Gould Capital, LLC 13F Holdings

CIK 0001908965 · TACOMA, WA

As of Sep 30, 2025, Gould Capital, LLC reported 213 positions worth 61.5M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
VANGUARD TAX-MANAGED FUNDSVEA—242,270 4.5M8.99%
ISHARES 3-7 YEAR TREASURY BOND ETFIEI—107,700 2.9M7.97%
VANGUARD TOTAL BOND MARKET INDEX FUNDBND—171,307 2.7M7.89%
VANGUARD CHARLOTTE FUNDSBNDX—156,422$7.7M4.79%
VANGUARD EMERGING MARKETS STOCK INDEX FUNDVWO—124,217$6.7M4.17%
SPDR GOLD TRUSTGQ9—14,935$5.3M3.29%
MICROSOFT CORPMSFTTechnology10,243$5.3M3.28%
APPLE INCAAPLTechnology19,900$5.1M3.14%
CATERPILLAR INCCATIndustrials8,356$4.0M2.47%
ISHARES SHORT TREASURY BOND ETFSHV—35,175$3.9M2.41%
ALPHABET INCGOOGEquity15,957$3.9M2.41%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services7,067$3.6M2.20%
VERIZON COMMUNICATIONS INCBACCommunication Services78,549$3.5M2.14%
AFLAC INCAFLFinancial Services29,815$3.3M2.06%
AES CORPAESUtilities252,984$3.3M2.06%
COCA COLA COKOConsumer Defensive48,249$3.2M1.98%
PRICE T ROWE GROUP INCTROWFinancial Services30,984$3.2M1.97%
UNION PACIFIC CORPUNPIndustrials13,393$3.2M1.96%
PUBLIC STORAGEPSAReal Estate10,796$3.1M1.93%
NIKE INCNKEConsumer Cyclical43,522$3.0M1.88%
STATE STREET(R) SPDR(R) BLOOMBERG INVESTMENT GRADE FLOATING RATE ETFFLRN—96,871$3.0M1.85%
STARBUCKS CORPSBUXConsumer Cyclical35,067$3.0M1.84%
MERCK & CO INCMRKHealthcare31,926$2.7M1.66%
NVIDIA CORPNVDATechnology13,397$2.5M1.55%
OVINTIV INCOVVEnergy56,503$2.3M1.41%