Galvin, Gaustad & Stein, LLC

All 13F Filings

Location
Scottsdale, AZ
Most recent 13F
Q2 2026
Holdings value ($000)
1,355,218
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
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): 2.763 K (0.2% of total reported value) · QoQ Δ: +422
Type Value ($000) Share % Inflow Outflow Net
Stocks 584 K 43.2% 28.81 K 0 28.81 K
ETFs 762 K 56.4% 75.76 K 0 75.76 K
Debt 6.139 K 0.5% 385 0 385
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Fund Snapshot

Q2 2026
Latest filed
7/29/2026
Total value ($000)
1,355,218
Holdings
262
QoQ value change ($000)
105,424 (8.4%)
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.