Gould Capital, LLC Top Holdings and 13F Report (2026) About Gould Capital, LLCInvestment ActivityGould Capital, LLC has $165.26 million in total holdings as of March 31, 2026.Gould Capital, LLC owns shares of 204 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 11.68% of the portfolio was purchased this quarter.About 11.65% of the portfolio was sold this quarter.This quarter, Gould Capital, LLC has purchased 201 new stocks and bought additional shares in 51 stocks.Gould Capital, LLC sold shares of 37 stocks and completely divested from 10 stocks this quarter.Largest Holdings Vanguard FTSE Developed Markets ETF $16,590,472iShares 3-7 Year Treasury Bond ETF $15,006,446Vanguard Total Bond Market ETF $14,855,342Vanguard Total International Bond ETF $8,317,013Vanguard FTSE Emerging Markets ETF $7,099,335 Largest New Holdings this Quarter 49456B101 - Kinder Morgan $3,757,975 Holding46625H100 - JPMorgan Chase & Co. $2,998,961 Holding78463X889 - SPDR Portfolio Developed World ex-US ETF $123,666 Holding78463X509 - SPDR Portfolio Emerging Markets ETF $58,731 Holding74251V102 - PRINCIPAL FINANCIAL GROUP INC COM $36,765 Holding Largest Purchases this Quarter Kinder Morgan 112,078 shares (about $3.76M)JPMorgan Chase & Co. 10,195 shares (about $3.00M)iShares 3-7 Year Treasury Bond ETF 20,417 shares (about $2.42M)Vanguard Total Bond Market ETF 31,826 shares (about $2.34M)Vanguard FTSE Developed Markets ETF 18,285 shares (about $1.17M) Largest Sales this Quarter Ovintiv 61,524 shares (about $3.65M)iShares Short Treasury Bond ETF 31,930 shares (about $3.52M)T. Rowe Price Group 30,397 shares (about $2.74M)Caterpillar 2,972 shares (about $2.11M)LAM RESEARCH CORP COM NEW 8,212 shares (about $1.75M) Sector Allocation Over TimeMap of 500 Largest Holdings ofGould Capital, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVEAVanguard FTSE Developed Markets ETF$16,590,472$1,171,705 â–²7.6%258,90210.0%ETFIEIiShares 3-7 Year Treasury Bond ETF$15,006,446$2,421,454 â–²19.2%126,5309.1%ETFBNDVanguard Total Bond Market ETF$14,855,342$2,343,670 â–²18.7%201,7299.0%ETFBNDXVanguard Total International Bond ETF$8,317,013$875,182 â–²11.8%173,0915.0%ETFVWOVanguard FTSE Emerging Markets ETF$7,099,335$430,669 â–²6.5%131,3484.3%ETFGLDSPDR Gold Shares$5,417,351$905,760 â–¼-14.3%12,5903.3%FinanceAAPLApple$4,988,980$53,296 â–¼-1.1%19,6583.0%Computer and TechnologyVZVerizon Communications$4,020,405$118,522 â–²3.0%80,0882.4%Computer and TechnologyCOSTCostco Wholesale$3,946,096$383,648 â–²10.8%3,9602.4%Retail/WholesaleMSFTMicrosoft$3,773,626$35,908 â–²1.0%10,1942.3%Computer and TechnologyKMIKinder Morgan$3,757,975$3,757,975 â–²New Holding112,0782.3%EnergyMRKMerck & Co., Inc.