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Gallagher Fiduciary Advisors

Latest statistics and disclosures from Gallagher Fiduciary Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are VTI, MCD, VEA, VNQ, QUAL, and represent 96.83% of Gallagher Fiduciary Advisors's stock portfolio.
Added to shares of these 10 stocks: VTI (+$49B), VEA (+$764M), VNQ (+$533M), QUAL (+$496M), VWO (+$171M), IUSB (+$152M), FBND (+$90M), SHV (+$47M), EUSA (+$31M), KORP.
Started 24 new stock positions in PBF, SATS, FJAN, Q, CDE, TSM, XLP, CORO, IDEF, TTMI. BXC, NTLA, ACWX, FFEB, HL, BLCR, PRAX, CGSD, BG, FMAR, EFG, VSAT, PTON, DRI.
Reduced shares in these 10 stocks: MCD (-$31M), PCG (-$16M), DAL (-$13M), BND, VIOV, AVUV, VBR, CBRE, OEF, FAUG.
Sold out of its positions in ALIT, AVEM, BLK, CRWD, FAUG, FJUL, OEF, IWD, PACB.
Gallagher Fiduciary Advisors was a net buyer of stock by $51B.
Gallagher Fiduciary Advisors has $54B in assets under management (AUM), dropping by 1648.18%.
Central Index Key (CIK): 0001527781

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Portfolio Holdings for Gallagher Fiduciary Advisors

Gallagher Fiduciary Advisors holds 340 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	91.0	$49B	+31676%	153M	320.80	View chart
McDonald's Corporation (MCD)	2.5	$1.3B	-2%	4.3M	310.79	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.4	$778M	+5715%	12M	64.08	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.0	$539M	+8501%	6.1M	88.67	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.9	$499M	+15775%	2.6M	191.81	View chart
PG&E Corporation (PCG)	0.6	$325M	-4%	19M	17.57	View chart
Delta Air Lines Com New (DAL)	0.5	$255M	-5%	3.8M	66.48	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$174M	+5092%	3.2M	54.02	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.3	$157M	+3490%	3.4M	46.19	View chart
Cbre Group Cl A (CBRE)	0.2	$120M		884k	135.46	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.2	$93M	+3456%	2.0M	45.62	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.1	$48M	+10928%	479k	99.40	View chart
Franklin Resources (BEN)	0.1	$33M		1.4M	23.62	View chart
American Centy Etf Tr Diversifid Crp (KORP)	0.1	$33M	+10%	701k	46.61	View chart
Ishares Msci Equal Weite (EUSA)	0.1	$31M	+9452%	308k	101.77	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$20M	+6%	219k	90.53	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.0	$19M	-10%	172k	110.47	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$18M	-2%	265k	69.75	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$18M	+6%	61k	302.25	View chart
Ishares Tr MRGSTR SM CP GR (ISCG)	0.0	$18M	+6%	326k	54.80	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$17M	-10%	76k	217.25	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.0	$16M	+12%	195k	80.61	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	0.0	$15M	-15%	145k	101.74	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$13M	+11%	68k	196.20	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$11M	+11%	158k	70.18	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$9.9M	+11%	64k	155.11	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.0	$8.0M		118k	68.28	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.0	$8.0M		202k	39.43	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$7.6M		18k	436.79	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$7.3M	+14%	71k	102.25	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$6.5M	+10%	48k	135.72	View chart
Innovator Etfs Trust U S Eq 10 Buffer (ZALT)	0.0	$5.9M	+5%	181k	32.46	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.0	$5.4M	-3%	127k	42.31	View chart
