Gould Capital, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 18, 2026), Gould Capital, LLC reported 204 stock positions worth $165.3 million. Its top holding was Vanguard Ftse Developed ETF (VEA) at 10.0% of the portfolio, followed by iShares 3-7 Year Treasury Bo (IEI, 9.1%) and Vanguard Total Bond Market (BND, 9.0%). Compared with Q4 2025, it opened 12 new positions, sold out of 9, added to 51 and reduced 38. The biggest buy was a new position in Kinder Morgan (KMI) and the biggest sale iShares 0-1 Year Treasury Bo (SHV, shares −96%).
- Most Recent 13F
- Q2 2026
- Location
- TACOMA, WA
- CIK
- 0001908965
- Portfolio Value
- $165.3M (Q1 2026)
- SEC Filing
- 0001908965-26-000005 ↗ filed May 18, 2026
Holdings Value
Holdings 204 stocks · $165.3M
| VEA Vanguard Ftse Developed ETF | 10.04% | 258,902 | $16.6M | Add +7.6% |
| IEI iShares 3-7 Year Treasury Bo | 9.08% | 126,530 | $15.0M | Add +19.2% |
| BND Vanguard Total Bond Market | 8.99% | 201,729 | $14.9M | Add +18.7% |
| BNDX Vanguard Total Intl Bond ETF | 5.03% | 173,091 | $8.3M | Add +11.8% |
| VWO Vanguard Ftse Emerging Marke | 4.30% | 131,348 | $7.1M | Add +6.5% |
| GLD SPDR Gold Shares | 3.28% | 12,590 | $5.4M | Reduce -14.3% |
| AAPL Apple Inc. | 3.02% | 19,658 | $5.0M | Reduce -1.1% |
| VZ Verizon Communications Inc. | 2.43% | 80,088 | $4.0M | Add +3.0% |
| COST Costco Wholesale Corp. | 2.39% | 3,960 | $3.9M | Add +10.8% |
| MSFT Microsoft Corp. | 2.28% | 10,194 | $3.8M | Add +1.0% |
| KMI Kinder Morgan Inc. | 2.27% | 112,078 | $3.8M | New |
| MRK Merck & Co. Inc. | 2.11% | 29,036 | $3.5M | Reduce -8.3% |
| CAT Caterpillar Inc. | 2.11% | 4,919 | $3.5M | Reduce -37.7% |
| KO The Coca-Cola Co. | 2.04% | 44,259 | $3.4M | Reduce -6.3% |
| UNP Union Pacific Corp. | 2.03% | 13,803 | $3.3M | Add +3.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.99% | 6,869 | $3.3M | Reduce -2.3% |
| SBUX Starbucks Corp. | 1.97% | 36,394 | $3.3M | Add +3.7% |
| FLRN SS SPDR BB Ig Float RT ETF | 1.96% | 105,351 | $3.2M | Add +9.3% |
| AES AES Corp. | 1.95% | 228,157 | $3.2M | Reduce -7.6% |
| AFL Aflac Inc. | 1.93% | 29,063 | $3.2M | Reduce -1.7% |
| PSA Public Storage | 1.85% | 11,292 | $3.1M | Add +7.2% |
| JPM JPMorgan Chase & Co. | 1.81% | 10,195 | $3.0M | New |
| GOOG Alphabet Inc. Class C | 1.69% | 9,754 | $2.8M | Reduce -36.5% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 1.47% | 31,731 | $2.4M | Add +11.2% |
| NVG Nuveen Amt-FR Muni CRDT | 1.42% | 190,833 | $2.4M | Add +11.4% |
| DELL Dell Technologies -C | 1.22% | 12,271 | $2.0M | Add +9.9% |
| NVDA Nvidia Corp. | 1.22% | 11,540 | $2.0M | Reduce -14.8% |
| DVN Devon Energy Corp. | 1.16% | 38,241 | $1.9M | Add +19.5% |
| PWR Quanta Services Inc. | 1.15% | 3,449 | $1.9M | Reduce -11.5% |
| AMZN Amazon.com Inc. | 1.14% | 9,079 | $1.9M | Add +6.2% |