$3,492,762$316,485 â–¼-8.3%29,0362.1%MedicalCATCaterpillar$3,484,642$2,105,378 â–¼-37.7%4,9192.1%IndustrialsKOCocaCola$3,365,919$224,881 â–¼-6.3%44,2592.0%Consumer StaplesUNPUnion Pacific$3,348,846$111,604 â–²3.4%13,8032.0%TransportationBRK.BBerkshire Hathaway$3,291,625$75,714 â–¼-2.2%6,8692.0%FinanceSBUXStarbucks$3,260,545$117,453 â–²3.7%36,3942.0%Retail/WholesaleFLRNSPDR Bloomberg Investment Grade Floating Rate ETF$3,242,701$275,081 â–²9.3%105,3512.0%ETFAESAES$3,214,732$264,216 â–¼-7.6%228,1571.9%UtilitiesAFLAflac$3,188,469$53,977 â–¼-1.7%29,0631.9%FinancePSAPublic Storage$3,058,705$205,322 â–²7.2%11,2921.9%FinanceJPMJPMorgan Chase & Co.$2,998,961$2,998,961 â–²New Holding10,1951.8%FinanceGOOGAlphabet$2,798,136$1,611,065 â–¼-36.5%9,7541.7%Computer and TechnologySPLGSPDR Portfolio S&P 500 ETF$2,428,691$244,392 â–²11.2%31,7311.5%ETFNVGNuveen AMT-Free Municipal Credit Income Fund$2,352,971$241,668 â–²11.4%190,8331.4%Financial ServicesDELLDell Technologies$2,014,039$181,035 â–²9.9%12,2711.2%Computer and TechnologyNVDANVIDIA$2,012,580$349,149 â–¼-14.8%11,5401.2%Computer and TechnologyDVNDevon Energy$1,924,287$313,997 â–²19.5%38,2411.2%EnergyPWRQuanta Services$1,893,570$245,961 â–¼-11.5%3,4491.1%ConstructionAMZNAmazon.com$1,890,924$111,010 â–²6.2%9,0791.1%Retail/WholesaleNFLXNetflix$1,735,700$259,990 â–²17.6%18,0521.1%Consumer DiscretionaryLAM RESEARCH CORP COM NEW$1,695,178$1,754,575 â–¼-50.9%7,9341.0%StockGILDGilead Sciences$1,694,739$170,868 â–¼-9.2%12,1601.0%MedicalTMUST-Mobile US$1,605,469$712,002 â–²79.7%7,6441.0%Computer and TechnologyMETAMeta Platforms$1,510,995$219,698 â–²17.0%2,6410.9%Computer and TechnologyVVisa$1,423,550$154,445 â–²12.2%4,7100.9%Business ServicesRMBSRambus$1,355,833$226,001 â–¼-14.3%15,7600.8%Computer and TechnologyAPOApollo Global Management$1,189,297$199,999 â–²20.2%10,6740.7%FinanceVEEVVeeva Systems$1,155,843$369,764 â–²47.0%6,5800.7%MedicalRKTRocket Companies$1,122,202$233,914 â–¼-17.2%78,7510.7%FinanceISHARES BITCOIN TRUST ETF$993,042$318,425 â–²47.2%25,8470.6%ETFNZFNuveen Municipal Credit Income Fund$847,618$43,531 â–¼-4.9%69,5910.5%Financial ServicesBNDWVanguard Total World Bond ETF$652,196$46,683 â–²7.7%9,5420.4%ETFCOLBColumbia Banking System$636,486$658 â–¼-0.1%23,2040.4%FinanceIAUiShares Gold Trust$383,496$19,307 â–¼-4.8%4,3500.2%FinanceAOAiShares Core 80/20 Aggressive Allocation ETF$333,060$17,697 â–¼-5.0%3,7640.2%ETFNADNuveen Quality Municipal Income Fund$329,924$7,878 â–¼-2.3%28,6890.2%Financial ServicesVXUSVanguard Total International Stock ETF$301,192$13,880 â–²4.8%3,9060.2%ETFGOOGLAlphabet$239,250$9,777 â–¼-3.9%8320.1%Computer and TechnologyESGDiShares ESG Aware MSCI EAFE ETF$180,435$2,869 â–²1.6%1,8870.1%ManufacturingTSLATesla$153,533$18,588 â–²13.8%4130.1%Auto/Tires/TrucksGLDMSPDR Gold MiniShares Trust$150,529$43,286 â–²40.4%1,6240.1%FinanceSHViShares Short Treasury Bond ETF$150,020$3,524,752 â–¼-95.9%1,3590.1%ETFICLNiShares Global Clean Energy ETF$149,210$12,291 â–¼-7.6%8,1580.1%ETFROCKET LAB