GOULD ASSET MANAGEMENT LLC /CA/
13F Reported Value
ⓘ$634.8M
Holdings
176
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
GOULD ASSET MANAGEMENT LLC /CA/ disclosed 176 positions worth $634.8M in its Form 13F-HR for Q2 2026, led by $SPY (SPDR S&P 500 ETF TRUST) at 26.3% of the equity portfolio. During the quarter the fund opened 10 new positions and exited 5 — including a new stake in $UNH and a full exit from $SPGI. The portfolio is most concentrated in Other (83.5% of disclosed assets). All figures are sourced directly from GOULD ASSET MANAGEMENT LLC /CA/’s Form 13F-HR filing with the SEC under CIK 1091961.
AI Fund Analysis
Stable
$SPYSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- —
Quality
$166.8M223,301 sh ISHARES 0-5 YEAR TIPS BOND ET - 0-5 YR TIPS ETF
—Quality
$48.2M472,277 shVANGUARD SHORT TERM TREASURY - SHORT TERM TREAS
—Quality
$37.8M649,524 shISHARES BARCLAYS 20 YEAR TRE - 20 YR TR BD ETF
—Quality
$23.9M276,417 shVANGUARD SHORT-TERM CORPORATE - SHRT TRM CORP BD
—Quality
$20.8M263,245 sh- —
Quality
$18.9M705,394 sh VANGUARD REIT INDEX ETF - REAL ESTATE ETF
—Quality
$18.0M186,503 sh- —
Quality
$17.3M217,970 sh SPDR BARCLAYS INTL TREASURY B - ST INTL BBG ETF
—Quality
$16.4M755,142 shISHARES S&P 500 INDEX ETF - CORE S&P500 ETF
—Quality
$15.4M20,523 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SPDR S&P 500 ETF TRUST$SPY | — | $166.8M | 223,301 |
| ISHARES 0-5 YEAR TIPS BOND ET - 0-5 YR TIPS ETF | — | $48.2M | 472,277 |
| VANGUARD SHORT TERM TREASURY - SHORT TERM TREAS | — | $37.8M | 649,524 |
| ISHARES BARCLAYS 20 YEAR TRE - 20 YR TR BD ETF | — | $23.9M | 276,417 |
| VANGUARD SHORT-TERM CORPORATE - SHRT TRM CORP BD | — | $20.8M | 263,245 |
 Invesco Ltd.$IVZ | — | $18.9M | 705,394 |
| VANGUARD REIT INDEX ETF - REAL ESTATE ETF | — | $18.0M | 186,503 |
 World Gold Trust$GLDM | — | $17.3M | 217,970 |
| SPDR BARCLAYS INTL TREASURY B - ST INTL BBG ETF | — | $16.4M | 755,142 |
| ISHARES S&P 500 INDEX ETF - CORE S&P500 ETF | — | $15.4M | 20,523 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of GOULD ASSET MANAGEMENT LLC /CA/'s 176 positions.
Showing top 10 of 176 holdings.