| NFLX Netflix Inc. | 1.05% | 18,052 | $1.7M | Add +17.6% |
| LRCX Lam Research Corp. | 1.03% | 7,934 | $1.7M | Reduce -50.9% |
| GILD Gilead Sciences Inc. | 1.03% | 12,160 | $1.7M | Reduce -9.2% |
| TMUS T-Mobile US Inc. | 0.97% | 7,644 | $1.6M | Add +79.7% |
| META Meta Platforms Inc. Class A | 0.91% | 2,641 | $1.5M | Add +17.0% |
| V Visa Inc. Class A | 0.86% | 4,710 | $1.4M | Add +12.2% |
| RMBS Rambus Inc. | 0.82% | 15,760 | $1.4M | Reduce -14.3% |
| APO Apollo Global Management Inc. | 0.72% | 10,674 | $1.2M | Add +20.2% |
| VEEV Veeva Systems Inc. Class A | 0.70% | 6,580 | $1.2M | Add +47.0% |
| RKT Rocket Cos Inc. Class A | 0.68% | 78,751 | $1.1M | Reduce -17.3% |
| IBIT iShares Bitcoin Trust ETF | 0.60% | 25,847 | $993K | Add +47.2% |
| NZF Nuveen Municipal Credit Inc. | 0.51% | 69,591 | $848K | Reduce -4.9% |
| BNDW Vanguard Total World Bond Et | 0.39% | 9,542 | $652K | Add +7.7% |
| COLB Columbia Banking System Inc. | 0.39% | 23,204 | $636K | Reduce -0.1% |
| IAU iShares Gold Trust | 0.23% | 4,350 | $383K | Reduce -4.8% |
| AOA iShares Core 80/20 Aggressiv | 0.20% | 3,764 | $333K | Reduce -5.0% |
| NAD Nuveen Quality Municipal Inc. | 0.20% | 28,689 | $330K | Reduce -2.3% |
| VXUS Vanguard Total Intl Stock | 0.18% | 3,906 | $301K | Add +4.8% |
| GOOGL Alphabet Inc. Class A | 0.14% | 832 | $239K | Reduce -3.9% |
| ESGD iShares Trust iShares ESG Aw | 0.11% | 1,887 | $180K | Add +1.6% |
| TSLA Tesla Inc. | 0.09% | 413 | $154K | Add +13.8% |
| GLDM SPDR Gold Minishares Trust | 0.09% | 1,624 | $151K | Add +40.4% |
| SHV iShares 0-1 Year Treasury Bo | 0.09% | 1,359 | $150K | Reduce -95.9% |
| ICLN iShares Global Clean Energy | 0.09% | 8,158 | $149K | Reduce -7.6% |
| RKLB Rocket Lab Corp. | 0.09% | 2,225 | $143K | Add +11.3% |
| EAGG iShares ESG Aware US Aggrega | 0.08% | 2,842 | $135K | Add +41.3% |
| NLY Annaly Capital Management Inc. | 0.08% | 6,016 | $127K | Add +168.0% |
| VCRM Vanguard Core Tax-Ex Bond | 0.07% | 1,650 | $124K | No change |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.07% | 2,709 | $124K | New |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.07% | 500 | $121K | No change |
| DHC Diversified Healthcare Trust | 0.07% | 17,844 | $118K | Add +0.1% |
| BANR Banner Corporation | 0.07% | 1,933 | $117K | No change |
| SUSB iShares ESG Aware 1-5 Year U | 0.07% | 4,666 | $117K | Add +52.6% |
| MUB iShares National Muni Bond E | 0.07% | 1,073 | $114K | Add +49.6% |
| ETB Eaton Vance T/M Buy-WRT Inc. | 0.07% | 7,518 | $108K | Add +0.4% |
| RIVN Rivian Automotive Inc. Class A | 0.06% | 7,025 | $106K | No change |
| IWV iShares Russell 3000 ETF | 0.05% | 238 | $88K | No change |
| ESGE iShares Inc. iShares ESG Awar | 0.05% | 1,797 | $82K | Reduce -8.5% |
| NEE Nextera Energy Inc. | 0.05% | 802 | $74K | Add +3.9% |
