Top Institutional Investors

GOULD ASSET MANAGEMENT LLC /CA/ — 13F Holdings & Portfolio

CIK 1091961 · latest 13F-HR filed 2026-05-06

Backtest portfolio

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.

Loading holdings…
AUM

$575.7M

Long-equity book

Holdings

171

Distinct positions

Period

2026-03-31

Filed 2026-05-06

Q/Q Activity

+8 / −5 / ↑63 / ↓31

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ISHARES 0-5 YEAR TIPS BOND ET$6.9M +16.5%
  • VANGUARD MORTGAGE BACKED SEC$750.2K +23.9%
  • ISHARES MSCI EAFE INDEX ETF$735.0K +15.3%
  • ISHARES BARCLAYS SHORT TREASU$631.3K +14.9%
  • EXXON MOBIL CORPORATION$446.9K +39.5%
Show all 63 →

Top Trims

  • SPDR GOLD MINISHARES TRUST-$6.2M -42.4%
  • VANGUARD TOTAL BOND MARKET ET-$654.6K -27.4%
  • APPLE COMPUTER INC.-$622.1K -5.7%
  • MICROSOFT CORPORATION-$435.4K -12.3%
  • BOSTON SCIENTIFIC CORP.-$319.7K -33.5%
Show all 31 →

New Positions

  • VANGUARD TOTAL INTERNATIONAL$9.9M
  • TAIWANSEMICONDUCTOR MANUFACTU$273.7K
  • LOCKHEED MARTIN CORP COM$241.8K
  • CONOCOPHILLIPS$241.7K
  • ISHARES MSCI INDONESIA ETF$224.8K
Show all 8 →

Exited Positions

  • DEFIANCE CONNECTIVE TECHNOLOG$242.6K
  • TESLA MTRS INC$229.4K
  • UNITEDHEALTH GROUP$211.3K
  • AUTOMATIC DATA PROCESSING INC$210.0K
  • CRESUD S. A. C. I. F. Y. A. W$38.0K
Show all 5 →
All Holdings

