.75
37 FNOV FIRST TR EXCHNG TRADED FD VI 13,960.0 $817K 0.53% NEW $58.49 +2.5%
38 CRWD CROWDSTRIKE HLDGS INC Technology 1,044.0 $797K 0.52% NEW $190.74 +14.5%
39 FJUL FIRST TR EXCHNG TRADED FD VI 13,115.0 $781K 0.51% NEW $59.54 +3.0%
40 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,634.0 $777K 0.51% NEW $475.50 -12.2%
Page 2 of 4  ·  76 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 64.9%
Consumer Cyclical 9.2%
Financial Services 8.7%
Communication Services 6.0%
Industrials 3.9%
Consumer Defensive 2.9%
Healthcare 2.6%
Energy 1.1%
Utilities 0.8%