Goldenstone Wealth Management LLC

Q3 2026 13F-HR Holdings

Location
El Dorado Hills, CA
Holdings as of
9/30/2026
Date filed
11/4/2026
Form type
13F-HR
Num holdings
81
Total value ($000)
$159,309
Net value change ($000)
+6,433 (4.2%)
New positions
4
Sold out positions
2
Turnover %
1.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
MSFT 2,559 38.4%
BUFR 2,520 14.9%
FIRST TRUST EXCHANGE-TRADED FUND 2,228 52.1%
AAPL 1,144 14.6%
NVDA 953 14.9%
META 877 31.5%
FTHI 664 101.5%
XOM 592 NEW
SPACE EXPLORATION TECHN CORP 426 NEW
EA SERIES TRUST 372 NEW
Top Reduces (Value $000, Stocks/ETFs)
USFR -2,658 -35.9%
AMAT -1,930 -29.0%
LRCX -1,038 -23.5%
BOXX -656 -42.4%
XOM -490 -100.0%
CAT -417 -24.8%
ASML -333 -8.3%
ROK -243 -100.0%
TSLA -226 -13.0%
SDVY -223 -7.1%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 2,539 (1.6% of total reported value)
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