Investor
Gould Capital, LLC
CIK 0001908965 · filed 2026-05-18 · SEC filing
13F book
$165.3M
Positions
204
13 new · 10 sold
Largest name
10.0%
Vanguard Tax-Managed Fds
Est. mark
$1.38M
Price effect on 191 names still held. Flow $1.62M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Tax-Managed Fds | — | 258.9K | $16.6M | 10.0% | $387.4K | Added$1.56M |
| Ishares Tr | — | 126.5K | $15M | 9.1% | −$79.5K | Added$2.34M |
| Vanguard Bd Index Fds | — | 201.7K | $14.9M | 9.0% | −$73K | Added$2.27M |
| Vanguard Charlotte Fds | — | 173.1K | $8.32M | 5.0% | −$41.8K | Added$833.3K |
| Vanguard Intl Equity Index F | — | 131.3K | $7.1M | 4.3% | $35.8K | Added$466.5K |
| Spdr Gold Tr | — | 12.6K | $5.42M | 3.3% | $427.8K | Cut−$406.4K |
| Apple Inc. | AAPL | 19.7K | $4.99M | 3.0% | −$355.2K | Cut−$412.3K |
| Verizon Communications Inc | VZ | 80.1K | $4.02M | 2.4% | $736.1K | Added$854.6K |
| Costco Whsl Corp New | — | 3.96K | $3.95M | 2.4% | $479.5K | Added$863.2K |
| Microsoft Corp | MSFT | 10.2K | $3.77M | 2.3% | −$1.15M | Added−$1.11M |
| Kinder Morgan Inc Del | — | 112.1K | $3.76M | 2.3% | — | New |
| Merck & Co., Inc. | MRK | 29K | $3.49M | 2.1% | $436.4K | Cut$159.4K |
| Caterpillar Inc | CAT | 4.92K | $3.48M | 2.1% | $666.8K | Cut−$1.04M |
| Coca Cola Co | KO | 44.3K | $3.37M | 2.0% | $271.8K | Cut$65K |
| Union Pac Corp | — | 13.8K | $3.35M | 2.0% | $150.8K | Added$262.4K |
| Berkshire Hathaway Inc Del | — | 6.87K | $3.29M | 2.0% | −$161.1K | Cut−$240.5K |
| Starbucks Corp | SBUX | 36.4K | $3.26M | 2.0% | $188.8K | Added$306.2K |
| Spdr Series Trust | — | 105.4K | $3.24M | 2.0% | $4.82K | Added$279.9K |
| Aes Corp | AES | 228.2K | $3.21M | 1.9% | −$57K | Cut−$325.9K |
| Aflac Inc | AFL | 29.1K | $3.19M | 1.9% | −$16.3K | Cut−$70.6K |
| Public Storage Oper Co | — | 11.3K | $3.06M | 1.9% | $119.7K | Added$325.1K |
| Jpmorgan Chase & Co. | — | 10.2K | $3M | 1.8% | — | New |
| Alphabet Inc | — | 9.75K | $2.8M | 1.7% | −$262.7K | Cut−$2.03M |
| Spdr Series Trust | — | 31.7K | $2.43M | 1.5% | −$105K | Added$139.4K |
| Nuveen Amt Free Mun Cr Inc F | — | 190.8K | $2.35M | 1.4% | −$56.5K | Added$185.2K |
| Dell Technologies Inc. | DELL | 12.3K | $2.01M | 1.2% | $427.2K | Added$608.2K |
| Nvidia Corp | NVDA | 11.5K | $2.01M | 1.2% | −$139.6K | Cut−$513K |
| Devon Energy Corp New | — | 38.2K | $1.92M | 1.2% | $438.1K | Added$752.1K |
| Quanta Svcs Inc | — | 3.45K | $1.89M | 1.1% | $437.9K | Cut$248.8K |
| Amazon Com Inc | AMZN | 9.08K | $1.89M | 1.1% | −$192.7K | Added−$81.7K |
| Netflix Inc | NFLX | 18.1K | $1.74M | 1.1% | $36.7K | Added$296.7K |
| Lam Research Corp | LRCX | 7.93K | $1.7M | 1.0% | $337K | Cut−$1.07M |
| Gilead Sciences, Inc. | GILD | 12.2K | $1.69M | 1.0% | $202.2K | Cut$51.7K |
| T-Mobile Us Inc | — | 7.64K | $1.61M | 1.0% | $29.7K | Added$741.7K |
