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Goldenstone Wealth Management LLC — 13F Holdings & Portfolio

CIK 2109094 · latest 13F-HR filed 2026-08-05

Backtest portfolio

Goldenstone Wealth Management LLC manages $152.9M in 13F-reported U.S. long-equity assets across 76 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are BUFR (11.06%), DDTN (9.81%), AAPL (5.12%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 4 new positions and exited 17; 50 existing positions rose in reported value and 9 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$152.9M

Long-equity book

Holdings
76

Distinct positions

Period
2026-06-30

Filed 2026-08-05

Q/Q Activity
+4 / −17 / ↑50 / ↓9

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
BUFR11.1% · +12%DDTN9.8% · -3%AAPL5.1% · +2%USFR4.8% · -51%MSFT4.4% · +7%AMAT4.3% · +0%NVDA4.2% · +3%GOOG3.5% · +1%AMD3.3% · -1%LRCX2.9% · -2%ACYN2.8% · newBUFZ2.8% · -2%ASML2.6% · +0%AMZN2.5% · +4%BUFQ2.1% · -7%SDVY2.1% · -4%META1.8% · +9%AVGO1.7% · +2%EMXC1.4% · -2%IVV1.4% · +42%TSLA1.1% · +7%CAT1.1% · -3%NNOV1.0% · -12%JPM1.0% · +2%BOXX1.0% · +330%NFLX0.9% · +10%WMT0.8% · -0%STX0.8% · +0%MRVL0.8% · +0%JNJ0.7% · -28%V0.7% · +7%GS0.6% · -3%HD0.6% · +4%MS0.6% · -2%COST0.6% · +2%DDFM0.5% · 0%FNOV0.5% · -1%CRWD0.5% · +8%FJUL0.5% · 0%TSM0.5% · -4%VRT0.5% · +1%MA0.5% · +8%ITOT0.5% · +140%ACII0.5% · -5%FTHI0.4% · +137%KLAC0.4% · +933%ARM0.4% · +2%QQQ0.4% · -8%ESGV0.4% · 0%FMAR0.3% · 0%FMTM0.3% · +5%BLK0.3% · +2%EPI0.3% · -2%XOM0.3% · +7%UNH0.3% · -83%IJK0.3% · -4%ABBV0.3% · +5%XC0.3% · -0%IWR0.3% · -0%LOW0.3% · +8%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 53.4%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Sep 18, 2026.

Assets Under Management
$238.3M
Discretionary
$177.3M
Employees
2
Accounts
236
Address
5170 GOLDEN FOOTHILL PARKWAY
EL DORADO HILLS, CA 95762
Phone
(916) 799-6527
Website
Name Title / Status Ownership Type
VARSHNEY, SANJAY, BALMUKAND ControlPARTNER, PRINCIPAL, AND CHIEF COMPLIANCE OFFICER
since Jul 2020
50–75%Individual
VILLEGAS, ANDRES, RENE ControlPARTNER AND PRINCIPAL
since Jul 2020
50–75%Individual

