Goldenstone Wealth Management LLC
Long book
$137.5M
Q1 2026
Positions
89
Top-10 weight
56%
concentration
Last quarter
+15.8%
SPY +14.8%
Turnover
12%
of book per quarter
Strategy in plain words
auto-generated from filingsGoldenstone Wealth Management LLC is a wealth-management firm allocating client money, running a $137.5M US long book across 89 positions.
The portfolio is concentrated: the top 10 names carry 56% of the portfolio. Turnover is modest: positions are typically held for years. Current anchor positions: WISDOMTREE FLOATING RATE TRE, INVTR EQ DD 10 BUF ETF NOV, FT VEST LAD BUFFERVETF-USD I, APPLE INC, MICROSOFT CORP.
Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2025
-2.5%
Q1 2026
+15.8%
Sector allocation
Technology 52%
Industrials 14%
Financials 11%
Consumer discretionary 10%
Services media 5%
Healthcare 3%
Other 3%
Energy 2%
Long book by quarter
What does Goldenstone Wealth own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 26.4K | $6.7M | 4.9% | +0.1% |
| MSFT MICROSOFT CORP | Technology | 16.6K | $6.2M | 4.5% | +4.9% |
| NVDA NVIDIA CORP | Technology | 31.2K | $5.4M | 4.0% | +1.5% |
| GOOG ALPHABET INC-CL C | Technology | 14.9K | $4.3M | 3.1% | +1.2% |
| AMZN AMAZON.COM INC | Consumer discretionary | 15.7K | $3.3M | 2.4% | +4.3% |
| AMAT APPLIED MATERIALS INC | Technology | 9.2K | $3.1M | 2.3% | +0.1% |
| ASML ASML HOLDING NV-NY REG SHS | Industrials | 2.0K | $2.6M | 1.9% | +0.1% |
| META META PLATFORMS INC-CLASS A | Technology | 4.5K | $2.6M | 1.9% | +1.8% |
| LRCX LAM RESEARCH CORP | Industrials | 10.4K | $2.2M | 1.6% | +30.0% |
| AVGO BROADCOM INC | Technology | 6.6K | $2.1M | 1.5% | +4.5% |
| AMD ADVANCED MICRO DEVICES | Technology | 8.9K | $1.8M | 1.3% | +2.9% |
| NFLX NETFLIX INC | Services media | 18.3K | $1.8M | 1.3% | +11.9% |
| UNH UNITEDHEALTH GROUP INC | Financials | 6.2K | $1.7M | 1.2% | +0.1% |
| JNJ JOHNSON & JOHNSON | Healthcare | 6.0K | $1.5M | 1.1% | -0.6% |
| TSLA TESLA INC | Industrials | 3.9K | $1.4M | 1.0% | +2.2% |
| JPM JPMORGAN CHASE & CO | Financials | 4.8K | $1.4M | 1.0% | +1.7% |
| WMT WALMART INC | Consumer discretionary | 11.1K | $1.4M | 1.0% | -0.4% |
| CAT CATERPILLAR INC | Industrials | 1.6K | $1.1M | 0.8% | -3.7% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 2.1K | $997K | 0.7% | Held |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 964 | $961K | 0.7% | +0.8% |
| HD HOME DEPOT INC | Consumer discretionary | 2.6K | $849K | 0.6% | +1.2% |
| GS GOLDMAN SACHS GROUP INC | Financials | 980 | $829K | 0.6% | -0.8% |
| V VISA INC-CLASS A SHARES | Services media | 2.7K | $826K | 0.6% | +6.0% |
| NKE NIKE INC -CL B | Other | 14.3K | $756K | 0.5% | 0.0% |
| MS MORGAN STANLEY | Financials | 4.5K | $746K | 0.5% | +1.6% |
| ITW ILLINOIS TOOL WORKS | Industrials | 2.9K | $742K | 0.5% | Held |
| MA MASTERCARD INC - A | Services media | 1.4K | $677K | 0.5% | +5.9% |
| CSX CSX CORP | Industrials | 14.2K | $582K | 0.4% | Held |
| VRT VERTIV HOLDINGS CO-A | Technology | 2.3K | $568K | 0.4% | +0.2% |
| XOM EXXON MOBIL CORP | Energy | 3.3K | $566K | 0.4% | +0.3% |
| BLK BLACKROCK INC | Financials | 520 | $500K | 0.4% | +3.4% |
| STXN SEAGATE TECHNOLOGY HOLDINGS | — | 1.3K | $496K | 0.4% | Held |
| MRVL MARVELL TECHNOLOGY INC | Technology | 4.1K | $404K | 0.3% | +4.2% |
| LOW LOWE'S COS INC | Consumer discretionary | 1.7K | $404K | 0.3% | +0.6% |
| MRSH MARSH & MCLENNAN COS | Financials | 2.3K | $398K | 0.3% | Held |
| CRWD CROWDSTRIKE HOLDINGS INC - A | Technology | 967 | $378K | 0.3% | +16.6% |
| DIS WALT DISNEY CO/THE | Services media | 3.9K | $375K | 0.3% | Held |
| CVX CHEVRON CORP | Energy | 1.8K | $373K | 0.3% | +0.6% |
| ABBV ABBVIE INC | Healthcare | 1.7K | $359K | 0.3% | +0.2% |
| SNPS SYNOPSYS INC | Technology | 787 | $312K | 0.2% | +9.3% |
| KLAC KLA CORP | Other | 202 | $297K | 0.2% | +7.4% |
| LMT LOCKHEED MARTIN CORP | Industrials | 484 | $293K | 0.2% | -11.2% |
| ADP AUTOMATIC DATA PROCESSING | Technology | 1.4K | $290K | 0.2% | Held |
| BAC BANK OF AMERICA CORP | Financials | 5.5K | $268K | 0.2% | -2.9% |
| TXN TEXAS INSTRUMENTS INC | Technology | 1.3K | $261K | 0.2% | +5.3% |
| MPC MARATHON PETROLEUM CORP | Energy | 1.0K | $256K | 0.2% | New |
| GEV GE VERNOVA INC | Industrials | 285 | $249K | 0.2% | -7.5% |
| IBM INTL BUSINESS MACHINES CORP | Technology | 1.0K | $242K | 0.2% | Held |
| RTX RTX CORP | Industrials | 1.3K | $241K | 0.2% | +2.3% |
| GOOGL ALPHABET INC-CL A | Technology | 809 | $233K | 0.2% | Held |