| Meta Platforms, Inc. | META | 2.64K | $1.51M | 0.9% | −$198.5K | Added$21.2K |
| Visa Inc. | V | 4.71K | $1.42M | 0.9% | −$203.5K | Added−$49.1K |
| Rambus Inc Del | — | 15.8K | $1.36M | 0.8% | −$92.4K | Cut−$333.7K |
| Apollo Global Mgmt Inc | — | 10.7K | $1.19M | 0.7% | −$296K | Added−$96K |
| Veeva Sys Inc | — | 6.58K | $1.16M | 0.7% | −$212.9K | Added$156.9K |
| Rocket Cos Inc | — | 78.8K | $1.12M | 0.7% | −$402.4K | Cut−$720.2K |
| Ishares Bitcoin Trust Etf | IBIT | 25.8K | $993K | 0.6% | −$197.2K | Added$121.2K |
| Nuveen Municipal Credit Inc | — | 69.6K | $847.6K | 0.5% | −$27.8K | Cut−$72.8K |
| Vanguard Scottsdale Fds | — | 9.54K | $652.2K | 0.4% | −$3.46K | Added$43.2K |
| Columbia Bkg Sys Inc | — | 23.2K | $636.5K | 0.4% | −$12.1K | Cut−$12.7K |
| Ishares Gold Tr | — | 4.35K | $383.5K | 0.2% | $30.4K | Cut$12.6K |
| Ishares Tr | — | 3.76K | $333.1K | 0.2% | −$4.03K | Cut−$21.9K |
| Nuveen Quality Muncp Income | — | 28.7K | $329.9K | 0.2% | −$14.9K | Cut−$23.2K |
| Vanguard Star Fds | — | 3.91K | $301.2K | 0.2% | $6.22K | Added$20.1K |
| Alphabet Inc | — | 832 | $239.3K | 0.1% | −$21.2K | Cut−$31.8K |
| Ishares Tr | — | 1.89K | $180.4K | 0.1% | $984 | Added$3.85K |
| Tesla, Inc. | TSLA | 413 | $153.5K | 0.1% | −$28.3K | Added−$9.71K |
| World Gold Tr | — | 1.62K | $150.5K | 0.1% | $8.47K | Added$51.8K |
| Ishares Tr | — | 1.36K | $150K | 0.1% | $325 | Cut−$3.52M |
| Ishares Tr | — | 8.16K | $149.2K | 0.1% | $15.2K | Cut$4.13K |
| Rocket Lab Corp | RKLB | 2.23K | $142.9K | 0.1% | −$11.1K | Added$3.37K |
| Ishares Tr | — | 2.84K | $135.1K | 0.1% | −$603 | Added$38.9K |
| Annaly Capital Management In | — | 6.02K | $127.2K | 0.1% | −$2.72K | Added$77K |
| Vanguard Mun Bd Fds | — | 1.65K | $124K | 0.1% | −$693 | Held |
| Spdr Index Shs Fds | — | 2.71K | $123.7K | 0.1% | — | New |
| International Business Machs | — | 500 | $121.2K | 0.1% | −$26.9K | Held |
| Diversified Healthcare Tr | — | 17.8K | $118.5K | 0.1% | $31.9K | Added$32.1K |
| Banner Corp | BANR | 1.93K | $117.3K | 0.1% | −$3.83K | Held |
| Ishares Tr | — | 4.67K | $117K | 0.1% | −$535 | Added$39.8K |
| Ishares Tr | — | 1.07K | $113.9K | 0.1% | −$688 | Added$37.1K |
| Eaton Vance Tax Mnged Buy Wr | — | 7.52K | $108.4K | 0.1% | −$6.37K | Added−$5.91K |
| Rivian Automotive Inc | — | 7.03K | $105.7K | 0.1% | −$32.7K | Held |
| Ishares Tr | — | 238 | $88.2K | 0.1% | −$3.85K | Held |
| Ishares Inc | — | 1.8K | $81.7K | 0.0% | $2.34K | Cut−$5.04K |
| Nextera Energy Inc | — | 802 | $74.5K | 0.0% | $9.73K | Added$12.5K |
| Nordic American Tankers Limi | — | 12.7K | $74.4K | 0.0% | $30.7K | Held |
| Invesco Exch Traded Fd Tr Ii | — | 306 | $72.8K | 0.0% | −$4.33K | Added$1.14K |
| Medpace Hldgs Inc | — | 150 | $72K | 0.0% | −$12.2K | Held |
| Oracle Corp | — | 480 | $70.6K | 0.0% | −$22.9K | Held |
| Blackrock Muniyield Quality | — | 6.35K | $66.7K | 0.0% | −$2.29K | Held |
