Filed: 8/7/2026ACC: 0001908965-26-000008
📋 What this filing means
GOULD CAPITAL, LLC filed this quarterly 13F‑HR report disclosing 217 equity positions with a total reported market value of $179.43M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
217
Positions
$179.43M
Total AUM (reported)
2.58M
Total Shares
Allocation by class
STOCK$89.59M49.9%
ETF$81.49M45.4%
REIT$4.18M2.3%
CEF$4.10M2.3%
ADR$68.0K0.0%
Portfolio Concentration
Top 3$48.89M27.2%
4–10$39.55M22.0%
11–25$51.45M28.7%
Rest$39.54M22.0%
Top 3 weight
27.2%
Top 10 weight
49.3%
Voting Authority Distribution
Total shares with voting rights: 2.58M
Sole
Full voting authority
280.84K
shares
% of voting shares10.9%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.29M
shares
% of voting shares89.1%
Investment Discretion (by position count)
Sole217
Shared0
Other0
Dominant voting typeNone · 89.1% of voting shares
Institutional Holdings217
Rows:
VANGUARD FTSE DEVELOPED MARKETS ETF
SOLEShares260.38K
TypeSH
Market value$18.55M
10.34%
Sole
24.98K
Shared
0.00
None
235.41K
VANGUARD TOTAL BOND MARKET ETF
SOLEShares207.15K
TypeSH
Market value$15.21M
8.48%
Sole
19.18K
Shared
0.00
None
187.97K
ISHARES 3-7 YEAR TREASURY BOND ETF
SOLEShares128.84K
TypeSH
Market value$15.13M
8.43%
Sole
13K
Shared
0.00
None
115.84K
VANGUARD TOTAL INTERNATIONAL BOND ETF
SOLEShares184.20K
TypeSH
Market value$8.92M
4.97%
Sole
18.68K
Shared
0.00
None
165.51K
VANGUARD FTSE EMERGING MARKETS ETF
SOLEShares132.23K
TypeSH
Market value$7.89M
4.40%
Sole
12.52K
Shared
0.00
None
119.72K
APPLE INC COM
SOLEShares19.88K
TypeSH
Market value$5.75M
3.21%
Sole
1.73K
Shared
0.00
None
18.15K
SPDR GOLD SHARES
SOLEShares12.77K
TypeSH
Market value$4.70M
2.62%
Sole
1.16K
Shared
0.00
None
11.61K
MICROSOFT CORP COM
SOLEShares12.22K
TypeSH
Market value$4.56M
2.54%
Sole
949.00
Shared
0.00
None
11.27K
VERIZON COMMUNICATIONS INC COM
SOLEShares93.44K
TypeSH
Market value$3.96M
2.20%
Sole
9.64K
Shared
0.00
None
83.80K
UNION PAC CORP COM
SOLEShares13.83K
TypeSH
Market value$3.76M
2.10%
Sole
1.37K
Shared
0.00
None
12.46K
MERCK & CO INC COM
SOLEShares29.27K
TypeSH
Market value$3.76M
2.10%
Sole
2.90K
Shared
0.00
None
26.37K
STARBUCKS CORP COM
SOLEShares36.48K
TypeSH
Market value$3.73M
2.08%
Sole
4.57K
Shared
0.00
None
31.91K
PUBLIC STORAGE COM
SOLEShares11.41K
TypeSH
Market value$3.63M
2.02%
Sole
1.11K
Shared
0.00
None
10.30K
COCA COLA CO COM
SOLEShares44.40K
TypeSH
Market value$3.61M
2.01%
Sole
4.37K
Shared
0.00
None
40.03K
COSTCO WHOLESALE CORPORATION COM
SOLEShares3.85K
TypeSH
Market value$3.60M
2.01%
Sole
337.00
Shared
0.00
None
3.51K
KINDER MORGAN INC DEL COM
SOLEShares112.32K
TypeSH
Market value$3.59M
2.00%
Sole
10.28K
Shared
0.00
None
102.04K
CATERPILLAR INC COM
SOLEShares3.35K
TypeSH
Market value$3.57M
1.99%
Sole
317.00
Shared
0.00
None
3.04K
BERKSHIRE HATHAWAY INC DEL CL B NEW
SOLEShares7.04K
TypeSH
Market value$3.52M
1.96%
Sole
822.00
Shared
0.00
None
6.21K
ALPHABET INC CAP STK CL C
SOLEShares9.84K
TypeSH
Market value$3.48M
1.94%
Sole
959.00
Shared
0.00
None
8.88K
AFLAC INC COM
SOLEShares29.42K
TypeSH
Market value$3.45M
1.92%
