Galvin, Gaustad & Stein, LLC

Q4 2025 13F Holdings

  • Location
    scottsdale, AZ
  • Num holdings

    250

  • Value ($000)

    $1,281,376

  • Date Filed
    01/23/2026
  • 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 Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IEFA

ISHARES TR

CORE MSCI EAFE
$40.36M
3 %

451,162

VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
$36.51M
3 %

584,362

MSFT

MICROSOFT CORP

COM
$34.06M
3 %

70,419

JPM

JPMORGAN CHASE & CO.

COM
$33.1M
3 %

102,711

HCA

HCA HEALTHCARE INC

COM
$31.45M
3 %

67,371

AMZN

AMAZON COM INC

COM
$27.13M
2 %

117,528

SCHR

SCHWAB STRATEGIC TR

INT-TRM U.S TRES
$26.7M
2 %

1,064,666

GE

GE AEROSPACE

COM NEW
$26.25M
2 %

85,228

VSS

VANGUARD INTL EQUITY INDEX F

FTSE SMCAP ETF
$25.88M
2 %

180,583

AGG

ISHARES TR

CORE US AGGBD ET
$25.3M
2 %

253,304

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