| Spdr Index Shs Fds | — | 1.25K | $58.7K | 0.0% | — | New |
| Schwab Charles Corp | — | 600 | $56.4K | 0.0% | −$3.56K | Held |
| Eversource Energy | ES | 800 | $55.4K | 0.0% | $1.56K | Held |
| Weyerhaeuser Co Mtn Be | WY | 2.13K | $52K | 0.0% | $1.58K | Held |
| Banco Santander Sa | — | 4.52K | $51K | 0.0% | −$2.03K | Cut−$27.2K |
| Vanguard Wellington Fd | — | 500 | $50.6K | 0.0% | −$218 | Held |
| Owens Corning New | — | 449 | $48.6K | 0.0% | −$881 | Added$21.8K |
| Ishares S&P Gsci Commodity- | — | 1.5K | $48.4K | 0.0% | $13.8K | Held |
| Boeing Co | — | 243 | $48.4K | 0.0% | −$4.4K | Held |
| Ecolab Inc. | ECL | 180 | $47.9K | 0.0% | $554 | Added$6.41K |
| Ishares Tr | — | 1.18K | $47.7K | 0.0% | −$993 | Held |
| Agilent Technologies, Inc. | A | 409 | $46.6K | 0.0% | −$5.83K | Added$10.7K |
| Coinbase Global, Inc. | COIN | 255 | $44.5K | 0.0% | −$13.1K | Held |
| Williams Cos Inc | — | 600 | $43.7K | 0.0% | $7.6K | Held |
| Axon Enterprise, Inc. | AXON | 100 | $42.5K | 0.0% | −$14.3K | Held |
| Enphase Energy, Inc. | ENPH | 1.1K | $41.6K | 0.0% | $6.34K | Cut−$3.34K |
| Dutch Bros Inc. | BROS | 806 | $40.8K | 0.0% | −$8.51K | Held |
| Corcept Therapeutics Inc | CORT | 1K | $40.3K | 0.0% | $3.31K | Added$19.4K |
| Glacier Bancorp Inc New | — | 855 | $38.2K | 0.0% | $530 | Held |
| Aehr Test Sys | — | 1K | $37.1K | 0.0% | $16.9K | Held |
| Quest Diagnostics Inc | DGX | 189 | $37K | 0.0% | $3.84K | Added$7.37K |
| Principal Financial Group In | — | 408 | $36.8K | 0.0% | — | New |
| Ishares Tr | — | 110 | $36.2K | 0.0% | $2.17K | Added$12.4K |
| Prologis Inc. | — | 272 | $36K | 0.0% | $1.01K | Added$7.49K |
| Ataibeckley Inc Com Shs | ATAI | 10K | $35.4K | 0.0% | −$5.5K | Held |
| Colgate Palmolive Co | CL | 412 | $35.1K | 0.0% | $1.84K | Added$11.6K |
| Cummins Inc | CMI | 65 | $35K | 0.0% | $1.79K | Cut−$761 |
| Micron Technology Inc | MU | 100 | $33.8K | 0.0% | $5.24K | Cut−$92.4K |
| NIKE, Inc. | NKE | 633 | $33.4K | 0.0% | −$6.89K | Held |
| Home Depot, Inc. | HD | 100 | $32.9K | 0.0% | −$958 | Added$11.2K |
| Ishares Tr | — | 500 | $32.2K | 0.0% | −$323 | Cut−$114.9K |
| lululemon athletica inc. | LULU | 206 | $31.5K | 0.0% | — | New |
| Eaton Vance Flting Rate Inc | — | 2.85K | $30.6K | 0.0% | −$1.58K | Added−$1.14K |
| Invesco Qqq Tr | — | 51 | $29.6K | 0.0% | −$1.9K | Held |
| F5, Inc. | FFIV | 100 | $28.9K | 0.0% | $3.41K | Held |
| Generac Hldgs Inc | — | 148 | $28.9K | 0.0% | $8.73K | Cut−$19.8K |
| Pfizer Inc | PFE | 1K | $28.1K | 0.0% | $3.18K | Held |
| Capital One Finl Corp | — | 150 | $27.4K | 0.0% | −$5.99K | Added$3.13K |
| Reddit, Inc. | RDDT | 200 | $26.9K | 0.0% | −$19K | Held |
| Johnson & Johnson | JNJ | 110 | $26.9K | 0.0% | $4.12K | Held |
| Global X Fds | — | 535 | $25.9K | 0.0% | $3.05K | Held |
