Goldenstone Wealth Management LLC
CIK
2109094
Location
EL DORADO HILLS, CA
Portfolio Value
Micro
$81,219,895
Diversification
Diversified
Filing Date
Global Rank
#6,275
/ 8,517
▲ 475
Top Industry
Semiconductors
20.7%
3Y Alpha vs SPY
+61.3%
Period ended 46 days ago
Filed Aug 5, 2026 · 10d
3 quarters · since Dec 2025
Clone Performance
Feb 2026–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+37.6%
SPY
+13.9%
Annualised alpha
+60.1%
Max drawdown
−10.1%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 3 quarters. Past performance does not predict future results.
Portfolio Concentration
43 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
9.6%
+0.1 pts
Top 5
40.8%
+3.6 pts
Top 10
65.7%
+10.4 pts
HHI
514
Diversified+95
Portfolio Trend
3 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 60.7% | $49,264,810 |
| Communication Services | 12.1% | $9,852,303 |
| Consumer Cyclical | 8.6% | $6,987,648 |
| Financial Services | 7.4% | $6,018,245 |
| Industrials | 4.0% | $3,283,677 |
| Consumer Defensive | 2.7% | $2,169,415 |
| Healthcare | 2.4% | $1,987,697 |
| Energy | 1.0% | $820,256 |
| Unclassified | 0.7% | $598,693 |
| Utilities | 0.3% | $237,151 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NFLX | Netflix Inc | +1,919 | 20,264 | $1,446,849 | |
| KLAC | Kla Corp | +1,884 | 2,086 | $629,367 | |
| MSFT | Microsoft Corp | +1,228 | 17,856 | $6,660,645 | |
| NVDA | Nvidia Corp | +816 | 31,996 | $6,402,079 | |
| AAPL | Apple Inc. | +656 | 27,052 | $7,827,766 | |
| AMZN | Amazon Com Inc | +617 | 16,341 | $3,894,713 | |
| META | Meta Platforms, Inc. | +402 | 4,938 | $2,781,526 | |
| TSLA | Tesla, Inc. | +264 | 4,126 | $1,735,395 | |
| XOM | ExxonMobil Holdings Corp | +243 | 3,582 | $489,731 | |
| GOOGL | Alphabet Inc. | +239 | 15,906 | $5,623,928 | |
| CVX | Chevron Corp | +190 | 1,994 | $330,525 | |
| V | Visa Inc. | +187 | 2,920 | $1,001,822 | |
| LOW | Lowes Companies Inc | +135 | 1,843 | $406,363 | |
| VST | Vistra Corp. | +130 | 1,495 | $237,151 | |
| AVGO | Broadcom Inc. | +125 | 6,759 | $2,553,212 | |
| HD | Home Depot, Inc. | +114 | 2,697 | $951,177 | |
| SNPS | Synopsys Inc | +111 | 898 | $400,570 | |
| MA | Mastercard Inc | +104 | 1,458 | $748,828 | |
| JPM | Jpmorgan Chase & Co | +96 | 4,858 | $1,590,169 | |
| ABBV | AbbVie Inc. | +86 | 1,738 | $437,350 | |
| CRWD | CrowdStrike Holdings, Inc. | +77 | 1,044 | $796,718 | |
| ARM | Arm Holdings PLC /Uk | +38 | 1,712 | $607,023 | |
| VRT | Vertiv Holdings Co | +32 | 2,301 | $770,420 | |
| AMAT | Applied Materials Inc /De | +21 | 9,195 | $6,647,985 | |
| COST | Costco Wholesale Corp /New | +16 | 980 | $916,760 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
11 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| UNH | Unitedhealth Group Inc | −5,149 | 1,080 | $448,880 | |
| JNJ | Johnson & Johnson | −1,650 | 4,337 | $1,101,467 | |
| BAC | Bank Of America Corp /De/ | −646 | 4,848 | $276,239 | |
| LRCX | Lam Research Corp | −213 | 10,180 | $4,411,299 | |
| MS | Morgan Stanley | −107 | 4,424 | $924,792 | |
| AMD | Advanced Micro Devices Inc | −106 | 8,798 | $5,110,846 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | −72 | 1,634 | $780,349 | |
| QQQ | Invesco Qqq Trust, Series 1 | −71 | 813 | $598,693 | |
| CAT | Caterpillar Inc | −42 | 1,577 | $1,679,347 | |
| WMT | Walmart Inc. | −34 | 11,060 | $1,252,655 | |
| GS | Goldman Sachs Group Inc | −26 | 954 | $964,846 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| ROK | Rockwell Automation, Inc | 490 | $242,589 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
18 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| BRK-B | Berkshire Hathaway Inc | 2,080 | $996,736 | |
| NKE | NIKE, Inc. | 14,314 | $756,065 | |
| ITW | Illinois Tool Works Inc | 2,850 | $741,826 | |
| ACII | Innovator Index Autocallable Income Strategy ETF | 29,172 | $731,633 | |
| CSX | Csx Corp | 14,172 | $581,760 | |
| MRSH | Marsh & Mclennan Companies, Inc. | 2,295 | $398,067 | |
| DIS | Walt Disney Co | 3,892 | $375,110 | |
| VXUS | Vanguard Total International Stock ETF | 4,106 | $316,613 | |
| ADP | Automatic Data Processing Inc | 1,425 | $289,531 | |
