Gould Asset Management LLC holds a focused book of 176 stocks worth $634.8M as of Q2 2026 (disclosed Aug 6, 2026, a ~37-day 13F lag). This quarter they opened Unitedhealth Group Inc and trimmed SS SPDR S&P 500 ETF Trust-US. Their largest long position is SS SPDR S&P 500 ETF Trust-US at 26% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
13% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Gould Asset Management LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $446.0B |
| JPMORGAN CHASE & CO | 80 / 80 | $416.9B |
| ROYAL BANK OF CANADA | 80 / 80 | $129.6B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $127.8B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $76.1B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $65.7B |
| LPL Financial LLC | 80 / 80 | $64.1B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $13.9B |
Ranked by how many of Gould Asset Management LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | S&P 500 Depository Receipt TR UNIT | $166.8M | 223.3K | 26.3% | ▼~0% Reduced · −37 sh | |
| 2 | Ishares 0-5 Year Tips Bond Et 0-5 YR TIPS ETF | $48.2M | 472.3K | 7.6% | ▲+0.5% Added · +3K sh | |
| 3 | Vanguard Short Term Treasury SHORT TERM TREAS | $37.8M | 649.5K | 6.0% | ▲+6.8% Added · +41K sh | |
| 4 | Ishares Barclays 20 Year Tre 20 YR TR BD ETF | $23.9M | 276.4K | 3.8% | ▲+5.4% Added · +14K sh | |
| 5 | Vanguard Short-Term Corporate SHRT TRM CORP BD | $20.8M | 263.2K | 3.3% | ▲+2.4% Added · +6K sh | |
| 6 | Invesco Taxable Municipal Bon TAXABLE MUN BD | $18.9M | 705.4K | 3.0% | ▲+5.6% Added · +37K sh | |
| 7 | Vanguard REIT Index ETF REAL ESTATE ETF | $18.0M | 186.5K | 2.8% | ▲+6.3% Added · +11K sh | |
| 8 | SPDR Gold Minishares Trust SPDR GLD MINIS | $17.3M | 218.0K | 2.7% | ▲+141% Added · +128K sh | |
| 9 | SPDR Barclays Intl Treasury B ST INTL BBG ETF | $16.4M | 755.1K | 2.6% | ▲+4.4% Added · +32K sh | |
| 10 | Ishares S&P 500 Index ETF CORE S&P500 ETF | $15.4M | 20.5K | 2.4% | ▼−5.5% Reduced · −1K sh | |
| 11 | Vanguard Ftse Developed Marke VAN FTSE DEV MKT | $12.2M | 170.8K | 1.9% | ▼−5.2% Reduced · −9K sh | |
| 12 | Apple Computer Inc. COM | $12.2M | 42.0K | 1.9% | ▲+3.7% Added · +2K sh | |
| 13 | Pimcototal Return ETF ACTIVE BD ETF | $12.1M | 130.8K | 1.9% | ▲+3.8% Added · +5K sh | |
| 14 | Vanguard Total International TOTAL INT BD ETF | $11.4M | 236.3K | 1.8% | ▲+14% Added · +30K sh | |
| 15 | Wisdomtree Emmkts Ex-STT-Ownd EM EX ST-OWNED | $10.9M | 222.0K | 1.7% | ▼−9.6% Reduced · −23K sh | |
| 16 | SPDR S&P 500 Fossil Fuel Rese ST STR SP500FF | $10.8M | 176.0K | 1.7% | ▼−3.5% Reduced · −6K sh | |
| 17 | Vanguard Extended Market Inde EXTEND MKT ETF | $8.3M | 33.6K | 1.3% | ▼−5.4% Reduced · −2K sh | |
| 18 | Dimensional World Ex US Core WORLD EX US CORE | $7.4M | 200.6K | 1.2% | ▲+1.7% Added · +3K sh | |
| 19 | Ishares Msci Eafe Index ETF MSCI EAFE ETF | $5.8M | 55.6K | 0.9% | ▼−2.7% Reduced · −2K sh | |
| 20 | Ishares Barclays Short Treasu TRUST ISHARE 0-1 | $5.3M | 47.9K | 0.8% | ▲+8.8% Added · +4K sh | |
| 21 | Vanguard Esg US Stock ETF ESG US STK ETF | $5.1M | 38.5K | 0.8% | ▼−1.0% Reduced · −385 sh | |
| 22 | Vanguard ST Tips Bond FD STRM INFPROIDX | $4.7M | 92.9K | 0.7% | ▲+1.9% Added · +2K sh | |
| 23 | Vanguard Mortgage Backed Sec MTG-BKD SECS ETF | $4.0M | 85.3K | 0.6% | ▲+3.0% Added · +2K sh | |
