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Portfolio (Quarterly) Guide ↗

Galvin, Gaustad & Stein, LLC

· CIK 0001840945
13F Portfolio $1.2B AUM 252 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 23 New 72 Added 102 Reduced 21 Exited
Page 3 of 4  ·  72 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CLOI VANECK ETF TRUST 35,368.0 $1.9M 0.15% +9K +34.8% $52.70 +0.5%
42 VTV VANGUARD INDEX FDS 9,311.0 $1.8M 0.15% +1K +18.3% $196.20 +8.1%
43 ITOT ISHARES TR 11,878.0 $1.7M 0.14% +1K +14.2% $142.43 +15.2%
44 VTI VANGUARD INDEX FDS 5,213.0 $1.7M 0.13% +124.0 +2.4% $320.78 +15.2%
45 IWD ISHARES TR 7,376.0 $1.6M 0.13% +5K +242.9% $213.67 +11.5%
46 SCHD SCHWAB STRATEGIC TR 47,911.0 $1.5M 0.12% +9K +24.0% $30.68 +6.5%
47 MTUM ISHARES TR 6,041.0 $1.4M 0.12% +3K +85.3% $239.98 +30.9%
48 DFAI DIMENSIONAL ETF TRUST 32,854.0 $1.3M 0.10% +4K +13.7% $38.96 +7.6%
49 VANGUARD MUN BD FDS 17,025.0 $1.3M 0.10% +4K +26.8% $75.15
50 ABBV ABBVIE INC Healthcare 5,864.0 $1.3M 0.10% +297.0 +5.3% $217.50 -2.0%
51 AVGO BROADCOM INC Technology 3,877.0 $1.2M 0.10% +527.0 +15.7% $309.52 +36.3%
52 WMT WALMART INC Consumer Defensive 8,247.0 $1.0M 0.08% +760.0 +10.2% $124.28 -4.6%
53 LVHI LEGG MASON ETF INVT 23,409.0 $949K 0.08% +3K +15.1% $40.54 +2.3%
54 GLD SPDR GOLD TR Financial Services 2,182.0 $939K 0.07% +541.0 +33.0% $430.29 -3.8%
55 SPYV SPDR SERIES TRUST 15,902.0 $900K 0.07% +580.0 +3.8% $56.58 +7.9%
56 BALT INNOVATOR ETFS TRUST 26,614.0 $891K 0.07% +7K +35.4% $33.47 +1.9%
57 VOO VANGUARD INDEX FDS 1,401.0 $837K 0.07% +20.0 +1.4% $597.58 +15.5%
58 FNCL FIDELITY COVINGTON TRUST 9,757.0 $685K 0.06% +1K +11.8% $70.20 +5.4%
59 MRK MERCK & CO INC Healthcare 5,186.0 $624K 0.05% +210.0 +4.2% $120.30 -0.4%
60 SCHF SCHWAB STRATEGIC TR 20,612.0 $510K 0.04% +2K +8.6% $24.75 +12.2%
Page 3 of 4  ·  72 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 25.4%
Financial Services 18.7%
Healthcare 15.2%
Industrials 13.3%
Consumer Cyclical 10.3%
Communication Services 8.2%
Consumer Defensive 5.2%
Energy 2.1%
Utilities 1.4%
Basic Materials 0.1%