Goldenstone Wealth Management LLC
Filing Date
Global Rank
#6,479
/ 8,586
▲ 128
Top Industry
Semiconductors
16.8%
3Y Alpha vs SPY
+26.4%
Period ended 3 months ago
Filed May 8, 2026 · 39d
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+18.2%
SPY
+11.2%
Annualised alpha
+27.4%
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, 2025Top Position
10.4%
−1.4 pts
Top 5
38.2%
−3.2 pts
Top 10
55.7%
−2.0 pts
HHI
442
Diversified−53
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 52.0% | $33,662,348 |
| Consumer Cyclical | 10.7% | $6,950,215 |
| Financial Services | 10.6% | $6,845,376 |
| Communication Services | 7.7% | $4,966,798 |
| Industrials | 6.3% | $4,048,021 |
| Healthcare | 5.8% | $3,740,429 |
| Consumer Defensive | 4.0% | $2,559,056 |
| Energy | 1.8% | $1,195,641 |
| Unclassified | 0.8% | $510,227 |
| Utilities | 0.3% | $205,200 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | $377,526 | |
| 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 | Open |
|---|---|---|---|---|---|
| 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. | |||||
1 positions ·
$205,200 total
· Utilities only
· as of Mar 31, 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 |
|---|---|---|---|---|---|---|
| VST |
Vistra Corp.
Utilities
|
NEW | 1,365 | $205,200 | 100.00% |