Goldenstone Wealth Management LLC reported 44 positions worth $82.71M for the quarter ended Sep 30, 2026, up 2.6% on the prior quarter. It opened 2 new positions, added to 29, trimmed 12 and exited 1. Its largest holding is Microsoft Corp at 11.1% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| SPCX Space Exploration Technologies Corp | +2,822 | – | $425.73K | 0.515% |
| PLTR Palantir Technologies Inc. | +1,840 | – | $344.13K | 0.416% |
| GOOG Alphabet Inc. | +576 | +3.9% | $196.26K | 6.4% |
| AVGO Broadcom Inc. | +268 | +4.0% | $94.12K | 2.98% |
| SNPS Synopsys Inc | +191 | +21.3% | $83.06K | 0.573% |
| META Meta Platforms, Inc. | +107 | +2.2% | $77.59K | 4.42% |
| MSFT Microsoft Corp | +121 | +0.7% | $62.06K | 11.15% |
| NFLX Netflix Inc | +882 | +4.4% | $61.37K | 1.78% |
| UNH Unitedhealth Group Inc | +132 | +12.2% | $48.47K | 0.538% |
| NVDA Nvidia Corp | +209 | +0.7% | $47.73K | 8.89% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| ROK Rockwell Automation, Inc | -490 | -100.0% | $242.75K | Exited |
| BAC Bank Of America Corp | -685 | -14.1% | $37.28K | 0.274% |
| AAPL Apple Inc. | -111 | -0.4% | $36.97K | 10.85% |
| CAT Caterpillar Inc | -21 | -1.3% | $17.03K | 1.53% |
| GOOGL Alphabet Inc. | -44 | -4.6% | $15.14K | 0.38% |
| STX Seagate Technology Holdings plc | -16 | -1.3% | $14.76K | 1.4% |
| LMT Lockheed Martin Corp | -16 | -3.3% | $8.15K | 0.289% |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | -10 | -0.6% | $4.56K | 0.896% |
| BLK BlackRock, Inc. | -4 | -0.8% | $4.24K | 0.676% |
| ABBV AbbVie Inc. | -13 | -0.7% | $3.40K | 0.546% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| ROK Rockwell Automation, Inc | -490 | $242.75K | 0.301% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | MSFT Microsoft Corp | Technology | 18.0K | $9.22M | 11.15% | +121 | +0.7% | Added | 0% |
| 2 | AAPL Apple Inc. | Technology | 26.9K | $8.97M | 10.85% | -111 | -0.4% | Reduced | 0% |
| 3 | NVDA Nvidia Corp | Technology | 32.2K | $7.35M | 8.89% | +209 | +0.7% | Added | 0% |
| 4 | AMD Advanced Micro Devices Inc | Technology | 8,796 | $5.38M | 6.51% | -2 | 0.0% | Reduced | 0% |
| 5 | GOOG Alphabet Inc. | Technology | 15.5K | $5.29M | 6.4% | +576 | +3.9% | Added | 0% |
| 6 | AMAT Applied Materials Inc | Technology | 9,226 | $4.72M | 5.7% | +31 | +0.3% | Added | 0% |
| 7 | AMZN Amazon Com Inc | Consumer Discretionary | 16.5K | $4.11M | 4.97% | +151 | +0.9% | Added | 0% |
| 8 | ASML Asml Holding Nv | Technology | 2,021 | $3.66M | 4.43% | +14 | +0.7% | Added | 0% |
| 9 | META Meta Platforms, Inc. | Technology | 5,045 | $3.66M | 4.42% | +107 | +2.2% | Added | 0% |
| 10 | LRCX Lam Research Corp | Technology | 10.3K | $3.37M | 4.08% | +88 | +0.9% | Added | 0% |
| 11 | AVGO Broadcom Inc. | Technology | 7,027 | $2.47M | 2.98% | +268 | +4.0% | Added | 0% |
| 12 | JPM Jpmorgan Chase & Co | Financial Services | 4,859 | $1.61M | 1.94% | +1 | +0.0% | Added | 0% |
| 13 | TSLA Tesla, Inc. | Consumer Discretionary | 4,254 | $1.51M | 1.82% | +128 | +3.1% | Added | 0% |
| 14 | NFLX Netflix Inc | Technology | 21.1K | $1.47M | 1.78% | +882 | +4.4% | Added | 0% |
| 15 | CAT Caterpillar Inc | Industrials | 1,556 | $1.26M | 1.53% | -21 | -1.3% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Goldenstone Wealth Management.
As of its Q3 2026 13F filing, Goldenstone Wealth Management LLC’s five largest positions were Microsoft Corp (MSFT) at 11.1%, Apple Inc. (AAPL) at 10.8%, Nvidia Corp (NVDA) at 8.9%, Advanced Micro Devices Inc (AMD) at 6.5%, Alphabet Inc. (GOOG) at 6.4% of the reported portfolio.
Goldenstone Wealth Management LLC reported a 13F portfolio worth $82.71M across 44 positions for Q3 2026. That is up 2.6% from the previous quarter.
Its largest purchases by value were Space Exploration Technologies Corp ($425.73K), Palantir Technologies Inc. ($344.13K), Alphabet Inc. ($196.26K). It opened 2 new positions.
Its largest sales by value were Rockwell Automation, Inc ($242.75K), Bank Of America Corp ($37.28K), Apple Inc. ($36.97K). It exited 1 positions entirely.
From the Form 13F-HR reports Goldenstone Wealth Management LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.