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 S&P 500 DEPOSITORY RECEIPT SPY 78462F103 $145.2M 25.23% 223,338 SH
2 ISHARES 0-5 YEAR TIPS BOND ET STIP 46429B747 $48.6M 8.44% 469,722 SH
3 VANGUARD SHORT TERM TREASURY VGSH 92206C102 $35.6M 6.18% 608,248 SH
4 ISHARES BARCLAYS 20 YEAR TRE TLT 464287432 $22.7M 3.95% 262,280 SH
5 VANGUARD SHORT-TERM CORPORATE VCSH 92206C409 $20.4M 3.54% 257,157 SH
6 INVESCO TAXABLE MUNICIPAL BON BAB 46138G805 $18.0M 3.13% 668,113 SH
7 SPDR BARCLAYS INTL TREASURY B BWX 78464A516 $15.9M 2.76% 723,388 SH
8 VANGUARD REIT INDEX ETF VNQ 922908553 $15.6M 2.70% 175,363 SH
9 ISHARES S&P 500 INDEX ETF IVV 464287200 $14.2M 2.46% 21,722 SH
10 PIMCOTOTAL RETURN ETF BOND 72201R775 $11.6M 2.02% 125,987 SH
11 VANGUARD FTSE DEVELOPED MARKE VEA 921943858 $11.5M 2.01% 180,190 SH
12 APPLE COMPUTER INC. AAPL 037833100 $10.3M 1.79% 40,519 SH
13 VANGUARD TOTAL INTERNATIONAL BNDX 92203J407 $9.9M 1.72% 206,595 SH
14 WISDOMTREE EMMKTS EX-STT-OWND XSOE 97717X578 $9.8M 1.71% 245,444 SH
15 SPDR S&P 500 FOSSIL FUEL RESE SPYX 78468R796 $9.7M 1.68% 182,436 SH
16 SPDR GOLD MINISHARES TRUST GLDM 98149E303 $8.4M 1.46% 90,390 SH
17 VANGUARD EXTENDED MARKET INDE VXF 922908652 $7.3M 1.27% 35,531 SH
18 DIMENSIONAL WORLD EX US CORE DFAX 25434V880 $6.7M 1.16% 197,277 SH
19 ISHARES MSCI EAFE INDEX ETF EFA 464287465 $5.5M 0.96% 57,125 SH
20 ISHARES BARCLAYS SHORT TREASU SHV 464288679 $4.9M 0.84% 44,041 SH
21 VANGUARD ST TIPS BOND FD VTIP 922020805 $4.6M 0.79% 91,184 SH
22 VANGUARD ESG US STOCK ETF ESGV 921910733 $4.4M 0.76% 38,914 SH
23 VANGUARD MORTGAGE BACKED SEC VMBS 92206C771 $3.9M 0.68% 82,818 SH
24 ISHARES GOLD TRUST IAU 464285204 $3.4M 0.58% 38,159 SH
25 ISHARES ESG AWARE MSCI EAFE E ESGD 46435G516 $3.1M 0.54% 32,774 SH
26 MICROSOFT CORPORATION MSFT 594918104 $3.1M 0.54% 8,352 SH
27 DIMENSIONAL US CORE EQUITY 1 DCOR 25434V625 $2.8M 0.48% 38,444 SH
28 SPDR PORTFOLIO SHORT TERM COR SPSB 78464A474 $2.6M 0.44% 85,140 SH
29 VANGUARD ESG INTERNATIONAL ST VSGX 921910725 $2.4M 0.42% 34,001 SH
30 ISHARES CALIFORNIA MUNI BOND CMF 464288356 $2.4M 0.42% 42,780 SH
31 ISHARES TR INTL SEL DIV ETF IDV 464288448 $2.4M 0.41% 55,805 SH
32 ISHARES ESG ADVANCED MSCI USA USXF 46436E767 $2.3M 0.41% 42,555 SH
33 BROADCOM INC AVGO 11135F101 $2.2M 0.39% 7,182 SH
34 SPDR GOLD TRUST ETF GLD 78463V107 $2.2M 0.38% 5,120 SH
35 ISHARES ESG SCREENED S&P 500 XVV 46436E569 $2.2M 0.38% 44,743 SH
36 ISHARES IBONDS TERM TREASURY IBTH 46436E841 $2.1M 0.37% 94,800 SH
37 ISHARES IBONDS TERM TREASURY IBTG 46436E858 $2.1M 0.37% 92,603 SH
38 ISHARES IBONDS DEC 2028 TERM IBTI 46436E833 $2.1M 0.37% 94,330 SH
39 VANGUARD LONG-TERM TREASURY I VGLT 92206C847 $2.0M 0.35% 36,622 SH
40 COSTCO WHOLESALE CORP. COST 22160K105 $2.0M 0.34% 1,989 SH
41 ISHARES MSCI ACWI LOW CARBON CRBN 46434V464 $1.9M 0.34% 8,720 SH
42 WAL-MART STORES INC WMT 931142103 $1.9M 0.33% 15,382 SH
43 ISHARES MSCI USA ESG SELECT E SUSA 464288802 $1.8M 0.31% 13,391 SH
44 VANGUARD TOTAL BOND MARKET ET BND 921937835 $1.7M 0.30% 23,578 SH
45 JP MORGAN CHASE & CO. JPM 46625H100 $1.7M 0.30% 5,901 SH
46 SPDR S&P MID CAP 400 ETF MDY 78467Y107 $1.7M 0.30% 2,781 SH
47 EXXON MOBIL CORPORATION XOM 30231G102 $1.6M 0.27% 9,306 SH
48 ISHARES ESG ADVANCED MSCI EAF DMXF 46436E759 $1.6M 0.27% 20,670 SH
49 ISHARES MSCI SOUTH KOREA INDE EWY 464286772 $1.6M 0.27% 12,657 SH
50 ISHARES ESG SCREENED S&P MID- XJH 46436E551 $1.5M 0.27% 34,060 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-06 $575.7M 171 0001437749-26-014972
2025-12-31 2026-02-17 $564.3M 168 0001437749-26-004183