Gould Capital, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, Gould Capital, LLC held in its portfolio 200 assets valued at $162,268,859 (i.e. $162.27M).
The most valuable assets in the portfolio included: VANGUARD FTSE DEVELOPED MARKETS ETF ($15.03M), ISHARES 3-7 YEAR TREASURY BOND ETF ($12.67M), and VANGUARD TOTAL BOND MARKET ETF ($12.59M).
The chart below shows the top 10 valuable assets, and the table below shows the top 200 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Gould Capital, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD FTSE DEVELOPED MARKETS ETF | 240617 | 15031365 | ETF |
| ISHARES 3-7 YEAR TREASURY BOND ETF | 106113 | 12664533 | ETF |
| VANGUARD TOTAL BOND MARKET ETF | 169903 | 12584707 | ETF |
| VANGUARD TOTAL INTERNATIONAL BOND ETF | 154877 | 7483677 | ETF |
| VANGUARD FTSE EMERGING MARKETS ETF | 123380 | 6632884 | ETF |
| SPDR GOLD SHARES | 14695 | 5823775 | ETF |
| APPLE INC COM | 19868 | 5401278 | Stock |
| MICROSOFT CORP COM | 10097 | 4883235 | Stock |
| ALPHABET INC CAP STK CL C | 15370 | 4823213 | Stock |
| CATERPILLAR INC COM | 7891 | 4520279 | Stock |
| ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF | 33289 | 3666821 | ETF |
| AES CORP COM | 246909 | 3540675 | Stock |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 7027 | 3532122 | Stock |
| MERCK & CO INC COM | 31667 | 3333312 | Stock |
| COCA COLA CO COM | 47216 | 3300891 | Stock |
| AFLAC INC COM | 29555 | 3259052 | Stock |
| VERIZON COMMUNICATIONS INC COM | 77727 | 3165824 | Stock |
| PRICE T ROWE GROUP INC COM | 30440 | 3116447 | Stock |
| UNION PAC CORP COM | 13343 | 3086407 | Stock |
| COSTCO WHOLESALE CORPORATION COM | 3575 | 3082904 | Stock |
| STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF | 96414 | 2962805 | ETF |
| STARBUCKS CORP COM | 35083 | 2954303 | Stock |
| LAM RESEARCH CORP COM NEW | 16146 | 2763872 | Stock |
| PUBLIC STORAGE OPER CO COM | 10534 | 2733649 | REIT |
| NVIDIA CORPORATION COM | 13542 | 2525587 | Stock |
| OVINTIV INC COM | 61632 | 2415358 | Stock |
| STATE STREET SPDR PORTFOLIO S&P 500 ETF | 28538 | 2289318 | ETF |
| NUVEEN AMT FREE MUN CR INC FD COM | 171233 | 2167810 | CEF |
| AMAZON COM INC COM | 8546 | 1972633 | Stock |
| ROCKET COS INC COM CL A | 95166 | 1842414 | Stock |
| RAMBUS INC DEL COM | 18387 | 1689581 | Stock |
| QUANTA SVCS INC COM | 3897 | 1644768 | Stock |
| GILEAD SCIENCES INC COM | 13386 | 1642998 | Stock |
| META PLATFORMS INC CL A | 2257 | 1489823 | Stock |
| VISA INC COM CL A | 4199 | 1472631 | Stock |
| NETFLIX INC. COM | 15348 | 1439028 | Stock |
| DELL TECHNOLOGIES INC CL C | 11168 | 1405828 | Stock |
| APOLLO GLOBAL MGMT INC COM | 8879 | 1285324 | Stock |
| DEVON ENERGY CORP NEW COM | 32001 | 1172197 | Stock |
| VEEVA SYS INC CL A COM | 4475 | 998954 | Stock |