| NAT Nordic American Tankers Ltd. | 0.04% | 12,700 | $74K | No change |
| QQQM Invesco Nasdaq 100 ETF | 0.04% | 306 | $73K | Add +8.1% |
| MEDP Medpace Holdings Inc. | 0.04% | 150 | $72K | No change |
| ORCL Oracle Corp. | 0.04% | 480 | $71K | No change |
| MYI BlackRock Muniyield QLTY III | 0.04% | 6,350 | $67K | No change |
| SPEM State Street SP PTF Em ETF | 0.04% | 1,252 | $59K | New |
| SCHW Schwab (charles) Corp. | 0.03% | 600 | $56K | No change |
| ES Eversource Energy | 0.03% | 800 | $55K | No change |
| WY Weyerhaeuser Co. | 0.03% | 2,130 | $52K | No change |
| SAN Banco Santander SA-Spon ADR | 0.03% | 4,521 | $51K | Reduce -32.2% |
| VTES Vanguard SH Term Tax-Ex Bond | 0.03% | 500 | $51K | No change |
| OC Owens Corning | 0.03% | 449 | $49K | Add +87.9% |
| GSG iShares S&P Gsci Commodity I | 0.03% | 1,500 | $48K | No change |
| BA The Boeing Co. | 0.03% | 243 | $48K | No change |
| ECL Ecolab Inc. | 0.03% | 180 | $48K | Add +13.9% |
| EAOA iShares ESG Aware 80/20 Aggr | 0.03% | 1,177 | $48K | No change |
| A Agilent Technologies Inc. | 0.03% | 409 | $47K | Add +54.9% |
| COIN Coinbase Global Inc. Class A | 0.03% | 255 | $45K | No change |
| WMB Williams Cos Inc. | 0.03% | 600 | $44K | No change |
| AXON Axon Enterprise Inc. | 0.03% | 100 | $42K | No change |
| ENPH Enphase Energy Inc. | 0.03% | 1,100 | $42K | Reduce -21.5% |
| BROS Dutch Bros Inc. Class A | 0.02% | 806 | $41K | No change |
| CORT Corcept Therapeutics Inc. | 0.02% | 1,000 | $40K | Add +66.7% |
| GBCI Glacier Bancorp Inc. | 0.02% | 855 | $38K | No change |
| AEHR Aehr Test Systems | 0.02% | 1,000 | $37K | No change |
| DGX Quest Diagnostics Inc. | 0.02% | 189 | $37K | Add +10.5% |
| PFG Principal Financial Group | 0.02% | 408 | $37K | New |
| SOXX iShares Semiconductor ETF | 0.02% | 110 | $36K | Add +39.2% |
| PLD Prologis Inc. | 0.02% | 272 | $36K | Add +22.0% |
| ATAI Ataibeckley Inc. | 0.02% | 10,000 | $35K | No change |
| CL Colgate-Palmolive Co. | 0.02% | 412 | $35K | Add +38.7% |
Portfolio Sells Q4 2025 → Q1 2026
| SHV iShares 0-1 Year Treasury Bo | Reduce -95.9% | 0.09% | −2.17 |
| TROW T Rowe Price Group Inc. | Reduce -99.9% | 0.00% | −1.92 |
| OVV Ovintiv Inc. | Reduce -99.8% | 0.00% | −1.48 |
| GOOG Alphabet Inc. Class C | Reduce -36.5% | 1.69% | −1.28 |
| LRCX Lam Research Corp. | Reduce -50.9% | 1.03% | −0.68 |
| CAT Caterpillar Inc. | Reduce -37.7% | 2.11% | −0.68 |
| RKT Rocket Cos Inc. Class A | Reduce -17.3% | 0.68% | −0.46 |
| NVDA Nvidia Corp. | Reduce -14.8% | 1.22% | −0.34 |
| GLD SPDR Gold Shares | Reduce -14.3% | 3.28% | −0.31 |
| AAPL Apple Inc. | Reduce -1.1% | 3.02% | −0.31 |
| AES AES Corp. | Reduce -7.6% | 1.95% | −0.24 |
| RMBS Rambus Inc. | Reduce -14.3% | 0.82% | −0.22 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.3% | 1.99% | −0.18 |
| BNY Bank of New York Mellon Corp. | Sold out | 0.00% | −0.11 |
| AFL Aflac Inc. | Reduce -1.7% | 1.93% | −0.08 |
| AOR iShares Core 60/40 Balanced | Reduce -77.9% | 0.02% | −0.07 |
| MU Micron Technology Inc. | Reduce -77.4% | 0.02% | −0.06 |
| NZF Nuveen Municipal Credit Inc. | Reduce -4.9% | 0.51% | −0.05 |
| GOOGL Alphabet Inc. Class A | Reduce -3.9% | 0.14% | −0.02 |
| NAD Nuveen Quality Municipal Inc. | Reduce -2.3% | 0.20% | −0.02 |
| RF Regions Financial Corp. | Sold out | 0.00% | −0.02 |
| SAN Banco Santander SA-Spon ADR | Reduce -32.2% | 0.03% | −0.02 |
| AOA iShares Core 80/20 Aggressiv | Reduce -5.0% | 0.20% | −0.02 |
| COLB Columbia Banking System Inc. | Reduce -0.1% | 0.39% | −0.01 |
| GWW WW Grainger Inc. | Sold out | 0.00% | −0.01 |
| BBY Best Buy Co. Inc. | Sold out | 0.00% | −0.01 |
| GNRC Generac Holdings Inc. | Reduce -58.5% | 0.02% | −0.01 |
| PVH PVH Corp. | Sold out | 0.00% | −0.01 |
| NUV Nuveen Municipal Value | Sold out | 0.00% | −0.01 |
| SPAB SS SPDR P Agg Bond ETF | Reduce -30.6% | 0.02% | −0.01 |
| ABNB Airbnb Inc. Class A | Reduce -25.0% | 0.01% | −0.01 |
| FISV Fiserv Inc. | Reduce -41.7% | 0.00% | −0.00 |
| ESGE iShares Inc. iShares ESG Awar | Reduce -8.5% | 0.05% | −0.00 |
| ENPH Enphase Energy Inc. | Reduce -21.5% | 0.03% | −0.00 |
| DIS The Walt Disney Co. | Reduce -27.5% | 0.00% | −0.00 |
| IDA Idacorp Inc. | Sold out | 0.00% | −0.00 |
| IHAK iShares Cybersecurity & Tech | Reduce -19.4% | 0.00% | −0.00 |
| CMI Cummins Inc. | Reduce -7.1% | 0.02% | −0.00 |
| CRL Charles River Laboratories | Sold out | 0.00% | −0.00 |
| SOLS Solstice Adv Materials Inc. | Sold out | 0.00% | −0.00 |
| MQY BlackRock Muniyield Quality | Reduce -1.3% | 0.00% | −0.00 |
| ICLN iShares Global Clean Energy | Reduce -7.6% | 0.09% | +0.00 |
| KO The Coca-Cola Co. | Reduce -6.3% | 2.04% | +0.00 |
| IAU iShares Gold Trust | Reduce -4.8% | 0.23% | +0.00 |
| GILD Gilead Sciences Inc. | Reduce -9.2% | 1.03% | +0.01 |
| MRK Merck & Co. Inc. | Reduce -8.3% | 2.11% | +0.06 |
| PWR Quanta Services Inc. | Reduce -11.5% | 1.15% | +0.13 |
Portfolio Buys Q4 2025 → Q1 2026
| KMI Kinder Morgan Inc. | New | 2.27% | +2.27 |
| JPM JPMorgan Chase & Co. | New | 1.81% | +1.81 |
| IEI iShares 3-7 Year Treasury Bo | Add +19.2% | 9.08% | +1.28 |
| BND Vanguard Total Bond Market | Add +18.7% | 8.99% | +1.23 |
| VEA Vanguard Ftse Developed ETF | Add +7.6% | 10.04% | +0.78 |
| COST Costco Wholesale Corp. | Add +10.8% | 2.39% | +0.49 |
| VZ Verizon Communications Inc. | Add +3.0% | 2.43% | +0.48 |
| DVN Devon Energy Corp. | Add +19.5% | 1.16% | +0.44 |
| TMUS T-Mobile US Inc. | Add +79.7% | 0.97% | +0.44 |
| BNDX Vanguard Total Intl Bond ETF | Add +11.8% | 5.03% | +0.42 |
| DELL Dell Technologies -C | Add +9.9% | 1.22% | +0.35 |
| VWO Vanguard Ftse Emerging Marke | Add +6.5% | 4.30% | +0.21 |
| PSA Public Storage | Add +7.2% | 1.85% | +0.17 |
