Galvin, Gaustad & Stein, LLC
Q4 2025 13F Holdings
- Locationscottsdale, AZ
- Num holdings
250
- Value ($000)
$1,281,376
- Date Filed01/23/2026
- Form type13F-HR
- CIK0001840945
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | CORE MSCI EAFE | 46432F842 | $40.36M | 3 % | 451,162 | ||
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $36.51M | 3 % | 584,362 | ||
MICROSOFT CORP | COM | 594918104 | $34.06M | 3 % | 70,419 | ||
JPMORGAN CHASE & CO. | COM | 46625H100 | $33.1M | 3 % | 102,711 | ||
HCA HEALTHCARE INC | COM | 40412C101 | $31.45M | 3 % | 67,371 | ||
AMAZON COM INC | COM | 023135106 | $27.13M | 2 % | 117,528 | ||
SCHWAB STRATEGIC TR | INT-TRM U.S TRES | 808524854 | $26.7M | 2 % | 1,064,666 | ||
GE AEROSPACE | COM NEW | 369604301 | $26.25M | 2 % | 85,228 | ||
VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 922042718 | $25.88M | 2 % | 180,583 | ||
ISHARES TR | CORE US AGGBD ET | 464287226 | $25.3M | 2 % | 253,304 |
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