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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 3 of 4  ·  76 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VRT VERTIV HOLDINGS CO Industrials 2,301.0 $770K 0.50% NEW $334.76 -23.2%
42 MA MASTERCARD INCORPORATED Financial Services 1,458.0 $749K 0.49% NEW $513.44 +15.9%
43 ITOT ISHARES TR 4,473.0 $735K 0.48% NEW $164.26 +2.6%
44 INNOVATOR ETFS TRUST 27,734.0 $706K 0.46% NEW $25.45
45 FIRST TR EXCHANGE TRADED FD 27,430.0 $654K 0.43% NEW $23.85
46 KLAC KLA CORP Technology 2,086.0 $629K 0.41% NEW $301.70 -41.8%
47 ARM ARM HOLDINGS PLC Technology 1,712.0 $607K 0.40% NEW $354.64 -32.6%
48 QQQ INVESCO QQQ TR Financial Services 813.0 $599K 0.39% NEW $736.46 -2.7%
49 ESGV VANGUARD WORLD FD 4,505.0 $596K 0.39% NEW $132.24 +3.3%
50 FMAR FIRST TR EXCHNG TRADED FD VI 9,870.0 $516K 0.34% NEW $52.26 +2.1%
51 FMTM EA SERIES TRUST 11,803.0 $515K 0.34% NEW $43.64 -10.0%
52 BLK BLACKROCK INC Financial Services 532.0 $512K 0.34% NEW $961.98 +21.1%
53 EPI WISDOMTREE TR 11,543.0 $494K 0.32% NEW $42.78 +0.5%
54 XOM EXXON MOBIL CORP Energy 3,582.0 $490K 0.32% NEW $136.73 +14.6%
55 UNH UNITEDHEALTH GROUP INC Healthcare 1,080.0 $449K 0.29% NEW $415.63 -5.5%
56 IJK ISHARES TR 3,750.0 $441K 0.29% NEW $117.50 -3.2%
57 ABBV ABBVIE INC Healthcare 1,738.0 $437K 0.29% NEW $251.66 +1.5%
58 XC WISDOMTREE TR 13,300.0 $422K 0.28% NEW $31.73 +2.6%
59 IWR ISHARES TR 3,700.0 $408K 0.27% NEW $110.32 +1.8%
60 LOW LOWES COS INC Consumer Cyclical 1,843.0 $406K 0.27% NEW $220.44 -5.6%
Page 3 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%