Sector Allocation
Other
$529.8M
Financials
$50.5M
Technology
$26.1M
Energy
$7.3M
Consumer Discretionary
$6.8M
Healthcare
$6.0M
Industrials
$3.7M
Consumer Staples
$2.4M
Top Holdings — GOULD ASSET MANAGEMENT LLC /CA/ (Q2 2026)
Top 150 of 176 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $SPY | SPDR S&P 500 ETF TRUST | $166.8M | 26.3% | -0% | — |
| 2 | — | ISHARES 0-5 YEAR TIPS BOND ET - 0-5 YR TIPS ETF | $48.2M | 7.6% | +1% | — |
| 3 | — | VANGUARD SHORT TERM TREASURY - SHORT TERM TREAS | $37.8M | 6.0% | +7% | — |
| 4 | — | ISHARES BARCLAYS 20 YEAR TRE - 20 YR TR BD ETF | $23.9M | 3.8% | +5% | — |
| 5 | — | VANGUARD SHORT-TERM CORPORATE - SHRT TRM CORP BD | $20.8M | 3.3% | +2% | — |
| 6 | $IVZ | Invesco Ltd. | $18.9M | 3.0% | +6% | — |
| 7 | — | VANGUARD REIT INDEX ETF - REAL ESTATE ETF | $18.0M | 2.8% | +6% | — |
| 8 | $GLDM | World Gold Trust | $17.3M | 2.7% | +141% | — |
| 9 | — | SPDR BARCLAYS INTL TREASURY B - ST INTL BBG ETF | $16.4M | 2.6% | +4% | — |
| 10 | — | ISHARES S&P 500 INDEX ETF - CORE S&P500 ETF | $15.4M | 2.4% | -6% | — |
| 11 | — | VANGUARD FTSE DEVELOPED MARKE - VAN FTSE DEV MKT | $12.2M | 1.9% | -5% | — |
| 12 |  $AAPL | Apple Inc. | $12.2M | 1.9% | +4% | 76.4 |
| 13 | — | PIMCOTOTAL RETURN ETF - ACTIVE BD ETF | $12.1M | 1.9% | +4% | — |
| 14 | — | VANGUARD TOTAL INTERNATIONAL - TOTAL INT BD ETF | $11.4M | 1.8% | +14% | — |
| 15 | — | WISDOMTREE EMMKTS EX-STT-OWND - EM EX ST-OWNED | $10.9M | 1.7% | -10% | — |
| 16 | — | SPDR S&P 500 FOSSIL FUEL RESE - ST STR SP500FF | $10.8M | 1.7% | -4% | — |
| 17 | — | VANGUARD EXTENDED MARKET INDE - EXTEND MKT ETF | $8.3M | 1.3% | -5% | — |
| 18 | — | DIMENSIONAL WORLD EX US CORE - WORLD EX US CORE | $7.4M | 1.2% | +2% | — |
| 19 | — | ISHARES MSCI EAFE INDEX ETF - MSCI EAFE ETF | $5.8M | 0.9% | -3% | — |
| 20 | — | ISHARES BARCLAYS SHORT TREASU - TRUST ISHARE 0-1 | $5.3M | 0.8% | +9% | — |
| 21 | — | VANGUARD ESG US STOCK ETF - ESG US STK ETF | $5.1M | 0.8% | -1% | — |
| 22 | — | VANGUARD ST TIPS BOND FD - STRM INFPROIDX | $4.7M | 0.7% | +2% | — |
| 23 | — | VANGUARD MORTGAGE BACKED SEC - MTG-BKD SECS ETF | $4.0M | 0.6% | +3% | — |
| 24 | — | DIMENSIONAL US CORE EQUITY 1 - US COR EQU 1 ETF | $3.4M | 0.5% | +6% | — |
| 25 | — | ISHARES ESG AWARE MSCI EAFE E - ESG AW MSCI EAFE | $3.3M | 0.5% | -3% | — |
| 26 | — | VANGUARD ESG INTERNATIONAL ST - ESG INTL STK ETF | $3.0M | 0.5% | +7% | — |
| 27 |  $MSFT | MICROSOFT CORP | $3.0M | 0.5% | -4% | 79.8 |