| 24 | Dimensional US Core Equity 1 US COR EQU 1 ETF | $3.4M | 40.9K | 0.5% | ▲+6.4% Added · +2K sh | |
| 25 | Ishares Esg Aware Msci Eafe E ESG AW MSCI EAFE | $3.3M | 31.7K | 0.5% | ▼−3.3% Reduced · −1K sh | |
| 26 | Vanguard Esg International ST ESG INTL STK ETF | $3.0M | 36.5K | 0.5% | ▲+7.3% Added · +2K sh | |
| 27 | Microsoft Corporation COM | $3.0M | 8.0K | 0.5% | ▼−3.9% Reduced · −326 sh | |
| 28 | Ishares Esg Advanced Msci USA ESG MSCI USA ETF | $2.9M | 42.4K | 0.5% | ▼−0.5% Reduced · −195 sh | |
| 29 | Ishares Gold Trust ISHARES NEW | $2.9M | 37.9K | 0.5% | ▼−0.7% Reduced · −259 sh | |
| 30 | SPDR Portfolio Short Term Cor ST SHOR CORP ETF | $2.6M | 85.3K | 0.4% | ▲+0.2% Added · +154 sh | |
| 31 | Ishares Msci South Korea Inde MSCI STH KOR ETF | $2.6M | 12.7K | 0.4% | —Held | |
| 32 | Ishares Esg Screened S&P 500 ESG SELECT SCRE | $2.6M | 45.0K | 0.4% | ▲+0.5% Added · +225 sh | |
| 33 | Ishares California Muni Bond CALIF MUN BD ETF | $2.5M | 44.1K | 0.4% | ▲+3.0% Added · +1K sh | |
| 34 | Ishares TR Intl Sel Div ETF INTL SEL DIV ETF | $2.2M | 54.3K | 0.4% | ▼−2.7% Reduced · −2K sh | |
| 35 | Broadcom Inc COM | $2.2M | 5.9K | 0.4% | ▼−18% Reduced · −1K sh | |
| 36 | Ishares Msci Acwi Low Carbon LOW CA OP MS ETF | $2.2M | 8.6K | 0.3% | ▼−1.9% Reduced · −165 sh | |
| 37 | Ishares Ibonds Term Treasury IBONDS 27 TRM TS | $2.2M | 96.6K | 0.3% | ▲+1.9% Added · +2K sh | |
| 38 | Ishares Ibonds Term Treasury IBONDS 26 TRM TS | $2.2M | 94.0K | 0.3% | ▲+1.5% Added · +1K sh | |
| 39 | Ishares Ibonds Dec 2028 Term IBONDS 28 TRM TS | $2.1M | 96.5K | 0.3% | ▲+2.3% Added · +2K sh | |
| 40 | Lilly Eli & Co COM | $2.0M | 1.7K | 0.3% | ▲+6.6% Added · +105 sh | |
| 41 | JP Morgan Chase & Co. COM | $2.0M | 6.1K | 0.3% | ▲+2.8% Added · +163 sh | |
| 42 | SPDR S&P Mid Cap 400 ETF UTSER1 S&PDCRP | $1.9M | 2.8K | 0.3% | ▼−0.5% Reduced · −15 sh | |
| 43 | Ishares Msci Taiwan Index ETF MSCI TAIWAN ETF | $1.9M | 17.4K | 0.3% | —Held | |
| 44 | Ishares Esg Screened S&P Mid- ESG SELECT SCRE | $1.9M | 36.0K | 0.3% | ▲+5.6% Added · +2K sh | |
| 45 | SPDR Gold Trust ETF GOLD SHS | $1.9M | 5.1K | 0.3% | ▼−0.6% Reduced · −33 sh | |
| 46 | Ishares Msci USA Esg Select E ESG OPTIMIZED | $1.8M | 11.9K | 0.3% | ▼−11% Reduced · −1K sh | |
| 47 | Costco Wholesale Corp. COM | $1.8M | 2.0K | 0.3% | ▼−1.4% Reduced · −28 sh | |
| 48 | Ishares Esg Advanced Msci Eaf ESG EAFE ETF | $1.7M | 20.7K | 0.3% | —Held | |
| 49 | Vanguard Total Bond Market Et TOTAL BND MRKT | $1.7M | 22.9K | 0.3% | ▼−2.9% Reduced · −690 sh | |
| 50 | Wal-Mart Stores Inc COM | $1.7M | 14.7K | 0.3% | ▼−4.3% Reduced · −661 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1091961/holdings"
Use Arkolith to show GOULD ASSET MANAGEMENT LLC /CA/'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 6, 2026 | 176 | $634.8M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 6, 2026 | 171 | $575.7M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 168 | $564.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 28, 2025 | 170 | $538.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 5, 2025 | 166 | $510.5M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 1, 2025 | 161 | $484.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 7, 2025 | 164 | $474.9M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 12, 2024 | 164 | $466.8M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.