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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 XLK, IEFA, VEA, NVDA, MSFT, and represent 19.30% of Galvin, Gaustad & Stein's stock portfolio.
Added to shares of these 10 stocks: QQQM (+$13M), AVGO (+$10M), SPYM (+$8.9M), ADSK (+$8.9M), MU (+$6.9M), NVDA (+$5.7M), LLY (+$5.5M), XLF, AAPL, IEMG.
Started 15 new stock positions in ADSK, GEV, XBI, DBMF, VYMI, SGOV, XOM, HLI, SPCX, EDV. FLOT, ANET, IGV, SBET, NEM.
Reduced shares in these 10 stocks: XLK (-$18M), SMH (-$11M), CRCL (-$5.9M), XLE (-$5.5M), UBER (-$5.2M), CWB, EZU, VRTX, IJR, GE.
Sold out of its positions in BA, CRCL, Dimensional Etf Trust, QQQE, Exxon Mobil Corporation, FSEC, SPLV, EZU, EEM, IWN. LMT, MS, NOBL, O, SPYV, SCMB, SNPS, MMM, UPST, VGLT.
Galvin, Gaustad & Stein was a net seller of stock by $-21M.
Galvin, Gaustad & Stein has $1.3B in assets under management (AUM), dropping by -1.90%.
Central Index Key (CIK): 0001840945

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Portfolio Holdings for Galvin, Gaustad & Stein

Galvin, Gaustad & Stein holds 256 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Select Sector Spdr Tr St Str Techn Etf (XLK)	6.4	$85M	-17%	434k	195.75	View chart
Ishares Tr Core Msci Eafe (IEFA)	3.6	$47M		489k	96.88	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	3.5	$46M		650k	70.61	View chart
NVIDIA Corporation (NVDA)	3.2	$42M	+15%	185k	228.38	View chart
Microsoft Corporation (MSFT)	2.7	$36M	-2%	71k	512.90	View chart
Apple (AAPL)	2.3	$31M	+12%	94k	333.02	View chart
Amazon (AMZN)	2.3	$30M		120k	249.15	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	2.0	$26M		1.1M	23.70	View chart
Hca Holdings (HCA)	1.9	$25M	-3%	59k	426.74	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	1.9	$25M	-5%	226k	110.97	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	1.9	$25M	-6%	159k	155.25	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.8	$24M		250k	94.54	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	1.7	$23M		949k	23.86	View chart
Ge Aerospace Com New (GE)	1.7	$22M	-13%	71k	312.29	View chart
Ishares Tr Ishares Semicdtr (SOXX)	1.7	$22M		39k	568.65	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	1.5	$20M	-21%	332k	61.50	View chart
Visa Com Cl A (V)	1.5	$20M	-3%	55k	359.33	View chart
Alphabet Cap Stk Cl C (GOOG)	1.5	$19M		57k	340.74	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	1.4	$19M	+208%	62k	304.64	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.4	$19M		54k	344.08	View chart
JPMorgan Chase & Co. (JPM)	1.4	$18M	-4%	55k	330.83	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	1.3	$18M	-5%	39k	456.19	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.3	$18M		255k	70.15	View chart
Ishares Tr Mbs Etf (MBB)	1.3	$17M	-2%	191k	89.62	View chart
Union Pacific Corporation (UNP)	1.3	$17M	-4%	63k	272.13	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	1.2	$16M	+28%	307k	53.40	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	1.2	$16M		198k	80.60	View chart
Ishares Tr Ultra Short Dur (ICSH)	1.2	$16M	+2%	316k	50.40	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	1.2	$16M	+2%	93k	168.42	View chart
Coca-Cola Company (KO)	1.1	$15M	-3%	177k	86.08	View chart
Spdr Series Trust St Str P500etf (SPYM)	1.1	$15M	+144%	168k	89.76	View chart
Qualcomm (QCOM)	1.1	$14M		78k	184.04	View chart
Wells Fargo & Co Perp Pfd Cnv A (WFC.PL)	1.1	$14M		13k	1078.99	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	1.0	$14M		136k	99.70	View chart
AutoZone (AZO)	1.0	$13M	-4%	4.6k	2830.58	View chart
Meta Platforms Cl A (META)	1.0	$13M	-4%	18k	725.19	View chart
Ishares Tr Msci China Etf (MCHI)	1.0	$13M	-3%	245k	52.19	View chart
Ishares Core Msci Emkt (IEMG)	0.9	$12M	+28%	153k	81.16	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.9	$12M	+2%	271k	44.09	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.9	$12M	+6%	145k	82.16	View chart