| 28 | — | ISHARES ESG ADVANCED MSCI USA - ESG MSCI USA ETF | $2.9M | 0.5% | -0% | — |
| 29 |  $IAU | ISHARES GOLD TRUST | $2.9M | 0.5% | -1% | — |
| 30 | — | SPDR PORTFOLIO SHORT TERM COR - ST SHOR CORP ETF | $2.6M | 0.4% | +0% | — |
| 31 | — | ISHARES MSCI SOUTH KOREA INDE - MSCI STH KOR ETF | $2.6M | 0.4% | +0% | — |
| 32 | — | ISHARES ESG SCREENED S&P 500 - ESG SELECT SCRE | $2.6M | 0.4% | +1% | — |
| 33 | — | ISHARES CALIFORNIA MUNI BOND - CALIF MUN BD ETF | $2.5M | 0.4% | +3% | — |
| 34 | — | ISHARES TR INTL SEL DIV ETF - INTL SEL DIV ETF | $2.2M | 0.3% | -3% | — |
| 35 |  $AVGO | Broadcom Inc. | $2.2M | 0.3% | -18% | 84.5 |
| 36 | — | ISHARES MSCI ACWI LOW CARBON - LOW CA OP MS ETF | $2.2M | 0.3% | -2% | — |
| 37 | — | ISHARES IBONDS TERM TREASURY - IBONDS 27 TRM TS | $2.2M | 0.3% | +2% | — |
| 38 | — | ISHARES IBONDS TERM TREASURY - IBONDS 26 TRM TS | $2.2M | 0.3% | +2% | — |
| 39 | — | ISHARES IBONDS DEC 2028 TERM - IBONDS 28 TRM TS | $2.1M | 0.3% | +2% | — |
| 40 |  $LLY | ELI LILLY & Co | $2.0M | 0.3% | +7% | 87.5 |
| 41 |  $JPM | JPMORGAN CHASE & CO | $2.0M | 0.3% | +3% | 70.7 |
| 42 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $1.9M | 0.3% | -1% | — |
| 43 | — | ISHARES MSCI TAIWAN INDEX ETF - MSCI TAIWAN ETF | $1.9M | 0.3% | +0% | — |
| 44 | — | ISHARES ESG SCREENED S&P MID- - ESG SELECT SCRE | $1.9M | 0.3% | +6% | — |
| 45 |  $GLD | SPDR GOLD TRUST | $1.9M | 0.3% | -1% | — |
| 46 | — | ISHARES MSCI USA ESG SELECT E - ESG OPTIMIZED | $1.8M | 0.3% | -11% | — |
| 47 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.8M | 0.3% | -1% | 66.2 |
| 48 | — | ISHARES ESG ADVANCED MSCI EAF - ESG EAFE ETF | $1.7M | 0.3% | +0% | — |
| 49 | — | VANGUARD TOTAL BOND MARKET ET - TOTAL BND MRKT | $1.7M | 0.3% | -3% | — |
| 50 |  $WMT | Walmart Inc. | $1.7M | 0.3% | -4% | 60.2 |
| 51 |  $CAT | CATERPILLAR INC | $1.6M | 0.3% | -0% | 66.5 |
| 52 | — | ISHARES ESG AWARE MSCI USA ET - ESG AWR MSCI USA | $1.6M | 0.3% | -5% | — |
| 53 | — | VANGUARD LONG-TERM TREASURY I - LONG TERM TREAS | $1.6M | 0.3% | -22% | — |
| 54 | — | ISHARES ESG 1-5 YEAR USD CORP - ESG AWRE 1 5 YR | $1.5M | 0.2% | +153% | — |
| 55 | — | ISHARES IBONDS DEC 2027 TERM - IBONDS 27 ETF | $1.4M | 0.2% | +2% | — |
| 56 | — | ISHARES IBONDS DEC 2026 TERM - IBONDS DEC2026 | $1.4M | 0.2% | +2% | — |
| 57 |  $XOM.R34088 | EXXON MOBIL CORP | $1.4M | 0.2% | +9% | 57.9 |
| 58 | — | ISHARES IBONDS DEC 2028 TERM - IBDS DEC28 ETF | $1.4M | 0.2% | +3% | — |
