Gould Capital, LLC - Portfolio overview

Gould Capital, LLC has 232 reported holdings in this dataset, with the latest filing dated 2026-05-18.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. VEA - VANGUARD FTSE DEVELOPED MARKETS ETF, 9.82%
2. IEI - ISHARES 3-7 YEAR TREASURY BOND ETF, 8.88%
3. BND - VANGUARD TOTAL BOND MARKET ETF, 8.79%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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