Gould Asset Management LLC /Ca/ - Q42025 Holdings

Gould Asset Management LLC /Ca/ holds 168 stocks with a total portfolio value of $ 564.26M as of Q42025. In Q42025, Gould Asset Management LLC /Ca/ added 7 new positions, increased stakes in 52 stocks, reduced 75 holdings, and fully exited 9 positions. The largest holding is S&P 500 Depository Receipt (SPY), representing 26.82% of the total portfolio.