§ 13F · FUND PROFILE
GOULD ASSET MANAGEMENT LLC /CA/.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $539M (13F)Positions · 170Turnover · — · Q1Filed · May 6, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$12M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SPY | S&P 500 DEPOSITORY RECEIPT | 223K | $145M | 25.2% | +1% |
| 2 | STIP | ISHARES 0-5 YEAR TIPS BOND ET | 470K | $49M | 8.4% | +15% |
| 3 | VGSH | VANGUARD SHORT TERM TREASURY | 608K | $36M | 6.2% | +3% |
| 4 | TLT | ISHARES BARCLAYS 20 YEAR TRE | 262K | $23M | 3.9% | +3% |
| 5 | VCSH | VANGUARD SHORT-TERM CORPORATE | 257K | $20M | 3.5% | +4% |
| 6 | BAB | INVESCO TAXABLE MUNICIPAL BON | 668K | $18M | 3.1% | +2% |
| 7 | BWX | SPDR BARCLAYS INTL TREASURY B | 723K | $16M | 2.8% | +7% |
| 8 | VNQ | VANGUARD REIT INDEX ETF | 175K | $16M | 2.7% | +1% |
| 9 | IVV | ISHARES S&P 500 INDEX ETF | 22K | $14M | 2.5% | ±0% |
| 10 | BOND | PIMCOTOTAL RETURN ETF | 126K | $12M | 2.0% | +4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GOULD SIGNAL
AC read
GOULD ASSET MANAGEMENT LLC /CA/ is a Other fund managing $539 million in assets. The fund runs a portfolio of 170 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed