Goldenstone Wealth Management LLC
Goldenstone Wealth Management LLC reported 76 holdings worth US$153M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 5, 2026
Goldenstone Wealth Management LLC reported 76 holdings worth US$153M as of Jun 30, 2026. Largest: Apple Inc, Microsoft Corp. and Applied Materials, Inc. Filed Aug 5, 2026 (Form 13F).
- Holdings
- 76
- Value as reported
- US$153M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 27,052 | US$7.83M | 5.1% |
| Microsoft Corp. | 17,856 | US$6.66M | 4.4% |
| Applied Materials, Inc. | 9,195 | US$6.65M | 4.3% |
| Nvidia Corporation | 31,996 | US$6.4M | 4.2% |
| Alphabet Inc (google) Class C | 15,737 | US$5.62M | 3.7% |
| Advanced Micro Devices Inc | 8,798 | US$5.11M | 3.3% |
| Lam Research Corporation | 10,180 | US$4.41M | 2.9% |
| Asml Holding Nv | 2,007 | US$3.99M | 2.6% |
| Amazon.com, Inc. | 16,341 | US$3.89M | 2.5% |
| Meta Platforms, Inc. | 4,938 | US$2.78M | 1.8% |
| Broadcom Inc. | 6,759 | US$2.55M | 1.7% |
| Tesla, Inc. | 4,126 | US$1.74M | 1.1% |
| Caterpillar, Inc. | 1,577 | US$1.68M | 1.1% |
| Jp Morgan Chase & Co. | 4,858 | US$1.59M | 1.0% |
| Netflix, Inc. | 20,264 | US$1.45M | 0.95% |
| Walmart Inc. | 11,060 | US$1.25M | 0.82% |
| Marvell Technology, Inc. | 4,094 | US$1.22M | 0.80% |
| Johnson & Johnson | 4,337 | US$1.1M | 0.72% |
| Visa Inc. | 2,920 | US$1M | 0.66% |
| Goldman Sachs Group, Inc. (the) | 954 | US$965K | 0.63% |
| Home Depot, Inc. (the) | 2,697 | US$951K | 0.62% |
| Morgan Stanley | 4,424 | US$925K | 0.60% |
| Costco Wholesale Corporation | 980 | US$917K | 0.60% |
| Crowdstrike Holdings, Inc. | 1,044 | US$797K | 0.52% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 1,634 | US$777K | 0.51% |
| Vertiv Holdings, Llc | 2,301 | US$770K | 0.50% |
| Mastercard Incorporated | 1,458 | US$749K | 0.49% |
| Kla Corporation | 2,086 | US$629K | 0.41% |
| Blackrock, Inc. | 532 | US$512K | 0.33% |
| Exxon Mobil Corporation | 3,582 | US$490K | 0.32% |
| Unitedhealth Group Incorporated | 1,080 | US$449K | 0.29% |
| Abbvie Inc. | 1,738 | US$437K | 0.29% |
| Lowe's Companies, Inc. | 1,843 | US$406K | 0.27% |
| Synopsys, Inc. | 898 | US$401K | 0.26% |
| Ge Vernova Inc. | 293 | US$344K | 0.23% |
| Chevron Corporation | 1,994 | US$331K | 0.22% |
| Bank Of America Corporation | 4,848 | US$276K | 0.18% |
| Lockheed Martin Corporation | 485 | US$247K | 0.16% |
| Rockwell Automation, Inc. | 490 | US$243K | 0.16% |
| Vistra Corp. | 1,495 | US$237K | 0.16% |
| Humana Inc. | 0 | US$0 | 0.00% |
| Illinois Tool Works Inc. | 0 | US$0 | 0.00% |
| International Business Machines Corporation | 0 | US$0 | 0.00% |
| Marathon Petroleum Corporation | 0 | US$0 | 0.00% |
| Marsh | 0 | US$0 | 0.00% |
| Nike, Inc. | 0 | US$0 | 0.00% |
| Philip Morris International Inc | 0 | US$0 | 0.00% |
| Rtx Corporation | 0 | US$0 | 0.00% |
| Texas Instruments Incorporated | 0 | US$0 | 0.00% |
| Automatic Data Processing, Inc. | 0 | US$0 | 0.00% |
| Avery Dennison Corporation | 0 | US$0 | 0.00% |
| Berkshire Hathaway Inc. | 0 | US$0 | 0.00% |
| Blackstone Inc. | 0 | US$0 | 0.00% |
| Csx Corporation | 0 | US$0 | 0.00% |
| Walt Disney Company (the) | 0 | US$0 | 0.00% |
| Ge Aerospace | 0 | US$0 | 0.00% |
Source
View original at SEC
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