Cleveland-cliffs (CLF)	0.0	$5.1M	-8%	607k	8.45	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.0	$5.0M	+2%	150k	33.77	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$4.8M	+27%	20k	239.98	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.0	$4.5M	+7%	6.8k	653.18	View chart
Apple (AAPL)	0.0	$4.4M		18k	253.79	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)	0.0	$4.4M	+3%	125k	35.32	View chart
Pacer Fds Tr Lunt Lrgcp Multi (PALC)	0.0	$4.3M	+34%	84k	51.81	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.0	$4.1M	+3%	41k	100.66	View chart
Exxon Mobil Corporation (XOM)	0.0	$3.5M		21k	169.66	View chart
NVIDIA Corporation (NVDA)	0.0	$3.4M	-2%	19k	174.40	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$3.3M		40k	82.57	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.0	$3.3M	+2%	60k	54.55	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.0	$3.1M	-9%	9.3k	328.65	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$2.8M	+2535%	69M	0.04	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.0	$2.7M	+5%	27k	103.13	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.0	$2.5M	-8%	22k	110.78	View chart
Fidelity Covington Trust Enhanced Small (FESM)	0.0	$2.4M	+10%	64k	38.00	View chart
3M Company (MMM)	0.0	$2.4M		17k	145.23	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.0	$2.1M	+21%	4.3k	479.14	View chart
JPMorgan Chase & Co. (JPM)	0.0	$2.0M		6.7k	294.15	View chart
Amazon (AMZN)	0.0	$1.9M	-2%	9.2k	208.27	View chart
First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ)	0.0	$1.9M		72k	26.27	View chart
Microsoft Corporation (MSFT)	0.0	$1.9M	+5%	5.0k	370.15	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.0	$1.7M	+7%	51k	33.46	View chart
Chevron Corporation (CVX)	0.0	$1.7M	-4%	8.0k	206.90	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.0	$1.6M		2.6k	597.59	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.0	$1.5M	+30%	12k	132.90	View chart
Tesla Motors (TSLA)	0.0	$1.5M		4.1k	371.75	View chart
Johnson & Johnson (JNJ)	0.0	$1.4M		5.9k	244.43	View chart
Xcel Energy (XEL)	0.0	$1.4M		18k	79.44	View chart
Verizon Communications (VZ)	0.0	$1.4M	+4%	28k	50.20	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M (JUNM)	0.0	$1.4M	+3%	41k	34.30	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT)	0.0	$1.3M	-5%	27k	47.68	View chart
Ishares Tr 10+ Yr Invst Grd (IGLB)	0.0	$1.3M	+4898%	63M	0.02	View chart
Procter & Gamble Company (PG)	0.0	$1.3M		8.8k	144.44	View chart
Wal-Mart Stores (WMT)	0.0	$1.3M		10k	124.28	View chart
American Centy Etf Tr Us Quality Grow (QGRO)	0.0	$1.2M	+16%	12k	105.03	View chart
Abbvie (ABBV)	0.0	$1.2M		5.6k	217.51	View chart
Coca-Cola Company (KO)	0.0	$1.2M	-5%	15k	76.05	View chart
Taylor Morrison Hom (TMHC)	0.0	$1.1M	-6%	19k	58.24	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$1.1M	+4%	9.8k	113.11	View chart
Micron Technology (MU)	0.0	$1.1M		3.3k	337.84	View chart
Spdr Series Trust State Street Spd (SPYM)	0.0	$1.1M	+18%	14k	76.54	View chart
International Business Machines (IBM)	0.0	$1.1M		4.4k	242.37	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$1.0M	+3%	33k	30.96	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.0	$1.0M	-14%	17k	58.18	View chart
EnPro Industries (NPO)	0.0	$979k	-9%	3.9k	250.66	View chart
At&t (T)	0.0	$974k	+4%	34k	28.99	View chart
Kite Realty Group Trust Com New (KRG)	0.0	$971k	-10%	40k	24.55	View chart