Broadcom (AVGO)	0.9	$12M	+713%	33k	351.20	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.9	$12M	-25%	22k	522.82	View chart
American Express Company (AXP)	0.9	$11M	-6%	37k	304.10	View chart
Uber Technologies (UBER)	0.9	$11M	-31%	166k	68.51	View chart
Progressive Corporation (PGR)	0.8	$11M		52k	207.31	View chart
Waste Management (WM)	0.8	$11M	-5%	52k	203.92	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.8	$11M	-3%	269k	39.44	View chart
WESCO International (WCC)	0.8	$10M	-8%	29k	359.59	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.8	$10M	-9%	114k	89.63	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.7	$9.7M		133k	72.86	View chart
Ge Healthcare Technologies I Common Stock (GEHC)	0.7	$9.1M	-11%	139k	65.37	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.7	$8.9M	-5%	176k	50.35	View chart
Autodesk (ADSK)	0.7	$8.9M	NEW	42k	209.00	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.6	$8.3M		11k	765.88	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	0.6	$8.2M		112k	73.62	View chart
CRH Ord (CRH)	0.6	$8.2M	-9%	99k	82.80	View chart
Micron Technology (MU)	0.6	$7.7M	+834%	7.3k	1065.19	View chart
Eli Lilly & Co. (LLY)	0.5	$7.1M	+347%	6.1k	1157.14	View chart
Carlyle Group (CG)	0.5	$6.7M	-18%	169k	39.66	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.4	$5.6M		112k	50.37	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.4	$5.5M	-4%	3.0k	1811.76	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.4	$5.3M	+14%	49k	108.84	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.4	$5.3M	+34%	7.0k	763.05	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.4	$5.3M	-5%	68k	78.31	View chart
Chewy Cl A (CHWY)	0.4	$5.2M	+8%	286k	18.20	View chart
Costco Wholesale Corporation (COST)	0.4	$5.1M	-7%	5.7k	910.50	View chart
Select Sector Spdr Tr St Str Mater Etf (XLB)	0.4	$5.1M	+22%	104k	48.70	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$5.0M	-4%	84k	59.31	View chart
J P Morgan Exchange Traded F Mortgage Backed (JMTG)	0.4	$4.9M	+4%	101k	48.34	View chart
Johnson & Johnson (JNJ)	0.4	$4.7M		18k	264.75	View chart
Mastercard Incorporated Cl A (MA)	0.3	$4.4M		7.9k	551.50	View chart
Qxo Com New (QXO)	0.3	$4.4M	-22%	372k	11.69	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$4.2M	-3%	41k	101.10	View chart
PPL Corporation (PPL)	0.3	$4.1M	-15%	126k	32.89	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$4.1M	-48%	30k	136.04	View chart
Chevron Corporation (CVX)	0.3	$3.9M	-11%	19k	204.22	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.3	$3.9M	-11%	76k	51.23	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.3	$3.8M	-6%	50k	76.40	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.3	$3.8M	-3%	49k	77.25	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$3.7M		16k	233.31	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.2	$3.3M	+2%	20k	166.99	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$3.1M	-5%	43k	71.95	View chart
Bank of New York Mellon Corporation (BNY)	0.2	$3.0M	-3%	21k	144.63	View chart
Vaneck Etf Trust Clo Etf (CLOI)	0.2	$3.0M	+9%	56k	52.97	View chart
Vanguard Index Fds Mrngstr Sml Cap (VB)	0.2	$2.9M	-8%	10k	284.51	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$2.8M		5.6k	497.97	View chart
Exxonmobil Holdings Corp Com Shs (XOM)	0.2	$2.7M	NEW	17k	162.75	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$2.7M	-6%	56k	47.36	View chart
Ishares Tr Core Divid Etf (DIVB)	0.2	$2.6M	-3%	40k	64.51	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.2	$2.5M	NEW	17k	150.86	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.2	$2.2M	-5%	47k	47.58	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	0.2	$2.2M	+124%	10k	216.09	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.2	$2.1M		48k	43.30	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$2.1M	-14%	37k	56.22	View chart
UnitedHealth (UNH)	0.2	$2.1M		5.6k	367.11	View chart