| 59 | — | ISHARES BARCLAYS TIPS BOND ET - TIPS BD ETF | $1.3M | 0.2% | +20% | — |
| 60 |  $AMZN | AMAZON COM INC | $1.3M | 0.2% | -9% | 68.7 |
| 61 |  $TRGP | Targa Resources Corp. | $1.3M | 0.2% | +0% | 63.3 |
| 62 |  $V | VISA INC. | $1.2M | 0.2% | -6% | 82.9 |
| 63 | — | VANGUARD HIGH DIVIDEND YIELD - HIGH DIV YLD | $1.2M | 0.2% | -3% | — |
| 64 | — | ISHARES DOW JONES SELECT DIVI - SELECT DIVID ETF | $1.2M | 0.2% | -2% | — |
| 65 | — | VANGUARD INTL EQUITY INDEX - ALLWRLD EX US | $1.2M | 0.2% | -0% | — |
| 66 | — | VANGUARD VALUE ETF - VALUE ETF | $1.2M | 0.2% | -3% | — |
| 67 |  $NVDA | NVIDIA CORP | $1.1M | 0.2% | +8% | 85.9 |
| 68 |  $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | $1.1M | 0.2% | -2% | — |
| 69 | — | SCHWAB INTERNATIONAL EQUITY E - INTL EQTY ETF | $1.1M | 0.2% | -7% | — |
| 70 | — | ISHARES S&P SHORT-TERM NATION - SHRT NAT MUN ETF | $1.1M | 0.2% | +3% | — |
| 71 | — | DIMENSIONAL US CORE EQUITY MA - US CORE EQT MKT | $1.1M | 0.2% | -3% | — |
| 72 |  $CSCO | CISCO SYSTEMS, INC. | $1.0M | 0.2% | +8% | 70.3 |
| 73 | $IVZ | Invesco Ltd. | $1.0M | 0.2% | -0% | — |
| 74 |  $META | Meta Platforms, Inc. | $973,794 | 0.1% | +21% | 79.6 |
| 75 | — | ISHARES MSCI CANADA INDEX ETF - MSCI CDA ETF | $964,410 | 0.1% | -19% | — |
| 76 | — | ALERIAN MLP ETF - ALERIAN MLP | $952,951 | 0.1% | -3% | — |
| 77 |  $HD | HOME DEPOT, INC. | $940,723 | 0.1% | -8% | 60.3 |
| 78 |  $TXN | TEXAS INSTRUMENTS INC | $933,704 | 0.1% | +4% | 73.4 |
| 79 | — | ISHARES MSCI KLD - ESG MSCI KLD ETF | $928,383 | 0.1% | -13% | — |
| 80 | — | ISHARES MSCI SINGAPORE INDEX - MSCI SINGPOR ETF | $911,810 | 0.1% | +0% | — |
| 81 | — | ISHARES MSCI HONG KONG INDEX - MSCI HONG KG ETF | $900,522 | 0.1% | +0% | — |
| 82 | — | VANGUARD S&P 500 ETF - S&P 500 ETF SHS | $889,856 | 0.1% | +0% | — |
| 83 |  $GOOG | Alphabet Inc. | $887,821 | 0.1% | +21% | 78.2 |
| 84 |  $MA | Mastercard Inc | $885,703 | 0.1% | +14% | 85.1 |
| 85 | — | ISHARES S&P NATL AMTFREE MUNI - NATIONAL MUN ETF | $883,560 | 0.1% | -2% | — |
| 86 |  $PEP | PEPSICO INC | $859,790 | 0.1% | -3% | 63.4 |
| 87 | — | ISHARES ESG U.S. AGGREGATE BO - ESG AWR US AGRGT | $800,755 | 0.1% | -1% | — |
| 88 | — | VANGUARD EMERGING MARKETS ETF - FTSE EMR MKT ETF | $799,583 | 0.1% | -18% | — |
| 89 |  $BAC | BANK OF AMERICA CORP /DE/ | $770,199 | 0.1% | +10% | 67.6 |
| 90 |  $BRK.B | BERKSHIRE HATHAWAY INC | $736,574 | 0.1% | -6% | 73.8 |