Commercial Metals Company (CMC)	0.0	$971k	-8%	16k	61.43	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$970k	-8%	4.6k	211.14	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.0	$957k	+12%	11k	84.84	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV)	0.0	$933k	-6%	18k	53.40	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.0	$918k	+13%	12k	75.19	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$902k	+14%	3.8k	237.64	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC)	0.0	$895k	-6%	18k	49.72	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.0	$889k	NEW	16k	55.85	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$880k	-31%	4.6k	189.58	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.0	$869k		3.0k	287.53	View chart
Meta Platforms Cl A (META)	0.0	$868k		1.5k	572.21	View chart
Kennedy-Wilson Holdings (KW)	0.0	$867k	-9%	80k	10.82	View chart
Arrow Financial Corporation (AROW)	0.0	$863k	-9%	26k	33.57	View chart
UniFirst Corporation (UNF)	0.0	$852k	-8%	3.4k	251.62	View chart
Golar Lng SHS (GLNG)	0.0	$843k	-9%	16k	54.11	View chart
Jackson Financial Com Cl A (JXN)	0.0	$841k	-9%	8.0k	105.72	View chart
Park National Corporation (PRK)	0.0	$839k	-9%	5.1k	163.46	View chart
UMB Financial Corporation (UMBF)	0.0	$838k	-9%	7.4k	112.78	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN)	0.0	$833k	NEW	17k	50.41	View chart
Sanmina (SANM)	0.0	$831k	-33%	6.4k	129.63	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.0	$830k		15k	55.24	View chart
Cisco Systems (CSCO)	0.0	$827k		11k	77.59	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.0	$824k	+7174%	62M	0.01	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$821k	-19%	11k	74.35	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)	0.0	$820k	-7%	16k	50.33	View chart
Pfizer (PFE)	0.0	$812k	-11%	29k	28.08	View chart
Trimas Corp Com New (TRS)	0.0	$787k	-8%	22k	35.94	View chart
Welltower Inc Com reit (WELL)	0.0	$787k	-39%	4.0k	197.71	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)	0.0	$781k	NEW	16k	48.49	View chart
BancFirst Corporation (BANF)	0.0	$780k	-6%	7.2k	108.50	View chart
Cytokinetics Com New (CYTK)	0.0	$763k	-10%	12k	65.91	View chart
Valley National Ban (VLY)	0.0	$750k	-9%	61k	12.28	View chart
Independence Realty Trust In (IRT)	0.0	$730k	-8%	49k	14.89	View chart
Dana Holding Corporation (DAN)	0.0	$722k	-10%	21k	33.65	View chart
Merck & Co (MRK)	0.0	$717k	-19%	6.0k	120.29	View chart
Ge Aerospace Com New (GE)	0.0	$705k		2.5k	283.75	View chart
Ecolab (ECL)	0.0	$694k		2.6k	266.02	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.0	$676k	+6%	11k	63.91	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$676k	-4%	4.7k	142.44	View chart
GATX Corporation (GATX)	0.0	$658k	-9%	3.9k	170.73	View chart
United Bankshares (UBSI)	0.0	$648k	-9%	16k	41.42	View chart
Innovator Etfs Trust Equity Defined P (JAJL)	0.0	$646k	+29%	22k	29.07	View chart
Community Bank System (CBU)	0.0	$641k	-9%	11k	58.65	View chart
Morgan Stanley Com New (MS)	0.0	$640k	+2%	3.9k	164.56	View chart
Tri Pointe Homes (TPH)	0.0	$640k	-8%	14k	46.73	View chart
Eastern Bankshares (EBC)	0.0	$639k	-9%	33k	19.56	View chart
Bank of America Corporation (BAC)	0.0	$633k		13k	48.75	View chart
Glacier Ban (GBCI)	0.0	$624k	-7%	14k	44.67	View chart
Donaldson Company (DCI)	0.0	$624k	-4%	7.4k	84.87	View chart
Philip Morris International (PM)	0.0	$623k		3.8k	165.33	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$623k	-3%	25k	24.75	View chart
DTE Energy Company (DTE)	0.0	$611k		4.2k	146.23	View chart
Sabra Health Care REIT (SBRA)	0.0	$605k	-9%	32k	19.23	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$601k	-2%	21k	29.08	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAPR)	0.0	$594k	-3%	15k	40.47	View chart
One Gas (OGS)	0.0	$589k	-9%	6.8k	86.13	View chart
Tompkins Financial Corporation (TMP)	0.0	$588k	-9%	7.5k	78.84	View chart
