Fund HoldingsGalvin, Gaustad & Stein, LLC

Total Portfolio Value
$1.28B
Total Bought
$183.42M
Total Sold
$131.29M
Net Transaction
+$52.13M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ISHARES TR042,618+42,618012,8341.00%+12,834
QUALCOMM INC(QCOM)073,782+73,782012,6200.99%+12,620
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
4,43450,843+46,4091,09612,8591.00%+11,764
NVIDIA CORPORATION(NVDA)27,59089,273+61,6835,14816,6491.30%+11,502
ISHARES TR
CORE UNIVRSL USD
0245,494+245,494011,4250.89%+11,425
PROGRESSIVE CORP(PGR)049,094+49,094011,1800.87%+11,180
META PLATFORMS INC(META)018,550+18,550012,2450.96%+12,245
VANECK ETF TRUST
SEMICONDUCTR ETF
019,472+19,47207,0120.55%+7,012
WESCO INTL INC(WCC)028,504+28,50406,9730.54%+6,973
MATTEL INC(MAT)1,246,9061,262,220+15,31420,98525,0421.96%+4,057
SPDR SERIES TRUST
ST STR P500ETF
047,254+47,25403,7910.30%+3,791
ALPHABET INC(GOOG)50,49551,106+61112,27515,9961.25%+3,721
ALPHABET INC(GOOG)59,72057,972-1,74814,54518,1921.42%+3,647
ISHARES TR041,529+41,52903,3480.26%+3,348
ISHARES TR047,290+47,29003,2440.25%+3,244
SELECT SECTOR SPDR TR
ST STR ENERG ETF
065,625+65,62502,9340.23%+2,934
INVESCO EXCHANGE TRADED FD T
S&P 500 GARP ETF
023,756+23,75602,7050.21%+2,705
VERTEX PHARMACEUTICALS INC(VRTX)33,14234,309+1,16712,98015,5541.21%+2,575
ISHARES TR045,277+45,27702,4770.19%+2,477
ISHARES TR
ULTRA SHORT DUR
208,069254,067+45,99810,55912,8511.00%+2,291
AMAZON COM INC(AMZN)113,225117,528+4,30324,86127,1282.12%+2,267
J P MORGAN EXCHANGE TRADED F
MORTGAGE BACKED
043,234+43,23402,2080.17%+2,208
VANGUARD TAX-MANAGED FDS0584,362+584,362036,5052.85%+36,505
LITMAN GREGORY FDS TR
IMGP DBI MAN ETF
058,914+58,91401,6530.13%+1,653
GE HEALTHCARE TECHNOLOGIES I(GEHC)186,189189,834+3,64513,98315,5701.22%+1,587
SPDR SERIES TRUST
ST STR PR SP1500
017,605+17,60501,4520.11%+1,452
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
68,81897,195+28,3773,4914,9170.38%+1,426
VANECK ETF TRUST
CLO ETF
026,235+26,23501,3850.11%+1,385
ISHARES TR7,1178,822+1,7054,7636,0420.47%+1,279
PPL CORP(PPL)502,544569,055+66,51118,67519,9281.56%+1,254
ISHARES TR06,629+6,62901,2010.09%+1,201
SELECT SECTOR SPDR TR
ST STR TECHN ETF
07,554+7,55401,0870.08%+1,087
SELECT SECTOR SPDR TR
ST STR FINL ETF
019,173+19,17301,0500.08%+1,050
FIRST TR EXCHANGE-TRADED FD010,516+10,51609730.08%+973
VANGUARD MALVERN FDS66,65079,187+12,5375,2266,1680.48%+942
COCA COLA CO(KO)0292,118+292,118020,4221.59%+20,422
ISHARES TR
CORE MSCI EAFE
0451,162+451,162040,3613.15%+40,361
DOORDASH INC(DASH)03,921+3,92108880.07%+888
ISHARES TR
MSCI USA QLT FCT
06,361+6,36101,2630.10%+1,263
SPDR SERIES TRUST
ST STR P500VAL
015,322+15,32208700.07%+870
BERKSHIRE HATHAWAY INC DEL4,1965,843+1,6472,1102,9370.23%+827
ISHARES TR
MSCI USA MMENTM
03,260+3,26008160.06%+816
ASML HOLDING N V
N Y REGISTRY SHS
013,545+13,545014,4911.13%+14,491
SCHWAB STRATEGIC TR852,449882,638+30,18920,80021,5101.68%+710
VANGUARD SPECIALIZED FUNDS11,78414,714+2,9302,5433,2340.25%+691
INVESCO QQQ TR01,101+1,10106760.05%+676
INNOVATOR ETFS TRUST
