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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, GE, and represent 18.91% of Galvin, Gaustad & Stein's stock portfolio.
Added to shares of these 10 stocks: XLV (+$13M), QXO (+$8.3M), CRCL (+$5.5M), SPYM (+$5.2M), CHWY, XLE, EZU, NVDA, IJR, AZO.
Started 30 new stock positions in EZU, HONA, EEM, TGT, CAH, CB, FSEC, AMD, CAT, TXN.
Reduced shares in these 10 stocks: IJH (-$16M), , GCOW (-$8.8M), XLY (-$8.4M), MAT (-$8.1M), AXP (-$5.3M), SOXX, TSM, XLP, JPM.
Sold out of its positions in AIG, CERT, SPDN, Echostar Corporation, FTCS, Honeywell International, RPV, IDMO, EFAV, KGC. DBMF, MAT, NKE, GCOW, COWZ, PEP, SHC, USO, GDX, ZTS.
Galvin, Gaustad & Stein was a net seller of stock by $-19M.
Galvin, Gaustad & Stein has $1.4B in assets under management (AUM), dropping by 8.44%.
Central Index Key (CIK): 0001840945

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Portfolio Holdings for Galvin, Gaustad & Stein

Galvin, Gaustad & Stein holds 261 positions in its portfolio as reported in the June 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)	7.4	$100M		524k	190.52	View chart
Ishares Tr Core Msci Eafe (IEFA)	3.5	$48M	+2%	492k	96.58	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	3.4	$46M		646k	71.25	View chart
NVIDIA Corporation (NVDA)	2.4	$32M	+14%	160k	200.09	View chart
Ge Aerospace Com New (GE)	2.3	$31M	-3%	83k	373.73	View chart
Amazon (AMZN)	2.1	$29M		122k	238.34	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	2.0	$28M	+3%	1.1M	24.66	View chart
Microsoft Corporation (MSFT)	2.0	$27M		72k	373.02	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	1.9	$26M	-5%	170k	154.29	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	1.9	$26M	+5%	239k	107.13	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.8	$25M		253k	98.98	View chart
Ishares Tr Ishares Semicdtr (SOXX)	1.8	$25M	-15%	39k	640.77	View chart
Apple (AAPL)	1.8	$24M	-6%	83k	289.36	View chart
Hca Holdings (HCA)	1.8	$24M	+3%	61k	389.89	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	1.7	$23M	+8%	965k	24.14	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	1.6	$22M	+24%	421k	53.11	View chart
Alphabet Cap Stk Cl C (GOOG)	1.5	$20M		57k	353.33	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	1.5	$20M	-17%	41k	477.56	View chart
Visa Com Cl A (V)	1.4	$20M	-3%	57k	343.09	View chart
JPMorgan Chase & Co. (JPM)	1.4	$19M	-15%	58k	327.33	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.4	$19M		53k	357.37	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.4	$19M	+4%	255k	73.41	View chart
Ishares Tr Mbs Etf (MBB)	1.4	$19M	-5%	196k	94.52	View chart
Union Pacific Corporation (UNP)	1.3	$18M		66k	272.00	View chart
Uber Technologies (UBER)	1.3	$17M	-13%	242k	72.16	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	1.2	$16M	-19%	196k	83.07	View chart
Ishares Tr Ultra Short Dur (ICSH)	1.1	$16M	+27%	308k	50.58	View chart
AutoZone (AZO)	1.1	$16M	+28%	4.9k	3195.89	View chart
Wells Fargo & Co Perp Pfd Cnv A (WFC.PL)	1.1	$15M	+2%	13k	1157.00	View chart
Coca-Cola Company (KO)	1.1	$15M	-9%	183k	81.27	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	1.1	$15M	-15%	30k	496.73	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	1.1	$14M	+895%	91k	158.66	View chart
Qualcomm (QCOM)	1.1	$14M		77k	184.79	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	1.0	$14M		137k	102.16	View chart
American Express Company (AXP)	1.0	$14M	-28%	40k	338.25	View chart
Ishares Tr Msci China Etf (MCHI)	1.0	$13M		254k	51.02	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.9	$13M	-14%	240k	53.61	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.9	$13M		280k	45.34	View chart
Waste Management (WM)	0.9	$12M	-5%	55k	222.88	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.9	$12M	+5%	264k	46.15	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.9	$12M	-12%	19k	655.88	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.9	$12M		125k	96.43	View chart
