Goldenstone Wealth Management LLC

CIK

2109094

Location

EL DORADO HILLS, CA

Portfolio Value

Small $152,877,294

Diversification

Diversified

Filing Date

Global Rank

#7,321 / 8,794 ▼ 443 · as of Jun 2026

Top Industry

Semiconductors 20.6%

Period ended 3 months ago

Filed Aug 5, 2026 · 2mo

3 quarters · since Dec 2025

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

58 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

17.5%

+0.2 pts

Top 5

44.0%

−8.3 pts

Top 10

62.5%

−4.3 pts

HHI

638

Diversified−108

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	47.1%	$71,996,447	15
Technology	32.2%	$49,264,810	15
Communication Services	6.4%	$9,852,303	3
Consumer Cyclical	4.6%	$6,987,648	4
Financial Services	4.1%	$6,277,890	8
Industrials	2.1%	$3,283,677	5
Consumer Defensive	1.4%	$2,169,415	2
Healthcare	1.3%	$1,987,697	3
Energy	0.5%	$820,256	2
Utilities	0.2%	$237,151	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
AFGR	First Trust Active Factor Large Cap Growth ETF	+40,467	743,560	$26,769,674
AIRR	First Trust RBA American Industrial Renaissance ETF	+13,191	100,662	$3,813,433
AAAA	Amplius Aggressive Asset Allocation ETF	+10,718	25,017	$2,062,309
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+3,289	14,718	$3,676,735
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
AFK	VanEck Africa Index ETF	+164	1,917	$222,333
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
No positions match the current search.

Trimmed

Positions the filer reduced

18 positions

Ticker	Company	Δ Shares	Shares	Value
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	−153,628	172,987	$8,522,901
AAPR	Innovator Equity Defined Protection ETF - 2 Yr to April 2028	−93,440	827,720	$17,411,515
UNH	Unitedhealth Group Inc	−5,149	1,080	$448,880
JNJ	Johnson & Johnson	−1,650	4,337	$1,101,467
ACII	Innovator Index Autocallable Income Strategy ETF	−1,438	27,734	$705,830
BAC	Bank Of America Corp /De/	−646	4,848	$276,239
IVZ	Invesco Ltd.	−576	857	$259,645
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	−464	3,469	$213,204
BKF	iShares MSCI BIC ETF	−376	21,568	$2,206,406
LRCX	Lam Research Corp	−213	10,180	$4,411,299
ABI	VictoryShares Pioneer Asset-Based Income ETF	−188	1,430	$304,261
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

2 positions

Ticker	Company	Shares	Value
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	206,501	$4,542,391
ROK	Rockwell Automation, Inc	490	$242,589
No positions match the current search.

Sold Out

Positions the filer fully exited

16 positions

Ticker	Company	Shares	Value
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
CSX	Csx Corp	14,172	$581,760
MRSH	Marsh & Mclennan Companies, Inc.	2,295	$398,067
DIS	Walt Disney Co	3,892	$375,110
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.

Portfolio Positions

Compact Export CSV View 13F filing

58 tracked positions · $152,877,294 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

