Holders — by stockHoldings — by fund
Gould Capital, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1908965
$179.4M
disclosed book value
217
positions
10.3%
largest position share
Positions, as of 2026-06-30
top 100 of 217 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | VEAVANGUARD FTSE DEVELOPED MARKETS ETF | 260,383 | $18.6M | 10.3% |
| 2 | BNDVANGUARD TOTAL BOND MARKET ETF | 207,154 | $15.2M | 8.5% |
| 3 | IEIISHARES 3-7 YEAR TREASURY BOND ETF | 128,837 | $15.1M | 8.4% |
| 4 | BNDXVANGUARD TOTAL INTERNATIONAL BOND ETF | 184,198 | $8.9M | 5% |
| 5 | VWOVANGUARD FTSE EMERGING MARKETS ETF | 132,232 | $7.9M | 4.4% |
| 6 | AAPLAPPLE INC COM | 19,884 | $5.8M | 3.2% |
| 7 | GLDSPDR GOLD SHARES | 12,767 | $4.7M | 2.6% |
| 8 | MSFTMICROSOFT CORP COM | 12,223 | $4.6M | 2.5% |
| 9 | VZVERIZON COMMUNICATIONS INC COM | 93,443 | $4.0M | 2.2% |
| 10 | UNPUNION PAC CORP COM | 13,834 | $3.8M | 2.1% |
| 11 | MRKMERCK & CO INC COM | 29,265 | $3.8M | 2.1% |
| 12 | SBUXSTARBUCKS CORP COM | 36,482 | $3.7M | 2.1% |
| 13 | PSAPUBLIC STORAGE COM | 11,412 | $3.6M | 2% |
| 14 | KOCOCA COLA CO COM | 44,396 | $3.6M | 2% |
| 15 | COSTCOSTCO WHOLESALE CORPORATION COM | 3,847 | $3.6M | 2% |
| 16 | KMIKINDER MORGAN INC DEL COM | 112,318 | $3.6M | 2% |
| 17 | CATCATERPILLAR INC COM | 3,353 | $3.6M | 2% |
| 18 | BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | 7,037 | $3.5M | 2% |
| 19 | GOOGALPHABET INC CAP STK CL C | 9,839 | $3.5M | 1.9% |
| 20 | AFLAFLAC INC COM | 29,418 | $3.4M | 1.9% |
| 21 | JPMJPMORGAN CHASE & CO COM | 10,405 | $3.4M | 1.9% |
| 22 | AESAES CORP COM | 231,656 | $3.4M | 1.9% |
| 23 | FLRNSTATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF | 105,223 | $3.2M | 1.8% |
| 24 | SPYMSTATE STREET SPDR PORTFOLIO S&P 500 ETF | 32,657 | $2.9M | 1.6% |
| 25 | NVGNUVEEN AMT FREE MUN CR INC FD COM | 202,429 | $2.6M | 1.4% |
| 26 | NVDANVIDIA CORPORATION COM | 11,462 | $2.3M | 1.3% |
| 27 | LRCXLAM RESEARCH CORP COM NEW | 5,250 | $2.3M | 1.3% |
| 28 | RKTROCKET COS INC COM CL A | 142,041 | $2.2M | 1.2% |
| 29 | AMZNAMAZON COM INC COM | 9,062 | $2.2M | 1.2% |
| 30 | RMBSRAMBUS INC DEL COM | 15,721 | $2.1M | 1.2% |
| 31 | DELLDELL TECHNOLOGIES INC CL C | 4,148 | $1.8M | 1% |
| 32 | PWRQUANTA SVCS INC COM | 2,459 | $1.8M | 1% |
| 33 | VVISA INC COM CL A | 4,816 | $1.7M | 0.9% |
| 34 | VEEVVEEVA SYS INC CL A COM | 9,185 | $1.6M | 0.9% |
| 35 | DVNDEVON ENERGY CORP NEW COM | 38,716 | $1.6M | 0.9% |
| 36 | NBIXNEUROCRINE BIOSCIENCES INC COM | 9,390 | $1.6M | 0.9% |
| 37 | TMUST-MOBILE US INC COM | 9,267 | $1.6M | 0.9% |
| 38 | GILDGILEAD SCIENCES INC COM | 12,259 | $1.5M | 0.9% |
| 39 | IBITISHARES BITCOIN TRUST ETF | 44,962 | $1.5M | 0.8% |
| 40 | METAMETA PLATFORMS INC CL A | 2,643 | $1.5M | 0.8% |
| 41 | NFLXNETFLIX INC. COM | 18,240 | $1.3M | 0.7% |
| 42 | APOAPOLLO GLOBAL MGMT INC COM | 10,950 | $1.3M | 0.7% |
| 43 | NZFNUVEEN MUN CR INCOME FD COM SH BEN INT | 69,263 | $878,255 | 0.5% |
| 44 | COLBCOLUMBIA BKG SYS INC COM | 23,204 | $743,688 | 0.4% |
| 45 | AOAISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF | 3,764 | $367,354 | 0.2% |
| 46 | NADNUVEEN QUALITY MUNCP INCOME FD COM | 28,689 | $347,711 | 0.2% |
| 47 | IAUISHARES GOLD TRUST | 4,350 | $328,469 | 0.2% |
| 48 | VXUSVANGUARD TOTAL INTERNATIONAL STOCK ETF | 3,615 | $309,046 | 0.2% |
| 49 | GOOGLALPHABET INC CAP STK CL A | 832 | $297,332 | 0.2% |