Eversource Energy (ES)	0.0	$582k		8.4k	69.28	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$575k	+4%	22k	25.64	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equty (FEBM)	0.0	$574k	+105%	19k	30.32	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.0	$571k	+11%	7.5k	75.74	View chart
Principal Exchange Traded Active High Yl (YLD)	0.0	$563k	+12%	30k	18.96	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.0	$558k	+13%	21k	26.20	View chart
Ultra Clean Holdings (UCTT)	0.0	$555k	-44%	8.9k	62.18	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN)	0.0	$550k	+4%	14k	39.42	View chart
Spdr Series Trust State Street Spd (SPHY)	0.0	$548k	-2%	24k	23.32	View chart
Capital One Financial (COF)	0.0	$539k		3.0k	182.43	View chart
Echostar Corp Cl A (SATS)	0.0	$538k	NEW	4.6k	117.07	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR)	0.0	$538k		13k	41.69	View chart
Abbott Laboratories (ABT)	0.0	$524k		5.1k	102.66	View chart
Us Bancorp Com New (USB)	0.0	$523k		10k	52.01	View chart
Wells Fargo & Company (WFC)	0.0	$523k	-12%	6.6k	79.61	View chart
Boston Scientific Corporation (BSX)	0.0	$523k	+5%	8.3k	62.75	View chart
AngioDynamics (ANGO)	0.0	$521k	+2%	46k	11.37	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eq Ma (NOVM)	0.0	$519k		16k	32.71	View chart
Prologis (PLD)	0.0	$518k		3.9k	132.19	View chart
Chimera Invt Corp Com Shs (CIM)	0.0	$518k	-8%	41k	12.55	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M (MARM)	0.0	$513k	+67%	15k	33.48	View chart
Honeywell International (HON)	0.0	$508k		2.2k	226.04	View chart
Steris Shs Usd (STE)	0.0	$503k		2.3k	221.18	View chart
Pepsi (PEP)	0.0	$499k	-7%	3.2k	155.29	View chart
Southwest Gas Corporation (SWX)	0.0	$499k	-9%	5.7k	86.90	View chart
Rush Enterprises Cl A (RUSHA)	0.0	$498k	-8%	7.5k	66.11	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GNOV)	0.0	$498k		13k	38.94	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.0	$496k	+66%	10k	49.37	View chart
Shell Spon Ads (SHEL)	0.0	$491k	-16%	5.3k	93.00	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GSEP)	0.0	$487k		13k	38.11	View chart
Regions Financial Corporation (RF)	0.0	$487k		19k	26.12	View chart
Spdr Series Trust State Street Spd (SPYV)	0.0	$485k	-18%	8.6k	56.58	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.0	$483k	+2%	15k	32.95	View chart
Emerson Electric (EMR)	0.0	$480k	+2%	3.7k	131.01	View chart
Prudential Financial (PRU)	0.0	$476k		4.9k	97.69	View chart
McKesson Corporation (MCK)	0.0	$475k	+8%	549.00	865.36	View chart
Innovator Etfs Trust Equity Defined P (APOC)	0.0	$474k		19k	25.54	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.0	$469k	+2%	13k	36.22	View chart
CVS Caremark Corporation (CVS)	0.0	$469k	-13%	6.5k	71.82	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN)	0.0	$468k	+47%	11k	41.91	View chart
Ametek (AME)	0.0	$466k		2.2k	214.33	View chart
TTM Technologies (TTMI)	0.0	$461k	NEW	4.7k	97.42	View chart
ConocoPhillips (COP)	0.0	$456k	+2%	3.5k	132.00	View chart
Group 1 Automotive (GPI)	0.0	$450k	-4%	1.4k	330.56	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	0.0	$446k	+13%	10k	43.45	View chart
Edison International (EIX)	0.0	$445k	-12%	6.1k	73.18	View chart
Walt Disney Company (DIS)	0.0	$442k		4.6k	96.37	View chart
Technipfmc (FTI)	0.0	$440k		6.4k	69.13	View chart
SJW (HTO)	0.0	$440k	-9%	7.5k	58.67	View chart
California Res Corp Com Stock (CRC)	0.0	$439k		6.3k	69.22	View chart
S&p Global (SPGI)	0.0	$439k		1.0k	425.27	View chart
Linde SHS (LIN)	0.0	$435k	+18%	878.00	495.85	View chart
Alphabet Cap Stk Cl C (GOOG)	0.0	$435k		1.5k	286.90	View chart
Vishay Intertechnology (VSH)	0.0	$428k	-6%	24k	18.00	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$427k	NEW	3.8k	111.36	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.0	$424k	+64%	4.9k	86.69	View chart
