Goldenstone Wealth Management LLC
CIK 2109094 · View on SEC EDGAR ↗
- Portfolio value
- $152.9M
- Positions
- 76
- As of
- June 30, 2026
#7,325 of 9,443 by 13F value · top 77.6%
Portfolio value QoQ: +11.2% 13F does not disclose cash
- Top 10 holdings weight
- 53.41%
- Top 25 holdings weight
- 79.92%
- Positions above 1%
- 25
- Effective number of positions
- 23.9
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 8.37% Est. buys $12,156,725 · sells $20,287,789
- New positions
- 4
- Increased
- 39
- Decreased
- 27
- Closed
- 17
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
32.2%
Communication Services
6.4%
Retail
4.9%
Financial Services
2.7%
Industrials
2.1%
Healthcare
1.3%
Financials
1.2%
Consumer Discretionary
1.1%
Energy
0.5%
Utilities
0.2%
Other/Unmapped
47.3%
Full portfolio 76 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| BUFR | $16,915,544 | 11.06% | 463,059 | $2,977,071 | Up ×2 | ||
| DDTN | $14,994,595 | 9.81% | 735,350 | $751,535 | Down ×2 | ||
| AAPL Apple Inc. - Common Stock | $7,827,692 | 5.12% | 27,052 | $1,128,559 | Up ×2 | ||
| USFR | $7,398,366 | 4.84% | 146,939 | $-7,783,092 | Down ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $6,660,678 | 4.36% | 17,856 | $505,573 | Up ×2 | ||
| AMAT Applied Materials, Inc. - Common Stock | $6,648,017 | 4.35% | 9,195 | $3,512,405 | Up ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $6,402,049 | 4.19% | 31,996 | $964,184 | Up ×2 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $5,282,152 | 3.46% | 14,950 | $1,019,897 | Up ×2 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $5,111,037 | 3.34% | 8,798 | $3,299,781 | Down ×1 | ||
| LRCX Lam Research Corporation - Common Stock | $4,411,371 | 2.89% | 10,180 | $2,190,781 | Down ×1 | ||
| ACYN | $4,276,658 | 2.80% | 205,707 | Up ×1 | |||
| BUFZ | $4,238,378 | 2.77% | 151,750 | $150,754 | Down ×1 | ||
| ASML ASML Holding N.V. - New York Registry Shares | $3,993,587 | 2.61% | 2,007 | $1,352,788 | Up ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $3,894,819 | 2.55% | 16,341 | $620,012 | Up ×2 | ||
| BUFQ | $3,183,058 | 2.08% | 81,056 | $110,337 | Down ×2 | ||
| SDVY First Trust SMID Cap Rising Dividend Achievers ETF | $3,159,245 | 2.07% | 73,232 | $167,120 | Down ×2 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $2,781,333 | 1.82% | 4,938 | $186,175 | Up ×2 | ||
| AVGO Broadcom Inc. - Common Stock | $2,553,071 | 1.67% | 6,759 | $499,767 | Up ×2 | ||
| EMXC iShares MSCI Emerging Markets ex China ETF | $2,206,366 | 1.44% | 21,568 | $480,237 | Down ×1 | ||
| IVV | $2,093,205 | 1.37% | 2,795 | $807,459 | Up ×2 | ||
| TSLA Tesla, Inc. - Common Stock | $1,735,432 | 1.14% | 4,126 | $299,708 | Up ×2 | ||
| CAT Caterpillar, Inc. Common Stock | $1,679,455 | 1.10% | 1,577 | $532,420 | Down ×2 | ||
| NNOV | $1,593,409 | 1.04% | 50,670 | $-1,471 | Down ×2 | ||
| JPM JP Morgan Chase & Co. Common Stock | $1,590,090 | 1.04% | 4,858 | $189,350 | Up ×2 | ||
