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Galvin, Gaustad & Stein

Latest statistics and disclosures from Galvin, Gaustad & Stein's latest quarterly 13F-HR filing:

Top 5 stock holdings are IEFA, VEA, MSFT, JPM, HCA, and represent 13.69% of Galvin, Gaustad & Stein's stock portfolio.
Added to shares of these 10 stocks: SOXX (+$13M), QCOM (+$13M), QQQM (+$12M), NVDA (+$12M), PGR (+$11M), META (+$11M), SMH (+$7.0M), WCC (+$7.0M), SPYM, HYG.
Started 53 new stock positions in PDEC, BA, PFEB, QQQ, PMAY, JMTG, NKE, DBMF, IWN, AMD.
Reduced shares in these 10 stocks: VIK (-$16M), , MELI (-$12M), CPRT (-$8.4M), HCA (-$7.9M), IEMG (-$6.0M), OTIS, VWO, AAPL, AXP.
Sold out of its positions in ANET, DEO, XMHQ, IWM, MDLZ, OKTA, RRR, NOW, NBIS.
Galvin, Gaustad & Stein was a net buyer of stock by $48M.
Galvin, Gaustad & Stein has $1.3B in assets under management (AUM), dropping by 4.10%.
Central Index Key (CIK): 0001840945

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Portfolio Holdings for Galvin, Gaustad & Stein

