Galvin, Gaustad & Stein
$1.2B Assets Reported
272 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| XLK | SELECT SECTOR SPDR TR | 532,646 | $71M | 5.7% |
| IEFA | ISHARES TR | 481,065 | $44M | 3.5% |
| VEA | VANGUARD TAX-MANAGED FDS | 635,928 | $41M | 3.3% |
| HCA | HCA HEALTHCARE INC | 59,229 | $28M | 2.2% |
| SCHR | SCHWAB STRATEGIC TR | 1,075,376 | $27M | 2.1% |
| MSFT | MICROSOFT CORP | 71,726 | $27M | 2.1% |
| VSS | VANGUARD INTL EQUITY INDEX F | 179,696 | $26M | 2.1% |
| AMZN | AMAZON COM INC | 124,121 | $26M | 2.1% |
| XLC | SELECT SECTOR SPDR TR | 225,735 | $25M | 2.0% |
| AGG | ISHARES TR | 250,337 | $25M | 2.0% |
Track Galvin, Gaustad & Stein's 13F portfolio: $1.2B in reported holdings, 272 positions. Top holdings, AUM, and quarterly changes on SentiSense.