| UVEEN DIVIDEND ADV COM SH BEN INT | 73165 | 920416 | CEF |
| ISHARES BITCOIN TRUST ETF | 17559 | 871804 | ETF |
| T-MOBILE US INC COM | 4254 | 863732 | Stock |
| COLUMBIA BKG SYS INC COM | 23228 | 649223 | Stock |
| VANGUARD TOTAL WORLD BOND ETF | 8859 | 608969 | ETF |
| ISHARES GOLD TRUST | 4569 | 370866 | ETF |
| ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF | 3964 | 355000 | ETF |
| NUVEEN QUALITY MUNCP INCOME FD COM | 29374 | 353075 | CEF |
| VANGUARD TOTAL INTERNATIONAL STOCK ETF | 3726 | 281089 | ETF |
| ALPHABET INC CAP STK CL A | 866 | 271058 | Stock |
| BANK NEW YORK MELLON CORP COM | 1559 | 180984 | Stock |
| ISHARES ESG AWARE MSCI EAFE ETF | 1857 | 176582 | ETF |
| TESLA INC COM | 363 | 163248 | Stock |
| INTERNATIONAL BUSINESS MACHS COM | 500 | 148105 | Stock |
| ISHARES CORE 60/40 BALANCED ALLOCATION ETF | 2263 | 147087 | ETF |
| ISHARES GLOBAL CLEAN ENERGY ETF | 8830 | 145077 | ETF |
| ROCKET LAB CORP COM | 2000 | 139520 | Stock |
| RIVIAN AUTOMOTIVE INC COM CL A | 7025 | 138463 | Stock |
| MICRON TECHNOLOGY INC COM | 442 | 126151 | Stock |
| VANGUARD CORE TAX-EXEMPT BOND ETF | 1650 | 124691 | ETF |
| BANNER CORP COM NEW | 1933 | 121122 | Stock |
| EATON VANCE TAX MNGED BUY WRIT COM | 7486 | 114318 | CEF |
| SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | 1157 | 98773 | ETF |
| ISHARES ESG AWARE US AGGREGATE BOND ETF | 2012 | 96274 | ETF |
| ORACLE CORP COM | 480 | 93557 | Stock |
| ISHARES RUSSELL 3000 ETF | 238 | 92070 | ETF |
| ISHARES ESG AWARE MSCI EM ETF | 1964 | 86750 | ETF |
| DIVERSIFIED HEALTHCARE TR COM SH BEN INT | 17817 | 86413 | REIT |
| MEDPACE HLDGS INC COM | 150 | 84248 | Stock |
| BANCO SANTANDER SA ADR | 6666 | 78192 | ADR |
| ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF | 3057 | 77159 | ETF |
| ISHARES NATIONAL MUNI BOND ETF | 717 | 76798 | ETF |
| BLACKROCK MUNIYIELD QUALITY FD COM | 6700 | 72543 | CEF |
| INVESCO NASDAQ 100 ETF | 283 | 71619 | ETF |
| NEXTERA ENERGY INC COM | 772 | 61976 | Stock |
| SCHWAB CHARLES CORP COM | 600 | 59946 | Stock |
| COINBASE GLOBAL INC COM CL A | 255 | 57666 | Stock |
| AXON ENTERPRISE INC COM | 100 | 56793 | Stock |
| EVERSOURCE ENERGY COM | 800 | 53864 | Stock |
| BOEING CO COM | 243 | 52760 | Stock |
| VANGUARD SHORT-TERM TAX EXEMPT BOND ETF | 500 | 50788 | ETF |
| WEYERHAEUSER CO COM NEW | 2130 | 50460 | REIT |
| ANNALY CAPITAL MANAGEMENT INC COM NEW | 2245 | 50198 | REIT |
| DUTCH BROS INC CL A | 806 | 49343 | Stock |
| ISHARES ESG AWARE 80/20 AGGRESSIVE ALLOCATION ETF | 1177 | 48704 | ETF |
| GENERAC HLDGS INC COM | 357 | 48684 | Stock |
| REDDIT INC CL A | 200 | 45974 | Stock |
| ENPHASE ENERGY INC COM | 1402 | 44934 | Stock |
| NORDIC AMERICAN TANKERS LIMITE COM | 12700 | 43688 | Stock |
| ECOLAB INC COM | 158 | 41478 | Stock |
| ATAIBECKLEY INC COM SHS | 10000 | 40900 | Stock |
