13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001527781
Total reported value
$3.0B
$3.0B
303 檔
76.4%
As reported in its official Q1 2025 Form 13F filing, Gallagher Fiduciary Advisors, LLC's tracked investment portfolio stood at $3.0B with 303 total positions.
In Q1 2025, Gallagher Fiduciary Advisors, LLC displayed an active expansion posture, initiating 200 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 303 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 49.72% | -14.36% | +112360.52% | |
| 2 | PCG | P G & E CORP | Stock-Utilities | 11.72% | -2.72% | — | |
| 3 | DAL | Delta Air Lines Inc | Stock-Industrials | 6.51% | +1.30% | — | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.41% | +5.79% | +19132.77% | |
| 5 | CBRE | Cbre Group Inc - A | Stock-Real Estate | 4.03% | -0.75% | — | |
| 6 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.91% | +2.47% | — | |
| 7 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.51% | +0.65% | +5.26% | |
| 8 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 1.11% | -0.03% | +0.08% | |
| 9 | BEN | Franklin Resources Inc | Stock-Financials | 0.95% | +0.22% | — | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.80% | +0.05% | +0.73% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.76% | +0.03% | +1.41% | |
| 12 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 0.75% | +1.36% | — | |
| 13 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-Other | 0.73% | +1.32% | — | |
| 14 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.58% | +0.09% | +1.01% | |
| 15 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.55% | — | +0.46% | |
| 16 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.47% | -0.03% | +3.11% | |
| 17 | VIOV | Vanguard S&p Small-cap 600 V | ETF-Other | 0.45% | — | +0.75% | |
| 18 | VTV | Vanguard Value ETF | ETF-Other | 0.44% | -0.02% | -0.04% | |
| 19 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.43% | -0.02% | +1.53% | |
| 20 | ISCG | Ishares Morningstar Small-ca | ETF-Other | 0.42% | -0.01% | +1.48% | |
| 21 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-Other | 0.41% | +0.47% | — | |
| 22 | BUFZ | Ft Vest Laddered Moderate Bu | ETF-Other | 0.41% | -0.01% | +4.23% | |
| 23 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.40% | -0.04% | +2.45% | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.39% | +0.44% | +3547.19% | |
| 25 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.36% | -0.02% | -0.45% | |
| 26 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.35% | +0.06% | +1.69% | |
| 27 | HDV | Ishares Core High Dividend E | ETF-Other | 0.31% | +0.03% | +1.06% | |
| 28 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.27% | +0.30% | +2276.02% | |
| 29 | IDV | Ishares International Select | ETF-Other | 0.26% | +0.28% | — | |
| 30 | ZALT | Innovator US Eq 10 Buffer | ETF-Other | 0.24% | -0.03% | — | |
| 31 | VUG | Vanguard Growth ETF | ETF-Other | 0.23% | — | +4.12% | |
| 32 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.22% | -0.03% | +3.71% | |
| 33 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.22% | -0.02% | +2.47% | |
| 34 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.21% | +0.05% | +0.35% | |
| 35 | PALC | Pacer Lunt Lrg Cap Multi-fac | ETF-Other | 0.20% | +0.03% | +1.20% | |
| 36 | FDVV | Fidelity High Dividend ETF | ETF-Other | 0.20% | — | +3.28% | |
| 37 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.20% | +0.24% | — | |
| 38 | CLF | Cleveland-cliffs Inc | Stock-Materials | 0.19% | -0.02% | — | |
| 39 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.19% | +0.21% | — | |
| 40 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.19% | +0.22% | — | |
| 41 | XLK | Ss Technology Select Sector | ETF-Tech | 0.14% | +0.02% | +0.49% | |
| 42 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.14% | +0.11% | +420.78% | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.13% | +0.04% | -2.95% | |
| 44 | AAPL | Apple Inc | Stock-Tech | 0.13% | — | -19.03% | |
| 45 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 0.12% | +0.13% | — | |
| 46 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.11% | +0.08% | +372.40% | |
| 47 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.10% | — | -21.34% | |
| 48 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.10% | +0.12% | — | |
| 49 | NVDA | Nvidia CORP | Stock-Tech | 0.10% | — | -8.39% | |
| 50 | XOM | Exxon Mobil CORP | Stock-Energy | 0.10% | -0.05% | +4.11% |
According to official SEC Form 13F filings, Gallagher Fiduciary Advisors, LLC reported a total U.S. public equity portfolio value of $3.0B across 303 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MCD, PCG, DAL) accounted for 76.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
MCD
市值: $1.5B
During Q1 2025, Gallagher Fiduciary Advisors, LLC's top holdings by market value included MCD (49.7%)、PCG (11.7%)、DAL (6.5%). The largest single position, MCD, represented 49.7% of total portfolio value.
In Q1 2025, Gallagher Fiduciary Advisors, LLC made 200 total portfolio adjustments, initiating 200 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.