Galvin, Gaustad & Stein, LLC - Portfolio overview

Galvin, Gaustad & Stein, LLC has 272 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. XLK - SELECT SECTOR SPDR TR, 5.41%
2. IEFA - ISHARES TR, 3.33%
3. VEA - VANGUARD TAX-MANAGED FDS, 3.11%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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