Sole
2.90K
Shared
0.00
None
26.52K
JPMORGAN CHASE & CO COM
SOLEShares10.40K
TypeSH
Market value$3.41M
1.90%
Sole
953.00
Shared
0.00
None
9.45K
AES CORP COM
SOLEShares231.66K
TypeSH
Market value$3.40M
1.89%
Sole
22.50K
Shared
0.00
None
209.16K
STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF
SOLEShares105.22K
TypeSH
Market value$3.25M
1.81%
Sole
14.77K
Shared
0.00
None
90.45K
STATE STREET SPDR PORTFOLIO S&P 500 ETF
SOLEShares32.66K
TypeSH
Market value$2.87M
1.60%
Sole
1.51K
Shared
0.00
None
31.14K
NUVEEN AMT FREE MUN CR INC FD COM
SOLEShares202.43K
TypeSH
Market value$2.59M
1.44%
Sole
8.57K
Shared
0.00
None
193.85K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD FTSE DEVELOPED MARKETS ETFSOLE | ETF | 260.38K | SH | $18.55M 10.34% | 24.98K | 0.00 | 235.41K |
VANGUARD TOTAL BOND MARKET ETFSOLE | ETF | 207.15K | SH | $15.21M 8.48% | 19.18K | 0.00 | 187.97K |
ISHARES 3-7 YEAR TREASURY BOND ETFSOLE | ETF | 128.84K | SH | $15.13M 8.43% | 13K | 0.00 | 115.84K |
VANGUARD TOTAL INTERNATIONAL BOND ETFSOLE | ETF | 184.20K | SH | $8.92M 4.97% | 18.68K | 0.00 | 165.51K |
VANGUARD FTSE EMERGING MARKETS ETFSOLE | ETF | 132.23K | SH | $7.89M 4.40% | 12.52K | 0.00 | 119.72K |
APPLE INC COMSOLE | Stock | 19.88K | SH | $5.75M 3.21% | 1.73K | 0.00 | 18.15K |
SPDR GOLD SHARESSOLE | ETF | 12.77K | SH | $4.70M 2.62% | 1.16K | 0.00 | 11.61K |
MICROSOFT CORP COMSOLE | Stock | 12.22K | SH | $4.56M 2.54% | 949.00 | 0.00 | 11.27K |
VERIZON COMMUNICATIONS INC COMSOLE | Stock | 93.44K | SH | $3.96M 2.20% | 9.64K | 0.00 | 83.80K |
UNION PAC CORP COMSOLE | Stock | 13.83K | SH | $3.76M 2.10% | 1.37K | 0.00 | 12.46K |
MERCK & CO INC COMSOLE | Stock | 29.27K | SH | $3.76M 2.10% | 2.90K | 0.00 | 26.37K |
STARBUCKS CORP COMSOLE | Stock | 36.48K | SH | $3.73M 2.08% | 4.57K | 0.00 | 31.91K |
PUBLIC STORAGE COMSOLE | REIT | 11.41K | SH | $3.63M 2.02% | 1.11K | 0.00 | 10.30K |
COCA COLA CO COMSOLE | Stock | 44.40K | SH | $3.61M 2.01% | 4.37K | 0.00 | 40.03K |
COSTCO WHOLESALE CORPORATION COMSOLE | Stock | 3.85K | SH | $3.60M 2.01% | 337.00 | 0.00 | 3.51K |
KINDER MORGAN INC DEL COMSOLE | Stock | 112.32K | SH | $3.59M 2.00% | 10.28K | 0.00 | 102.04K |
CATERPILLAR INC COMSOLE | Stock | 3.35K | SH | $3.57M 1.99% | 317.00 | 0.00 | 3.04K |
BERKSHIRE HATHAWAY INC DEL CL B NEWSOLE | Stock | 7.04K | SH | $3.52M 1.96% | 822.00 | 0.00 | 6.21K |
ALPHABET INC CAP STK CL CSOLE | Stock | 9.84K | SH | $3.48M 1.94% | 959.00 | 0.00 | 8.88K |
AFLAC INC COMSOLE | Stock | 29.42K | SH | $3.45M 1.92% | 2.90K | 0.00 | 26.52K |
JPMORGAN CHASE & CO COMSOLE | Stock | 10.40K | SH | $3.41M 1.90% | 953.00 | 0.00 | 9.45K |
AES CORP COMSOLE | Stock | 231.66K | SH | $3.40M 1.89% | 22.50K | 0.00 | 209.16K |
STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETFSOLE | ETF | 105.22K | SH | $3.25M 1.81% | 14.77K | 0.00 | 90.45K |
STATE STREET SPDR PORTFOLIO S&P 500 ETFSOLE | ETF | 32.66K | SH | $2.87M 1.60% | 1.51K | 0.00 | 31.14K |
NUVEEN AMT FREE MUN CR INC FD COMSOLE | CEF | 202.43K | SH | $2.59M 1.44% | 8.57K | 0.00 | 193.85K |
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