Goldenstone Wealth Management LLC

Q2 2026 13F-HR Holdings

Location
El Dorado Hills, CA
Holdings as of
6/30/2026
Date filed
8/5/2026
Form type
13F-HR
Num holdings
76
Total value ($000)
$152,876
Net value change ($000)
+15,408 (11.2%)
New positions
4
Sold out positions
17
Turnover %
8.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/8/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
FIRST TRUST EXCHANGE-TRADED FUND 4,277 NEW
AMAT 3,512 112.0%
AMD 3,300 182.2%
BUFR 2,978 21.4%
LRCX 2,190 98.6%
ASML 1,353 51.2%
BOXX 1,189 332.1%
AAPL 1,129 16.9%
GOOGL 1,020 23.9%
NVDA 964 17.7%
Top Reduces (Value $000, Stocks/ETFs)
USFR -7,783 -51.3%
JAJL -1,788 -100.0%
UNH -1,237 -73.4%
BRK-B -997 -100.0%
NKE -756 -100.0%
ITW -742 -100.0%
CSX -582 -100.0%
MRSH -398 -100.0%
DIS -375 -100.0%
JNJ -362 -24.7%
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