CRH Ord (CRH)	0.9	$12M	-6%	109k	107.00	View chart
Progressive Corporation (PGR)	0.8	$12M		53k	218.45	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.8	$11M	+6%	136k	82.49	View chart
WESCO International (WCC)	0.8	$11M	-3%	31k	345.43	View chart
Meta Platforms Cl A (META)	0.8	$11M		19k	563.29	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.7	$10M		132k	76.70	View chart
Ge Healthcare Technologies I Common Stock (GEHC)	0.7	$10M	-14%	156k	64.01	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.7	$9.9M	-7%	187k	53.17	View chart
Ishares Core Msci Emkt (IEMG)	0.7	$9.9M	-17%	120k	82.84	View chart
Carlyle Group (CG)	0.6	$8.7M	-7%	208k	42.11	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$8.7M	+75%	59k	148.31	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	0.6	$8.5M	+29%	110k	77.23	View chart
Qxo Com New (QXO)	0.6	$8.3M	NEW	478k	17.28	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.6	$8.1M	+3%	11k	748.90	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.5	$6.3M	-16%	3.2k	1989.20	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.4	$6.1M	-4%	20k	302.97	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.4	$6.0M	+598%	69k	87.88	View chart
Circle Internet Group Com Cl A (CRCL)	0.4	$5.9M	+1473%	95k	62.63	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.4	$5.9M	-5%	71k	82.65	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.4	$5.7M	+26%	113k	50.57	View chart
Costco Wholesale Corporation (COST)	0.4	$5.7M	-2%	6.1k	935.51	View chart
PPL Corporation (PPL)	0.4	$5.4M	-15%	148k	36.35	View chart
Spdr Series Trust St Str Conv Etf (CWB)	0.4	$5.3M	+38%	49k	107.82	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$5.3M	-14%	88k	59.69	View chart
Chewy Cl A (CHWY)	0.4	$5.2M	+2518%	264k	19.65	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.4	$5.0M	-62%	43k	117.28	View chart
J P Morgan Exchange Traded F Mortgage Backed (JMTG)	0.4	$4.9M	+43%	97k	50.68	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$4.6M	+11%	42k	107.62	View chart
Johnson & Johnson (JNJ)	0.3	$4.5M	+6%	18k	253.96	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.3	$4.5M	-7%	86k	52.41	View chart
Select Sector Spdr Tr St Str Mater Etf (XLB)	0.3	$4.3M	+98%	85k	50.83	View chart
Ishares Msci Eurzone Etf (EZU)	0.3	$4.3M	NEW	62k	69.50	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.3	$4.2M	+2%	53k	77.91	View chart
Mastercard Incorporated Cl A (MA)	0.3	$4.1M	-2%	8.0k	513.63	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.3	$4.0M	-5%	51k	79.03	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.3	$3.9M		5.2k	746.60	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$3.7M	+5%	16k	236.63	View chart
Chevron Corporation (CVX)	0.3	$3.6M		22k	165.76	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.3	$3.5M	+165%	19k	185.23	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$3.5M	-81%	46k	77.11	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$3.4M	-2%	11k	303.12	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$3.1M	+50%	9.1k	342.82	View chart
Bank of New York Mellon Corporation (BNY)	0.2	$3.1M	-9%	21k	144.61	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$3.0M	+6%	60k	50.58	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.2	$2.9M	-27%	45k	63.85	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$2.8M		5.6k	500.41	View chart
Vaneck Etf Trust Clo Etf (CLOI)	0.2	$2.7M	+43%	51k	52.95	View chart
Exxon Mobil Corporation (XOM)	0.2	$2.6M		19k	136.72	View chart
Ishares Tr Core Divid Etf (DIVB)	0.2	$2.5M	+3%	41k	61.60	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.2	$2.5M		50k	50.66	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$2.5M	+13%	44k	56.48	View chart
UnitedHealth (UNH)	0.2	$2.3M	-5%	5.6k	415.61	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.2	$2.2M		49k	45.49	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$2.2M	+13%	5.9k	370.06	View chart
