GOULD ASSET MANAGEMENT LLC /CA/

Q1 2026 13F-HR Holdings

Location
Claremont, CA
Holdings as of
3/31/2026
Date filed
5/5/2026
Form type
13F-HR
Num holdings
171
Total value ($000)
$575,716
Net value change ($000)
+11,457 (2.0%)
New positions
8
Sold out positions
4
Turnover %
2.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
BNDX 9,927 NEW
STIP 6,883 16.5%
VGSH 777 2.2%
VMBS 750 23.9%
VCSH 745 3.8%
EFA 735 15.3%
SHV 632 14.9%
TLT 625 2.8%
BWX 600 3.9%
XOM 447 39.5%
Top Reduces (Value $000, Stocks/ETFs)
GLDM -6,163 -42.4%
SPY -6,077 -4.0%
IVV -677 -4.6%
BND -655 -27.4%
AAPL -623 -5.7%
MSFT -435 -12.3%
SPYX -404 -4.0%
BSX -320 -33.5%
MDY -249 -12.7%
VTIP -243 -5.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type