Galvin, Gaustad & Stein, LLC

All 13F Filings

Location
Scottsdale, AZ
Most recent 13F
Q4 2025
Holdings value ($000)
1,281,376
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q4 2025 1/23/2026 250 1,281,376 13F-HR Galvin, Gaustad & Stein, LLC
Q3 2025 10/22/2025 206 1,230,911 13F-HR Galvin, Gaustad & Stein, LLC
Q2 2025 7/24/2025 191 1,160,486 13F-HR Galvin, Gaustad & Stein, LLC
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000): 955 (0.1% of total reported value) · QoQ Δ: +22
Type Value ($000) Share % Inflow Outflow Net
Stocks 1.035 M 80.8% 5.067 K 0 5.067 K
ETFs 226.3 K 17.7% 45.39 K 0 45.39 K
Debt 7.844 K 0.6% 0 277 -277
Other 11.43 K 0.9% 256 0 256
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Fund Snapshot

Q4 2025
Latest filed
1/23/2026
Total value ($000)
1,281,376
Holdings
250
QoQ value change ($000)
50,465 (4.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.