Gould Asset Management LLC
Annual return '25
+19.6%
SPY '25
+17.7%
Alpha
+1.9ptsvs SPY
Invested
$1.2B
Holdings
171
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 2 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPY
S&P 500 DEPOSITORY RECEIPT
Q1 2026: Sold 88.2% (10.2k → 1.2k shares)
25.3%
02
$STIP
ISHARES 0-5 YEAR TIPS BOND ET
Q4 2025: Exited (was 301.0k shares)
8.4%
03
$VGSH
VANGUARD SHORT TERM TREASURY
Q4 2025: Exited (was 571.6k shares)
6.2%
04
$TLT
ISHARES BARCLAYS 20 YEAR TRE
Q4 2025: Exited (was 255.4k shares)
4.0%
05
$VCSH
VANGUARD SHORT-TERM CORPORATE
Q4 2025: Exited (was 222.1k shares)
3.5%
06
$BAB
INVESCO TAXABLE MUNICIPAL BON
Q4 2025: Exited (was 616.4k shares)
3.1%
07
$BWX
SPDR BARCLAYS INTL TREASURY B
Q4 2025: Exited (was 557.4k shares)
2.8%
08
$VNQ
VANGUARD REIT INDEX ETF
Q4 2025: Exited (was 161.7k shares)
2.7%
09
$IVV
ISHARES S&P 500 INDEX ETF
Q4 2025: Exited (was 22.8k shares)
2.5%
10
$BOND
PIMCOTOTAL RETURN ETF
Q4 2025: Exited (was 106.4k shares)
2.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 11:01 UTC.