CORP COM$142,890$14,450 â–²11.3%2,2250.1%StockEAGGiShares ESG Aware U.S. Aggregate Bond ETF$135,137$39,466 â–²41.3%2,8420.1%ETFNLYAnnaly Capital Management$127,231$79,752 â–²168.0%6,0160.1%FinanceVANGUARD CORE TAX-EXEMPT BOND ETF$123,9980.0%1,6500.1%ETFSPDWSPDR Portfolio Developed World ex-US ETF$123,666$123,666 â–²New Holding2,7090.1%ETFIBMInternational Business Machines$121,1950.0%5000.1%Computer and TechnologyDHCDiversified Healthcare Trust$118,486$179 â–²0.2%17,8440.1%FinanceBANRBanner$117,2940.0%1,9330.1%FinanceSUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$116,953$40,329 â–²52.6%4,6660.1%ManufacturingMUBiShares National Muni Bond ETF$113,899$37,789 â–²49.7%1,0730.1%ETFETBEaton Vance Tax-Managed Buy-Write Income Fund$108,408$461 â–²0.4%7,5180.1%Financial ServicesRIVNRivian Automotive$105,7260.0%7,0250.1%Auto/Tires/TrucksIWViShares Russell 3000 ETF$88,2220.0%2380.1%ETFESGEiShares ESG Aware MSCI EM ETF$81,710$7,594 â–¼-8.5%1,7970.0%ManufacturingNEENextEra Energy$74,490$2,786 â–²3.9%8020.0%UtilitiesNATNordic American Tankers$74,4220.0%12,7000.0%TransportationQQQMInvesco NASDAQ 100 ETF$72,755$5,469 â–²8.1%3060.0%ETFMEDPMedpace$72,0290.0%1500.0%MedicalORCLOracle$70,6130.0%4800.0%Computer and TechnologyMYIBlackRock MuniYield Quality Fund III$66,7390.0%6,3500.0%FinanceSPEMSPDR Portfolio Emerging Markets ETF$58,731$58,731 â–²New Holding1,2520.0%ETFSCHWCharles Schwab$56,3880.0%6000.0%FinanceESEversource Energy$55,4240.0%8000.0%UtilitiesWYWeyerhaeuser$52,0360.0%2,1300.0%ConstructionSANBanco Santander$50,997$24,196 â–¼-32.2%4,5210.0%FinanceVTESVanguard Short-Term Tax-Exempt Bond ETF$50,5700.0%5000.0%ETFOCOwens Corning$48,591$22,726 â–²87.9%4490.0%ConstructionGSGiShares S&P GSCI Commodity-Indexed Trust$48,3750.0%1,5000.0%FinanceBABoeing$48,3640.0%2430.0%AerospaceECLEcolab$47,884$5,852 â–²13.9%1800.0%Basic MaterialsEAOAiShares ESG Aware 80/20 Aggressive Allocation ETF$47,7110.0%1,1770.0%ETFAAgilent Technologies$46,618$16,527 â–²54.9%4090.0%MedicalCOINCoinbase Global$44,5260.0%2550.0%FinanceWMBWilliams Companies$43,6680.0%6000.0%EnergyAXONAxon Enterprise$42,4690.0%1000.0%AerospaceENPHEnphase Energy$41,591$11,419 â–¼-21.5%1,1000.0%EnergyBROSDutch Bros$40,8320.0%8060.0%Retail/WholesaleCORTCorcept Therapeutics$40,310$16,124 â–²66.7%1,0000.0%MedicalGLACIER BANCORP INC NEW COM$38,1930.0%8550.0%StockAEHRAehr Test Systems$37,0800.0%1,0000.0%Computer and TechnologyDGXQuest Diagnostics$37,040$3,528 â–²10.5%1890.0%MedicalPRINCIPAL FINANCIAL GROUP INC COM$36,765$36,765 â–²New Holding4080.0%StockSOXXiShares Semiconductor ETF$36,179$10,196 â–²39.2%1100.0%ETFPLDPrologis$35,953$6,477 â–²22.0%2720.0%FinanceATAIBECKLEY INC COM SHS$35,4000.0%10,0000.0%StockCLColgate-Palmolive$35,115$9,802 â–²38.7%4120.0%Consumer StaplesShowing largest 100 holdings. 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