Kosmos Energy (KOS)	0.0	$418k	-24%	150k	2.78	View chart
Ferguson Enterprises Common Stock New (FERG)	0.0	$415k		1.8k	233.25	View chart
Target Corporation (TGT)	0.0	$415k	-20%	3.4k	121.19	View chart
Oneok (OKE)	0.0	$410k	-15%	4.5k	90.40	View chart
Intel Corporation (INTC)	0.0	$409k		9.3k	44.13	View chart
National Grid Sponsored Adr Ne (NGG)	0.0	$408k	-18%	4.8k	84.61	View chart
Putnam Etf Trust Franklin Minneso (FTMN)	0.0	$404k	-50%	46k	8.73	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$403k	-7%	1.3k	313.93	View chart
Constellation Energy (CEG)	0.0	$401k	+8%	1.4k	279.28	View chart
Sonoco Products Company (SON)	0.0	$397k	-8%	7.3k	54.09	View chart
United Parcel Svcs CL B (UPS)	0.0	$397k	-23%	4.0k	98.38	View chart
Hecla Mining Company (HL)	0.0	$396k	NEW	21k	18.63	View chart
Advanced Micro Devices (AMD)	0.0	$394k	+2%	1.9k	203.43	View chart
Federal Rlty Invt Tr Sh Ben Int New (FRT)	0.0	$391k	-10%	3.7k	106.20	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$391k	+12%	4.7k	82.74	View chart
Mission Produce (AVO)	0.0	$390k	-8%	28k	13.76	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.0	$389k	+12%	10k	38.26	View chart
Avient Corp (AVNT)	0.0	$388k	-4%	11k	36.30	View chart
AES Corporation (AES)	0.0	$387k	-19%	28k	14.09	View chart
Citizens Financial (CFG)	0.0	$387k	-26%	6.4k	59.97	View chart
Wintrust Financial Corporation (WTFC)	0.0	$385k	+2%	2.8k	138.93	View chart
Marvell Technology (MRVL)	0.0	$384k		3.9k	99.04	View chart
Simon Property (SPG)	0.0	$383k	-12%	2.1k	186.56	View chart
Caterpillar (CAT)	0.0	$382k	-16%	539.00	707.83	View chart
KB Home (KBH)	0.0	$382k	-8%	7.4k	51.75	View chart
American Eagle Outfitters (AEO)	0.0	$381k	-9%	23k	16.70	View chart
Manulife Finl Corp (MFC)	0.0	$380k	-16%	11k	34.44	View chart
Asbury Automotive (ABG)	0.0	$380k	-11%	1.9k	195.36	View chart
Patterson-UTI Energy (PTEN)	0.0	$378k	+53%	35k	10.83	View chart
Agios Pharmaceuticals (AGIO)	0.0	$375k		11k	33.83	View chart
Darden Restaurants (DRI)	0.0	$374k	NEW	1.9k	196.08	View chart
Meritage Homes Corporation (MTH)	0.0	$374k	-8%	6.0k	61.84	View chart
Pra (PRAA)	0.0	$374k	-24%	21k	17.50	View chart
Cigna Corp (CI)	0.0	$374k	+16%	1.4k	266.79	View chart
Agree Realty Corporation (ADC)	0.0	$374k	-8%	5.0k	75.38	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.0	$374k	+3%	647.00	577.23	View chart
Stag Industrial (STAG)	0.0	$371k	-11%	10k	36.06	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GFEB)	0.0	$371k	+22%	9.0k	41.09	View chart
Daktronics (DAKT)	0.0	$370k	-7%	19k	19.55	View chart
UGI Corporation (UGI)	0.0	$370k	-19%	10k	36.42	View chart
J.B. Hunt Transport Services (JBHT)	0.0	$365k		1.7k	211.85	View chart
Werner Enterprises (WERN)	0.0	$361k	-8%	12k	29.41	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.0	$359k		10k	35.94	View chart
Oracle Corporation (ORCL)	0.0	$358k	+17%	2.4k	147.08	View chart
Genuine Parts Company (GPC)	0.0	$356k	+3%	3.4k	105.74	View chart
Helmerich & Payne (HP)	0.0	$355k	-6%	9.8k	36.03	View chart
Columbia Banking System (COLB)	0.0	$352k	-20%	13k	27.43	View chart
Ameresco Cl A (AMRC)	0.0	$351k	+74%	14k	25.50	View chart
Fidelity Natl Finl Com Shs (FNF)	0.0	$351k	+3%	7.6k	46.38	View chart
United Therapeutics Corporation (UTHR)	0.0	$350k	+3%	591.00	592.48	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.0	$350k	+48%	2.4k	146.63	View chart
Fastenal Company (FAST)	0.0	$348k		7.5k	46.40	View chart
Truist Financial Corp equities (TFC)	0.0	$347k	-16%	7.5k	45.97	View chart
Comcast Corp Cl A (CMCSA)	0.0	$346k	+10%	12k	28.71	View chart
Omni (OMC)	0.0	$346k	-12%	4.6k	75.30	View chart
Smucker J M Com New (SJM)	0.0	$345k	-3%	3.6k	96.44	View chart