Im Global Partner Funds Imgp Dbi Man Etf (DBMF)	0.2	$2.0M	NEW	63k	32.53	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$2.0M	+96%	25k	77.21	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$1.9M	NEW	38k	51.05	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$1.9M	-2%	11k	166.29	View chart
Abbvie (ABBV)	0.1	$1.8M		6.9k	261.61	View chart
Palo Alto Networks (PANW)	0.1	$1.8M	-5%	4.5k	397.37	View chart
Schwab Strategic Tr Long Term Us (SCHQ)	0.1	$1.8M	+22%	62k	28.46	View chart
Goldman Sachs (GS)	0.1	$1.8M	+2%	2.0k	900.72	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$1.8M		35k	50.56	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	0.1	$1.7M		18k	95.65	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$1.7M	+9%	52k	32.53	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	0.1	$1.6M	-26%	4.3k	374.31	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	0.1	$1.6M		17k	92.05	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$1.6M	+321%	6.0k	264.77	View chart
Philip Morris International (PM)	0.1	$1.6M	-7%	8.3k	190.82	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$1.5M		36k	41.43	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.1	$1.5M		21k	69.33	View chart
Enterprise Products Partners (EPD)	0.1	$1.5M	-2%	42k	35.61	View chart
Capital One Financial (COF)	0.1	$1.4M		7.5k	193.09	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$1.4M		6.2k	222.27	View chart
Bok Finl Corp Com New (BOKF)	0.1	$1.4M		11k	126.40	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$1.4M	-4%	13k	104.54	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.1	$1.4M	+39%	39k	34.95	View chart
Home Depot (HD)	0.1	$1.3M	-8%	4.7k	284.52	View chart
Procter & Gamble Company (PG)	0.1	$1.2M		8.5k	145.29	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$1.2M	-2%	9.7k	125.26	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.1	$1.2M	+12%	28k	41.71	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$1.1M	-3%	44k	25.13	View chart
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)	0.1	$1.1M	+27%	21k	51.41	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$1.1M	+8%	2.8k	380.94	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.1	$1.1M		17k	62.73	View chart
Altria (MO)	0.1	$1.0M		15k	67.34	View chart
EOG Resources (EOG)	0.1	$1.0M	-10%	7.3k	137.76	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$1.0M		1.4k	739.99	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.1	$1.0M		32k	31.27	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	0.1	$987k		11k	90.11	View chart
Cisco Systems (CSCO)	0.1	$982k	-5%	9.1k	107.64	View chart
Blackrock (BLK)	0.1	$953k		900.00	1058.76	View chart
Wal-Mart Stores (WMT)	0.1	$949k		9.1k	103.93	View chart
Quest Diagnostics Incorporated (DGX)	0.1	$917k		3.9k	233.07	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$916k		1.3k	701.10	View chart
Raytheon Technologies Corp (RTX)	0.1	$900k		4.9k	185.65	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$892k		11k	82.98	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$867k	-69%	2.7k	317.35	View chart
Amgen (AMGN)	0.1	$861k		2.0k	421.66	View chart
Tesla Motors (TSLA)	0.1	$860k	+14%	2.4k	354.92	View chart
Vanguard Index Fds Mrngstr Mid Cap (VO)	0.1	$814k	-3%	10k	78.42	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.1	$806k	+4%	16k	51.12	View chart
Fidelity Covington Trust Msci Utils Index (FUTY)	0.1	$794k	+114%	16k	51.05	View chart
Comfort Systems USA (FIX)	0.1	$790k		477.00	1657.09	View chart
Merck & Co (MRK)	0.1	$762k		5.2k	145.33	View chart
Palantir Technologies Cl A (PLTR)	0.1	$707k	-23%	3.8k	187.06	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$684k		3.5k	198.02	View chart
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)	0.1	$680k	-47%	9.5k	71.57	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$669k	+2%	11k	61.26	View chart
United Parcel Svcs CL B (UPS)	0.0	$630k		6.7k	93.45	View chart
