account_balance
Investment manager · 13F filer · SEC CIK 1840945
Galvin, Gaustad & Stein, LLC
Reported value$1.33Bas of Sep 30, 2026
Positions256 14 new, 19 sold out
Top 10 weight29.7%XLK alone is 6%
FiledOct 88 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
XLKSelect Sector SPDR Tr
6.4%Trimmed −17%
IEFAiShares Tr
3.6%
VEAVanguard Tax-Managed FDS
3.5%
NVDANVIDIA Corp
3.2%Added +15%
MSFTMicrosoft Corp
2.7%Trimmed −2%
AAPLApple Inc.
2.3%Added +12%
AMZNAmazon.com Inc
2.3%
SCHRSchwab Strategic Tr
2.0%
HCAHCA Healthcare, Inc.
1.9%Trimmed −3%
XLCSelect Sector SPDR Tr
1.9%Trimmed −5%
VSSVanguard Intl Equity Index F
1.9%Trimmed −6%
AGGiShares Tr
1.8%
XLKSelect Sector SPDR Tr
6.4%Trimmed −17%
IEFAiShares Tr
3.6%
VEAVanguard Tax-Managed FDS
3.5%
NVDANVIDIA Corp
3.2%+15%
MSFTMicrosoft Corp
2.7%−2%
AAPLApple Inc.
2.3%
AMZNAmazon.com Inc
2.3%
SCHRSchwab Strategic Tr
2.0%
HCAHCA Healthcare, Inc.
1.9%
XLC1.9%
VSS1.9%
AGG1.8%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
XLK Select Sector SPDR Tr 6.4% Trimmed −17%
IEFA iShares Tr 3.6% Held
VEA Vanguard Tax-Managed FDS 3.5% Held
NVDA NVIDIA Corp 3.2% Added +15%MSFT Microsoft Corp 2.7% Trimmed −2%AAPL Apple Inc. 2.3% Added +12%AMZN Amazon.com Inc 2.3% HeldSCHR Schwab Strategic Tr 2.0% Held
HCA HCA Healthcare, Inc. 1.9% Trimmed −3%XLC Select Sector SPDR Tr 1.9% Trimmed −5%
VSS Vanguard Intl Equity Index F 1.9% Trimmed −6%
AGG iShares Tr 1.8% Held
What changed
Biggest moves since Jun 30, 2026
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