Galvin, Gaustad & Stein, LLC

All 13F Filings

Location
Scottsdale, AZ
Most recent 13F
Q3 2026
Holdings value ($000)
1,329,511
Description
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Website
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Founded
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Chairman
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CEO
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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
Q3 2026 10/8/2026 257 1,329,511 13F-HR Galvin, Gaustad & Stein, LLC
Q2 2026 7/29/2026 262 1,355,218 13F-HR Galvin, Gaustad & Stein, LLC
Q1 2026 5/14/2026 252 1,249,794 13F-HR Galvin, Gaustad & Stein, LLC
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): 4.194 K (0.3% of total reported value) · QoQ Δ: +1.431 K
Type Value ($000) Share % Inflow Outflow Net
Stocks 596.8 K 45.0% 12.8 K 0 12.8 K
ETFs 720.9 K 54.4% 0 41.13 K -41.13 K
Debt 7.61 K 0.6% 1.471 K 0 1.471 K
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Fund Snapshot

Q3 2026
Latest filed
10/8/2026
Total value ($000)
1,329,511
Holdings
257
QoQ value change ($000)
-25,707 (-1.9%)
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.