General Dynamics Corporation (GD)	0.0	$603k		1.8k	331.86	View chart
Caterpillar (CAT)	0.0	$580k	+8%	715.00	811.67	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.0	$575k		11k	50.72	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$565k		7.2k	78.10	View chart
MercadoLibre (MELI)	0.0	$564k	+44%	326.00	1728.53	View chart
Linde SHS (LIN)	0.0	$545k		1.1k	474.85	View chart
Lowe's Companies (LOW)	0.0	$540k	-7%	2.9k	184.31	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$539k		2.6k	208.03	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.0	$533k		1.8k	300.09	View chart
Advanced Micro Devices (AMD)	0.0	$521k	+12%	852.00	611.94	View chart
Valero Energy Corporation (VLO)	0.0	$519k		1.3k	387.85	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.0	$518k		9.4k	55.31	View chart
Honeywell International (HON)	0.0	$507k		2.4k	210.97	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.0	$507k		5.2k	97.45	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$495k	-5%	18k	27.47	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.0	$492k	-2%	18k	27.18	View chart
Lam Research Corp Com New (LRCX)	0.0	$489k	+28%	1.5k	328.56	View chart
Deere & Company (DE)	0.0	$487k		725.00	671.97	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.0	$485k		10k	47.89	View chart
Viking Holdings Ord Shs (VIK)	0.0	$483k	-10%	6.2k	78.33	View chart
Vanguard Index Fds MRNGSTR SML CP V (VBR)	0.0	$480k	-9%	2.1k	231.08	View chart
Vertiv Holdings Com Cl A (VRT)	0.0	$476k	+22%	2.0k	241.41	View chart
Intel Corporation (INTC)	0.0	$476k	+3%	4.0k	120.25	View chart
International Business Machines (IBM)	0.0	$473k	-6%	2.2k	219.96	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.0	$473k	-2%	6.9k	68.50	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$468k		1.9k	247.93	View chart
Ishares Tr Expanded Tech (IGV)	0.0	$465k	NEW	4.4k	106.48	View chart
McKesson Corporation (MCK)	0.0	$463k	-3%	542.00	854.33	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.0	$463k		9.8k	47.11	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.0	$460k		10k	44.05	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	0.0	$455k	-35%	6.0k	75.72	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.0	$455k		5.4k	84.08	View chart
Rbc Cad (RY)	0.0	$446k		2.3k	196.65	View chart
Vanguard World Financials Etf (VFH)	0.0	$441k	-4%	3.4k	130.09	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.0	$428k		4.4k	97.24	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.0	$425k		4.5k	94.44	View chart
Fidelity Covington Trust Msci Energy Idx (FENY)	0.0	$417k	-10%	12k	33.90	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$411k		3.7k	112.09	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$395k	-96%	648.00	609.04	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.0	$391k	-2%	8.9k	43.99	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.0	$390k	-2%	9.0k	43.18	View chart
Bank of America Corporation (BAC)	0.0	$388k		7.1k	54.43	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR)	0.0	$382k	-2%	11k	35.90	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$378k	-53%	3.0k	125.68	View chart
Ryman Hospitality Pptys (RHP)	0.0	$375k		3.1k	119.54	View chart
Applied Materials (AMAT)	0.0	$373k	-35%	729.00	511.77	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.0	$371k		4.4k	84.42	View chart
Honeywell Aerospace (HONA)	0.0	$370k	-2%	2.4k	154.97	View chart
Spdr Series Trust St Str Conv Etf (CWB)	0.0	$358k	-92%	3.5k	101.20	View chart
Cardinal Health (CAH)	0.0	$352k		1.6k	222.63	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.0	$352k	-86%	6.0k	58.38	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$351k	-6%	11k	32.63	View chart
Starbucks Corporation (SBUX)	0.0	$348k		3.7k	93.98	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$343k		793.00	431.88	View chart