Goldman Sachs (GS)	0.1	$1.9M	-7%	1.9k	1011.60	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$1.9M	-3%	12k	164.27	View chart
Spdr Series Trust St Str P500val (SPYV)	0.1	$1.9M	+93%	31k	60.79	View chart
Home Depot (HD)	0.1	$1.8M	-57%	5.1k	352.67	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	0.1	$1.7M	+45%	18k	96.76	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$1.7M	+26%	34k	51.00	View chart
Abbvie (ABBV)	0.1	$1.7M	+17%	6.9k	251.64	View chart
Eli Lilly & Co. (LLY)	0.1	$1.6M	+3%	1.4k	1199.26	View chart
Palo Alto Networks (PANW)	0.1	$1.6M	-18%	4.8k	341.00	View chart
Philip Morris International (PM)	0.1	$1.6M	+8%	8.9k	180.92	View chart
Schwab Strategic Tr Long Term Us (SCHQ)	0.1	$1.6M	+5%	51k	31.30	View chart
Enterprise Products Partners (EPD)	0.1	$1.6M	+6%	43k	36.76	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	0.1	$1.6M	-2%	17k	90.79	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$1.6M	+413%	9.5k	164.60	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$1.5M	NEW	23k	68.41	View chart
Broadcom (AVGO)	0.1	$1.5M	+4%	4.0k	377.70	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$1.5M		48k	31.71	View chart
Capital One Financial (COF)	0.1	$1.5M	-2%	7.5k	200.61	View chart
Bok Finl Corp Com New (BOKF)	0.1	$1.5M		11k	138.88	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$1.5M	+10%	36k	41.25	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$1.4M	-2%	14k	106.47	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.1	$1.4M	+53%	21k	67.38	View chart
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)	0.1	$1.4M	+5%	18k	76.40	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$1.4M	+2%	6.2k	219.43	View chart
Procter & Gamble Company (PG)	0.1	$1.3M	-20%	8.6k	146.64	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$1.2M	+263%	9.9k	124.17	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$1.2M		45k	26.50	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.1	$1.2M		17k	68.93	View chart
Cisco Systems (CSCO)	0.1	$1.1M	+19%	9.6k	117.46	View chart
Altria (MO)	0.1	$1.1M	+4%	15k	71.95	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$1.1M	+12%	4.9k	221.19	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$1.1M	-19%	1.4k	762.95	View chart
EOG Resources (EOG)	0.1	$1.1M	-13%	8.2k	129.73	View chart
Wal-Mart Stores (WMT)	0.1	$1.0M	+10%	9.1k	113.26	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$1.0M	+22%	13k	79.97	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.1	$1.0M	+6%	25k	40.59	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$1.0M	+25%	1.4k	736.25	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$984k	-51%	4.5k	217.92	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.1	$967k		32k	30.17	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.1	$953k	+4%	28k	34.27	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$950k	+18%	2.6k	368.38	View chart
Comfort Systems USA (FIX)	0.1	$943k		476.00	1980.88	View chart
Raytheon Technologies Corp (RTX)	0.1	$936k	-2%	4.9k	189.72	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$930k	+604%	11k	86.14	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$900k	-2%	11k	83.75	View chart
Micron Technology (MU)	0.1	$899k	+18%	778.00	1155.02	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$898k	-6%	1.3k	686.88	View chart
Tesla Motors (TSLA)	0.1	$891k	+7%	2.1k	420.55	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$869k	+185%	11k	80.57	View chart
Blackrock (BLK)	0.1	$866k	-12%	900.00	961.93	View chart
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)	0.1	$860k	NEW	17k	52.19	View chart
Quest Diagnostics Incorporated (DGX)	0.1	$833k	-9%	3.9k	211.95	View chart
Applied Materials (AMAT)	0.1	$824k	-3%	1.1k	723.30	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.1	$809k	+65%	15k	53.50	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$779k	+734%	6.5k	119.51	View chart
Amgen (AMGN)	0.1	$740k		2.0k	362.20	View chart
United Parcel Svcs CL B (UPS)	0.1	$724k		6.7k	107.50	View chart
