Q2 2026 13F · SEC CIK 1908965

Gould Capital, LLC

Wealth managerFiled 2026-08-07 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $179.4M
Reported positions: 217
Top holdings a year, 3 yrs: +10.7%
Assets under management: $175.2M

Gould Capital, LLC is a wealth manager that reported 217 positions worth $179.4M in its Q2 2026 13F, filed 2026-08-07. Its largest holdings were Vanguard Tax-Managed Fds (VEA, 10.3%), Vanguard Total Bond Market ETF (BND, 8.5%), Ishares (IEI, 8.4%). A portfolio copying its top holdings returned 10.7% a year over the last 3 years, against 20.4% for the S&P 500.

Gould Capital, LLC holdings largest 50 of 217 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Gould Capital, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VEAVanguard Tax-Managed Fds	10.3%	10.0%	260,383	+0.6%	$18.6M
BNDVanguard Total Bond Market ETF	8.5%	9.0%	207,154	+2.7%	$15.2M
IEIIshares	8.4%	9.1%	128,837	+1.8%	$15.1M
BNDXVanguard Charlotte Fds	5.0%	5.0%	184,198	+6.4%	$8.9M
VWOVanguard Intl Equity Index F	4.4%	4.3%	132,232	+0.7%	$7.9M
AAPLApple Inc	3.2%	3.0%	19,884	+1.1%	$5.8M
GLDSpdr Gold Shares	2.6%	3.3%	12,767	+1.4%	$4.7M
MSFTMicrosoft Corp	2.5%	2.3%	12,223	+19.9%	$4.6M
VZVerizon Communications Inc Com	2.2%	2.4%	93,443	+16.7%	$4.0M
UNPUnion Pac Corp	2.1%	2.0%	13,834	+0.2%	$3.8M
MRKMerck & Co. Inc	2.1%	2.1%	29,265	+0.8%	$3.8M
SBUXStarbucks Corp Com	2.1%	2.0%	36,482	+0.2%	$3.7M
PSAPublic Storage	2.0%	1.9%	11,412	+1.1%	$3.6M
KOCoca Cola Co	2.0%	2.0%	44,396	+0.3%	$3.6M
COSTCostco Whsl Corp New	2.0%	2.4%	3,847	-2.9%	$3.6M
KMIKinder Morgan Inc Del Com	2.0%	2.3%	112,318	+0.2%	$3.6M
CATCaterpillar Inc Com	2.0%	2.1%	3,353	-31.8%	$3.6M
BRK-BBerkshire Hathaway Inc Del	2.0%	2.0%	7,037	+2.4%	$3.5M
GOOGAlphabet Inc	1.9%	1.7%	9,839	+0.9%	$3.5M
AFLAflac Inc	1.9%	1.9%	29,418	+1.2%	$3.4M
JPMJpmorgan Chase & Co	1.9%	1.8%	10,405	+2.1%	$3.4M
AESAes Corp	1.9%	1.9%	231,656	+1.5%	$3.4M
FLRNState Street Spdr Bloomberg Investment G	1.8%	2.0%	105,223	-0.1%	$3.2M
SPLGSpdr Series Trust	1.6%	1.5%	32,657	+2.9%	$2.9M
NVGNuveen Amt Free Mun Cr Inc F	1.4%	1.4%	202,429	+6.1%	$2.6M
NVDANvidia Corporation Com	1.3%	1.2%	11,462	-0.7%	$2.3M
LRCXLam Research Corp	1.3%	1.0%	5,250	-33.8%	$2.3M
RKTRocket Cos Inc	1.2%	0.7%	142,041	+80.4%	$2.2M
AMZNAmazon Com Inc Com	1.2%	1.1%	9,062	-0.2%	$2.2M
RMBSRambus Inc Del	1.2%	0.8%	15,721	-0.2%	$2.1M
DELLDell Technologies Inc	1.0%	1.2%	4,148	-66.2%	$1.8M
PWRQuanta Svcs Inc Com	1.0%	1.1%	2,459	-28.7%	$1.8M
VVisa Inc Com Cl A	0.9%	0.9%	4,816	+2.3%	$1.7M
VEEVVeeva Sys Inc	0.9%	0.7%	9,185	+39.6%	$1.6M
DVNDevon Energy Corp	0.9%	1.2%	38,716	+1.2%	$1.6M
NBIXNeurocrine Biosciences Inc	0.9%	—	9,390	—	$1.6M
TMUST-Mobile US Inc	0.9%	1.0%	9,267	+21.2%	$1.6M
GILDGilead Sciences	0.9%	1.0%	12,259	+0.8%	$1.5M
IBITIshares Bitcoin Trust ETF	0.8%	0.6%	44,962	+74.0%	$1.5M
METAMeta Platforms Inc Class A	0.8%	0.9%	2,643	+0.1%	$1.5M
NFLXNetflix Inc Total	0.7%	1.1%	18,240	+1.0%	$1.3M
APOApollo Global Mgmt Inc Nclass	0.7%	0.7%	10,950	+2.6%	$1.3M
NZFNuveen Mun Cr Income Fd	0.5%	0.5%	69,263	-0.5%	$878K
COLBColumbia Bkg Sys Inc	0.4%	0.4%	23,204	+0.0%	$744K
AOAiShares Core Aggressive Allocation ETF	0.2%	0.2%	3,764	+0.0%	$367K
NADNuveen Quality Muncp Income	0.2%	0.2%	28,689	+0.0%	$348K
IAUIshares Gold Trust	0.2%	0.2%	4,350	+0.0%	$328K
VXUSVanguard Star Fds Vanguard Total Intl St	0.2%	0.2%	3,615	-7.5%	$309K
GOOGLAlphabet Inc	0.2%	0.1%	832	+0.0%	$297K
NLYAnnaly Capital Management, Inc.	0.1%	—	11,669	—	$261K

