13F Filings History of Galvin, Gaustad & Stein, LLC

Latest 13F report
Q4 2025 - 23 Jan 2026
Value $
$1,280,421,013
Signature - Title
Kim Jamieson - Chief Compliance Officer
Location
Scottsdale, AZ
Summary
This page shows a list of all the recent 13F filings made by Galvin, Gaustad & Stein, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Galvin, Gaustad & Stein, LLC reported 249 stock holdings with total value $1,280,421,013 as of Q4 2025. Top holdings included IEFA, VEA, MSFT, JPM, and HCA.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 249 $1,280,421,013 +$150,256,017 -$101,842,060 +$48,413,957 IEFA, VEA, MSFT, JPM, HCA 13F-HR 23 Jan 2026, 16:16
Q3 2025 205 $1,229,978,340 +$97,943,676 -$94,035,528 +$3,908,148 IEFA, HCA, MSFT, VEA, JPM 13F-HR 22 Oct 2025, 16:01
Q2 2025 191 $1,160,486,429 +$125,035,530 -$134,381,869 -$9,346,339 IEFA, VEA, MSFT, HCA, JPM 13F-HR 24 Jul 2025, 13:20
Q1 2025 181 $1,118,596,132 +$55,838,195 -$60,467,685 -$4,629,490 IEFA, UNH, VEA, JPM, V 13F-HR 07 May 2025, 14:22
Q4 2024 182 $1,116,719,442 +$127,273,854 -$112,450,186 +$14,823,668 IEFA, LULU, AMZN, JPM, UNH 13F-HR 17 Jan 2025, 16:20
Q3 2024 184 $1,122,090,173 +$80,876,856 -$99,870,070 -$18,993,214 IEFA, UNH, VEA, MSFT, KO 13F-HR 01 Nov 2024, 14:07
Q2 2024 183 $1,074,785,109 +$81,149,349 -$90,390,658 -$9,241,309 IEFA, UNH, MSFT, VEA, JPM 13F-HR 17 Jul 2024, 15:31
Q1 2024 184 $1,086,357,138 +$64,600,791 -$91,754,055 -$27,153,264 IEFA, MSFT, VEA, JPM, UNH 13F-HR 15 Apr 2024, 11:24
Q4 2023 183 $1,069,310,667 +$73,617,415 -$87,711,117 -$14,093,702 IEFA, UNH, MSFT, VEA, AMZN 13F-HR 11 Jan 2024, 16:52
Q3 2023 168 $986,979,414 +$65,702,109 -$64,957,340 +$744,769 IEFA, UNH, MSFT, VEA, AMZN 13F-HR 18 Oct 2023, 16:57
Q2 2023 165 $1,031,460,859 +$37,009,469 -$44,788,271 -$7,778,802 IEFA, MSFT, UNH, AMZN, VEA 13F-HR 24 Jul 2023, 16:42
Q1 2023 160 $1,014,936,573 +$62,033,987 -$68,707,562 -$6,673,575 IEFA, MSFT, UNH, AMZN, JPM 13F-HR 17 Apr 2023, 13:58
Q4 2022 162 $993,070,170 +$72,849,749 -$85,855,173 -$13,005,424 UNH, JPM, MSFT, KO, DGX 13F-HR 13 Feb 2023, 11:19
Q3 2022 158 $944,095,000 +$95,235,692 -$60,162,051 +$35,073,641 UNH, MSFT, AMZN, JPM, KO 13F-HR 26 Oct 2022, 10:27
Q2 2022 164 $986,403,000 +$90,136,607 -$73,307,893 +$16,828,714 UNH, MSFT, KO, JPM, DGX 13F-HR 21 Jul 2022, 21:02
Q1 2022 168 $1,109,410,000 +$75,273,233 -$73,429,033 +$1,844,200 UNH, MSFT, AMZN, JPM, KO 13F-HR 27 Apr 2022, 17:24
Q4 2021 174 $1,157,997,000 +$101,977,398 -$46,693,970 +$55,283,428 UNH, MSFT, JPM, AAPL, DGX 13F-HR 28 Jan 2022, 18:40
Q3 2021 176 $1,035,562,000 +$93,310,995 -$102,539,413 -$9,228,418 JPM, MSFT, UNH, VZ, AMZN 13F-HR 29 Oct 2021, 17:14
Q2 2021 190 $1,050,550,000 +$55,284,405 -$47,155,716 +$8,128,689 MSFT, JPM, AMZN, UNH, VZ 13F-HR 29 Jul 2021, 16:12
Q1 2021 188 $993,880,000 +$35,577,257 -$37,501,060 -$1,923,803 JPM, MSFT, VZ, UNH, IEFA 13F-HR 19 Apr 2021, 10:09
Q4 2020 183 $952,105,000 $0 $0 $0 JPM, MSFT, VZ, AAPL, AMZN 13F-HR 04 Feb 2021, 09:49