| BOXX | $1,547,227 | 1.01% | 13,214 | $1,189,635 | Up ×1 | ||
| NFLX Netflix, Inc. - Common Stock | $1,446,884 | 0.95% | 20,264 | $-317,027 | Up ×2 | ||
| WMT Walmart Inc. - Common Stock | $1,252,674 | 0.82% | 11,060 | $-126,080 | Down ×2 | ||
| STX Seagate Technology Holdings PLC - Ordinary Shares (Ireland) | $1,224,585 | 0.80% | 1,269 | $728,617 | Up ×1 | ||
| MRVL Marvell Technology, Inc. - Common Stock | $1,219,615 | 0.80% | 4,094 | $815,553 | Up ×2 | ||
| JNJ Johnson & Johnson Common Stock | $1,101,357 | 0.72% | 4,337 | $-361,995 | Down ×2 | ||
| V Visa Inc. | $1,001,881 | 0.66% | 2,920 | $175,788 | Up ×2 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $964,876 | 0.63% | 954 | $135,929 | Down ×2 | ||
| HD Home Depot, Inc. (The) Common Stock | $951,338 | 0.62% | 2,697 | $101,904 | Up ×2 | ||
| MS Morgan Stanley Common Stock | $924,857 | 0.60% | 4,424 | $179,129 | Down ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $916,822 | 0.60% | 980 | $-43,742 | Up ×2 | ||
| Unknown issuer (CUSIP: 45784N379) | $823,550 | 0.54% | 41,700 | $40,728 | |||
| FNOV | $816,520 | 0.53% | 13,960 | $65,776 | Down ×2 | ||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $796,510 | 0.52% | 1,044 | $419,004 | Up ×2 | ||
| FJUL | $780,867 | 0.51% | 13,115 | $63,214 | |||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $776,975 | 0.51% | 1,634 | $200,585 | Down ×2 | ||
| VRT Vertiv Holdings, LLC Class A Common Stock | $770,280 | 0.50% | 2,301 | $201,811 | Up ×2 | ||
| MA Mastercard Incorporated Common Stock | $748,601 | 0.49% | 1,458 | $71,942 | Up ×2 | ||
| ITOT | $734,744 | 0.48% | 4,473 | $469,668 | Up ×2 | ||
| ACII | $705,824 | 0.46% | 27,734 | $-25,800 | Down ×1 | ||
| FTHI First Trust BuyWrite Income ETF | $654,214 | 0.43% | 27,430 | $388,293 | Up ×1 | ||
| KLAC KLA Corporation - Common Stock | $629,337 | 0.41% | 2,086 | $332,463 | Up ×2 | ||
| ARM Arm Holdings plc - American Depositary Shares | $607,148 | 0.40% | 1,712 | $353,837 | Up ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $598,739 | 0.39% | 813 | $88,572 | Down ×1 | ||
| ESGV | $595,741 | 0.39% | 4,505 | $89,965 | |||
| FMAR | $515,806 | 0.34% | 9,870 | $37,210 | |||
| FMTM MarketDesk Focused U.S. Momentum ETF | $515,084 | 0.34% | 11,803 | $124,894 | Up ×2 | ||
| BLK BlackRock, Inc. Common Stock | $511,771 | 0.33% | 532 | $12,063 | Up ×2 | ||
| EPI | $493,805 | 0.32% | 11,543 | $14,980 | Down ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $489,750 | 0.32% | 3,582 | $-76,738 | Up ×2 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $448,880 | 0.29% | 1,080 | $-1,236,680 | Down ×1 | ||
| IJK | $440,625 | 0.29% | 3,750 | $49,635 | Down ×1 | ||
| ABBV AbbVie Inc. Common Stock | $437,377 | 0.29% | 1,738 | $78,068 | Up ×2 | ||
| XC | $422,007 | 0.28% | 13,300 | $6,490 | Down ×1 | ||
| IWR | $408,184 | 0.27% | 3,700 | $47,041 | Down ×1 | ||
