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Gould Capital, LLC — 13F Holdings & Portfolio

CIK 1908965 · latest 13F-HR filed 2026-05-18

Backtest portfolio

Gould Capital, LLC manages $165.3M in 13F-reported U.S. long-equity assets across 204 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are VEA (10.04%), IEI (9.08%), BND (8.99%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 13 new positions, exited 10, added to 65, and trimmed 71.

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

$165.3M

Long-equity book

Holdings

204

Distinct positions

Period

2026-03-31

Filed 2026-05-18

Q/Q Activity

+13 / −10 / ↑65 / ↓71

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ISHARES 3-7 YEAR TREASURY BOND ETF$2.3M +18.5%
  • VANGUARD TOTAL BOND MARKET ETF$2.3M +18.0%
  • VANGUARD FTSE DEVELOPED MARKETS ETF$1.6M +10.4%
  • COSTCO WHOLESALE CORPORATION COM$863.2K +28.0%
  • VERIZON COMMUNICATIONS INC COM$854.6K +27.0%
Show all 65 →

Top Trims

  • ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF-$3.5M -95.9%
  • PRICE T ROWE GROUP INC COM-$3.1M -99.9%
  • OVINTIV INC COM-$2.4M -99.7%
  • ALPHABET INC CAP STK CL C-$2.0M -42.0%
  • MICROSOFT CORP COM-$1.1M -22.7%
Show all 71 →

New Positions

  • KINDER MORGAN INC DEL COM$3.8M
  • JPMORGAN CHASE & CO COM$3.0M
  • STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF$123.7K
  • STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF$58.7K
  • PRINCIPAL FINANCIAL GROUP INC COM$36.8K
Show all 13 →