| TXN | Texas Instruments Inc | 1,342 | $260,535 | |
| MPC | Marathon Petroleum Corp | 1,048 | $255,900 | |
| IBM | International Business Machines Corp | 1,000 | $242,390 | |
| RTX | RTX Corp | 1,250 | $241,125 | |
| HUM | Humana Inc | 1,339 | $232,169 | |
| AVY | Avery Dennison Corp | 1,335 | $230,527 | |
| GE | General Electric Co | 798 | $226,448 | |
| PM | Philip Morris International Inc. | 1,329 | $219,736 | |
| BX | Blackstone Inc. | 1,779 | $204,567 | |
| No positions match the current search. | ||||
43 tracked positions ·
$81,219,895 total
· filing declares
76 positions · $152,875,803
· as of Jun 30, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 27,052 | $7,827,766 | 9.64% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 17,856 | $6,660,645 | 8.20% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Added | 9,195 | $6,647,985 | 8.19% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 31,996 | $6,402,079 | 7.88% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 15,906 | $5,623,928 | 6.92% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Reduced | 8,798 | $5,110,846 | 6.29% | |
| LRCX |
Lam Research Corp
Technology
|
Reduced | 10,180 | $4,411,299 | 5.43% | |
| ASML |
Asml Holding NV
Technology
|
Added | 2,007 | $3,992,805 | 4.92% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 16,341 | $3,894,713 | 4.80% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 4,938 | $2,781,526 | 3.42% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 6,759 | $2,553,212 | 3.14% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 4,126 | $1,735,395 | 2.14% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 1,577 | $1,679,347 | 2.07% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 4,858 | $1,590,169 | 1.96% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 20,264 | $1,446,849 | 1.78% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 11,060 | $1,252,655 | 1.54% | |
| STX |
Seagate Technology Holdings plc
Technology
|
Added | 1,269 | $1,224,585 | 1.51% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
Added | 4,094 | $1,219,561 | 1.50% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 4,337 | $1,101,467 | 1.36% | |
| V |
Visa Inc.
Financial Services
|
Added | 2,920 | $1,001,822 | 1.23% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Reduced | 954 | $964,846 | 1.19% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 2,697 | $951,177 | 1.17% | |
| MS |
Morgan Stanley
Financial Services
|
Reduced | 4,424 | $924,792 | 1.14% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 980 | $916,760 | 1.13% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Added | 1,044 | $796,718 | 0.98% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 1,634 | $780,349 | 0.96% | |
| VRT |
Vertiv Holdings Co
Industrials
|
Added | 2,301 | $770,420 | 0.95% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 1,458 | $748,828 | 0.92% | |
| KLAC |
Kla Corp
Technology
|
Added | 2,086 | $629,367 | 0.77% | |
| ARM |
Arm Holdings PLC /Uk
Technology
|
Added | 1,712 | $607,023 | 0.75% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 813 | $598,693 | 0.74% | |
| BLK |
BlackRock, Inc.
Financial Services
|
Added | 532 | $511,549 | 0.63% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 3,582 | $489,731 | 0.60% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Reduced | 1,080 | $448,880 | 0.55% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 1,738 | $437,350 | 0.54% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Added | 1,843 | $406,363 | 0.50% | |
| SNPS |
Synopsys Inc
Technology
|
Added | 898 | $400,570 | 0.49% | |
| GEV |
GE Vernova Inc.
Industrials
|
Added | 293 | $344,233 | 0.42% | |
| CVX |
Chevron Corp
Energy
|
Added | 1,994 | $330,525 | 0.41% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Reduced | 4,848 | $276,239 | 0.34% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Added | 485 | $247,088 | 0.30% | |
| ROK |
Rockwell Automation, Inc
Industrials
|
NEW | 490 | $242,589 | 0.30% | |
| VST |
Vistra Corp.
Utilities
|
Added | 1,495 | $237,151 | 0.29% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.