GOULD ASSET MANAGEMENT LLC /CA/

Name: GOULD ASSET MANAGEMENT LLC /CA/ — 13F holdings
Creator: Fundocap
License: https://creativecommons.org/licenses/by/4.0/

CIK 0001091961 · CLAREMONT, CA · Quarter end: 2026-06-30 · Filed on: 2026-08-06 · Open the SEC source ↗

GOULD ASSET MANAGEMENT LLC /CA/ reported 176 positions worth $634.8M as of June 30, 2026 (13F filed August 6, 2026). Largest holding: SPY (26.3%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$634.8M

2026 Q2

Positions

176

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

60.4%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

10 / 176 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	SPY	S&P 500 DEPOSITORY RECEIPT	SH	$166.8M	26.27%	223,301	—	—
▸ 2	STIP	ISHARES 0-5 YEAR TIPS BOND ET	SH	$48.2M	7.60%	472,277	—	—
▸ 3	VGSH	VANGUARD SHORT TERM TREASURY	SH	$37.8M	5.96%	649,524	—	—
▸ 4	TLT	ISHARES BARCLAYS 20 YEAR TRE	SH	$23.9M	3.76%	276,417	—	—
▸ 5	VCSH	VANGUARD SHORT-TERM CORPORATE	SH	$20.8M	3.28%	263,245	—	—
▸ 6	BAB	INVESCO TAXABLE MUNICIPAL BON	SH	$18.9M	2.98%	705,394	—	—
▸ 7	VNQ	VANGUARD REIT INDEX ETF	SH	$18.0M	2.83%	186,503	—	—
▸ 8	GLDM	SPDR GOLD MINISHARES TRUST	SH	$17.3M	2.73%	217,970	—	—
▸ 9	BWX	SPDR BARCLAYS INTL TREASURY B	SH	$16.4M	2.58%	755,142	—	—
▸ 10	IVV	ISHARES S&P 500 INDEX ETF	SH	$15.4M	2.42%	20,523	—	—

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does GOULD ASSET MANAGEMENT LLC /CA/ hold as of Q2 2026?

GOULD ASSET MANAGEMENT LLC /CA/ reported 176 positions worth $634.8M in its Q2 2026 13F filing. Largest positions: SPY (26.3%), STIP (7.6%), VGSH (6.0%), TLT (3.8%) and VCSH (3.3%).

What did GOULD ASSET MANAGEMENT LLC /CA/ buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did GOULD ASSET MANAGEMENT LLC /CA/ sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.