| 50 | NLYANNALY CAPITAL MANAGEMENT INC COM NEW | 11,669 | $260,919 | 0.1% |
| 51 | RKLBROCKET LAB CORP COM | 2,225 | $226,171 | 0.1% |
| 52 | BNDWVANGUARD TOTAL WORLD BOND ETF | 3,233 | $221,557 | 0.1% |
| 53 | ESGDISHARES ESG AWARE MSCI EAFE ETF | 1,887 | $194,002 | 0.1% |
| 54 | TSLATESLA INC COM | 413 | $173,708 | 0.1% |
| 55 | ICLNISHARES GLOBAL CLEAN ENERGY ETF | 8,158 | $167,157 | 0.1% |
| 56 | DHCDIVERSIFIED HEALTHCARE TR COM SH BEN INT | 17,436 | $162,153 | 0.1% |
| 57 | ESGVVANGUARD ESG U.S. STOCK ETF | 1,089 | $144,009 | 0.1% |
| 58 | ETBEATON VANCE TAX MNGED BUY WRIT COM | 9,095 | $141,336 | 0.1% |
| 59 | IBMINTERNATIONAL BUSINESS MACHS COM | 500 | $140,605 | 0.1% |
| 60 | SPDWSTATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | 2,765 | $139,328 | 0.1% |
| 61 | RIVNRIVIAN AUTOMOTIVE INC COM CL A | 8,025 | $139,234 | 0.1% |
| 62 | EAGGISHARES ESG AWARE US AGGREGATE BOND ETF | 2,842 | $134,739 | 0.1% |
| 63 | BANRBANNER CORP COM NEW | 1,933 | $128,429 | 0.1% |
| 64 | VCRMVANGUARD CORE TAX-EXEMPT BOND ETF | 1,650 | $126,060 | 0.1% |
| 65 | SUSBISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF | 4,666 | $116,603 | 0.1% |
| 66 | MUBISHARES NATIONAL MUNI BOND ETF | 1,073 | $115,476 | 0.1% |
| 67 | MUMICRON TECHNOLOGY INC COM | 100 | $115,429 | 0.1% |
| 68 | SHVISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF | 1,007 | $111,122 | 0.1% |
| 69 | QQQMINVESCO NASDAQ 100 ETF | 343 | $103,977 | 0.1% |
| 70 | GLDMSPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | 1,285 | $102,055 | 0.1% |
| 71 | IWVISHARES RUSSELL 3000 ETF | 238 | $101,483 | 0.1% |
| 72 | ESGEISHARES ESG AWARE MSCI EM ETF | 1,797 | $98,278 | 0.1% |
| 73 | AEHRAEHR TEST SYS COM | 1,000 | $96,060 | 0.1% |
| 74 | THGHANOVER INS GROUP INC COM | 409 | $87,575 | 0% |
| 75 | CORTCORCEPT THERAPEUTICS INC COM | 1,000 | $86,950 | 0% |
| 76 | MEDPMEDPACE HLDGS INC COM | 150 | $79,439 | 0% |
| 77 | SOXXISHARES SEMICONDUCTOR ETF | 118 | $75,665 | 0% |
| 78 | OCOWENS CORNING NEW COM | 469 | $74,552 | 0% |
| 79 | NEENEXTERA ENERGY INC COM | 827 | $72,586 | 0% |
| 80 | MYIBLACKROCK MUNIYIELD QUALITY FD COM | 6,350 | $70,549 | 0% |
| 81 | ORCLORACLE CORP COM | 480 | $70,344 | 0% |
| 82 | SPEMSTATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | 1,310 | $67,832 | 0% |
| 83 | ISHARES ESG AWARE 80/20 AGGRESSIVE ALLOCATION ETF | 1,467 | $66,634 | 0% |
| 84 | SANBANCO SANTANDER SA ADR | 4,521 | $62,390 | 0% |
| 85 | AAGILENT TECHNOLOGIES INC COM | 439 | $58,312 | 0% |
| 86 | BROSDUTCH BROS INC CL A | 806 | $57,879 | 0% |
| 87 | ESEVERSOURCE ENERGY COM | 800 | $57,816 | 0% |
| 88 | ENPHENPHASE ENERGY INC COM | 1,140 | $56,134 | 0% |
| 89 | AXONAXON ENTERPRISE INC COM | 100 | $56,061 | 0% |
| 90 | SCHWSCHWAB CHARLES CORP COM | 600 | $55,362 | 0% |
| 91 | ECLECOLAB INC COM | 190 | $52,936 | 0% |
| 92 | ATAIATAIBECKLEY INC COM SHS | 10,000 | $52,700 | 0% |
| 93 | BABOEING CO COM | 243 | $52,602 | 0% |
| 94 | WYWEYERHAEUSER CO COM NEW | 2,130 | $50,992 | 0% |
| 95 | VTESVANGUARD SHORT-TERM TAX EXEMPT BOND ETF | 500 | $50,655 | 0% |
| 96 | INTCINTEL CORP COM | 350 | $48,871 | 0% |
| 97 | NKENIKE INC CL B | 1,133 | $46,513 | 0% |
| 98 | CMICUMMINS INC COM | 65 | $46,359 | 0% |
| 99 | WMBWILLIAMS COS INC COM | 600 | $44,604 | 0% |
| 100 | GBCIGLACIER BANCORP INC NEW COM | 855 | $44,101 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.