Galvin, Gaustad & Stein, LLC

Q3 2025 13F Holdings

  • Location
    scottsdale, AZ
  • Num holdings

    206

  • Value ($000)

    $1,230,911

  • Date Filed
    10/22/2025
  • Form type
    13F-HR
  • CIK
    0001840945
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IEFA

ISHARES TR

CORE MSCI EAFE
46432F842
$39.44M
3 %

451,744

H
HCA

HCA HEALTHCARE INC

COM
40412C101
$35.91M
3 %

84,245

M
MSFT

MICROSOFT CORP

COM
594918104
$35.54M
3 %

68,617

V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$34.63M
3 %

577,922

J
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$32.79M
3 %

103,939

A
AZO

AUTOZONE INC

COM
053332102
$28.87M
2 %

6,730

G
GE

GE AEROSPACE

COM NEW
369604301
$26.74M
2 %

88,893

S
SCHR

SCHWAB STRATEGIC TR

INT-TRM U.S TRES
808524854
$26.66M
2 %

1,060,727

U
UBER

UBER TECHNOLOGIES INC

COM
90353T100
$26.02M
2 %

265,558

V
VSS

VANGUARD INTL EQUITY INDEX F

FTSE SMCAP ETF
922042718
$25.55M
2 %

179,228

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