Galvin, Gaustad & Stein holds 249 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core Msci Eafe (IEFA)	3.1	$40M		451k	89.46	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.8	$37M		584k	62.47	View chart
Microsoft Corporation (MSFT)	2.7	$34M	+2%	70k	483.62	View chart
JPMorgan Chase & Co. (JPM)	2.6	$33M		103k	322.22	View chart
Hca Holdings (HCA)	2.5	$32M	-20%	67k	466.86	View chart
Amazon (AMZN)	2.1	$27M	+3%	118k	230.82	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	2.1	$27M		1.1M	25.08	View chart
Ge Aerospace Com New (GE)	2.0	$26M	-4%	85k	308.03	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	2.0	$26M		181k	143.33	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.0	$25M		253k	99.88	View chart
Mattel (MAT)	2.0	$25M		1.3M	19.84	View chart
Apple (AAPL)	1.9	$25M	-9%	90k	271.86	View chart
AutoZone (AZO)	1.8	$23M		6.8k	3391.56	View chart
American Express Company (AXP)	1.7	$22M	-10%	58k	369.95	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	1.7	$22M	+3%	883k	24.37	View chart
Uber Technologies (UBER)	1.7	$22M		263k	81.71	View chart
Ishares Tr Mbs Etf (MBB)	1.7	$21M	-7%	223k	95.22	View chart
Coca-Cola Company (KO)	1.6	$20M		292k	69.91	View chart
PPL Corporation (PPL)	1.6	$20M	+13%	569k	35.02	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	1.6	$20M	-7%	66k	303.89	View chart
UnitedHealth (UNH)	1.5	$20M		60k	330.11	View chart
Visa Com Cl A (V)	1.5	$20M	-3%	56k	350.71	View chart
Home Depot (HD)	1.5	$19M	-4%	56k	344.10	View chart
Waste Management (WM)	1.5	$19M		85k	219.71	View chart
Alphabet Cap Stk Cl C (GOOG)	1.4	$18M	-2%	58k	313.80	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.4	$18M		246k	74.07	View chart
Wells Fargo Perp Pfd Cnv A (WFC.PL)	1.3	$17M	+2%	14k	1212.00	View chart
NVIDIA Corporation (NVDA)	1.3	$17M	+223%	89k	186.50	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.3	$16M	+2%	249k	66.00	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.2	$16M		51k	313.00	View chart
Ge Healthcare Technologies I Common Stock (GEHC)	1.2	$16M		190k	82.02	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	1.2	$16M	+3%	34k	453.36	View chart
Ishares Tr Msci China Etf (MCHI)	1.2	$15M		254k	60.07	View chart
Union Pacific Corporation (UNP)	1.2	$15M	+2%	65k	231.32	View chart
Procter & Gamble Company (PG)	1.2	$15M	-11%	103k	143.31	View chart
Asml Holding N V N Y Registry Shs (ASML)	1.1	$15M	-4%	14k	1069.87	View chart
CRH Ord (CRH)	1.1	$14M	-2%	115k	124.80	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	1.1	$14M		138k	102.39	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.1	$14M	-4%	117k	120.18	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	1.1	$14M	-4%	259k	53.88	View chart
Blackstone Group Inc Com Cl A (BX)	1.1	$14M	-5%	88k	154.14	View chart
EOG Resources (EOG)	1.0	$13M	-13%	126k	105.01	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	1.0	$13M	+1046%	51k	252.92	View chart
Ishares Tr Ultra Short Dur (ICSH)	1.0	$13M	+22%	254k	50.58	View chart
Ishares Tr Ishares Semicdtr (SOXX)	1.0	$13M	NEW	43k	301.15	View chart
Qualcomm (QCOM)	1.0	$13M	NEW	74k	171.05	View chart
Meta Platforms Cl A (META)	1.0	$12M	+769%	19k	660.09	View chart
Carlyle Group (CG)	0.9	$12M	-12%	205k	59.11	View chart
Chevron Corporation (CVX)	0.9	$12M		77k	152.41	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.9	$11M	+2%	246k	46.54	View chart
Progressive Corporation (PGR)	0.9	$11M	NEW	49k	227.72	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.8	$11M		122k	88.49	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.8	$10M		130k	77.88	View chart
Zoetis Cl A (ZTS)	0.8	$10M	-9%	79k	125.82	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.6	$8.0M	-7%	96k	83.75	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.6	$7.5M	-3%	142k	52.88	View chart
Otis Worldwide Corp (OTIS)	0.6	$7.1M	-34%	81k	87.35	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.5	$7.0M	NEW	20k	360.13	View chart
WESCO International (WCC)	0.5	$7.0M	NEW	29k	244.64	View chart
Ishares Core Msci Emkt (IEMG)	0.5	$6.6M	-47%	99k	67.22	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.5	$6.4M	-2%	81k	78.81	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.5	$6.3M	+5%	84k	74.88	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	0.5	$6.2M	+18%	79k	77.89	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.5	$6.1M		77k	79.73	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$6.0M	+23%	8.8k	684.92	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.5	$5.8M	-35%	108k	53.76	View chart
Costco Wholesale Corporation (COST)	0.4	$5.5M	-4%	6.4k	862.39	View chart
Flutter Entmt SHS (FLUT)	0.4	$5.4M	-16%	25k	215.04	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.4	$4.9M	+41%	97k	50.59	View chart
Mastercard Incorporated Cl A (MA)	0.4	$4.8M		8.3k	570.89	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$4.7M	-6%	18k	257.95	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$4.4M	+6%	41k	107.11	View chart
Spdr Series Trust State Street Spd (SPYM)	0.3	$3.8M	+1052%	47k	80.22	View chart
Johnson & Johnson (JNJ)	0.3	$3.6M	+5%	17k	206.95	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.3	$3.3M	NEW	42k	80.63	View chart
Ishares Tr Europe Etf (IEV)	0.3	$3.2M	NEW	47k	68.60	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$3.2M	+24%	15k	219.78	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$3.1M		63k	50.29	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$2.9M	+39%	5.8k	502.65	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.2	$2.9M	+369%	66k	44.71	View chart
Bank of New York Mellon Corporation (BK)	0.2	$2.9M		25k	116.09	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.2	$2.8M		56k	50.50	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.2	$2.7M	NEW	24k	113.86	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$2.5M	NEW	45k	54.71	View chart