Viking Holdings Ord Shs (VIK)	0.1	$721k	-30%	6.9k	104.67	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	0.1	$709k	-5%	9.3k	76.56	View chart
Caterpillar (CAT)	0.1	$702k	NEW	659.00	1064.51	View chart
Lowe's Companies (LOW)	0.1	$698k	+15%	3.2k	220.46	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$690k		3.5k	199.84	View chart
Merck & Co (MRK)	0.0	$671k		5.2k	128.49	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$666k	NEW	12k	56.16	View chart
Himax Technologies Sponsored Adr (HIMX)	0.0	$663k	+48%	43k	15.34	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$653k	+41%	11k	61.46	View chart
International Business Machines (IBM)	0.0	$649k	+121%	2.3k	281.15	View chart
General Dynamics Corporation (GD)	0.0	$643k	+10%	1.8k	354.27	View chart
Linde SHS (LIN)	0.0	$595k	+19%	1.1k	518.84	View chart
Palantir Technologies Cl A (PLTR)	0.0	$577k	NEW	4.9k	116.67	View chart
Upstart Hldgs (UPST)	0.0	$565k	+72%	16k	35.43	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.0	$564k	-4%	11k	49.49	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$559k	-16%	2.3k	243.04	View chart
Honeywell International (HON)	0.0	$549k	NEW	2.5k	223.90	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$545k	-2%	7.2k	75.51	View chart
Honeywell Aerospace (HONA)	0.0	$542k	NEW	2.5k	221.08	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$542k		2.5k	212.74	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.0	$541k	-7%	19k	29.30	View chart
Vertiv Holdings Com Cl A (VRT)	0.0	$539k	-17%	1.6k	334.91	View chart
Intel Corporation (INTC)	0.0	$536k	-47%	3.8k	139.62	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.0	$536k	-16%	7.1k	75.25	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$527k	-7%	19k	27.70	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.0	$517k	+25%	1.8k	285.61	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.0	$512k	+4%	9.5k	53.79	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.0	$505k		5.2k	96.46	View chart
Lam Research Corp Com New (LRCX)	0.0	$504k	+10%	1.2k	433.42	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.0	$502k		11k	44.36	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.0	$487k		5.4k	90.09	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.0	$475k	-3%	10k	46.41	View chart
Rbc Cad (RY)	0.0	$470k	+3%	2.3k	206.94	View chart
Vanguard World Financials Etf (VFH)	0.0	$466k	+12%	3.5k	131.60	View chart
GDS HLDGS Sponsored Ads (GDS)	0.0	$464k	-8%	16k	30.03	View chart
Deere & Company (DE)	0.0	$460k	-2%	725.00	634.72	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$460k	-74%	1.9k	242.43	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.0	$456k	-3%	9.9k	45.89	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.0	$453k	-3%	11k	43.06	View chart
Advanced Micro Devices (AMD)	0.0	$439k	NEW	756.00	581.10	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$437k	-16%	3.7k	117.67	View chart
Schwab Strategic Tr Mun Bd Etf (SCMB)	0.0	$430k		17k	25.82	View chart
Fidelity Covington Trust Msci Utils Index (FUTY)	0.0	$424k	+3%	7.3k	58.42	View chart
McKesson Corporation (MCK)	0.0	$422k	-2%	559.00	755.69	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.0	$421k		4.4k	95.62	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.0	$420k		4.5k	93.38	View chart
Fidelity Merrimack Str Tr Investment Gr Se (FSEC)	0.0	$418k	NEW	9.5k	43.84	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$414k	-3%	12k	36.13	View chart
Bank of America Corporation (BAC)	0.0	$406k	+4%	7.1k	56.98	View chart
Fidelity Covington Trust Msci Energy Idx (FENY)	0.0	$406k	-17%	14k	29.56	View chart
Ryman Hospitality Pptys (RHP)	0.0	$403k		3.1k	128.56	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.0	$393k	+54%	9.1k	43.23	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.0	$389k		9.2k	42.20	View chart
MercadoLibre (MELI)	0.0	$384k	NEW	226.00	1697.39	View chart