| LOW Lowe's Companies, Inc. Common Stock | $406,268 | 0.27% | 1,843 | $2,664 | Up ×2 | ||
| SNPS Synopsys, Inc. - Common Stock | $400,730 | 0.26% | 898 | $88,892 | Up ×2 | ||
| VXUS Vanguard Total International Stock ETF | $351,022 | 0.23% | 4,106 | $34,408 | |||
| GEV GE Vernova Inc. Common Stock | $344,234 | 0.23% | 293 | $95,457 | Up ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $341,602 | 0.22% | 956 | $108,915 | Up ×1 | ||
| CVX Chevron Corporation Common Stock | $330,580 | 0.22% | 1,994 | $-42,600 | Up ×2 | ||
| BUFD | $319,490 | 0.21% | 10,750 | $18,490 | |||
| RSP | $304,355 | 0.20% | 1,430 | $-6,157 | Down ×1 | ||
| BAC Bank of America Corporation Common Stock | $276,211 | 0.18% | 4,848 | $8,368 | Down ×2 | ||
| QTEC First Trust NASDAQ-100-Technology Sector Index Fund | $265,889 | 0.17% | 794 | Up ×1 | |||
| QQQM Invesco NASDAQ 100 ETF | $259,646 | 0.17% | 857 | $-80,953 | Down ×1 | ||
| LMT Lockheed Martin Corporation Common Stock | $247,073 | 0.16% | 485 | $-45,692 | Up ×1 | ||
| ROK Rockwell Automation, Inc. Common Stock | $242,746 | 0.16% | 490 | ||||
| VST Vistra Corp. Common Stock | $237,162 | 0.16% | 1,495 | $32,022 | Up ×1 | ||
| NLR | $222,339 | 0.15% | 1,917 | $-11,181 | Up ×1 | ||
| JEPQ JPMorgan Nasdaq Equity Premium Income ETF | $213,234 | 0.14% | 3,469 | $-5,138 | Down ×1 | ||
| DXJ | $209,160 | 0.14% | 1,205 | Up ×1 | |||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| USFR | Trimmed | -155K | -$7.8M |
| AMAT | Bought more | +21 | +$3.5M |
| AMD | Trimmed | -106 | +$3.3M |
| BUFR | Bought more | +50K | +$3.0M |
| LRCX | Trimmed | -213 | +$2.2M |
| ASML | Bought more | +8 | +$1.4M |
| UNH | Trimmed | -5K | -$1.2M |
| BOXX | Bought more | +10K | +$1.2M |
| AAPL | Bought more | +656 | +$1.1M |
| GOOG | Bought more | +92 | +$1.0M |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| JAJL | June 30, 2026 | 61,510 | $1,788,096 | No longer tracked |
| BRKB | June 30, 2026 | 2,080 | $996,736 | No longer tracked |
| NKE | June 30, 2026 | 14,314 | $756,058 | -1.1% |
| ITW | June 30, 2026 | 2,850 | $741,827 | 4.9% |
| CSX | June 30, 2026 | 14,172 | $581,761 | 6.9% |
| MRSH | June 30, 2026 | 2,295 | $398,068 | 12.9% |
| DIS | June 30, 2026 | 3,892 | $375,111 | 12.2% |
| ADP | June 30, 2026 | 1,425 | $289,532 | 24.7% |
| TXN | June 30, 2026 | 1,342 | $260,506 | -10.8% |
| MPC | June 30, 2026 | 1,048 | $255,901 | 42.5% |
| IBM | June 30, 2026 | 1,000 | $242,390 | -16.1% |
| RTX | June 30, 2026 | 1,250 | $241,125 | 14.5% |
| HUM | June 30, 2026 | 1,339 | $232,169 | -3.6% |
| AVY | June 30, 2026 | 1,335 | $230,528 | 11.7% |
| GE | June 30, 2026 | 798 | $226,516 | -5.5% |
| BKNG | March 31, 2026 | 42 | $222,714 | 26.3% |
| PM | June 30, 2026 | 1,329 | $219,737 | 5.6% |
| ROK | March 31, 2026 | 537 | $208,861 | 21.1% |
| XLC | March 31, 2026 | 1,748 | $205,719 | No longer tracked |
| BX | June 30, 2026 | 1,779 | $204,625 | 21.7% |