Schwab Strategic Tr Long Term Us (SCHQ)	0.2	$2.4M		77k	31.70	View chart
Exxon Mobil Corporation (XOM)	0.2	$2.4M		20k	120.34	View chart
J P Morgan Exchange Traded F Mortgage Backed (JMTG)	0.2	$2.2M	NEW	43k	51.06	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.2	$2.2M		47k	46.04	View chart
Ishares Tr Core Divid Etf (DIVB)	0.2	$2.1M	-7%	39k	53.15	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$2.1M		3.1k	682.08	View chart
Goldman Sachs (GS)	0.2	$1.9M	-14%	2.2k	879.18	View chart
Capital One Financial (COF)	0.1	$1.9M	-2%	7.8k	242.35	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$1.9M		71k	26.49	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$1.9M	-11%	33k	57.24	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$1.8M	+7%	35k	50.94	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$1.7M	-18%	5.1k	335.30	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$1.7M	-10%	16k	106.70	View chart
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)	0.1	$1.7M	NEW	59k	28.06	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$1.5M	+5%	10k	148.69	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$1.5M	+12%	7.9k	190.99	View chart
Philip Morris International (PM)	0.1	$1.5M		9.2k	160.40	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.1	$1.5M	-3%	21k	69.52	View chart
Spdr Series Trust State Street Spd (SPTM)	0.1	$1.5M	NEW	18k	82.50	View chart
Eli Lilly & Co. (LLY)	0.1	$1.4M	+12%	1.3k	1074.81	View chart
Vaneck Etf Trust Clo Etf (CLOI)	0.1	$1.4M	NEW	26k	52.81	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$1.3M	-7%	2.8k	473.30	View chart
Bok Finl Corp Com New (BOKF)	0.1	$1.3M		11k	118.46	View chart
Enterprise Products Partners (EPD)	0.1	$1.3M		40k	32.06	View chart
Abbvie (ABBV)	0.1	$1.3M		5.6k	228.49	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$1.3M	+223%	6.4k	198.61	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$1.2M	NEW	6.6k	181.20	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$1.2M	+3%	2.5k	468.77	View chart
Broadcom (AVGO)	0.1	$1.2M	+11%	3.4k	346.13	View chart
Palo Alto Networks (PANW)	0.1	$1.2M	+28%	6.3k	184.20	View chart
Blackrock (BLK)	0.1	$1.1M		1.0k	1070.78	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$1.1M	-2%	29k	38.11	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$1.1M		3.8k	290.25	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$1.1M	+96%	7.6k	143.96	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.1	$1.1M	-4%	33k	33.02	View chart
Honeywell International (HON)	0.1	$1.1M		5.5k	195.10	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$1.1M	-22%	39k	27.43	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$1.1M	-10%	19k	54.77	View chart
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)	0.1	$1.0M	+27%	13k	75.57	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$973k	NEW	11k	92.51	View chart
Raytheon Technologies Corp (RTX)	0.1	$931k		5.1k	183.40	View chart
Tesla Motors (TSLA)	0.1	$893k	-6%	2.0k	449.65	View chart
Doordash Cl A (DASH)	0.1	$888k	NEW	3.9k	226.48	View chart
Spdr Series Trust State Street Spd (SPYV)	0.1	$871k	NEW	15k	56.81	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	0.1	$870k	+121%	12k	70.41	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$866k	+6%	1.4k	627.32	View chart
Viking Holdings Ord Shs (VIK)	0.1	$864k	-94%	12k	71.41	View chart
Altria (MO)	0.1	$859k	+3%	15k	57.66	View chart
Quest Diagnostics Incorporated (DGX)	0.1	$859k	-3%	5.0k	173.52	View chart
Wal-Mart Stores (WMT)	0.1	$834k	+2%	7.5k	111.40	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$816k		11k	73.56	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$816k	NEW	3.3k	250.28	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.1	$810k	+100%	14k	57.92	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$750k	-25%	1.5k	487.93	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.1	$749k	+5%	20k	36.82	View chart
GDS HLDGS Sponsored Ads (GDS)	0.1	$745k	+207%	21k	34.90	View chart
Constellation Energy (CEG)	0.1	$705k		2.0k	353.27	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.1	$701k	-4%	9.2k	75.85	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	0.1	$678k		8.7k	77.74	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$676k	NEW	1.1k	614.39	View chart
Lowe's Companies (LOW)	0.1	$671k		2.8k	241.12	View chart
United Parcel Service CL B (UPS)	0.1	$668k		6.7k	99.18	View chart
Amgen (AMGN)	0.1	$668k		2.0k	327.30	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.1	$659k	NEW	20k	33.51	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$650k	NEW	1.6k	396.31	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$628k		7.7k	81.17	View chart
Cisco Systems (CSCO)	0.0	$622k		8.1k	77.03	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$610k		11k	58.12	View chart
General Dynamics Corporation (GD)	0.0	$594k	-22%	1.8k	336.69	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.0	$593k	NEW	13k	47.02	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$589k		781.00	753.78	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$582k	-2%	2.7k	211.82	View chart
Copart (CPRT)	0.0	$562k	-93%	14k	39.15	View chart
Bank America Corp 7.25%CNV PFD L (BAC.PL)	0.0	$553k		442.00	1252.00	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.0	$545k	NEW	12k	43.92	View chart
Pacer Fds Tr Globl Cash Etf (GCOW)	0.0	$542k	NEW	13k	41.22	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.0	$532k	+110%	20k	26.89	View chart
Merck & Co (MRK)	0.0	$524k	+39%	5.0k	105.25	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$521k	-15%	11k	49.65	View chart
McKesson Corporation (MCK)	0.0	$502k	-31%	612.00	819.74	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$493k	NEW	5.2k	94.17	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$486k	+47%	2.5k	191.54	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.0	$480k	+103%	4.0k	119.42	View chart
Ishares Tr Msci Usa Value (VLUE)	0.0	$474k	NEW	3.5k	136.73	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$456k	+13%	19k	24.04	View chart
Schwab Strategic Tr Mun Bd Etf (SCMB)	0.0	$453k		18k	25.76	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$452k	-14%	2.2k	210.34	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.0	$450k	NEW	10k	43.38	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.0	$446k		11k	39.59	View chart
Comfort Systems USA (FIX)	0.0	$444k	+83%	476.00	932.40	View chart
Sotera Health (SHC)	0.0	$431k	+39%	25k	17.64	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.0	$430k	NEW	11k	40.72	View chart
Fidelity Covington Trust Msci Energy Idx (FENY)	0.0	$422k		17k	24.77	View chart
Vanguard World Financials Etf (VFH)	0.0	$422k		3.2k	133.49	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.0	$410k	-18%	4.5k	91.44	View chart
Linde SHS (LIN)	0.0	$408k	+43%	956.00	426.34	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.0	$405k	+3%	5.4k	75.05	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.0	$405k	NEW	8.7k	46.43	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.0	$394k		4.4k	89.43	View chart
MercadoLibre (MELI)	0.0	$393k	-96%	195.00	2014.26	View chart
Lockheed Martin Corporation (LMT)	0.0	$390k	+45%	807.00	483.49	View chart
Starbucks Corporation (SBUX)	0.0	$388k	-6%	4.6k	84.21	View chart
Fidelity Covington Trust Msci Utils Index (FUTY)	0.0	$387k		7.0k	55.22	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR)	0.0	$383k	NEW	12k	32.77	View chart
Bank of America Corporation (BAC)	0.0	$382k		6.9k	55.00	View chart
Rbc Cad (RY)	0.0	$375k		2.2k	170.49	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.0	$372k	NEW	9.5k	39.12	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.0	$371k	-10%	4.8k	77.53	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.0	$360k	+52%	5.9k	60.81	View chart
Deere & Company (DE)	0.0	$356k	-7%	765.00	465.84	View chart
Nrg Energy Com New (NRG)	0.0	$355k		2.2k	159.24	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.0	$349k	-3%	6.3k	55.80	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.0	$345k	NEW	7.4k	46.71	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.0	$344k	-5%	4.0k	86.25	View chart
American Intl Group Com New (AIG)	0.0	$342k		4.0k	85.55	View chart
Vertiv Holdings Com Cl A (VRT)	0.0	$341k	+13%	2.1k	162.01	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.0	$333k	+14%	6.7k	49.84	View chart
Dow (DOW)	0.0	$329k	NEW	14k	23.38	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$322k		2.6k	123.27	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.0	$321k	-6%	1.4k	224.69	View chart
Spdr Series Trust State Street Spd (CWB)	0.0	$321k	NEW	3.6k	89.19	View chart
International Business Machines (IBM)	0.0	$318k	NEW	1.1k	296.23	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$315k	+21%	3.3k	96.04	View chart
Applied Materials (AMAT)	0.0	$314k	+11%	1.2k	257.07	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.0	$310k	NEW	6.9k	44.94	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$310k	+10%	11k	28.48	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$305k	NEW	789.00	387.07	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$300k		625.00	480.57	View chart
Oracle Corporation (ORCL)	0.0	$299k	+14%	1.5k	194.96	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.0	$298k	NEW	7.1k	41.78	View chart
Ryman Hospitality Pptys (RHP)	0.0	$290k		3.1k	94.63	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$285k		3.0k	96.27	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$281k		930.00	302.11	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.0	$279k	NEW	7.0k	39.59	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.0	$276k	NEW	6.3k	43.72	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$268k		960.00	279.14	View chart
Nike CL B (NKE)	0.0	$264k	NEW	4.2k	63.71	View chart
Boeing Company (BA)	0.0	$264k	NEW	1.2k	217.06	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.0	$262k		3.7k	71.42	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$261k	+3%	1.9k	141.04	View chart
Wells Fargo & Company (WFC)	0.0	$260k	-3%	2.8k	93.20	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$251k		1.8k	143.52	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.0	$248k	NEW	1.5k	165.86	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.0	$248k	NEW	5.7k	43.25	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.0	$247k	NEW	5.9k	41.88	View chart
Netflix (NFLX)	0.0	$241k	+1298%	2.6k	93.75	View chart
Intuitive Surgical Com New (ISRG)	0.0	$240k	NEW	424.00	566.15	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$239k	+8%	740.00	322.81	View chart
Valero Energy Corporation (VLO)	0.0	$236k		1.5k	162.79	View chart
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)	0.0	$235k		2.3k	102.33	View chart
Innovator Etfs Trust Equity Defin 1yr (ZOCT)	0.0	$235k	NEW	8.8k	26.84	View chart
Spdr Series Trust State Street Spd (SPSB)	0.0	$234k	NEW	7.7k	30.20	View chart
Intuit (INTU)	0.0	$229k	+3%	345.00	662.59	View chart
Labcorp Holdings Com Shs (LH)	0.0	$226k		899.00	250.88	View chart
Zoom Communications Cl A (ZM)	0.0	$222k	-4%	2.6k	86.29	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$221k	-4%	592.00	373.44	View chart
Duke Energy Corp Com New (DUK)	0.0	$218k	+2%	1.9k	117.22	View chart
Certara Ord (CERT)	0.0	$217k	+49%	25k	8.81	View chart
Global X Fds Data Ctr & Digit (DTCR)	0.0	$211k	NEW	10k	21.10	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$210k		1.1k	199.68	View chart
Advanced Micro Devices (AMD)	0.0	$209k	NEW	978.00	214.16	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.0	$207k	NEW	4.4k	46.68	View chart
Lam Research Corp Com New (LRCX)	0.0	$206k	NEW	1.2k	171.18	View chart
3M Company (MMM)	0.0	$205k	NEW	1.3k	160.10	View chart
Tenaya Therapeutics (TNYA)	0.0	$7.8k		11k	0.71	View chart

