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Galvin, Gaustad & Stein, LLC - Portfolio Stock Holdings

Galvin, Gaustad & Stein, LLC disclosed 273 stock positions in a recent SEC 13F filing. $1,311,006,760 of stock holdings were filed, with the largest holdings including XLK, IEFA, and VEA. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $1,354,519,461 and has 17 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

Sept. 30, 2026

No. of Stocks:

273

Est. Stock Holding Value:

$1,311,006,760

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Galvin, Gaustad & Stein, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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Portfolio Options Holdings - Galvin, Gaustad & Stein, LLC

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Type
Holdings (Contracts)
Holdings (USD)
Change (Contracts)
Change (Value)

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Note: Options holding values may be affected by fund filing errors.