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CIK: 0001527781
Total reported value
$3.0B
$3.0B
340 檔
68.4%
The Q1 2026 SEC filing reveals that Gallagher Fiduciary Advisors, LLC held a total portfolio value of $3.0B, covering 340 public equity positions.
In Q1 2026, Gallagher Fiduciary Advisors, LLC displayed an active expansion posture, initiating 23 new positions and adding to 93 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 340 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 52.19% | -14.36% | -2.26% | |
| 2 | PCG | P G & E CORP | Stock-Utilities | 12.62% | -2.72% | -4.73% | |
| 3 | DAL | Delta Air Lines Inc | Stock-Industrials | 9.91% | +1.30% | -5.00% | |
| 4 | CBRE | Cbre Group Inc - A | Stock-Real Estate | 4.65% | -0.75% | -1.20% | |
| 5 | BEN | Franklin Resources Inc | Stock-Financials | 1.29% | +0.22% | -1.12% | |
| 6 | KORP | American Century Diversified | ETF-Other | 1.27% | -0.03% | +10.46% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.77% | +0.05% | +6.41% | |
| 8 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.74% | -0.03% | -10.74% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.72% | +0.03% | -2.70% | |
| 10 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.71% | -0.02% | +6.14% | |
| 11 | ISCG | Ishares Morningstar Small-ca | ETF-Other | 0.69% | -0.01% | +6.00% | |
| 12 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.64% | — | -10.18% | |
| 13 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.61% | -0.04% | +12.01% | |
| 14 | VIOV | Vanguard S&p Small-cap 600 V | ETF-Other | 0.57% | — | -15.59% | |
| 15 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.56% | +0.65% | +11195.58% | |
| 16 | VTV | Vanguard Value ETF | ETF-Other | 0.51% | -0.02% | +11.65% | |
| 17 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.43% | -0.02% | +11.63% | |
| 18 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.39% | +0.09% | +11.01% | |
| 19 | RDVY | First Trust Rising Dividend | ETF-Other | 0.31% | — | -1.18% | |
| 20 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.31% | -0.03% | -1.35% | |
| 21 | VUG | Vanguard Growth ETF | ETF-Other | 0.30% | — | +1.29% | |
| 22 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.28% | +0.06% | +14.47% | |
| 23 | HDV | Ishares Core High Dividend E | ETF-Other | 0.25% | +0.03% | +10.34% | |
| 24 | ZALT | Innovator US Eq 10 Buffer | ETF-Other | 0.23% | -0.03% | +5.53% | |
| 25 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 0.21% | -0.03% | -3.42% | |
| 26 | CLF | Cleveland-cliffs Inc | Stock-Materials | 0.20% | -0.02% | -8.65% | |
| 27 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.20% | -0.02% | +2.11% | |
| 28 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.19% | +0.05% | +27.94% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.17% | +0.04% | +7.76% | |
| 30 | AAPL | Apple Inc | Stock-Tech | 0.17% | — | -1.26% | |
| 31 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | ETF-Other | 0.17% | -0.01% | +3.05% | |
| 32 | PALC | Pacer Lunt Lrg Cap Multi-fac | ETF-Other | 0.17% | +0.03% | +34.31% | |
| 33 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.16% | -0.02% | +3.38% | |
| 34 | XOM | Exxon Mobil CORP | Stock-Energy | 0.13% | -0.05% | -1.75% | |
| 35 | NVDA | Nvidia CORP | Stock-Tech | 0.13% | — | -2.44% | |
| 36 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.13% | -0.02% | -1.95% | |
| 37 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 0.13% | -0.01% | +2.88% | |
| 38 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.12% | +0.06% | -9.49% | |
| 39 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.11% | +2.47% | +2535.08% | |
| 40 | FIW | First Trust Water ETF | ETF-Other | 0.11% | -0.11% | EXIT | |
| 41 | AIRR | First Trust Rba American Ind | ETF-Other | 0.10% | — | -8.44% | |
| 42 | FESM | Fidelity Enhanced Small Cap | ETF-Small Cap | 0.09% | +0.04% | +10.58% | |
| 43 | MMM | 3m Co | Stock-Industrials | 0.09% | — | +0.43% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.08% | -0.01% | +21.07% | |
| 45 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.08% | -0.01% | -1.03% | |
| 46 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.07% | +5.79% | +31676.69% | |
| 47 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.07% | — | -2.76% | |
| 48 | BUFZ | Ft Vest Laddered Moderate Bu | ETF-Other | 0.07% | -0.01% | -0.17% | |
| 49 | MSFT | Microsoft CORP | Stock-Tech | 0.07% | -0.01% | +5.34% | |
| 50 | BALT | Inn Defined Wealth Shield | ETF-Other | 0.07% | -0.01% | +7.96% |
According to official SEC Form 13F filings, Gallagher Fiduciary Advisors, LLC reported a total U.S. public equity portfolio value of $3.0B across 340 disclosed positions in Q1 2026.
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 68.4% of total reported equity market value during Q1 2026.
Top New Position Initiated
FFEB
市值: $888.7K
Top Position Liquidated / Trimmed
OEF
前期市值: $910.6K
During Q1 2026, Gallagher Fiduciary Advisors, LLC's top holdings by market value included MCD (52.2%)、PCG (12.6%)、DAL (9.9%). The largest single position, MCD, represented 52.2% of total portfolio value.
In Q1 2026, Gallagher Fiduciary Advisors, LLC made 199 total portfolio adjustments, initiating 23 new buys, adding to 93 positions, trimming 75 holdings, and fully liquidating 8 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.
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