Goldenstone Wealth Management LLC has filed its 13F-HR report for the third quarter of 2026, revealing a total portfolio value of approximately $159.3 million as of September 30, 2026. This filing is significant as it provides insights into the firm's investment strategies and portfolio adjustments during a competitive period in the wealth management industry.

The report indicates that Goldenstone holds substantial positions in several high-profile companies, including Apple Inc., Microsoft Corp., and Amazon.com Inc. These investments reflect a strategic focus on technology and consumer sectors, which are pivotal in today's market landscape.

Background

Goldenstone Wealth Management LLC is a California-based investment firm. The company, which operates under the Central Index Key (CIK) number 0002109094, specializes in wealth management services. Its recent filings include multiple 13F-HR reports, with the latest being filed on November 4, 2026. The firm is known for actively managing its clients' investment portfolios to adapt to changing market conditions.

What the Filing Says

The filing states, "The total value of the securities reported is $159,308,747, with 81 different positions held." This comprehensive report reflects the firm's ongoing commitment to transparency and regulatory compliance.

Impact

This filing may affect various stakeholders, including clients of Goldenstone Wealth Management, who rely on the firm's expertise to navigate the complexities of the investment landscape. Additionally, it provides insights for competitors in the wealth management sector, illustrating the types of investments that are currently favored in the market.

What's Next

The filing does not say what happens next.