GOULD ASSET MANAGEMENT LLC /CA/

Q3 2026 13F-HR Holdings

Location
Claremont, CA
Holdings as of
9/30/2026
Date filed
11/6/2026
Form type
13F-HR
Num holdings
174
Total value ($000)
$615,809
Net value change ($000)
-18,973 (-3.0%)
New positions
6
Sold out positions
8
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
STIP 5,041 10.4%
AAPL 1,790 14.7%
TIP 1,764 131.6%
MSFT 1,049 35.0%
DCOR 991 29.5%
LIAM 689 NEW
BNDX 612 5.3%
ESGV 455 8.9%
VGLT 449 28.5%
LAM RESEARCH CORP 445 NEW
Top Reduces (Value $000, Stocks/ETFs)
SPY -11,093 -6.7%
TLT -2,908 -12.2%
VGSH -2,580 -6.8%
USXF -1,701 -57.8%
MDY -1,636 -84.1%
EFA -1,295 -22.4%
VMBS -1,177 -29.5%
VNQ -910 -5.1%
BAB -755 -4.0%
GE -588 -100.0%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type