| 91 | — | ISHARES ESG ADVANCED MSCI EM - EGSADVNCDMSCI EM | $727,206 | 0.1% | +0% | — |
| 92 |  $OKE | ONEOK INC /NEW/ | $712,821 | 0.1% | +0% | 71.7 |
| 93 |  $TRP | TC ENERGY CORP | $684,643 | 0.1% | +0% | — |
| 94 | — | ISHARES TR DOW JONES U S REAL - U.S. REAL ES ETF | $684,053 | 0.1% | +0% | — |
| 95 |  $ET | Energy Transfer LP | $672,049 | 0.1% | +0% | 64.4 |
| 96 |  $MCD | MCDONALDS CORP | $654,842 | 0.1% | -3% | 69 |
| 97 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $634,974 | 0.1% | +0% | 61.4 |
| 98 | — | ISHARES MSCI MEXICO INVESTABL - MSCI MEXICO ETF | $616,838 | 0.1% | +0% | — |
| 99 | — | WESTERN ASSET EMERGING MARKET - COM | $603,857 | 0.1% | +0% | — |
| 100 | — | VANGUARD INTERMEDIATE TERM CO - INT-TERM CORP | $598,667 | 0.1% | +2% | — |
| 101 |  $GE | GENERAL ELECTRIC CO | $587,504 | 0.1% | -5% | 73.8 |
| 102 | — | ISHARES IBONDS DEC 2027 TERM - IBONDS DEC 27 | $583,262 | 0.1% | +5% | — |
| 103 | — | ISHARES IBONDS DEC 2026 TERM - IBONDS DEC 26 | $580,876 | 0.1% | +4% | — |
| 104 | — | ISHARES IBONDS DEC 2028 TERM - IBONDS DEC 28 | $577,213 | 0.1% | +5% | — |
| 105 |  $ENB | ENBRIDGE INC | $572,891 | 0.1% | +0% | 66.7 |
| 106 |  $ABBV | AbbVie Inc. | $570,216 | 0.1% | +98% | 72.6 |
| 107 |  $UNH | UNITEDHEALTH GROUP INC | $568,166 | 0.1% | NEW | 62.7 |
| 108 |  $CVX | CHEVRON CORP | $555,959 | 0.1% | +0% | 62.8 |
| 109 |  $PAA | PLAINS ALL AMERICAN PIPELINE LP | $545,036 | 0.1% | +0% | 59.1 |
| 110 |  $JNJ | JOHNSON & JOHNSON | $542,655 | 0.1% | -11% | 69 |
| 111 | — | PIMCO 1-5 YEAR U.S. TIPS INDE - 1-5 US TIP IDX | $537,400 | 0.1% | +0% | — |
| 112 | — | ISHARES TR S&P 100 INDEX FUND - S&P 100 ETF | $526,853 | 0.1% | +0% | — |
| 113 | — | ISHARES ESG SCREENED S&P SMAL - ESG SELE SCR ETF | $508,999 | 0.1% | +5% | — |
| 114 |  $NEE | NEXTERA ENERGY INC | $495,374 | 0.1% | -1% | 64.6 |
| 115 |  $ORCL | ORACLE CORP | $485,667 | 0.1% | +4% | 66.2 |
| 116 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $484,806 | 0.1% | +2% | 70 |
| 117 |  $BG | Bunge Global SA | $483,807 | 0.1% | +4% | 54.5 |
| 118 | — | ISHARES TRUST CORE MSCI EAFE - CORE MSCI EAFE | $481,644 | 0.1% | -2% | — |
| 119 |  $GOOGL | Alphabet Inc. | $472,049 | 0.1% | +3% | 78.2 |
| 120 |  $SYK | STRYKER CORP | $471,926 | 0.1% | -6% | 72.1 |
| 121 |  $ABT | ABBOTT LABORATORIES | $455,106 | 0.1% | +25% | 65.5 |
| 122 |  $GEV | GE Vernova Inc. | $454,671 | 0.1% | +12% | 81.1 |
