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 Ftse Developed Markets Index Fu (VEA, 10.3%), Vanguard Bd Index Fds (BND, 8.5%), Ishares Tr (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 Ftse Developed Markets Index Fu	10.3%	10.0%	260,383	+0.6%	$18.6M
BNDVanguard Bd Index Fds	8.5%	9.0%	207,154	+2.7%	$15.2M
IEIIshares Tr	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 Tr	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	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	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 Wholesale Corporation	2.0%	2.4%	3,847	-2.9%	$3.6M
KMIKinder Morgan Inc Del	2.0%	2.3%	112,318	+0.2%	$3.6M
CATCaterpillar Inc	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
FLRNSpdr Series Trust	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	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	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	1.0%	1.1%	2,459	-28.7%	$1.8M
VVisa Inc	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 New	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 Inc	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	0.8%	0.9%	2,643	+0.1%	$1.5M
NFLXNetflix Inc.	0.7%	1.1%	18,240	+1.0%	$1.3M
APOApollo Global Management Inc	0.7%	0.7%	10,950	+2.6%	$1.3M
NZFNuveen Municipal Credit Inc	0.5%	0.5%	69,263	-0.5%	$878K
COLBColumbia Bkg Sys Inc Com	0.4%	0.4%	23,204	+0.0%	$744K
AOAIshares Tr	0.2%	0.2%	3,764	+0.0%	$367K
NADNuveen Quality Muncp Income	0.2%	0.2%	28,689	+0.0%	$348K
IAUIshares Gold Tr	0.2%	0.2%	4,350	+0.0%	$328K
VXUSVanguard Star Fds	0.2%	0.2%	3,615	-7.5%	$309K
GOOGLAlphabet Inc	0.2%	0.1%	832	+0.0%	$297K
NLYAnnaly Capital Management in	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.

Added to

RKT Rocket Cos Inc+80.4% shares
IBIT Ishares Bitcoin Trust ETF+74.0% shares
VEEV Veeva Sys Inc+39.6% shares
TMUS T-Mobile US Inc+21.2% shares
MSFT Microsoft Corp+19.9% shares
VZ Verizon Communications Inc+16.7% shares
BNDX Vanguard Charlotte Fds+6.4% shares
NVG Nuveen Amt Free Mun Cr Inc F+6.1% shares

Reduced

Left the top 50

BNDW Vanguard Scottsdale Fdswas 0.4%
ESGD iShares ESG Aware MSCI EAFE ETFwas 0.1%

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, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 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 Ftse Developed Markets Index Fu (VEA) at 10.3%, Vanguard Bd Index Fds (BND) at 8.5%, Ishares Tr (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 ESG Aware MSCI EAFE ETF (ESGD), Dell Technologies Inc (DELL) (-66.2% shares), Lam Research Corp (LRCX) (-33.8% shares) and Caterpillar Inc (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.