Exited Positions

  • BANK NEW YORK MELLON CORP COM$181.0K
  • REGIONS FINANCIAL CORP NEW COM$28.9K
  • WW GRAINGER INC COM$23.2K
  • BEST BUY INC COM$21.1K
  • PVH CORPORATION COM$18.3K
Show all 10 →
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 VANGUARD FTSE DEVELOPED MARKETS ETF VEA 921943858 $16.6M 10.04% 258,902 SH
2 ISHARES 3-7 YEAR TREASURY BOND ETF IEI 464288661 $15.0M 9.08% 126,530 SH
3 VANGUARD TOTAL BOND MARKET ETF BND 921937835 $14.9M 8.99% 201,729 SH
4 VANGUARD TOTAL INTERNATIONAL BOND ETF BNDX 92203J407 $8.3M 5.03% 173,091 SH
5 VANGUARD FTSE EMERGING MARKETS ETF VWO 922042858 $7.1M 4.30% 131,348 SH
6 SPDR GOLD SHARES GLD 78463V107 $5.4M 3.28% 12,590 SH
7 APPLE INC COM AAPL 037833100 $5.0M 3.02% 19,658 SH
8 VERIZON COMMUNICATIONS INC COM VZ 92343V104 $4.0M 2.43% 80,088 SH
9 COSTCO WHOLESALE CORPORATION COM COST 22160K105 $3.9M 2.39% 3,960 SH
10 MICROSOFT CORP COM MSFT 594918104 $3.8M 2.28% 10,194 SH
11 KINDER MORGAN INC DEL COM KMI 49456B101 $3.8M 2.27% 112,078 SH
12 MERCK & CO INC COM MRK 58933Y105 $3.5M 2.11% 29,036 SH
13 CATERPILLAR INC COM CAT 149123101 $3.5M 2.11% 4,919 SH
14 COCA COLA CO COM KO 191216100 $3.4M 2.04% 44,259 SH
15 UNION PAC CORP COM UNP 907818108 $3.3M 2.03% 13,803 SH
16 BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B 084670702 $3.3M 1.99% 6,869 SH
17 STARBUCKS CORP COM SBUX 855244109 $3.3M 1.97% 36,394 SH
18 STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF FLRN 78468R200 $3.2M 1.96% 105,351 SH
19 AES CORP COM AES 00130H105 $3.2M 1.95% 228,157 SH
20 AFLAC INC COM AFL 001055102 $3.2M 1.93% 29,063 SH
21 PUBLIC STORAGE OPER CO COM PSA 74460D109 $3.1M 1.85% 11,292 SH
22 JPMORGAN CHASE & CO COM JPM 46625H100 $3.0M 1.81% 10,195 SH
23 ALPHABET INC CAP STK CL C GOOG 02079K107 $2.8M 1.69% 9,754 SH
24 STATE STREET SPDR PORTFOLIO S&P 500 ETF SPYM 78464A854 $2.4M 1.47% 31,731 SH
25 NUVEEN AMT FREE MUN CR INC FD COM NVG 67071L106 $2.4M 1.42% 190,833 SH
26 DELL TECHNOLOGIES INC CL C DELL 24703L202 $2.0M 1.22% 12,271 SH
27 NVIDIA CORPORATION COM NVDA 67066G104 $2.0M 1.22% 11,540 SH
28 DEVON ENERGY CORP NEW COM DVN 25179M103 $1.9M 1.16% 38,241 SH
29 QUANTA SVCS INC COM PWR 74762E102 $1.9M 1.15% 3,449 SH
30 AMAZON COM INC COM AMZN 023135106 $1.9M 1.14% 9,079 SH
31 NETFLIX INC. COM NFLX 64110L106 $1.7M 1.05% 18,052 SH
32 LAM RESEARCH CORP COM NEW LRCX 512807306 $1.7M 1.03% 7,934 SH
33 GILEAD SCIENCES INC COM GILD 375558103 $1.7M 1.03% 12,160 SH
34 T-MOBILE US INC COM TMUS 872590104 $1.6M 0.97% 7,644 SH
35 META PLATFORMS INC CL A META 30303M102 $1.5M 0.91% 2,641 SH
36 VISA INC COM CL A V 92826C839 $1.4M 0.86% 4,710 SH
37 RAMBUS INC DEL COM RMBS 750917106 $1.4M 0.82% 15,760 SH
38 APOLLO GLOBAL MGMT INC COM APO 03769M106 $1.2M 0.72% 10,674 SH
39 VEEVA SYS INC CL A COM VEEV 922475108 $1.2M 0.70% 6,580 SH
40 ROCKET COS INC COM CL A RKT 77311W101 $1.1M 0.68% 78,751 SH
41 ISHARES BITCOIN TRUST ETF IBIT 46438F101 $993.0K 0.60% 25,847 SH
42 NUVEEN MUN CR INCOME FD COM SH BEN INT NZF 67070X101 $847.6K 0.51% 69,591 SH
43 VANGUARD TOTAL WORLD BOND ETF BNDW 92206C565 $652.2K 0.39% 9,542 SH
44 COLUMBIA BKG SYS INC COM COLB 197236102 $636.5K 0.39% 23,204 SH
45 ISHARES GOLD TRUST IAU 464285204 $383.5K 0.23% 4,350 SH
46 ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF AOA 464289859 $333.1K 0.20% 3,764 SH
47 NUVEEN QUALITY MUNCP INCOME FD COM NAD 67066V101 $329.9K 0.20% 28,689 SH
48 VANGUARD TOTAL INTERNATIONAL STOCK ETF VXUS 921909768 $301.2K 0.18% 3,906 SH
49 ALPHABET INC CAP STK CL A GOOGL 02079K305 $239.2K 0.14% 832 SH
50 ISHARES ESG AWARE MSCI EAFE ETF ESGD 46435G516 $180.4K 0.11% 1,887 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-18 $165.3M 204 0001908965-26-000005
2025-12-31 2026-02-13 $162.3M 201 0001908965-26-000001
2025-09-30 2025-11-17 $161.5M 213 0001908965-25-000007