13F Filings History of GOULD ASSET MANAGEMENT LLC /CA/

Latest 13F report
Q4 2025 - 17 Feb 2026
Value $
$564,258,666
Signature - Title
Thomas K. Carr Jr - CHIEF COMPLIANCE OFFICER
Location
Claremont, CA
Summary
This page shows a list of all the recent 13F filings made by GOULD ASSET MANAGEMENT LLC /CA/. Form 13F is required to be filed within 45 days of the end of a calendar quarter. GOULD ASSET MANAGEMENT LLC /CA/ reported 168 stock holdings with total value $564,258,666 as of Q4 2025. Top holdings included SPY, STIP, VGSH, TLT, and VCSH.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 168 $564,258,666 +$32,096,478 -$14,179,521 +$17,916,957 SPY, STIP, VGSH, TLT, VCSH 13F-HR 13 Feb 2026, 17:39
Q3 2025 170 $538,544,085 +$23,312,801 -$22,381,657 +$931,144 SPY, VGSH, STIP, TLT, VCSH 13F-HR 28 Oct 2025, 13:54
Q2 2025 166 $510,537,707 +$18,000,729 -$19,175,619 -$1,174,890 SPY, STIP, VGSH, TLT, VCSH 13F-HR 04 Aug 2025, 18:22
Q1 2025 161 $484,908,688 +$21,832,096 -$9,708,250 +$12,123,846 SPY, STIP, VGSH, TLT, VCSH 13F-HR 01 May 2025, 16:35
Q4 2024 164 $474,920,891 +$27,957,632 -$13,357,717 +$14,599,915 SPY, STIP, VGSH, TLT, VCSH 13F-HR 07 Feb 2025, 14:24
Q3 2024 164 $466,837,370 +$17,586,702 -$8,599,003 +$8,987,699 SPY, STIP, TLT, VGSH, VCSH 13F-HR 12 Nov 2024, 10:00
Q2 2024 164 $433,509,994 +$19,665,653 -$6,365,830 +$13,299,823 SPY, STIP, TLT, VGSH, IVV 13F-HR 05 Aug 2024, 14:28
Q1 2024 163 $413,406,528 +$18,523,258 -$11,030,950 +$7,492,308 SPY, TLT, VGSH, STIP, IVV 13F-HR 03 May 2024, 14:30
Q4 2023 157 $386,908,519 +$12,025,108 -$10,579,400 +$1,445,708 SPY, TLT, VGSH, STIP, VCSH 13F-HR 02 Feb 2024, 15:09
Q3 2023 150 $354,178,519 +$14,874,901 -$4,415,187 +$10,459,714 SPY, VGSH, TLT, STIP, VCSH 13F-HR 23 Oct 2023, 21:09
Q2 2023 150 $358,253,917 +$3,159,237 -$8,492,491 -$5,333,254 SPY, TLT, VGSH, STIP, IVV 13F-HR 07 Aug 2023, 17:17
Q1 2023 153 $350,872,096 +$24,018,074 -$18,751,825 +$5,266,249 SPY, TLT, VGSH, STIP, VCSH 13F-HR 01 May 2023, 19:46
Q4 2022 157 $332,543,643 +$37,634,980 -$16,371,271 +$21,263,709 SPY, VGSH, VCSH, GLDM, BAB 13F-HR 08 Feb 2023, 18:33
Q3 2022 131 $294,551,000 +$24,586,307 -$22,862,621 +$1,723,686 SPY, VCSH, TLT, BAB, IVV Restatement 16 Nov 2022, 15:27
Q2 2022 142 $310,848,000 +$35,764,810 -$30,442,766 +$5,322,044 SPY, VCSH, TLT, VTIP, BAB 13F-HR 10 Aug 2022, 17:27
Q1 2022 144 $348,996,000 +$9,911,611 -$7,371,866 +$2,539,745 SPY, VCSH, TLT, VTIP, IVV 13F-HR 13 May 2022, 15:24
Q4 2021 141 $356,850,000 +$21,824,424 -$9,033,980 +$12,790,444 SPY, VCSH, TLT, VTIP, IVV 13F-HR 02 Feb 2022, 12:50
Q3 2021 136 $324,122,000 +$6,991,602 -$32,810,712 -$25,819,110 SPY, VCSH, TLT, BAB, IVV 13F-HR 08 Nov 2021, 18:54
Q2 2021 152 $351,496,000 +$18,629,804 -$13,851,582 +$4,778,222 SPY, VCSH, TLT, BAB, IVV 13F-HR 05 Aug 2021, 16:24
Q1 2021 154 $327,680,000 +$11,406,138 -$19,057,527 -$7,651,389 SPY, VCSH, TLT, BAB, IVV 13F-HR 06 May 2021, 19:50
Q4 2020 144 $328,414,000 +$21,087,332 -$12,094,420 +$8,992,912 SPY, VCSH, TLT, GLDM, BAB 13F-HR 02 Feb 2021, 16:18
Q3 2020 135 $296,186,000 +$26,705,462 -$28,887,299 -$2,181,837 SPY, VCSH, TLT, BAB, GLDM Restatement 02 Feb 2021, 16:15