Masco Corporation (MAS)	0.0	$343k		5.7k	60.37	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$339k		788.00	430.29	View chart
Blackrock Etf Trust Ishares Large Ca (BLCR)	0.0	$337k	NEW	8.2k	41.06	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.0	$337k	+50%	3.0k	110.87	View chart
Nexstar Media Group Common Stock (NXST)	0.0	$335k	-18%	1.9k	180.84	View chart
Carrier Global Corporation (CARR)	0.0	$334k	+3%	5.9k	56.31	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY)	0.0	$332k		8.1k	41.06	View chart
Vail Resorts (MTN)	0.0	$331k		2.6k	128.31	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.0	$328k	+59%	3.0k	109.00	View chart
Brandywine Rlty Tr Sh Ben Int New (BDN)	0.0	$328k		121k	2.71	View chart
Lumen Technologies (LUMN)	0.0	$320k	-32%	46k	6.95	View chart
Praxis Precision Medicines I Com New (PRAX)	0.0	$319k	NEW	990.00	322.19	View chart
Signet Jewelers SHS (SIG)	0.0	$314k	-8%	3.7k	84.65	View chart
Cousins Pptys Com New (CUZ)	0.0	$314k	+4%	14k	22.57	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.0	$307k	+45%	1.9k	161.70	View chart
J Global (ZD)	0.0	$305k	-4%	7.3k	41.96	View chart
Digitalbridge Group Cl A New (DBRG)	0.0	$304k	-7%	20k	15.42	View chart
Pbf Energy Cl A (PBF)	0.0	$304k	NEW	6.4k	47.62	View chart
Gray Television (GTN)	0.0	$301k	-20%	69k	4.34	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$300k	+11195%	33M	0.01	View chart
Invitation Homes (INVH)	0.0	$298k	+5%	12k	24.85	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$293k	-16%	3.0k	97.24	View chart
Coeur Mng Com New (CDE)	0.0	$292k	NEW	16k	18.77	View chart
Charles Schwab Corporation (SCHW)	0.0	$291k		3.1k	93.99	View chart
Kkr & Co (KKR)	0.0	$291k		3.1k	92.51	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$290k	-91%	3.9k	73.63	View chart
Capital Grp Fixed Incm Etf T Short Duration (CGSD)	0.0	$289k	NEW	11k	25.79	View chart
Halliburton Company (HAL)	0.0	$284k		7.3k	38.99	View chart
Api Group Corp Com Stk (APG)	0.0	$284k		7.0k	40.52	View chart
UnitedHealth (UNH)	0.0	$276k	-25%	1.0k	270.64	View chart
Riot Blockchain (RIOT)	0.0	$272k	+71%	22k	12.36	View chart
American Electric Power Company (AEP)	0.0	$267k		2.0k	131.10	View chart
Deere & Company (DE)	0.0	$266k	+4%	472.00	563.68	View chart
Netflix (NFLX)	0.0	$259k	-7%	2.7k	96.15	View chart
Brightspire Capital Com Cl A (BRSP)	0.0	$259k	-10%	46k	5.60	View chart
Boeing Company (BA)	0.0	$252k	+2%	1.3k	198.95	View chart
Freeport Mcmoran CL B (FCX)	0.0	$251k		4.3k	58.78	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$250k	+2%	2.8k	88.15	View chart
Celestica (CLS)	0.0	$249k	+4%	883.00	281.68	View chart
Danaher Corporation (DHR)	0.0	$245k	+7%	1.3k	189.54	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$243k		2.1k	118.45	View chart
Blackrock Etf Trust Ishares Intl Ctr (CORO)	0.0	$242k	NEW	7.5k	32.15	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.0	$242k	NEW	3.5k	68.47	View chart
American Express Company (AXP)	0.0	$241k		798.00	302.47	View chart
Fair Isaac Corporation (FICO)	0.0	$240k		225.00	1067.54	View chart
Innovator Etfs Trust Equity Dual Dirt (DDFL)	0.0	$240k		12k	20.54	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$239k		2.3k	106.01	View chart
Aim Etf Products Trust Allianzim Us Equ (FEBW)	0.0	$237k		7.1k	33.48	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)	0.0	$236k		6.0k	39.34	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$232k		1.9k	124.31	View chart
Walker & Dunlop (WD)	0.0	$232k	-7%	5.2k	44.38	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equty (SEPM)	0.0	$232k	-8%	7.3k	31.66	View chart
Ares Capital Corporation (ARCC)	0.0	$228k	+2%	13k	18.02	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GDEC)	0.0	$227k	-75%	6.1k	37.02	View chart