DEFINED WLT SHLD
019,657+19,65706590.05%+659
SPDR GOLD TR(GLD)01,641+1,64106500.05%+650
ISHARES TR241,684248,499+6,81515,77216,4011.28%+629
INNOVATOR ETFS TRUST
US EQTY PWR BUF
012,613+12,61305930.05%+593
INNOVATOR ETFS TRUST
US EQTY PWR BUF
012,415+12,41505450.04%+545
PACER FDS TR
GLOBL CASH ETF
013,138+13,13805420.04%+542
ELI LILLY & CO(LLY)01,347+1,34701,4480.11%+1,448
JOHNSON & JOHNSON(JNJ)16,29717,175+8783,0223,5540.28%+532
ISHARES TR
MSCI USA MIN ETF
05,230+5,23004920.04%+492
SELECT SECTOR SPDR TR
ST STR DISCR ETF
04,021+4,02104800.04%+480
GDS HLDGS LTD(GDS)6,95121,354+14,4032697450.06%+476
ISHARES TR
MSCI USA VALUE
03,468+3,46804740.04%+474
INNOVATOR ETFS TRUST
US EQTY PWR BUF
010,371+10,37104500.04%+450
J P MORGAN EXCHANGE TRADED F
INTRNL RES EQT
79,23283,689+4,4575,8276,2670.49%+440
INNOVATOR ETFS TRUST
US EQTY PWR BUF
010,547+10,54704290.03%+429
INNOVATOR ETFS TRUST
US EQTY PWR BUF
08,714+8,71404050.03%+405
INNOVATOR ETFS TRUST
US EQT ULTRA BF
011,673+11,67303830.03%+383
INNOVATOR ETFS TRUST
US EQT PWR BUF
09,510+9,51003720.03%+372
ISHARES TR248,874253,304+4,43024,95025,3001.98%+350
WISDOMTREE TR(WT)07,381+7,38103450.03%+345
VANGUARD INTL EQUITY INDEX F0180,583+180,583025,8832.02%+25,883
DOW INC(DOW)014,053+14,05303290.03%+329
SPDR SERIES TRUST
ST STR CONV ETF
03,600+3,60003210.03%+321
INTERNATIONAL BUSINESS MACHS(IBM)01,074+1,07403180.02%+318
JPMORGAN CHASE & CO.(JPM)103,939102,711-1,22832,78533,0962.58%+310
INNOVATOR ETFS TRUST
US EQTY PWR BUF
06,893+6,89303100.02%+310
ISHARES TR0789+78903050.02%+305
INNOVATOR ETFS TRUST
US EQTY PWR BUF
07,120+7,12002970.02%+297
INNOVATOR ETFS TRUST
US EQTY PWR BUF
07,035+7,03502790.02%+279
ISHARES TR38,73941,098+2,3594,1254,4020.34%+277
INNOVATOR ETFS TRUST
US EQTY PWR BUF
06,318+6,31802760.02%+276
FIDELITY COVINGTON TRUST019,800+19,80005320.04%+532
CRH PLC
ORD
117,885115,422-2,46314,13414,4051.12%+270
NIKE INC(NKE)04,150+4,15002640.02%+264
BOEING CO(BA)01,216+1,21602640.02%+264
ISHARES TR01,495+1,49502480.02%+248
INNOVATOR ETFS TRUST
US EQTY PWR BF
05,733+5,73302480.02%+248
INNOVATOR ETFS TRUST
US EQTY PWR BUF
05,894+5,89402470.02%+247
INTUITIVE SURGICAL INC0424+42402400.02%+240
INNOVATOR ETFS TRUST
EQUITY DEFIN 1YR
08,750+8,75002350.02%+235
SPDR SERIES TRUST
ST SHOR CORP ETF
07,747+7,74702340.02%+234
COMFORT SYS USA INC(FIX)259476+2172144440.03%+230
MERCK & CO INC(MRK)04,976+4,97605240.04%+524
VANGUARD MUN BD FDS013,431+13,43101,0150.08%+1,015
GLOBAL X FDS
DATA CTR DIG ETF
010,000+10,00002110.02%+211
ADVANCED MICRO DEVICES INC(AMD)0978+97802090.02%+209
INVESCO EXCHANGE TRADED FD T
S&P500 PUR GWT
04,442+4,44202070.02%+207
LAM RESEARCH CORP(LRCX)01,205+1,20502060.02%+206
3M CO(MMM)01,280+1,28002050.02%+205
VANGUARD INDEX FDS6,9897,870+8811,3031,5030.12%+200
CAPITAL ONE FINL CORP(COF)07,802+7,80201,8910.15%+1,891
BROADCOM INC(AVGO)3,0023,350+3489901,1600.09%+169
PALO ALTO NETWORKS INC(PANW)4,8926,292+1,4009961,1590.09%+163
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
02,538+2,53804860.04%+486
Page 1 of 1