| Spdr Series Trust | — | 1K | $25.6K | 0.0% | −$130 | Cut−$11.5K |
| Uber Technologies, Inc | UBER | 345 | $24.8K | 0.0% | −$3.37K | Held |
| Target Corp | TGT | 200 | $24.2K | 0.0% | $4.69K | Held |
| Honeywell Intl Inc | — | 100 | $22.6K | 0.0% | $3.09K | Held |
| Shopify Inc. | SHOP | 165 | $19.6K | 0.0% | −$6.99K | Held |
| Paccar Inc | PCAR | 168 | $19.4K | 0.0% | $1.01K | Held |
| Airbnb, Inc. | ABNB | 150 | $18.9K | 0.0% | −$1.42K | Cut−$8.2K |
| Archer Aviation Inc | — | 3.56K | $18.4K | 0.0% | −$8.37K | Held |
| Alaska Air Group, Inc. | ALK | 470 | $17.3K | 0.0% | −$6.35K | Held |
| Canadian Natl Ry Co | — | 160 | $16.4K | 0.0% | $627 | Held |
| Intel Corp | INTC | 350 | $15.4K | 0.0% | $2.53K | Held |
| Healthpeak Properties, Inc. | DOC | 800 | $13.1K | 0.0% | $280 | Held |
| Spdr S&P 500 Etf Tr | — | 20 | $13K | 0.0% | −$631 | Held |
| Sprott Asset Management Lp | — | 500 | $12.2K | 0.0% | $370 | Held |
| Fortinet, Inc. | FTNT | 146 | $11.9K | 0.0% | $337 | Held |
| Exxon Mobil Corp | — | 70 | $11.9K | 0.0% | $3.45K | Held |
| Ionq Inc | — | 410 | $11.8K | 0.0% | −$6.58K | Held |
| Toast, Inc. | TOST | 415 | $11K | 0.0% | −$3.73K | Held |
| Crowdstrike Hldgs Inc | — | 28 | $10.9K | 0.0% | −$2.19K | Held |
| 3M CO | MMM | 71 | $10.3K | 0.0% | −$1.06K | Held |
| Bristol-Myers Squibb Co | — | 160 | $9.72K | 0.0% | $1.07K | Held |
| Procter And Gamble Co | PG | 63 | $9.1K | 0.0% | $71 | Held |
| Block Inc | — | 150 | $9.03K | 0.0% | −$737 | Held |
| Itron, Inc. | ITRI | 100 | $8.96K | 0.0% | −$323 | Held |
| Bigbear Ai Hldgs Inc | — | 2.5K | $8.8K | 0.0% | −$4.7K | Held |
| Fidelity Covington Trust | — | 500 | $8.22K | 0.0% | $33 | Held |
| Universal Health Rlty Income | — | 200 | $8.09K | 0.0% | $252 | Held |
| Lithium Amers Corp New | — | 2K | $7.9K | 0.0% | −$820 | Held |
| Ishares Tr | — | 53 | $7.33K | 0.0% | −$165 | Held |
| Cubesmart | CUBE | 200 | $7.33K | 0.0% | $120 | Held |
| Extra Space Storage Inc. | EXR | 55 | $7.21K | 0.0% | $50 | Held |
| United Parcel Service Inc | UPS | 70 | $6.89K | 0.0% | −$56 | Held |
| Paypal Hldgs Inc | — | 150 | $6.79K | 0.0% | −$1.97K | Held |
| Fiserv Inc | FISV | 116 | $6.47K | 0.0% | −$1.32K | Cut−$6.89K |
| Vanguard Index Fds | — | 20 | $6.42K | 0.0% | −$72 | Added$4.74K |
| Ovintiv Inc. | OVV | 108 | $6.41K | 0.0% | $2.18K | Cut−$2.41M |
| Vanguard World Fd | — | 32 | $6.25K | 0.0% | $256 | Added$451 |
| Hancock John Prem Divid Fd | — | 449 | $5.88K | 0.0% | $180 | Held |
| Vaneck Etf Trust | — | 15 | $5.79K | 0.0% | $352 | Held |
| Waste Mgmt Inc Del | — | 25 | $5.75K | 0.0% | $252 | Held |
| Disney Walt Co | — | 58 | $5.59K | 0.0% | −$1.01K | Cut−$3.51K |
| On Hldg Ag | — | 150 | $5.1K | 0.0% | −$1.87K | Held |
| Bitmine Immersion Tecnologie | — | 234 | $4.63K | 0.0% | −$1.72K | Held |
| Ishares Tr | — | 104 | $4.54K | 0.0% | −$465 | Cut−$1.67K |
