Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Gould Capital, LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Gould Capital, LLC (CIK 1908965) reported $165.3M across 203 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VEA ($16.6M, 10.04%), IEI ($15.0M, 9.08%), BND ($14.9M, 8.99%), BNDX ($8.3M, 5.03%), VWO ($7.1M, 4.30%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1VEAVANGUARD FTSE DEVELOPED MARKETS ETF$16.6M10.04%258,902Added
2IEIISHARES 3-7 YEAR TREASURY BOND ETF$15.0M9.08%126,530Added
3BNDVANGUARD TOTAL BOND MARKET ETF$14.9M8.99%201,729Added
4BNDXVANGUARD TOTAL INTERNATIONAL BOND ETF$8.3M5.03%173,091Added
5VWOVANGUARD FTSE EMERGING MARKETS ETF$7.1M4.30%131,348Added
6GLDSPDR GOLD SHARES$5.4M3.28%12,590Trimmed
7AAPLAPPLE INC COM$5.0M3.02%19,658Trimmed
8VZVERIZON COMMUNICATIONS INC COM$4.0M2.43%80,088Added
9COSTCOSTCO WHOLESALE CORPORATION COM$3.9M2.39%3,960Added
10MSFTMICROSOFT CORP COM$3.8M2.28%10,194Added
11KMIKINDER MORGAN INC DEL COM$3.8M2.27%112,078New
12CATCATERPILLAR INC COM$3.5M2.11%4,919Trimmed
13MRKMERCK & CO INC COM$3.5M2.11%29,036Trimmed
14KOCOCA COLA CO COM$3.4M2.04%44,259Trimmed
15UNPUNION PAC CORP COM$3.3M2.03%13,803Added
16BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW$3.3M1.99%6,869Trimmed
17SBUXSTARBUCKS CORP COM$3.3M1.97%36,394Added
18FLRNSTATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF$3.2M1.96%105,351Added
19AESAES CORP COM$3.2M1.95%228,157Trimmed
20AFLAFLAC INC COM$3.2M1.93%29,063Trimmed
21PSAPUBLIC STORAGE OPER CO COM$3.1M1.85%11,292Added
22JPMJPMORGAN CHASE & CO COM$3.0M1.81%10,195New
23GOOGALPHABET INC CAP STK CL C$2.8M1.69%9,754Trimmed
24SPLGSTATE STREET SPDR PORTFOLIO S&P 500 ETF$2.4M1.47%31,731Added
25NVGNUVEEN AMT FREE MUN CR INC FD COM$2.4M1.42%190,833Added

Source: SEC Form 13F filings · as of 2026-03-31