Gould Asset Management LLC has filed its 13F form on October 28, 2025 for Q3 2025 where it was disclosed a total value porftolio of $534 Million distributed in 170 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $146M, Vanguard with a value of $33.6M, Ishares Barclays 0 5 Year Tips with a value of $31.1M, Ishares Barclays 20+ Year Trea with a value of $22.8M, and Vanguard Sht Term Corp Bd ETF with a value of $17.7M.
Examining the 13F form we can see an increase of $27.2M in the current position value, from $507M to 534M.
Gould Asset Management LLC is based out at Claremont, CA
Below you can find more details about Gould Asset Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$534 Million
ETFs: $470 Million
Technology: $19.9 Million
Financial Services: $7.47 Million
Consumer Defensive: $5.79 Million
Energy: $5.76 Million
Healthcare: $5.55 Million
Consumer Cyclical: $3.73 Million
Industrials: $2.99 Million
Other: $2.94 Million
Stock Holdings Table Market Cap. of $200 Billions or more
