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Jennifer Carlson

Gould Capital, Llc

Assets Managed
$165.265M
Holdings
204
Last Quarter
2026 - Q1
Filed Date
17d ago
Growth Rate
1.85%(2Q avg: 1.15%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Gould Capital, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 204 positions.

Assets under management

The assets under management (AUM) of Gould Capital, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 165.265M in assets, with a quarterly growth rate of 1.85% and a 2-quarter average growth rate of 1.15%. The portfolio is managed by Jennifer Carlson, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 7.6%
10.04%
$16.59M
258,902 shares@ $64.09 avg price
IEI
Ishares 3-7 Year Treasury Bo
Recent Activity
Increased 19.25%
9.09%
$15.006M
126,530 shares@ $118.6 avg price
BND
Vanguard Total Bond Market
Recent Activity
Increased 18.74%
8.99%
$14.855M
201,729 shares@ $73.65 avg price
BNDX
Vanguard Total Intl Bond Etf
Recent Activity
Increased 11.77%
5.04%
$8.317M
173,091 shares@ $48.05 avg price
VWO
Vanguard Ftse Emerging Marke
Recent Activity
Increased 6.46%
4.3%
$7.099M
131,348 shares@ $54.05 avg price
GLD
Spdr Gold Shares
Recent Activity
Decreased -14.32%
3.28%
$5.417M
12,590 shares@ $430.29 avg price
AAPL
Apple Inc
Recent Activity
Decreased -1.05%
3.02%
$4.989M
19,658 shares@ $253.79 avg price
VZ
Verizon Communications Inc
Recent Activity
Increased 3.04%
2.44%
$4.02M
80,088 shares@ $50.2 avg price
COST
Costco Wholesale Corp
Recent Activity
Increased 10.77%
2.39%
$3.946M
3,960 shares@ $996.49 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 0.97%
2.29%
$3.774M
10,194 shares@ $370.19 avg price

1-10 of 204