Oracle Corporation (ORCL)	0.0	$341k		2.5k	137.35	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$336k		2.2k	155.26	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.0	$335k		6.8k	48.96	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.0	$328k		6.6k	49.69	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$327k		6.9k	47.34	View chart
Vanguard World Extended Dur (EDV)	0.0	$322k	NEW	5.8k	55.45	View chart
Spdr Series Trust St Str Sp Biot (XBI)	0.0	$317k	NEW	2.0k	157.68	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$316k		3.0k	106.71	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$315k	-6%	3.0k	103.90	View chart
Vanguard Index Fds MRNGSTR SM CP GR (VBK)	0.0	$313k		926.00	337.83	View chart
Dell Technologies CL C (DELL)	0.0	$309k	-3%	574.00	538.69	View chart
Arista Networks Com Shs (ANET)	0.0	$307k	NEW	1.5k	203.59	View chart
Newmont Mining Corporation (NEM)	0.0	$306k	NEW	2.7k	115.38	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.0	$303k	NEW	3.0k	100.69	View chart
Duke Energy Corp Com New (DUK)	0.0	$303k	-2%	2.7k	114.02	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.0	$303k		6.6k	45.62	View chart
Williams Companies (WMB)	0.0	$291k		4.3k	67.98	View chart
S&p Global (SPGI)	0.0	$290k		735.00	394.59	View chart
Ge Vernova (GEV)	0.0	$289k	NEW	303.00	953.27	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.0	$289k	-2%	6.8k	42.26	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.0	$288k	+2%	6.2k	46.86	View chart
Vanguard Index Fds MRNGSTR MD CP GR (VOT)	0.0	$280k		960.00	292.10	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.0	$279k		1.5k	185.43	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$279k	-24%	2.0k	142.28	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$278k		1.1k	264.90	View chart
Texas Instruments Incorporated (TXN)	0.0	$267k		952.00	280.35	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.0	$260k	+3%	5.6k	46.65	View chart
Target Corporation (TGT)	0.0	$258k	-10%	1.6k	156.69	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$257k	-83%	1.6k	160.82	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$255k		2.6k	99.09	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.0	$254k		500.00	508.55	View chart
Houlihan Lokey Cl A (HLI)	0.0	$253k	NEW	2.0k	126.34	View chart
GDS HLDGS Sponsored Ads (GDS)	0.0	$251k	-48%	8.0k	31.23	View chart
Innovator Etfs Trust Equity Defin 1yr (ZOCT)	0.0	$246k		8.8k	28.12	View chart
Verizon Communications (VZ)	0.0	$244k	-4%	5.3k	45.87	View chart
Chubb (CB)	0.0	$241k		742.00	325.25	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$239k		669.00	357.12	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$238k		572.00	416.13	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.0	$237k	+6%	3.4k	69.26	View chart
Netflix (NFLX)	0.0	$220k		3.2k	69.59	View chart
Wells Fargo & Company (WFC)	0.0	$215k		2.7k	80.06	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.0	$212k	NEW	2.1k	101.13	View chart
Nrg Energy Com New (NRG)	0.0	$205k	-4%	2.1k	95.69	View chart
Fidelity Covington Trust Enh Mid Cor Etf (FMDE)	0.0	$203k		5.0k	40.38	View chart
Bank Of Amer Corp 7.25%CNV PFD L (BAC.PL)	0.0	$203k	-37%	166.00	1220.96	View chart
Nextera Energy (NEE)	0.0	$202k	-4%	2.7k	75.76	View chart
Keysight Technologies (KEYS)	0.0	$202k	-3%	555.00	364.04	View chart
Innovator Etfs Trust Us Eqty Ultra B (UOCT)	0.0	$201k	-5%	4.7k	42.40	View chart
Himax Technologies Sponsored Adr (HIMX)	0.0	$201k	-67%	14k	14.07	View chart
Sharplink Com New (SBET)	0.0	$102k	NEW	11k	9.28	View chart
Tenaya Therapeutics (TNYA)	0.0	$6.6k		11k	0.60	View chart

Past Filings by Galvin, Gaustad & Stein

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

Galvin, Gaustad & Stein 2026 Q3 filed Oct. 8, 2026
Galvin, Gaustad & Stein 2026 Q2 filed July 29, 2026
Galvin, Gaustad & Stein 2026 Q1 filed May 14, 2026
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

View all past filings

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