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Goldenstone Wealth Management LLC Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 FIRST TR EXCHNG TRADED FD VI BUFR 33740F755 $16.9M 11.06% 463,059 SH
2 INNOVATOR ETFS TRUST DDTN 45784N460 $15.0M 9.81% 735,350 SH
3 APPLE INC AAPL 037833100 $7.8M 5.12% 27,052 SH
4 WISDOMTREE TR USFR 97717Y527 $7.4M 4.84% 146,939 SH
5 MICROSOFT CORP MSFT 594918104 $6.7M 4.36% 17,856 SH
6 APPLIED MATLS INC AMAT 038222105 $6.6M 4.35% 9,195 SH
7 NVIDIA CORPORATION NVDA 67066G104 $6.4M 4.19% 31,996 SH
8 ALPHABET INC GOOG 02079K107 $5.3M 3.46% 14,950 SH
9 ADVANCED MICRO DEVICES INC AMD 007903107 $5.1M 3.34% 8,798 SH
10 LAM RESEARCH CORP LRCX 512807306 $4.4M 2.89% 10,180 SH
11 FIRST TR EXCHANGE-TRADED FD ACYN 33733E690 $4.3M 2.80% 205,707 SH
12 FIRST TR EXCHNG TRADED FD VI BUFZ 33740U729 $4.2M 2.77% 151,750 SH
13 ASML HLDG NV ASML N07059210 $4.0M 2.61% 2,007 SH
14 AMAZON COM INC AMZN 023135106 $3.9M 2.55% 16,341 SH
15 FIRST TR EXCHNG TRADED FD VI BUFQ 33740U752 $3.2M 2.08% 81,056 SH
16 FIRST TR EXCHANGE TRADED FD SDVY 33741X102 $3.2M 2.07% 73,232 SH
17 META PLATFORMS INC META 30303M102 $2.8M 1.82% 4,938 SH
18 BROADCOM INC AVGO 11135F101 $2.6M 1.67% 6,759 SH
19 ISHARES INC EMXC 46434G764 $2.2M 1.44% 21,568 SH
20 ISHARES TR IVV 464287200 $2.1M 1.37% 2,795 SH
21 TESLA INC TSLA 88160R101 $1.7M 1.14% 4,126 SH
22 CATERPILLAR INC CAT 149123101 $1.7M 1.10% 1,577 SH
23 INNOVATOR ETFS TRUST NNOV 45784N874 $1.6M 1.04% 50,670 SH
24 JPMORGAN CHASE & CO JPM 46625H100 $1.6M 1.04% 4,858 SH
25 EA SERIES TRUST BOXX 02072L565 $1.5M 1.01% 13,214 SH
26 NETFLIX INC. NFLX 64110L106 $1.4M 0.95% 20,264 SH
27 WALMART INC WMT 931142103 $1.3M 0.82% 11,060 SH
28 SEAGATE TECHNOLOGY HLDNGS PL STX G7997R103 $1.2M 0.80% 1,269 SH
29 MARVELL TECHNOLOGY INC MRVL 573874104 $1.2M 0.80% 4,094 SH
30 JOHNSON & JOHNSON JNJ 478160104 $1.1M 0.72% 4,337 SH
31 VISA INC V 92826C839 $1.0M 0.66% 2,920 SH
32 GOLDMAN SACHS GROUP INC GS 38141G104 $964.9K 0.63% 954 SH
33 HOME DEPOT INC HD 437076102 $951.3K 0.62% 2,697 SH
34 MORGAN STANLEY MS 617446448 $924.9K 0.60% 4,424 SH
35 COSTCO WHOLESALE CORPORATION COST 22160K105 $916.8K 0.60% 980 SH
36 INNOVATOR ETFS TRUST DDFM 45784N379 $823.5K 0.54% 41,700 SH
37 FIRST TR EXCHNG TRADED FD VI FNOV 33740F847 $816.5K 0.53% 13,960 SH
38 CROWDSTRIKE HLDGS INC CRWD 22788C105 $796.5K 0.52% 1,044 SH
39 FIRST TR EXCHNG TRADED FD VI FJUL 33740U208 $780.9K 0.51% 13,115 SH
40 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $777.0K 0.51% 1,634 SH
41 VERTIV HOLDINGS CO VRT 92537N108 $770.3K 0.50% 2,301 SH
42 MASTERCARD INCORPORATED MA 57636Q104 $748.6K 0.49% 1,458 SH
43 ISHARES TR ITOT 464287150 $734.7K 0.48% 4,473 SH
44 INNOVATOR ETFS TRUST ACII 45784N585 $705.8K 0.46% 27,734 SH
45 FIRST TR EXCHANGE TRADED FD FTHI 33738R308 $654.2K 0.43% 27,430 SH
46 KLA CORP KLAC 482480100 $629.3K 0.41% 2,086 SH
47 ARM HOLDINGS PLC ARM 042068205 $607.1K 0.40% 1,712 SH
48 INVESCO QQQ TR QQQ 46090E103 $598.7K 0.39% 813 SH
49 VANGUARD WORLD FD ESGV 921910733 $595.7K 0.39% 4,505 SH
50 FIRST TR EXCHNG TRADED FD VI FMAR 33740F599 $515.8K 0.34% 9,870 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-05 $152.9M 76 0002109094-26-000004
2026-03-31 2026-05-08 $137.5M 89 0002109094-26-000003
2025-12-31 2026-02-06 $133.7M 84 0002109094-26-000002
Filer Information
Address
5170 GOLDEN FOOTHILL PARKWAY
EL DORADO HILLS, CA 95762
Phone
(916) 799-6527
Filing Manager
Goldenstone Wealth Management LLC
EL DORADO HILLS, CA
Signatory
Sanjay Varshney
Chief Compliance Officer