Gould Capital, LLC 13F Holdings · Q2 2026
Gould Capital, LLC reported 217 securities worth $179.43M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VEA (10.34%), BND (8.48%), IEI (8.43%). Among its top 25 positions this quarter: 22 added, 3 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $18.6M | 10.34% | 260,383 | Added |
| 2 | BND | VANGUARD TOTAL BOND MARKET ETF | $15.2M | 8.48% | 207,154 | Added |
| 3 | IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | $15.1M | 8.43% | 128,837 | Added |
| 4 | BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $8.9M | 4.97% | 184,198 | Added |
| 5 | VWO | VANGUARD FTSE EMERGING MARKETS ETF | $7.9M | 4.40% | 132,232 | Added |
| 6 | AAPL | APPLE INC COM | $5.8M | 3.21% | 19,884 | Added |
| 7 | GLD | SPDR GOLD SHARES | $4.7M | 2.62% | 12,767 | Added |
| 8 | MSFT | MICROSOFT CORP COM | $4.6M | 2.54% | 12,223 | Added |
| 9 | VZ | VERIZON COMMUNICATIONS INC COM | $4.0M | 2.20% | 93,443 | Added |
| 10 | MRK | MERCK & CO INC COM | $3.8M | 2.10% | 29,265 | Added |
| 11 | UNP | UNION PAC CORP COM | $3.8M | 2.10% | 13,834 | Added |
| 12 | SBUX | STARBUCKS CORP COM | $3.7M | 2.08% | 36,482 | Added |
| 13 | PSA | PUBLIC STORAGE COM | $3.6M | 2.02% | 11,412 | Added |
| 14 | COST | COSTCO WHOLESALE CORPORATION COM | $3.6M | 2.01% | 3,847 | Trimmed |
| 15 | KO | COCA COLA CO COM | $3.6M | 2.01% | 44,396 | Added |
| 16 | KMI | KINDER MORGAN INC DEL COM | $3.6M | 2.00% | 112,318 | Added |
| 17 | CAT | CATERPILLAR INC COM | $3.6M | 1.99% | 3,353 | Trimmed |
| 18 | BRKB | BERKSHIRE HATHAWAY INC DEL CL B NEW | $3.5M | 1.96% | 7,037 | Added |
| 19 | GOOG | ALPHABET INC CAP STK CL C | $3.5M | 1.94% | 9,839 | Added |
| 20 | AFL | AFLAC INC COM | $3.4M | 1.92% | 29,418 | Added |
| 21 | JPM | JPMORGAN CHASE & CO COM | $3.4M | 1.90% | 10,405 | Added |
| 22 | AES | AES CORP COM | $3.4M | 1.89% | 231,656 | Added |
| 23 | FLRN | STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF | $3.2M | 1.81% | 105,223 | Trimmed |
| 24 | SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $2.9M | 1.60% | 32,657 | Added |
| 25 | NVG | NUVEEN AMT FREE MUN CR INC FD COM | $2.6M | 1.44% | 202,429 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR