Gould Capital, LLC Q4 2025 Filing

Filed February 13, 2026

Portfolio Value

$162.3M

Holdings

201

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (201 positions)

StockValue
VEAVANGUARD FTSE DEVELOPED MARKETS ETF
$15.0M
IEIISHARES 3-7 YEAR TREASURY BOND ETF
$12.7M
BNDVANGUARD TOTAL BOND MARKET ETF
$12.6M
BNDXVANGUARD TOTAL INTERNATIONAL BOND ETF
$7.5M
VWOVANGUARD FTSE EMERGING MARKETS ETF
$6.6M
GQ9SPDR GOLD SHARES
$5.8M
AAPLAPPLE INC COM
$5.4M
MSFTMICROSOFT CORP COM
$4.9M
GOOGALPHABET INC CAP STK CL C
$4.8M
CATCATERPILLAR INC COM
$4.5M
SHVISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF
$3.7M
AESAES CORP COM
$3.5M
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
$3.5M
MRKMERCK & CO INC COM
$3.3M
KOCOCA COLA CO COM
$3.3M
AFLAFLAC INC COM
$3.3M
BACVERIZON COMMUNICATIONS INC COM
$3.2M
TROWPRICE T ROWE GROUP INC COM
$3.1M
UNPUNION PAC CORP COM
$3.1M
COSTCOSTCO WHOLESALE CORPORATION COM
$3.1M
FLRNSTATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF
$3.0M
SBUXSTARBUCKS CORP COM
$3.0M
LRCXLAM RESEARCH CORP COM NEW
$2.8M
PSAPUBLIC STORAGE OPER CO COM
$2.7M
NVDANVIDIA CORPORATION COM
$2.5M
OVVOVINTIV INC COM
$2.4M
SPYMSTATE STREET SPDR PORTFOLIO S&P 500 ETF
$2.3M
NVGNUVEEN AMT FREE MUN CR INC FD COM
$2.2M
AMZNAMAZON COM INC COM
$2.0M
RKTROCKET COS INC COM CL A
$1.8M
RMBS*RAMBUS INC DEL COM
$1.7M
PWRQUANTA SVCS INC COM
$1.6M
GILDGILEAD SCIENCES INC COM
$1.6M
METAMETA PLATFORMS INC CL A
$1.5M
VVISA INC COM CL A
$1.5M
NFLXNETFLIX INC. COM
$1.4M
DELLDELL TECHNOLOGIES INC CL C
$1.4M
APOAPOLLO GLOBAL MGMT INC COM
$1.3M
DVNDEVON ENERGY CORP NEW COM
$1.2M
VEEVVEEVA SYS INC CL A COM
$998K
NZFUVEEN DIVIDEND ADV COM SH BEN INT
$920K
IBITISHARES BITCOIN TRUST ETF
$871K
TMUST-MOBILE US INC COM
$863K
COLBCOLUMBIA BKG SYS INC COM
$649K
BNDWVANGUARD TOTAL WORLD BOND ETF
$608K
IAU*ISHARES GOLD TRUST
$370K
AOAISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF
$355K
NADNUVEEN QUALITY MUNCP INCOME FD COM
$353K
VXUSVANGUARD TOTAL INTERNATIONAL STOCK ETF
$281K
GOOGLALPHABET INC CAP STK CL A
$271K
BKBANK NEW YORK MELLON CORP COM
$180K
ESGDISHARES ESG AWARE MSCI EAFE ETF
$176K
TSLATESLA INC COM
$163K
IBMINTERNATIONAL BUSINESS MACHS COM
$148K
AORISHARES CORE 60/40 BALANCED ALLOCATION ETF
$147K
ICLNISHARES GLOBAL CLEAN ENERGY ETF
$145K
6RJ0ROCKET LAB CORP COM
$139K
RIVNRIVIAN AUTOMOTIVE INC COM CL A
$138K
MUMICRON TECHNOLOGY INC COM
$126K
VCRMVANGUARD CORE TAX-EXEMPT BOND ETF
$124K
FW2NBANNER CORP COM NEW
$121K
ETBEATON VANCE TAX MNGED BUY WRIT COM
$114K
GLDMSPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST
$98K
EAGGISHARES ESG AWARE US AGGREGATE BOND ETF
$96K
ORCLORACLE CORP COM
$93K
IWVISHARES RUSSELL 3000 ETF
$92K
DHCDIVERSIFIED HEALTHCARE TR COM SH BEN INT
$86K
ESGEISHARES ESG AWARE MSCI EM ETF
$86K
MEDPMEDPACE HLDGS INC COM
$84K
SANBANCO SANTANDER SA ADR
$78K
SUSBISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF
$77K
MUBISHARES NATIONAL MUNI BOND ETF
$76K
QQQMINVESCO NASDAQ 100 ETF
$71K
MYIBLACKROCK MUNIYIELD QUALITY FD COM
$69K
NEENEXTERA ENERGY INC COM
$61K
SCHWSCHWAB CHARLES CORP COM
$59K
COINCOINBASE GLOBAL INC COM CL A
$57K
AXONAXON ENTERPRISE INC COM
$56K
ESEVERSOURCE ENERGY COM
$53K
BABOEING CO COM
$52K
WYWEYERHAEUSER CO COM NEW
$50K
VTESVANGUARD SHORT-TERM TAX EXEMPT BOND ETF
$50K
NLYANNALY CAPITAL MANAGEMENT INC COM NEW
$50K
BROSDUTCH BROS INC CL A
$49K
GNRCGENERAC HLDGS INC COM
$48K
EAOAISHARES ESG AWARE 80/20 AGGRESSIVE ALLOCATION ETF
$48K
RDDTREDDIT INC CL A
$45K
ENPHENPHASE ENERGY INC COM
$44K
NATNORDIC AMERICAN TANKERS LIMITE COM
$43K
ECLECOLAB INC COM
$41K
ATAIATAIBECKLEY INC COM SHS
$40K
NKENIKE INC CL B
$40K
GBCIGLACIER BANCORP INC NEW COM
$37K
SPABSTATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF
$37K
WMBWILLIAMS COS INC COM
$36K
AG8AGILENT TECHNOLOGIES INC COM
$35K
CMICUMMINS INC COM
$35K
GSGISHARES S&P GSCI COMMODITY INDEXED TRUST
$34K
EFTEATON VANCE FLOATING RATE INC COM
$31K
NDQINVESCO QQQ TRUST SERIES I
$31K
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