Gould Asset Management LLC has recently filed its 13F-HR report with the SEC, detailing its investment holdings as of September 30, 2026. The report indicates a total portfolio value of approximately $615.8 million, showcasing the firm's strategic asset allocation and investment focus.

This filing is particularly significant for the investment management sector, as it reflects trends in asset distribution and investment strategies among institutional investors. The report highlights notable holdings in major companies such as Apple, Amazon, and Alphabet, which indicates a focus on technology and consumer sectors.

Background

Gould Asset Management LLC, incorporated in Delaware, is categorized as an investment management firm. The firm primarily engages in managing assets for clients, including individuals and institutions. Its recent filings include several 13F-HR submissions, with the latest one dated November 6, 2026. The firm is located at 341 West First Street, Suite 200, Claremont, CA 91711.

What the Filing Says

The filing states, "The total value of the holdings reported is approximately $615,808,711." This figure reflects the firm's investment strategy and market positioning as of the end of the third quarter of 2026.

Impact

This update may affect various stakeholders, including clients of Gould Asset Management, competitors in the investment management industry, and analysts monitoring market trends. The focus on large-cap technology and consumer stocks suggests a bullish outlook on these sectors, which could influence investment strategies across the board.

What's Next

The filing does not specify what happens next, but it is expected that Gould Asset Management will continue to adjust its portfolio in response to market conditions and investment opportunities.