What Gould Capital, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +12.5% /yr; S&P 500 +20.1%
3 years: +10.7% /yr; S&P 500 +20.4%
5 years: +6.4% /yr; S&P 500 +13.0%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$179.4M	217
Q1 2026	$165.3M	204
Q4 2025	$162.3M	201
Q3 2025	$161.5M	213
Q2 2025	$149.7M	213
Q1 2025	$143.1M	214
Q4 2024	$143.7M	215
Q3 2024	$152.0M	216
Q2 2024	$141.8M	216
Q1 2024	$141.9M	193
Q4 2023	$136.7M	196
Q3 2023	$123.8M	195

Questions about Gould Capital, LLC's portfolio

What stocks does Gould Capital, LLC own?

Gould Capital, LLC's latest 13F, for Q2 2026 and filed Aug 7, 2026, lists 217 positions worth $179.4M. The largest are Vanguard Tax-Managed Fds (VEA) at 10.3%, Vanguard Total Bond Market ETF (BND) at 8.5%, Ishares (IEI) at 8.4%, Vanguard Charlotte Fds (BNDX) at 5.0% and Vanguard Intl Equity Index F (VWO) at 4.4%.

What did Gould Capital, LLC buy last quarter?

In Q2 2026, Gould Capital, LLC added Rocket Cos Inc (RKT) (+80.4% shares), Ishares Bitcoin Trust ETF (IBIT) (+74.0% shares) and Veeva Sys Inc (VEEV) (+39.6% shares), compared with its Q1 2026 filing.

What did Gould Capital, LLC sell last quarter?

In Q2 2026, Gould Capital, LLC cut from its top 50 Vanguard Scottsdale Fds (BNDW), cut from its top 50 Ishares Msci Eafe Esg (ESGD), Dell Technologies Inc (DELL) (-66.2% shares), Lam Research Corp (LRCX) (-33.8% shares) and Caterpillar Inc Com (CAT) (-31.8% shares), compared with its Q1 2026 filing.

How has Gould Capital, LLC's portfolio performed?

A portfolio copying Gould Capital, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +10.7% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +12.5% against +20.1%. Over 5 years: +6.4% a year against +13.0%.

When is Gould Capital, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Gould Capital, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Gould Capital, LLC manage?

Gould Capital, LLC reported $175.2M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $179.4M.