Showing 1–50 of 58 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AFGR	First Trust Active Factor Large Cap Growth ETF	Added	743,560	+40,467	$26,769,674	+14.7%	17.51%
AAPR	Innovator Equity Defined Protection ETF - 2 Yr to April 2028	Reduced	827,720	-93,440	$17,411,515	−5.4%	11.39%
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	Reduced	172,987	-153,628	$8,522,901	−47.0%	5.57%
AAPL	Apple Inc. Technology	Added	27,052	+656	$7,827,766	+16.8%	5.12%
MSFT	Microsoft Corp Technology	Added	17,856	+1,228	$6,660,645	+8.2%	4.36%
AMAT	Applied Materials Inc /De Technology	Added	9,195	+21	$6,647,985	+112.0%	4.35%
NVDA	Nvidia Corp Technology	Added	31,996	+816	$6,402,079	+17.7%	4.19%
GOOGL	Alphabet Inc. Communication Services	Added	15,906	+239	$5,623,928	+25.1%	3.68%
AMD	Advanced Micro Devices Inc Technology	Reduced	8,798	-106	$5,110,846	+182.2%	3.34%
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	NEW	206,501	NEW	$4,542,391	NEW	2.97%
LRCX	Lam Research Corp Technology	Reduced	10,180	-213	$4,411,299	+98.7%	2.89%
ASML	Asml Holding NV Technology	Added	2,007	+8	$3,992,805	+51.2%	2.61%
AMZN	Amazon Com Inc Consumer Cyclical	Added	16,341	+617	$3,894,713	+18.9%	2.55%
AIRR	First Trust RBA American Industrial Renaissance ETF	Added	100,662	+13,191	$3,813,433	+17.0%	2.49%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	14,718	+3,289	$3,676,735	—	2.41%
META	Meta Platforms, Inc. Communication Services	Added	4,938	+402	$2,781,526	+7.2%	1.82%
AVGO	Broadcom Inc. Technology	Added	6,759	+125	$2,553,212	+24.3%	1.67%
BKF	iShares MSCI BIC ETF	Reduced	21,568	-376	$2,206,406	+27.8%	1.44%
AAAA	Amplius Aggressive Asset Allocation ETF	Added	25,017	+10,718	$2,062,309	+175.8%	1.35%
TSLA	Tesla, Inc. Consumer Cyclical	Added	4,126	+264	$1,735,395	+20.9%	1.14%
CAT	Caterpillar Inc Industrials	Reduced	1,577	-42	$1,679,347	+46.4%	1.10%
JPM	Jpmorgan Chase & Co Financial Services	Added	4,858	+96	$1,590,169	+13.5%	1.04%
NFLX	Netflix Inc Communication Services	Added	20,264	+1,919	$1,446,849	−18.0%	0.95%
WMT	Walmart Inc. Consumer Defensive	Reduced	11,060	-34	$1,252,655	−9.1%	0.82%
STX	Seagate Technology Holdings plc Technology	Added	1,269	+3	$1,224,585	+146.9%	0.80%
MRVL	Marvell Technology, Inc. Technology	Added	4,094	+15	$1,219,561	+201.9%	0.80%
JNJ	Johnson & Johnson Healthcare	Reduced	4,337	-1,650	$1,101,467	−24.7%	0.72%
V	Visa Inc. Financial Services	Added	2,920	+187	$1,001,822	+21.3%	0.66%
GS	Goldman Sachs Group Inc Financial Services	Reduced	954	-26	$964,846	+16.4%	0.63%
HD	Home Depot, Inc. Consumer Cyclical	Added	2,697	+114	$951,177	+12.0%	0.62%
MS	Morgan Stanley Financial Services	Reduced	4,424	-107	$924,792	+24.0%	0.60%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	980	+16	$916,760	−4.6%	0.60%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	1,044	+77	$796,718	+111.0%	0.52%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	1,634	-72	$780,349	+35.3%	0.51%
VRT	Vertiv Holdings Co Industrials	Added	2,301	+32	$770,420	+35.5%	0.50%
MA	Mastercard Inc Financial Services	Added	1,458	+104	$748,828	+10.7%	0.49%
ACII	Innovator Index Autocallable Income Strategy ETF	Reduced	27,734	-1,438	$705,830	−3.5%	0.46%
KLAC	Kla Corp Technology	Added	2,086	+1,884	$629,367	+111.6%	0.41%
ARM	Arm Holdings PLC /Uk Technology	Added	1,712	+38	$607,023	+139.7%	0.40%
QQQ	Invesco Qqq Trust, Series 1	Reduced	813	-71	$598,693	+17.3%	0.39%
EDV	Vanguard World Funds Extended Duration ETF	Held	4,505	0	$595,741	+17.8%	0.39%
BLK	BlackRock, Inc. Financial Services	Added	532	+12	$511,549	+2.3%	0.33%
XOM	ExxonMobil Holdings Corp Energy	Added	3,582	+243	$489,731	−13.6%	0.32%
UNH	Unitedhealth Group Inc Healthcare	Reduced	1,080	-5,149	$448,880	−73.4%	0.29%
ABBV	AbbVie Inc. Healthcare	Added	1,738	+86	$437,350	+21.7%	0.29%
LOW	Lowes Companies Inc Consumer Cyclical	Added	1,843	+135	$406,363	+0.7%	0.27%
SNPS	Synopsys Inc Technology	Added	898	+111	$400,570	+28.4%	0.26%
VXUS	Vanguard Total International Stock ETF	Held	4,106	0	$351,021	+10.9%	0.23%
GEV	GE Vernova Inc. Industrials	Added	293	+8	$344,233	+38.4%	0.23%
CVX	Chevron Corp Energy	Added	1,994	+190	$330,525	−11.4%	0.22%

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.