| NIKE INC CL B | 633 | 40332 | Stock |
| GLACIER BANCORP INC NEW COM | 855 | 37663 | Stock |
| STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF | 1440 | 37080 | ETF |
| WILLIAMS COS INC COM | 600 | 36066 | Stock |
| AGILENT TECHNOLOGIES INC COM | 264 | 35922 | Stock |
| CUMMINS INC COM | 70 | 35732 | Stock |
| ISHARES S&P GSCI COMMODITY INDEXED TRUST | 1500 | 34590 | ETF |
| EATON VANCE FLOATING RATE INC COM | 2812 | 31753 | CEF |
| INVESCO QQQ TRUST SERIES I | 51 | 31489 | ETF |
| QUEST DIAGNOSTICS INC COM | 171 | 29674 | Stock |
| REGIONS FINANCIAL CORP NEW COM | 1066 | 28889 | Stock |
| PROLOGIS INC. COM | 223 | 28468 | REIT |
| UBER TECHNOLOGIES INC COM | 345 | 28190 | Stock |
| AIRBNB INC COM CL A | 200 | 27144 | Stock |
| ARCHER AVIATION INC COM CL A | 3560 | 26771 | Stock |
| OWENS CORNING NEW COM | 239 | 26746 | Stock |
| SHOPIFY INC CL A SUB VTG SHS | 165 | 26560 | Stock |
| F5 INC COM | 100 | 25526 | Stock |
| PFIZER INC COM | 1000 | 24908 | Stock |
| CAPITAL ONE FINL CORP COM | 100 | 24236 | Stock |
| ISHARES SEMICONDUCTOR ETF | 79 | 23813 | ETF |
| ALASKA AIR GROUP INC COM | 470 | 23641 | Stock |
| COLGATE PALMOLIVE CO COM | 297 | 23469 | Stock |
| WW GRAINGER INC COM | 23 | 23208 | Stock |
| GLOBAL X URANIUM ETF | 535 | 22861 | ETF |
| JOHNSON & JOHNSON COM | 110 | 22765 | Stock |
| HOME DEPOT INC COM | 63 | 21678 | Stock |
| BEST BUY INC COM | 316 | 21150 | Stock |
| CORCEPT THERAPEUTICS INC COM | 600 | 20880 | Stock |
| AEHR TEST SYS COM | 1000 | 20190 | Stock |
| TARGET CORP COM | 200 | 19550 | Stock |
| HONEYWELL INTL INC COM | 100 | 19509 | Stock |
| PACCAR INC COM | 168 | 18398 | Stock |
| IONQ INC COM | 410 | 18397 | Stock |
| PVH CORPORATION COM | 273 | 18296 | Stock |
| CANADIAN NATL RY CO COM | 160 | 15816 | Stock |
| TOAST INC CL A | 415 | 14737 | Stock |
| NUVEEN MUN VALUE FD INC COM | 1550 | 14043 | CEF |
| STATE STREET SPDR S&P 500 ETF | 20 | 13638 | ETF |
| BIGBEAR AI HLDGS INC COM | 2500 | 13500 | Stock |
| FISERV INC COM | 199 | 13367 | Stock |
| CROWDSTRIKE HLDGS INC CL A | 28 | 13125 | Stock |
| INTEL CORP COM | 350 | 12915 | Stock |
| HEALTHPEAK PROPERTIES INC COM | 800 | 12864 | REIT |
| SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER | 500 | 11825 | CEF |
| FORTINET INC COM | 146 | 11594 | Stock |
| 3M CO COM | 71 | 11367 | Stock |
| BLOCK INC CL A | 150 | 9764 | Stock |
| ITRON INC COM | 100 | 9286 | Stock |
| DISNEY WALT CO COM | 80 | 9102 | Stock |
| PROCTER & GAMBLE CO COM | 63 | 9029 | Stock |
| PAYPAL HLDGS INC COM | 150 | 8757 | Stock |
| LITHIUM AMERS CORP NEW COM SHS | 2000 | 8720 | Stock |
| BRISTOL-MYERS SQUIBB CO COM | 160 | 8644 | Stock |
| EXXON MOBIL CORP COM | 70 | 8424 | Stock |
| FIDELITY ELECTRIC VEHICLES AND FUTURE TRANSPORTATION ETF | 500 | 8190 | ETF |
