Goldenstone Wealth Management LLC
SEC Form 13F institutional filer · CIK 0002109094
13F-HR · 61 reported holdings · 2026-03-31
Reported long-US-equity value
$0.07B
Top-10 concentration
55.0%
Goldenstone Wealth Management LLC — $68.4M AUM allocation strategy
Goldenstone Wealth Management LLC files SEC Form 13F and reports $68.4M of long US equity value across 61 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 40.2%, followed by Communication Services 12.6% and Consumer Discretionary 6.9%.
The top 10 holdings account for 55% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Goldenstone Wealth Management LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$68.4M
total across 61 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
55% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$LRCX +2.4K sh · +$852K+$NFLX +1.95K sh · +$227K+$MSFT +775 sh · −$1.51M
Exited to nil (held last quarter, gone now)
$BKNG ($223K last qtr)$ROK ($209K last qtr)$XLC ($206K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors13.6%—
- Interactive Media & Services10.0%—
- Technology Hardware, Storage & Peripherals9.8%—
- Systems Software9.0%—
- Semiconductor Materials & Equipment7.8%—
- Broadline Retail4.8%—
- Consumer Staples Merchandise Retail3.4%—
- Movies & Entertainment2.6%—
- Other holdings39.0%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 26.4K | $6.7M | +25 | 9.8% |
| $MSFT | Microsoft Corporation | 16.6K | $6.16M | +775 | 9.0% |
| $NVDA | NVIDIA Corporation | 31.2K | $5.44M | +469 | 7.9% |
| $GOOGL | Alphabet Inc | 14.9K | $4.26M | +183 | 6.2% |
| $AMZN | Amazon.com Inc | 15.7K | $3.27M | +652 | 4.8% |
| $AMAT | Applied Materials Inc | 9.17K | $3.14M | +10 | 4.6% |
| $META | Meta Platforms Inc | 4.54K | $2.6M | +81 | 3.8% |
| $LRCX | Lam Research Corporation | 10.4K | $2.22M | +2.4K | 3.2% |
| $AVGO | Broadcom Inc | 6.63K | $2.05M | +285 | 3.0% |
| $AMD | Advanced Micro Devices Inc | 8.9K | $1.81M | +252 | 2.6% |
…and 51 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
Newsletter signup
Free subscription. Daily trading day morning dispatch. No spam.