Past Filings by Galvin, Gaustad & Stein

SEC 13F filings are viewable for Galvin, Gaustad & Stein going back to 2020

Galvin, Gaustad & Stein 2025 Q4 filed Jan. 23, 2026
Galvin, Gaustad & Stein 2025 Q3 filed Oct. 22, 2025
Galvin, Gaustad & Stein 2025 Q2 filed July 24, 2025
Galvin, Gaustad & Stein 2025 Q1 filed May 7, 2025
Galvin, Gaustad & Stein 2024 Q4 filed Jan. 17, 2025
Galvin, Gaustad & Stein 2024 Q3 filed Nov. 1, 2024
Galvin, Gaustad & Stein 2024 Q2 filed July 17, 2024
Galvin, Gaustad & Stein 2024 Q1 filed April 15, 2024
Galvin, Gaustad & Stein 2023 Q4 filed Jan. 11, 2024
Galvin, Gaustad & Stein 2023 Q3 filed Oct. 18, 2023
Galvin, Gaustad & Stein 2023 Q2 filed July 24, 2023
Galvin, Gaustad & Stein 2023 Q1 filed April 17, 2023
Galvin, Gaustad & Stein 2022 Q4 filed Feb. 13, 2023
Galvin, Gaustad & Stein 2022 Q3 filed Oct. 26, 2022
Galvin, Gaustad & Stein 2022 Q2 filed July 22, 2022
Galvin, Gaustad & Stein 2022 Q1 filed April 27, 2022

View all past filings

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