Titelia

Holdings of Goldenstone Wealth Management LLC

78 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 57.6 % of the equity sleeve

Sector breakdown

  • Technology 29.5 %
  • Communication 8.3 %
  • Financials 6.2 %
  • Consumer discretionary 6.1 %
  • Industrials 3.9 %
  • Funds 3.6 %
  • Health care 3.4 %
  • Consumer staples 2.3 %
  • Energy 0.7 %
  • Utilities 0.2 %
  • Unattributed 35.8 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 96.9 %
  • NL 2.4 %
  • TW 0.5 %
  • GB 0.2 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US75107.2M $96.86 %
NL12.6M $2.39 %
TW1576.4K $0.52 %
GB1253.3K $0.23 %

Positions

CompanySharesValueWeight
WisdomTree Trust 301,57815.2M $
FT Vest Laddered Buffer ETF 412,74713.9M $
Apple Inc 26,3966.7M $
Microsoft Corp 16,6286.2M $
NVIDIA Corp 31,1805.4M $
Alphabet Inc 14,8584.3M $
Amazon.com Inc 15,7243.3M $
Applied Materials Inc 9,1743.1M $
First Trust SMID Cap Rising Dividend Achievers ETF 75,8843M $
ASML Holding NV 1,9992.6M $
Meta Platforms Inc 4,5362.6M $
Lam Research Corp 10,3932.2M $
Broadcom Inc 6,6342.1M $
Advanced Micro Devices Inc 8,9041.8M $
Netflix Inc 18,3451.8M $
Ishares Inc 21,9441.7M $
UnitedHealth Group Inc 6,2291.7M $
Innovator Growth-100 Power Buffer ETF - November 57,2451.6M $
Johnson & Johnson 5,9871.5M $
Tesla Inc 3,8621.4M $
JPMorgan Chase & Co 4,7621.4M $
Walmart Inc 11,0941.4M $
iShares Core S&P 500 ETF 1,9681.3M $
Caterpillar Inc 1,6191.1M $
Berkshire Hathaway Inc 2,080996.7K $
Costco Wholesale Corp 964960.6K $
Home Depot Inc/The 2,583849.4K $
Goldman Sachs Group Inc/The 980828.9K $
Visa Inc 2,733826.1K $
NIKE Inc 14,314756.1K $
First Trust Exchange-Traded Fund VIII 14,060750.7K $
Morgan Stanley 4,531745.7K $
Illinois Tool Works Inc 2,850741.8K $
First Trust Exchange-Traded Fund VIII 13,115717.7K $
Mastercard Inc 1,354676.7K $
CSX Corp 14,172581.8K $
Taiwan Semiconductor Manufacturing Co Ltd 1,706576.4K $
Vertiv Holdings Co 2,269568.5K $
Exxon Mobil Corp 3,339566.5K $
Invesco QQQ Trust Series 1 884510.2K $
Blackrock Inc 520499.7K $
Wisdomtree Trust 11,736478.8K $
First Trust Exchange-Traded Fund VIII 9,870478.6K $
Marvell Technology Inc 4,079404.1K $
Lowe's Cos Inc 1,708403.6K $
Marsh & McLennan Cos Inc 2,295398.1K $
iShares S&P Mid-Cap 400 Growth ETF 3,886391K $
Crowdstrike Holdings Inc 967377.5K $
Walt Disney Co/The 3,892375.1K $
Chevron Corp 1,804373.2K $
iShares Trust 3,714361.1K $
AbbVie Inc 1,652359.3K $
Alpha Architect 1-3 Month Box 3,075357.6K $
INVESCO EXCHANGE-TRADED FUND TRUST II 1,433340.6K $
Vanguard Total International S 4,106316.6K $
Synopsys Inc 787311.8K $
Invesco S&P 500 Equal Weight ETF 1,618310.5K $
KLA Corp 202296.9K $
Lockheed Martin Corp 484292.8K $
Automatic Data Processing Inc 1,425289.5K $
Bank of America Corp 5,494267.8K $
First Trust Exchange Traded Fund VI 11,587265.9K $
iShares Core S&P Total U.S. Stock Market ETF 1,861265.1K $
Texas Instruments Inc 1,342260.5K $
Marathon Petroleum Corp 1,048255.9K $
ARM Holdings PLC 1,674253.3K $
GE Vernova Inc 285248.8K $
International Business Machines Corp. 1,000242.4K $
RTX Corp 1,250241.1K $
VanEck Uranium and Nuclear ETF 1,753233.5K $
Alphabet Inc 809232.7K $
Humana Inc 1,339232.2K $
Avery Dennison Corp 1,335230.5K $
General Electric Co 798226.5K $
Philip Morris International Inc. 1,329219.7K $
J P Morgan Exchange Traded Fund Trust 3,933218.4K $
Vistra Corp 1,365205.1K $
Blackstone Inc 1,779204.6K $