| UNIVERSAL HEALTH RLTY INCOME T SH BEN INT | 200 | 7842 | REIT |
| ISHARES MSCI ACWI ETF | 53 | 7499 | ETF |
| CUBESMART COM | 200 | 7210 | REIT |
| EXTRA SPACE STORAGE INC COM | 55 | 7162 | REIT |
| ON HLDG AG NAMEN AKT A | 150 | 6972 | Stock |
| UNITED PARCEL SVCS INC CL B | 70 | 6943 | Stock |
| BITMINE IMMERSION TECNOLOGIES COM NEW | 234 | 6353 | Stock |
| ISHARES CYBERSECURITY & TECH ETF | 129 | 6209 | ETF |
| VANGUARD UTILITIES ETF | 31 | 5797 | ETF |
| HANCOCK JOHN PREM DIVID FD COM SH BEN INT | 449 | 5702 | CEF |
| WASTE MGMT INC DEL COM | 25 | 5493 | Stock |
| VANECK SEMICONDUCTOR ETF | 15 | 5441 | ETF |
| FORD MTR CO COM | 329 | 4318 | Stock |
| GOLDMAN SACHS PHYSICAL GOLD ETF | 98 | 4170 | ETF |
| VANGUARD RUSSELL 3000 ETF | 13 | 3949 | ETF |
| VANGUARD S&P 500 ETF | 6 | 3763 | ETF |
| CRISPR THERAPEUTICS AG NAMEN AKT | 70 | 3671 | Stock |
| SONY GROUP CORP SPONSORED ADR | 125 | 3200 | ADR |
| BLACKROCK CORPOR HI YLD FD INC COM | 307 | 2732 | CEF |
| PUTNAM PREMIER INCOME TR SH BEN INT | 708 | 2506 | CEF |
| ISHARES CORE U.S. AGGREGATE BOND ETF | 25 | 2497 | ETF |
| SABA CAPITAL INCOME & OPPORTUN COM NEW | 300 | 2475 | CEF |
| IDACORP INC COM | 19 | 2405 | Stock |
| ISHARES CORE HIGH DIVIDEND ETF | 18 | 2189 | ETF |
| DENTSPLY SIRONA INC COM | 181 | 2069 | Stock |
| GE AEROSPACE COM NEW | 6 | 1848 | Stock |
| CLOUGH GLOBAL DIVID & INCOME F COM | 300 | 1791 | CEF |
| TELEFONICA BRASIL SA SPONSORED ADS | 150 | 1779 | ADR |
| VANGUARD COMMUNICATION SERVICES ETF | 9 | 1743 | ETF |
| CHURCH & DWIGHT CO INC COM | 20 | 1677 | Stock |
| VANGUARD TOTAL STOCK MARKET ETF | 5 | 1676 | ETF |
| SFL CORPORATION LTD SHS | 200 | 1562 | Stock |
| VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | 16 | 1440 | ETF |
| FOX CORP CL B COM | 20 | 1299 | Stock |
| EMERGENT BIOSOLUTIONS INC COM | 100 | 1236 | Stock |
| SOLSTICE ADVANCED MATLS INC COM SHS | 25 | 1215 | Stock |
| CHARLES RIV LABS INTL INC COM | 6 | 1197 | Stock |
| VANECK STEEL ETF | 14 | 1188 | ETF |
| VANGUARD MID-CAP GROWTH ETF | 4 | 1117 | ETF |
| VANGUARD DIVIDEND APPRECIATION ETF | 5 | 1099 | ETF |
| TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS | 70 | 1091 | ADR |
| ISHARES CORE S&P MID-CAP ETF | 16 | 1056 | ETF |
| VANGUARD 0-3 MONTH TREASURY BILL ETF | 13 | 981 | ETF |
| VANGUARD REAL ESTATE ETF | 11 | 973 | ETF |
| SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | 2 | 961 | ETF |
| PROTHENA CORP PLC SHS | 100 | 955 | Stock |
| ISHARES U.S. HEALTHCARE ETF | 12 | 781 | ETF |
| GE VERNOVA INC COM | 1 | 654 | Stock |
| SPOTIFY TECHNOLOGY S A SHS | 1 | 581 | Stock |
| CROCS INC COM | 3 | 257 | Stock |
| IMMUNITYBIO INC COM | 117 | 232 | Stock |
| GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | 2 | 164 | Stock |
| LUCID GROUP INC COM NEW | 7 | 74 | Stock |
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