Goldenstone Wealth Management LLC
All 13F Filings
- Location
- El Dorado Hills, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 137,468
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/8/2026 | 89 | 137,468 | 13F-HR | Goldenstone Wealth Management LLC |
| Q4 2025 | 2/6/2026 | 84 | 133,662 | 13F-HR | Goldenstone Wealth Management LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 68.44 K | 49.8% | 0 | 797 | -797 |
| ETFs | 69.04 K | 50.2% | 4.608 K | 0 | 4.608 K |
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Fund Snapshot
Q1 2026
Latest filed
5/8/2026
Total value ($000)
137,468
Holdings
89
QoQ value change ($000)
3,806
(2.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.