| 123 |  $BSX | BOSTON SCIENTIFIC CORP | $444,512 | 0.1% | +3% | 77.5 |
| 124 | — | FIDELITY TOTAL BOND ETF - TOTAL BD ETF | $443,300 | 0.1% | +0% | — |
| 125 | — | VANGUARD INDEX FDS VANGUARD T - TOTAL STK MKT | $434,797 | 0.1% | +0% | — |
| 126 |  $LOW | LOWES COMPANIES INC | $425,472 | 0.1% | +4% | 60.8 |
| 127 |  $LIN | LINDE PLC | $423,845 | 0.1% | +32% | — |
| 128 |  $KO | COCA COLA CO | $419,108 | 0.1% | -10% | 69.5 |
| 129 |  $PG | PROCTER & GAMBLE Co | $410,152 | 0.1% | -7% | 64.6 |
| 130 |  $MRK | Merck & Co., Inc. | $408,887 | 0.1% | +10% | 59.9 |
| 131 | — | ISHARES INC MSCI EMRG MKTS SM - EM MKT SM-CP ETF | $407,150 | 0.1% | +0% | — |
| 132 | — | ISHARES MSCI INDIA SMALL-CAP - MSCI INDIA SM CP | $398,210 | 0.1% | +0% | — |
| 133 |  $BN | BROOKFIELD Corp /ON/ | $376,240 | 0.1% | +0% | — |
| 134 |  $UNP | UNION PACIFIC CORP | $370,736 | 0.1% | -1% | 69.7 |
| 135 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $368,200 | 0.1% | +0% | — |
| 136 |  $TSLA | Tesla, Inc. | $367,201 | 0.1% | NEW | 53.9 |
| 137 | — | MARKET VECTORS BRAZIL SMALL C - BRAZIL SMALL CAP | $363,589 | 0.1% | +0% | — |
| 138 | — | DEFIANCE CONNECTIVE TECHNOLOG - DEFIANCE SPACE A | $361,142 | 0.1% | NEW | — |
| 139 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $348,626 | 0.1% | -10% | — |
| 140 | $IVZ | Invesco Ltd. | $348,369 | 0.1% | +0% | — |
| 141 | — | ISHARES MSCI AUSTRALIA INDEX - MSCI AUST ETF | $347,776 | 0.1% | +0% | — |
| 142 |  $WFC | WELLS FARGO & COMPANY/MN | $343,534 | 0.1% | +0% | 61.8 |
| 143 |  $VALE | Vale S.A. | $338,400 | 0.1% | +0% | — |
| 144 | — | FIRST TRUST GLOBAL WIND ENERG - GBL WND ENRG ETF | $328,112 | 0.1% | +0% | — |
| 145 |  $GS | GOLDMAN SACHS GROUP INC | $323,661 | 0.1% | -7% | 73.5 |
| 146 | — | VANGUARD DIVIDEND APPRECIATIO - DIV APP ETF | $321,330 | 0.1% | -25% | — |
| 147 | — | ISHARES MSCI SOUTH AFRICA IND - MSCI STH AFR ETF | $318,162 | 0.1% | +0% | — |
| 148 |  $MU | MICRON TECHNOLOGY INC | $317,430 | 0.1% | NEW | 86.2 |
| 149 |  $JGH | Nuveen Global High Income Fund | $313,425 | 0.1% | +0% | — |
| 150 | — | ISHARES FTSE CHINA INDEX ETF - CHINA LG-CAP ETF | $312,394 | 0.1% | +0% | — |
New Positions (10)
$UNH UNITEDHEALTH GROUP INC$568,166$TSLA Tesla, Inc.$367,201$MU MICRON TECHNOLOGY INC$317,430
$KLAC KLA CORP$307,744
$QCOM QUALCOMM INC/DE$223,781
$AMD ADVANCED MICRO DEVICES INC$210,289
$PWR QUANTA SERVICES, INC.$208,092
$WIT WIPRO LTD$39,083
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