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Galvin, Gaustad & Stein, LLC

Q1 2026 13F Holdings

  • Location
    scottsdale, AZ
  • Num holdings

    252

  • Value ($000)

    $1,249,794

  • Date Filed
    05/14/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
X
XLK

SELECT SECTOR SPDR TR

STATE STREET TEC
81369Y803
$70.79M
6 %

532,646

I
IEFA

ISHARES TR

CORE MSCI EAFE
46432F842
$43.55M
4 %

481,065

V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$40.75M
3 %

635,928

H
HCA

HCA HEALTHCARE INC

COM
40412C101
$28.03M
2 %

59,229

S
SCHR

SCHWAB STRATEGIC TR

INT-TRM U.S TRES
808524854
$26.79M
2 %

1,075,376

M
MSFT

MICROSOFT CORP

COM
594918104
$26.55M
2 %

71,726

V
VSS

VANGUARD INTL EQUITY INDEX F

FTSE SMCAP ETF
922042718
$26.2M
2 %

179,696

A
AMZN

AMAZON COM INC

COM
023135106
$25.85M
2 %

124,121

X
XLC

SELECT SECTOR SPDR TR

STATE STREET COM
81369Y852
$25.03M
2 %

225,735

A
AGG

ISHARES TR

CORE US AGGBD ET
464287226
$24.85M
2 %

250,337

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