Goldenstone Wealth Management LLC

Q1 2026 13F-HR Holdings

Location
El Dorado Hills, CA
Holdings as of
3/31/2026
Date filed
5/8/2026
Form type
13F-HR
Num holdings
89
Total value ($000)
$137,468
Net value change ($000)
+3,806 (2.8%)
New positions
8
Sold out positions
3
Turnover %
3.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
JAJL 1,788 NEW
BUFR 939 7.2%
LRCX 853 62.4%
INNOVATOR EDD 15 BUF ETF-MAR 783 NEW
AMAT 781 33.2%
USFR 701 4.8%
ACII 515 237.3%
ASML 503 23.5%
BOXX 358 NEW
BUFZ 294 7.7%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -1,512 -19.7%
DDTN -583 -3.9%
AAPL -470 -6.6%
UNH -368 -17.9%
META -346 -11.8%
GOOGL -343 -7.4%
NVDA -290 -5.1%
TSLA -264 -15.5%
BKNG -223 -100.0%
ROK -209 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type