Goldenstone Wealth Management LLC

CIK

2109094

Location

EL DORADO HILLS, CA

Portfolio Value

Micro $64,400,166

Diversification

Diversified

Filing Date

Global Rank

#6,504 / 8,605 ▲ 117 · as of Mar 2026

Top Industry

Semiconductors 16.9%

3Y Alpha vs SPY

+27.5%

Period ended 3 months ago

Filed May 8, 2026 · 2mo

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+18.3%

SPY

+10.0%

Annualised alpha

+25.7%

Max drawdown

−9.9%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

58 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

10.4%

−1.4 pts

Top 5

38.4%

−3.2 pts

Top 10

55.9%

−2.0 pts

HHI

445

Diversified−54

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	51.8%	$33,379,203	18
Consumer Cyclical	10.8%	$6,950,215	6
Financial Services	10.6%	$6,845,376	10
Communication Services	7.7%	$4,966,798	4
Industrials	6.3%	$4,048,021	8
Healthcare	5.8%	$3,740,429	4
Consumer Defensive	4.0%	$2,559,056	3
Energy	1.9%	$1,195,641	3
Unclassified	0.8%	$510,227	1
Utilities	0.3%	$205,200	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
LRCX	Lam Research Corp	+2,399	10,393	$2,220,568
NFLX	Netflix Inc	+1,949	18,345	$1,763,871
MSFT	Microsoft Corp	+775	16,628	$6,155,186
AMZN	Amazon Com Inc	+652	15,724	$3,274,837
NVDA	Nvidia Corp	+469	31,180	$5,437,792
AVGO	Broadcom Inc.	+285	6,634	$2,053,289
AMD	Advanced Micro Devices Inc	+252	8,904	$1,811,340
MRVL	Marvell Technology, Inc.	+164	4,079	$404,024
V	Visa Inc.	+154	2,733	$826,021
CRWD	CrowdStrike Holdings, Inc.	+138	967	$94,381
TSLA	Tesla, Inc.	+83	3,862	$1,435,698
META	Meta Platforms, Inc.	+81	4,536	$2,595,181
JPM	Jpmorgan Chase & Co	+79	4,762	$1,400,789
MA	Mastercard Inc	+76	1,354	$676,539
MS	Morgan Stanley	+70	4,531	$745,666
TXN	Texas Instruments Inc	+67	1,342	$260,535
SNPS	Synopsys Inc	+67	787	$312,029
HD	Home Depot, Inc.	+30	2,583	$849,522
RTX	RTX Corp	+28	1,250	$241,125
AAPL	Apple Inc.	+25	26,396	$6,699,040
BLK	BlackRock, Inc.	+17	520	$500,089
KLAC	Kla Corp	+14	202	$297,426
LOW	Lowes Companies Inc	+11	1,708	$403,566
CVX	Chevron Corp	+11	1,804	$373,247
AMAT	Applied Materials Inc /De	+10	9,174	$3,135,581
No positions match the current search.

Trimmed

Positions the filer reduced

10 positions

Ticker	Company	Δ Shares	Shares	Value
BAC	Bank Of America Corp /De/	−165	5,494	$267,832
BX	Blackstone Inc.	−95	1,779	$204,567
CAT	Caterpillar Inc	−62	1,619	$1,146,996
LMT	Lockheed Martin Corp	−61	484	$292,524
GE	General Electric Co	−45	798	$226,448
WMT	Walmart Inc.	−43	11,094	$1,378,762
JNJ	Johnson & Johnson	−37	5,987	$1,463,462
GEV	GE Vernova Inc.	−23	285	$248,776
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−20	1,706	$576,542
GS	Goldman Sachs Group Inc	−8	980	$829,070
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
MPC	Marathon Petroleum Corp	1,048	$255,900
ARM	Arm Holdings PLC /Uk	1,674	$253,242
VST	Vistra Corp.	1,365	$205,200
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
BKNG	Booking Holdings Inc.	42	$224,923
ROK	Rockwell Automation, Inc	537	$208,930
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

