Gould Capital, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 7, 2026, Gould Capital, Llc disclosed 205 stock positions valued at approximately $179.43M as of quarter-end June 30, 2026. The largest holdings include VANGUARD FTSE DEVELOPED MARKETS ETF, VANGUARD TOTAL BOND MARKET ETF, and ISHARES 3-7 YEAR TREASURY BOND ETF.
- Report Period
- June 30, 2026
- No. of Stocks
- 205
- Portfolio Value
- $179.43M
Holdings by Sector
Gould Capital, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD FTSE DEVELOPED MARKETS ETF | VEA | Other | 10.34% | 260,383 | +1,481 | +0.57% | $18,552,291 |
| VANGUARD TOTAL BOND MARKET ETF | BND | Other | 8.48% | 207,154 | +5,425 | +2.69% | $15,207,161 |
| ISHARES 3-7 YEAR TREASURY BOND ETF | IEI | Other | 8.43% | 128,837 | +2,307 | +1.82% | $15,131,955 |
| VANGUARD TOTAL INTERNATIONAL BOND ETF | BNDX | Other | 4.97% | 184,198 | +11,107 | +6.42% | $8,920,731 |
| VANGUARD FTSE EMERGING MARKETS ETF | VWO | Other | 4.40% | 132,232 | +884 | +0.67% | $7,892,924 |
| APPLE INC COM | AAPL | Technology | 3.21% | 19,884 | +226 | +1.15% | $5,753,620 |
| SPDR GOLD SHARES | GLD | Other | 2.62% | 12,767 | +177 | +1.41% | $4,703,107 |
| MICROSOFT CORP COM | MSFT | Technology | 2.54% | 12,223 | +2,029 | +19.90% | $4,559,564 |
| VERIZON COMMUNICATIONS INC COM | VZ | Communication Services | 2.20% | 93,443 | +13,355 | +16.68% | $3,956,360 |
| UNION PAC CORP COM | UNP | Industrials | 2.10% | 13,834 | +31 | +0.22% | $3,762,873 |
| MERCK & CO INC COM | MRK | Healthcare | 2.10% | 29,265 | +229 | +0.79% | $3,760,541 |
| STARBUCKS CORP COM | SBUX | Consumer Cyclical | 2.08% | 36,482 | +88 | +0.24% | $3,728,076 |
| PUBLIC STORAGE COM | PSA | Real Estate | 2.02% | 11,412 | +120 | +1.06% | $3,632,588 |
| COCA COLA CO COM | KO | Consumer Defensive | 2.01% | 44,396 | +137 | +0.31% | $3,608,090 |
| COSTCO WHOLESALE CORPORATION COM | COST | Consumer Defensive | 2.01% | 3,847 | -113 | -2.85% | $3,598,813 |
| KINDER MORGAN INC DEL COM | KMI | Energy | 2.00% | 112,318 | +240 | +0.21% | $3,590,806 |
| CATERPILLAR INC COM | CAT | Industrials | 1.99% | 3,353 | -1,566 | -31.84% | $3,570,231 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | BRK-B | Financial Services | 1.96% | 7,037 | +168 | +2.45% | $3,521,244 |
| ALPHABET INC CAP STK CL C | GOOG | Communication Services | 1.94% | 9,839 | +85 | +0.87% | $3,476,550 |
| AFLAC INC COM | AFL | Financial Services | 1.92% | 29,418 | +355 | +1.22% | $3,449,294 |
| JPMORGAN CHASE & CO COM | JPM | Financial Services | 1.90% | 10,405 | +210 | +2.06% | $3,405,869 |
| AES CORP COM | AES | Utilities | 1.89% | 231,656 | +3,499 | +1.53% | $3,396,077 |
| STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF | FLRN | Other | 1.81% | 105,223 | -128 | -0.12% | $3,246,122 |
| STATE STREET SPDR PORTFOLIO S&P 500 ETF | SPLG | Other | 1.60% | 32,657 | +926 | +2.92% | $2,869,897 |
| NUVEEN AMT FREE MUN CR INC FD COM | NVG | Financial Services | 1.44% | 202,429 | +11,596 | +6.08% | $2,591,091 |
| NVIDIA CORPORATION COM | NVDA | Technology | 1.28% | 11,462 | -78 | -0.68% | $2,293,437 |
| LAM RESEARCH CORP COM NEW | LRCX | Other | 1.27% | 5,250 | -2,684 | -33.83% | $2,274,983 |
| ROCKET COS INC COM CL A | RKT | Financial Services | 1.25% | 142,041 | +63,290 | +80.37% | $2,237,146 |
| AMAZON COM INC COM | AMZN | Consumer Cyclical | 1.20% | 9,062 | -17 | -0.19% | $2,159,883 |
| RAMBUS INC DEL COM | RMBS | Technology | 1.16% | 15,721 | -39 | -0.25% | $2,086,806 |
Showing 30 of 205 holdings in the latest reporting period.