Marqeta Class A Com (MQ)	0.0	$226k	-9%	55k	4.08	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (OCTM)	0.0	$226k		6.9k	32.53	View chart
Bunge Global Sa Com Shs (BG)	0.0	$224k	NEW	1.8k	127.22	View chart
Qnity Electronics Common Stock (Q)	0.0	$223k	NEW	1.9k	115.35	View chart
Public Service Enterprise (PEG)	0.0	$222k		2.7k	80.95	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.0	$221k	+1723%	3.9M	0.06	View chart
First Tr Exchange-traded SHS (FVD)	0.0	$221k		4.7k	47.03	View chart
ViaSat (VSAT)	0.0	$219k	NEW	4.8k	45.80	View chart
Blackrock Etf Trust Ishares Defense (IDEF)	0.0	$218k	NEW	6.7k	32.72	View chart
Neogen Corporation (NEOG)	0.0	$217k	-4%	23k	9.29	View chart
Bluelinx Hldgs Com New (BXC)	0.0	$217k	NEW	4.0k	54.18	View chart
Stanley Black & Decker (SWK)	0.0	$216k		3.0k	71.07	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.0	$215k	+3939%	9.1M	0.02	View chart
T. Rowe Price (TROW)	0.0	$212k		2.3k	90.13	View chart
Broadcom (AVGO)	0.0	$211k	+6%	683.00	309.55	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.0	$208k	NEW	2.5k	81.99	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$205k	NEW	607.00	338.08	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.0	$205k		1.6k	125.46	View chart
Innovator Etfs Trust Equity Defnd 1yr (ZJUN)	0.0	$204k		7.6k	26.91	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (DECM)	0.0	$204k	-9%	6.2k	32.67	View chart
Goodyear Tire & Rubber Company (GT)	0.0	$189k	-2%	28k	6.63	View chart
Intellia Therapeutics (NTLA)	0.0	$149k	NEW	12k	12.82	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	0.0	$145k	+9580%	14M	0.01	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.0	$108k	+5816%	6.4M	0.02	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$83k	+10169%	7.2M	0.01	View chart
Claros Mtg Tr Common Stock (CMTG)	0.0	$83k	-2%	35k	2.38	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$60k	+14228%	8.8M	0.01	View chart
Ishares Tr Intl Dev Re Etf (IFGL)	0.0	$59k	+2252%	1.3M	0.04	View chart
Peloton Interactive Cl A Com (PTON)	0.0	$51k	NEW	12k	4.29	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.0	$31k	+9567%	2.9M	0.01	View chart
Spdr Series Trust State Street Spd (JNK)	0.0	$31k	+9822%	3.0M	0.01	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.0	$23k	+72887%	16M	0.00	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.0	$18k	+9355%	1.7M	0.01	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$14k	+7187%	1.4M	0.01	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$2.6k	+36967%	966k	0.00	View chart

Past Filings by Gallagher Fiduciary Advisors

SEC 13F filings are viewable for Gallagher Fiduciary Advisors going back to 2013

Gallagher Fiduciary Advisors 2026 Q1 filed May 15, 2026
Gallagher Fiduciary Advisors 2025 Q4 filed Feb. 17, 2026
Gallagher Fiduciary Advisors 2025 Q3 filed Nov. 14, 2025
Gallagher Fiduciary Advisors 2025 Q2 filed Aug. 14, 2025
Gallagher Fiduciary Advisors 2025 Q1 filed May 15, 2025
Gallagher Fiduciary Advisors 2024 Q4 filed Feb. 14, 2025
Gallagher Fiduciary Advisors 2024 Q3 filed Nov. 14, 2024
Gallagher Fiduciary Advisors 2024 Q2 filed Aug. 14, 2024
Gallagher Fiduciary Advisors 2024 Q1 filed May 15, 2024
Gallagher Fiduciary Advisors 2023 Q4 filed Feb. 14, 2024
Gallagher Fiduciary Advisors 2023 Q3 filed Nov. 14, 2023
Gallagher Fiduciary Advisors 2023 Q2 filed Aug. 14, 2023
Gallagher Fiduciary Advisors 2023 Q1 filed May 15, 2023
Gallagher Fiduciary Advisors 2022 Q4 restated filed Feb. 27, 2023
Gallagher Fiduciary Advisors 2022 Q4 filed Feb. 14, 2023
Gallagher Fiduciary Advisors 2022 Q3 filed Nov. 14, 2022

View all past filings

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