58 positions · $64,400,166 total · as of Mar 31, 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
AAPL	Apple Inc. Technology	Added	26,396	+25	$6,699,040	−6.6%	10.40%
MSFT	Microsoft Corp Technology	Added	16,628	+775	$6,155,186	−19.7%	9.56%
NVDA	Nvidia Corp Technology	Added	31,180	+469	$5,437,792	−5.1%	8.44%
AMZN	Amazon Com Inc Consumer Cyclical	Added	15,724	+652	$3,274,837	−5.9%	5.09%
AMAT	Applied Materials Inc /De Technology	Added	9,174	+10	$3,135,581	+33.1%	4.87%
ASML	Asml Holding NV Technology	Added	1,999	+1	$2,640,339	+23.5%	4.10%
META	Meta Platforms, Inc. Communication Services	Added	4,536	+81	$2,595,181	−11.7%	4.03%
LRCX	Lam Research Corp Technology	Added	10,393	+2,399	$2,220,568	+62.3%	3.45%
AVGO	Broadcom Inc. Technology	Added	6,634	+285	$2,053,289	−6.6%	3.19%
AMD	Advanced Micro Devices Inc Technology	Added	8,904	+252	$1,811,340	−2.2%	2.81%
NFLX	Netflix Inc Communication Services	Added	18,345	+1,949	$1,763,871	+14.7%	2.74%
UNH	Unitedhealth Group Inc Healthcare	Added	6,229	+8	$1,685,505	−17.9%	2.62%
JNJ	Johnson & Johnson Healthcare	Reduced	5,987	-37	$1,463,462	+17.4%	2.27%
TSLA	Tesla, Inc. Consumer Cyclical	Added	3,862	+83	$1,435,698	−15.5%	2.23%
JPM	Jpmorgan Chase & Co Financial Services	Added	4,762	+79	$1,400,789	−7.2%	2.18%
WMT	Walmart Inc. Consumer Defensive	Reduced	11,094	-43	$1,378,762	+11.1%	2.14%
CAT	Caterpillar Inc Industrials	Reduced	1,619	-62	$1,146,996	+19.1%	1.78%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	2,080	0	$996,736	−4.7%	1.55%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	964	+8	$960,558	+16.5%	1.49%
HD	Home Depot, Inc. Consumer Cyclical	Added	2,583	+30	$849,522	−3.3%	1.32%
GS	Goldman Sachs Group Inc Financial Services	Reduced	980	-8	$829,070	−4.5%	1.29%
V	Visa Inc. Financial Services	Added	2,733	+154	$826,021	−8.7%	1.28%
NKE	NIKE, Inc. Consumer Cyclical	Added	14,314	+4	$756,065	−17.1%	1.17%
MS	Morgan Stanley Financial Services	Added	4,531	+70	$745,666	−5.8%	1.16%
ITW	Illinois Tool Works Inc Industrials	Held	2,850	0	$741,826	+5.7%	1.15%
MA	Mastercard Inc Financial Services	Added	1,354	+76	$676,539	−7.3%	1.05%
CSX	Csx Corp Industrials	Held	14,172	0	$581,760	+13.2%	0.90%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	1,706	-20	$576,542	+9.9%	0.90%
VRT	Vertiv Holdings Co Industrials	Added	2,269	+4	$568,566	+54.9%	0.88%
XOM	Exxon Mobil Corp Energy	Added	3,339	+10	$566,494	+41.4%	0.88%
QQQ	Invesco Qqq Trust, Series 1	Added	884	+2	$510,227	−5.8%	0.79%
BLK	BlackRock, Inc. Financial Services	Added	520	+17	$500,089	−7.1%	0.78%
STX	Seagate Technology Holdings plc Technology	Held	1,266	0	$495,968	+42.3%	0.77%
MRVL	Marvell Technology, Inc. Technology	Added	4,079	+164	$404,024	+21.4%	0.63%
LOW	Lowes Companies Inc Consumer Cyclical	Added	1,708	+11	$403,566	−1.4%	0.63%
MRSH	Marsh & Mclennan Companies, Inc. Financial Services	Held	2,295	0	$398,067	−6.5%	0.62%
DIS	Walt Disney Co Communication Services	Held	3,892	0	$375,110	−15.3%	0.58%
CVX	Chevron Corp Energy	Added	1,804	+11	$373,247	+36.6%	0.58%
ABBV	AbbVie Inc. Healthcare	Added	1,652	+3	$359,293	−4.6%	0.56%
SNPS	Synopsys Inc Technology	Added	787	+67	$312,029	−7.7%	0.48%
KLAC	Kla Corp Technology	Added	202	+14	$297,426	+30.2%	0.46%
LMT	Lockheed Martin Corp Industrials	Reduced	484	-61	$292,524	+11.0%	0.45%
ADP	Automatic Data Processing Inc Technology	Held	1,425	0	$289,531	−21.0%	0.45%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	5,494	-165	$267,832	−13.9%	0.42%
TXN	Texas Instruments Inc Technology	Added	1,342	+67	$260,535	+17.8%	0.40%
MPC	Marathon Petroleum Corp Energy	NEW	1,048	NEW	$255,900	NEW	0.40%
ARM	Arm Holdings PLC /Uk Technology	NEW	1,674	NEW	$253,242	NEW	0.39%
GEV	GE Vernova Inc. Industrials	Reduced	285	-23	$248,776	+23.6%	0.39%
IBM	International Business Machines Corp Technology	Held	1,000	0	$242,390	−18.2%	0.38%
RTX	RTX Corp Industrials	Added	1,250	+28	$241,125	+7.6%	0.37%