Starbucks Corporation (SBUX)	0.0	$384k	-16%	3.8k	102.19	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR)	0.0	$383k		11k	35.12	View chart
Cardinal Health (CAH)	0.0	$376k	NEW	1.6k	237.62	View chart
Oracle Corporation (ORCL)	0.0	$364k	+74%	2.5k	146.56	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.0	$364k		4.4k	82.27	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$359k		2.6k	137.55	View chart
Valero Energy Corporation (VLO)	0.0	$349k	-7%	1.3k	260.41	View chart
Duke Energy Corp Com New (DUK)	0.0	$346k	+46%	2.7k	126.58	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$342k	+14%	2.2k	158.03	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$339k		926.00	365.70	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$338k		792.00	426.41	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$337k		3.2k	103.89	View chart
Bank Of Amer Corp 7.25%CNV PFD L (BAC.PL)	0.0	$334k		266.00	1254.50	View chart
Nrg Energy Com New (NRG)	0.0	$328k		2.2k	146.05	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.0	$328k	-4%	6.9k	47.77	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$327k		3.0k	110.32	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.0	$326k	+5%	6.7k	48.81	View chart
Williams Companies (WMB)	0.0	$320k	NEW	4.3k	74.33	View chart
Lockheed Martin Corporation (LMT)	0.0	$317k	-23%	622.00	509.46	View chart
S&p Global (SPGI)	0.0	$303k	NEW	743.00	407.17	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.0	$296k	-5%	6.7k	44.35	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$294k		960.00	306.30	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.0	$289k		7.0k	41.30	View chart
Texas Instruments Incorporated (TXN)	0.0	$284k	NEW	953.00	298.03	View chart
Direxion Shares Etf Trust Nasdaq 100 Eq Wt (QQQE)	0.0	$280k		2.3k	122.03	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.0	$276k	-5%	6.0k	46.05	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.0	$275k		3.7k	74.90	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.0	$274k		1.5k	182.26	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$265k		2.6k	102.31	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$265k	NEW	1.1k	252.23	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$264k		669.00	394.20	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.0	$261k	-20%	500.00	522.39	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.0	$260k		4.7k	55.18	View chart
Dell Technologies CL C (DELL)	0.0	$257k	NEW	594.00	431.81	View chart
Chubb (CB)	0.0	$253k	NEW	742.00	340.74	View chart
Nextera Energy (NEE)	0.0	$246k	NEW	2.8k	87.77	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.0	$246k	-5%	5.4k	45.64	View chart
Innovator Etfs Trust Equity Defin 1yr (ZOCT)	0.0	$242k		8.8k	27.61	View chart
Boeing Company (BA)	0.0	$241k	-6%	1.1k	216.41	View chart
Target Corporation (TGT)	0.0	$240k	NEW	1.8k	130.61	View chart
Verizon Communications (VZ)	0.0	$236k	NEW	5.6k	42.34	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$234k	-3%	572.00	409.50	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$230k	-26%	6.9k	33.29	View chart
3M Company (MMM)	0.0	$225k	NEW	1.4k	161.91	View chart
Netflix (NFLX)	0.0	$225k	-33%	3.1k	71.41	View chart
Synopsys (SNPS)	0.0	$223k	NEW	500.00	446.07	View chart
Wells Fargo & Company (WFC)	0.0	$222k		2.7k	82.65	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.0	$218k	NEW	3.2k	68.01	View chart
Realty Income (O)	0.0	$217k	NEW	3.5k	61.96	View chart
Morgan Stanley Com New (MS)	0.0	$210k	NEW	1.0k	209.08	View chart
Innovator Etfs Trust Us Eqty Ultra B (UOCT)	0.0	$206k	NEW	5.0k	41.11	View chart
Fidelity Covington Trust Enh Mid Cor Etf (FMDE)	0.0	$203k	NEW	5.0k	40.58	View chart
Keysight Technologies (KEYS)	0.0	$201k	NEW	574.00	350.23	View chart
Tenaya Therapeutics (TNYA)	0.0	$8.1k		11k	0.74	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 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
Galvin, Gaustad & Stein 2022 Q3 filed Oct. 26, 2022

View all past filings

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