G
Gould Capital, LLC
RIA/Wealth
Gould Capital, LLC is a RIA/Wealth based in Tacoma, WA led by Jennifer Anne Emmons Carlson, managing $161.5M across 212 long positions as of Q3 2025 with 41% ETF concentration.
CCOJennifer Anne Emmons Carlson
- Portfolio Value
- $161.5M
- Positions
- 212
- Top Holding
- VEA at 8.99%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Gould Capital, LLC's portfolio (48.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $14.5M | 8.99% | -$88.4K Sold | — 242.3K shares | |
ETF ETF | $12.9M | 7.97% | +$128.4K Bought | — 107.7K shares | |
ETF ETF | $12.7M | 7.89% | +$142.8K Bought | — 171.3K shares | |
ETF ETF | $7.7M | 4.79% | +$97.7K Bought | — 156.4K shares | |
ETF ETF | $6.7M | 4.17% | -$11.5K Sold | — 124.2K shares | |
Unknown Unknown | $5.3M | 3.29% | -$104.2K Sold | — 14.9K shares | |
Software - Infrastructure Technology | $5.3M | 3.28% | -$88.1K Sold | 0.00% 10.2K shares | |
Consumer Electronics Technology | $5.1M | 3.14% | +$42.0K Bought | 0.00% 19.9K shares | |
Agricultural - Machinery Industrials | $4.0M | 2.47% | -$88.7K Sold | 0.00% 8.4K shares | |
ETF ETF | $3.9M | 2.41% | +$64.6K Bought | — 35.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Gould Capital, LLC's latest filing
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Market Value
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Turnover Ratio
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Gould Capital, LLC
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