| Goldman Sachs Physical Gold | — | 98 | $4.53K | 0.0% | $357 | Held |
| Price T Rowe Group Inc | TROW | 43 | $3.88K | 0.0% | −$526 | Cut−$3.11M |
| Ford Mtr Co | — | 329 | $3.8K | 0.0% | −$518 | Held |
| Vanguard Scottsdale Fds | — | 13 | $3.79K | 0.0% | −$156 | Held |
| Vanguard Index Fds | — | 6 | $3.58K | 0.0% | −$178 | Held |
| Blackrock Muniyild Qult Fd I | — | 308 | $3.38K | 0.0% | — | New |
| Crispr Therapeutics Ag | CRSP | 70 | $3.33K | 0.0% | −$341 | Held |
| Blackrock Corpor Hi Yld Fd I | — | 307 | $2.62K | 0.0% | −$116 | Held |
| Sony Group Corp | — | 125 | $2.59K | 0.0% | −$612 | Held |
| Putnam Premier Income Tr | — | 708 | $2.51K | 0.0% | $7 | Held |
| Saba Capital Income & Opport | — | 300 | $2.5K | 0.0% | $21 | Held |
| Ishares Tr | — | 25 | $2.48K | 0.0% | −$15 | Held |
| Oklo Inc. | OKLO | 50 | $2.48K | 0.0% | — | New |
| Joby Aviation Inc | — | 300 | $2.48K | 0.0% | — | New |
| Ishares Tr | — | 18 | $2.44K | 0.0% | $254 | Held |
| Telefonica Brasil Sa | — | 150 | $2.39K | 0.0% | $608 | Held |
| SFL Corp Ltd. | SFL | 200 | $2.16K | 0.0% | $596 | Held |
| DENTSPLY SIRONA Inc. | XRAY | 181 | $2.1K | 0.0% | $31 | Held |
| Church & Dwight Co Inc | — | 20 | $1.87K | 0.0% | $189 | Held |
| Clough Global Divid & Income | — | 300 | $1.78K | 0.0% | −$15 | Held |
| Ge Aerospace | — | 6 | $1.7K | 0.0% | −$145 | Held |
| Vanguard World Fd | — | 9 | $1.62K | 0.0% | −$124 | Held |
| Vanguard Whitehall Fds | — | 16 | $1.51K | 0.0% | $68 | Held |
| Takeda Pharmaceutical Co Ltd | — | 70 | $1.3K | 0.0% | $205 | Held |
| Vaneck Etf Trust | — | 14 | $1.28K | 0.0% | $97 | Held |
| Ishares Tr | — | 16 | $1.08K | 0.0% | $24 | Held |
| Vanguard Specialized Funds | — | 5 | $1.07K | 0.0% | −$24 | Held |
| Fox Corp | — | 20 | $1.06K | 0.0% | −$237 | Held |
| Vanguard Index Fds | — | 4 | $1.03K | 0.0% | −$88 | Held |
| Vanguard Instl Index Fd | — | 13 | $983 | 0.0% | $2 | Held |
| Vanguard Index Fds | — | 11 | $976 | 0.0% | $3 | Held |
| Prothena Corp Plc | — | 100 | $972 | 0.0% | $17 | Held |
| Spdr Dow Jones Indl Average | — | 2 | $926 | 0.0% | −$35 | Held |
| ImmunityBio, Inc. | IBRX | 117 | $897 | 0.0% | $665 | Held |
| GE Vernova Inc. | GEV | 1 | $873 | 0.0% | $219 | Held |
| Emergent BioSolutions Inc. | EBS | 100 | $830 | 0.0% | −$406 | Held |
| Ishares Tr | — | 12 | $740 | 0.0% | −$41 | Held |
| Ishares Silver Tr | — | 8 | $545 | 0.0% | — | New |
| Tidal Trust Ii | — | 20 | $499 | 0.0% | — | New |
| Spotify Technology S.A. | SPOT | 1 | $485 | 0.0% | −$96 | Held |
| Proshares Tr | — | 40 | $466 | 0.0% | — | New |
| Crocs, Inc. | CROX | 3 | $249 | 0.0% | −$8 | Held |
| Ge Healthcare Technologies I | — | 2 | $142 | 0.0% | −$22 | Held |
| Lucid Group, Inc. | LCID | 7 | $67 | 0.0% | −$7 | Held |
| Ip Strategy Holdings, Inc. | IPST | 22 | $6 | 0.0% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.