Q2 2020 133 $285,079,000 +$34,005,941 -$43,775,161 -$9,769,220 SPY, VCSH, VMBS, TLT, GLDM 13F-HR 05 Aug 2020, 15:32
Q1 2020 125 $262,361,000 +$21,474,494 -$15,897,919 +$5,576,575 SPY, VGSH, VCSH, TLT, SHV 13F-HR 22 Apr 2020, 18:07
Q4 2019 146 $301,068,000 +$11,211,940 -$7,433,222 +$3,778,718 SPY, VGSH, VCSH, IVV, TLT 13F-HR 17 Jan 2020, 12:50
Q3 2019 142 $282,731,000 +$10,019,713 -$7,476,872 +$2,542,841 SPY, VGSH, VCSH, IVV, VNQ 13F-HR 08 Nov 2019, 19:50
Q2 2019 143 $277,101,000 +$7,899,498 -$4,839,875 +$3,059,623 SPY, VGSH, VCSH, IVV, EFA 13F-HR 31 Jul 2019, 11:58
Q1 2019 136 $267,452,000 +$9,333,931 -$5,597,147 +$3,736,784 SPY, VGSH, VCSH, IVV, VNQ 13F-HR 07 May 2019, 17:10
Q4 2018 127 $240,534,000 +$42,466,630 -$26,724,167 +$15,742,463 SPY, VGSH, VCSH, IVV, VNQ 13F-HR 04 Feb 2019, 11:20
Q3 2018 143 $250,618,000 +$11,113,235 -$3,191,989 +$7,921,246 SPY, VCSH, IVV, EFA, VNQ 13F-HR 07 Nov 2018, 21:25
Q2 2018 138 $231,555,000 +$14,181,904 -$11,969,752 +$2,212,152 SPY, VCSH, IVV, VNQ, EFA 13F-HR 13 Aug 2018, 17:19
Q1 2018 140 $228,082,000 +$16,153,946 -$14,172,733 +$1,981,213 SPY, VCSH, EFA, IVV, VNQ 13F-HR 04 May 2018, 17:29
Q4 2017 138 $230,507,000 +$10,567,086 -$11,861,078 -$1,293,992 SPY, IVV, EFA, VNQ, VCSH 13F-HR 09 Feb 2018, 15:39
Q3 2017 136 $222,309,000 +$13,643,002 -$4,947,710 +$8,695,292 SPY, IVV, EFA, VNQ, VXF 13F-HR 09 Nov 2017, 15:49
Q2 2017 126 $207,204,000 +$10,183,817 -$6,673,156 +$3,510,661 SPY, IVV, VNQ, EFA, VCSH 13F-HR 03 Aug 2017, 16:02
Q1 2017 122 $199,164,000 +$6,978,907 -$12,518,653 -$5,539,746 SPY, IVV, VNQ, EFA, VXF 13F-HR 10 May 2017, 20:21
Q4 2016 113 $194,944,000 +$15,490,337 -$7,431,539 +$8,058,798 SPY, IVV, VNQ, VXF, EFA 13F-HR 01 Feb 2017, 14:16
Q3 2016 105 $185,499,000 +$9,073,519 -$15,479,264 -$6,405,745 SPY, VNQ, IVV, VXF, EFA 13F-HR 10 Nov 2016, 12:13
Q2 2016 103 $186,644,000 +$6,035,344 -$9,996,610 -$3,961,266 SPY, IVV, VNQ, VXF, EFA 13F-HR 15 Aug 2016, 13:19
Q1 2016 97 $185,570,000 +$5,642,530 -$9,854,363 -$4,211,833 SPY, VNQ, IVV, EFA, VXF 13F-HR 13 May 2016, 14:57
Q4 2015 100 $186,522,000 +$14,870,555 -$14,494,696 +$375,859 SPY, VNQ, IVV, EFA, VXF 13F-HR 16 Feb 2016, 15:18
Q3 2015 108 $179,280,000 +$7,438,775 -$10,295,439 -$2,856,664 SPY, VXF, EFA, VNQ, VCSH 13F-HR 13 Nov 2015, 15:46
Q2 2015 117 $197,361,000 +$14,474,402 -$16,427,757 -$1,953,355 SPY, VXF, EFA, IVV, VNQ 13F-HR 13 Aug 2015, 13:28
Q1 2015 110 $203,460,000 +$8,998,304 -$10,813,656 -$1,815,352 SPY, VNQ, VXF, IVV, EFA 13F-HR 13 May 2015, 16:47
Q4 2014 107 $203,501,000 +$10,565,628 -$18,649,651 -$8,084,023 SPY, VNQ, VXF, IVV, EFA 13F-HR 11 Feb 2015, 18:11
Q3 2014 102 $206,720,000 +$16,567,232 -$14,248,578 +$2,318,654 SPY, GLD, VNQ, VXF, IVV 13F-HR 13 Nov 2014, 13:16
Q2 2014 99 $207,762,000 +$23,296,129 -$11,285,498 +$12,010,631 SPY, VNQ, GLD, VXF, EFA 13F-HR 13 Aug 2014, 08:54
Q1 2014 96 $188,697,000 +$23,822,269 -$9,271,455 +$14,550,814 SPY, VNQ, VXF, EFA, VWO 13F-HR 09 May 2014, 11:47
Q4 2013 86 $171,593,000 $0 $0 $0 SPY, VXF, EFA, VWO, GLD 13F-HR 07 Feb 2014, 08:41