| NFLX Netflix Inc. | Add +17.6% | 1.05% | +0.16 |
| SBUX Starbucks Corp. | Add +3.7% | 1.97% | +0.15 |
| FLRN SS SPDR BB Ig Float RT ETF | Add +9.3% | 1.96% | +0.14 |
| UNP Union Pacific Corp. | Add +3.5% | 2.03% | +0.12 |
| NVG Nuveen Amt-FR Muni CRDT | Add +11.4% | 1.42% | +0.09 |
| VEEV Veeva Systems Inc. Class A | Add +47.0% | 0.70% | +0.08 |
| SPDW Ste STR SPDR PT DW Eu ETF | New | 0.07% | +0.07 |
| IBIT iShares Bitcoin Trust ETF | Add +47.2% | 0.60% | +0.06 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +11.2% | 1.47% | +0.06 |
| NLY Annaly Capital Management Inc. | Add +168.0% | 0.08% | +0.05 |
| SPEM State Street SP PTF Em ETF | New | 0.04% | +0.04 |
| GLDM SPDR Gold Minishares Trust | Add +40.4% | 0.09% | +0.03 |
| SUSB iShares ESG Aware 1-5 Year U | Add +52.6% | 0.07% | +0.02 |
| EAGG iShares ESG Aware US Aggrega | Add +41.3% | 0.08% | +0.02 |
| PFG Principal Financial Group | New | 0.02% | +0.02 |
| MUB iShares National Muni Bond E | Add +49.6% | 0.07% | +0.02 |
| BNDW Vanguard Total World Bond Et | Add +7.7% | 0.39% | +0.02 |
| LULU Lululemon Athletica Inc. | New | 0.02% | +0.02 |
| DHC Diversified Healthcare Trust | Add +0.1% | 0.07% | +0.02 |
| OC Owens Corning | Add +87.9% | 0.03% | +0.01 |
| CORT Corcept Therapeutics Inc. | Add +66.7% | 0.02% | +0.01 |
| VXUS Vanguard Total Intl Stock | Add +4.8% | 0.18% | +0.01 |
| SOXX iShares Semiconductor ETF | Add +39.2% | 0.02% | +0.01 |
| NEE Nextera Energy Inc. | Add +3.9% | 0.05% | +0.01 |
| CL Colgate-Palmolive Co. | Add +38.7% | 0.02% | +0.01 |
| HD Home Depot Inc. | Add +58.7% | 0.02% | +0.01 |
| A Agilent Technologies Inc. | Add +54.9% | 0.03% | +0.01 |
| PLD Prologis Inc. | Add +22.0% | 0.02% | +0.00 |
| DGX Quest Diagnostics Inc. | Add +10.5% | 0.02% | +0.00 |
| ECL Ecolab Inc. | Add +13.9% | 0.03% | +0.00 |
| VTI VG Morningstar TS MKT ETF-US | Add +300.0% | 0.00% | +0.00 |
| COF Capital One Financial Corp. | Add +50.0% | 0.02% | +0.00 |
| OKLO Oklo Inc. | New | 0.00% | +0.00 |
| JOBY Joby Aviation Inc. | New | 0.00% | +0.00 |
| RKLB Rocket Lab Corp. | Add +11.3% | 0.09% | +0.00 |
| ESGD iShares Trust iShares ESG Aw | Add +1.6% | 0.11% | +0.00 |
| SLV iShares Silver Trust | New | 0.00% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 217 | $179.4M | VEA, BND, IEI, BNDX, VWO |
| Q1 2026 | 204 | $165.3M | VEA, IEI, BND, BNDX, VWO |
| Q4 2025 | 201 | $162.3M | VEA, IEI, BND, BNDX, VWO |
| Q3 2025 | 213 | $161.5M | VEA, IEI, BND, BNDX, VWO |
| Q2 2025 | 213 | $149.7M | VEA, IEI, BND, BNDX, VWO |
| Q1 2025 | 214 | $143.1M | IEI, BND, VEA, BNDX, VWO |
| Q4 2024 | 215 | $143.7M | IEI, BND, VEA, BNDX, AAPL |
| Q3 2024 | 216 | $152.0M | IEI, BND, VEA, BNDX, AAPL |
| Q2 2024 | 216 | $141.8M | IEI, BND, VEA, BNDX, AAPL |
| Q1 2024 | 193 | $141.9M | IEI, BND, VEA, BNDX, MSFT |