Gallagher Fiduciary Advisors, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1527781
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13F Reported Value
ⓘ$3.0B
Holdings
356
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Gallagher Fiduciary Advisors, LLC disclosed 356 positions worth $3.0B in its Form 13F-HR for Q2 2026, led by $MCD (MCDONALDS CORP) at 37.8% of the equity portfolio, followed by $DAL and $PCG. During the quarter the fund opened 28 new positions and exited 13. The portfolio is most concentrated in Consumer Discretionary (38.1% of disclosed assets). All figures are sourced directly from Gallagher Fiduciary Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1527781.
AI Fund Analysis
Diversifying
$MCD37.8% weight
Held 10 quarters
$DAL11.2% weight
Held 6 quarters
$PCG9.9% weight
Held 6 quarters
VANGUARD INDEX FDS - TOTAL
5.9% weight
Held 10 quarters
$CBRE3.9% weight
Held 6 quarters
$WT9 quarters accumulating
$GE8 quarters accumulating
$PTEN8 quarters accumulating
$JBHT7 quarters accumulating
ISHARES TR - SP SMCP600VL
7 quarters accumulating
Sector Allocation
Consumer DiscretionaryOtherIndustrialsUtilitiesReal EstateFinancials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 69.0#286
Quality
$1.1B4,252,478 sh - 57.5#1,089
Quality
$340.7M3,637,451 sh - 58.8#972
Quality
$300.9M38,625,717 sh VANGUARD INDEX FDS - TOTAL STK MKT
—Quality
$178.1M481,191 sh- 62.3
Quality
$118.6M880,234 sh SCHWAB STRATEGIC TR - US BRD MKT ETF
—Quality
$78.4M2,708,469 sh- 57.9
Quality
$45.9M1,379,739 sh VANGUARD SCOTTSDALE FDS - LG-TERM COR BD
—Quality
$42.2M561,226 shISHARES TR - 10+ YR INVST GRD
—Quality
$41.7M833,026 shAMERICAN CENTY ETF TR - DIVERSIFID CRP
—Quality
$37.7M804,960 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| MCDONALDS CORP$MCD | 69.0#286 | $1.1B | 4,252,478 |
| DELTA AIR LINES, INC.$DAL | 57.5#1,089 | $340.7M | 3,637,451 |
| PG&E Corp$PCG | 58.8#972 | $300.9M | 38,625,717 |
| VANGUARD INDEX FDS - TOTAL STK MKT | — | $178.1M | 481,191 |
| CBRE GROUP, INC.$CBRE | 62.3 | $118.6M | 880,234 |
| SCHWAB STRATEGIC TR - US BRD MKT ETF | — | $78.4M | 2,708,469 |
 FRANKLIN TEMPLETON INC$BEN | 57.9 | $45.9M | 1,379,739 |
| VANGUARD SCOTTSDALE FDS - LG-TERM COR BD | — | $42.2M | 561,226 |
| ISHARES TR - 10+ YR INVST GRD | — | $41.7M | 833,026 |
| AMERICAN CENTY ETF TR - DIVERSIFID CRP | — | $37.7M | 804,960 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Gallagher Fiduciary Advisors, LLC's 356 positions.
Showing top 10 of 356 holdings.
Sector Allocation
Consumer Discretionary
$1.2B
Other
$940.2M
Industrials
$354.4M
Utilities
$305.7M
Real Estate
$126.4M
Financials
$77.5M
Technology
$31.9M
Healthcare
$12.8M
Top Holdings — Gallagher Fiduciary Advisors, LLC (Q2 2026)
Top 150 of 356 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $MCD | MCDONALDS CORP | $1.1B | 37.8% | -2% | 69 |
| 2 | $DAL | DELTA AIR LINES, INC. | $340.7M | 11.2% | -5% | 57.5 |
| 3 | $PCG | PG&E Corp | $300.9M | 9.9% | +109% | 58.8 |
| 4 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $178.1M | 5.9% | -100% | — |
| 5 | $CBRE | CBRE GROUP, INC. | $118.6M | 3.9% | -0% | 62.3 |
| 6 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | $78.4M | 2.6% | -96% | — |
| 7 | $BEN | FRANKLIN TEMPLETON INC | $45.9M | 1.5% | -2% | 57.9 |
| 8 | — | VANGUARD SCOTTSDALE FDS - LG-TERM COR BD | $42.2M | 1.4% | -99% | — |
| 9 | — | ISHARES TR - 10+ YR INVST GRD | $41.7M | 1.4% | -99% | — |
| 10 | — | AMERICAN CENTY ETF TR - DIVERSIFID CRP | $37.7M | 1.2% | +15% | — |
| 11 | — | ISHARES TR - IBOXX INV CP ETF | $36.9M | 1.2% | -99% | — |
| 12 | — | ISHARES TR - CORE MSCI EAFE | $24.8M | 0.8% | +17% | — |
| 13 | — | ISHARES INC - CORE MSCI EMKT | $22.9M | 0.8% | +4% | — |
| 14 | — | AMERICAN CENTY ETF TR - US SML CP VALU | $21.6M | 0.7% | +0% | — |
| 15 | — | VANGUARD INDEX FDS - SML CP GRW ETF | $21.1M | 0.7% | -4% | — |
| 16 | — | AMERICAN CENTY ETF TR - QUALITY DIVRSFED | $21.1M | 0.7% | NEW | — |
| 17 | — | ISHARES TR - MRGSTR SM CP GR | $20.8M | 0.7% | -2% | — |
| 18 |  $SPY | SPDR S&P 500 ETF TRUST | $20.7M | 0.7% | -100% | — |
| 19 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $19.3M | 0.6% | +4% | — |
| 20 | — | AMERICAN CENTY ETF TR - US LARGE CAP VLU | $17.5M | 0.6% | -2% | — |
| 21 | — | VANGUARD ADMIRAL FDS INC - SMLCP 600 VAL | $17.4M | 0.6% | +3% | — |
| 22 | — | VANGUARD INDEX FDS - VALUE ETF | $14.9M | 0.5% | +1% | — |
| 23 | — | PIMCO ETF TR - INV GRD CRP BD | $14.7M | 0.5% | -99% | — |
| 24 | — | ISHARES TR - CORE S&P US GWT | $14.7M | 0.5% | +22% | — |
| 25 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $14.2M | 0.5% | -98% | — |
| 26 | — | ISHARES TR - CORE DIV GRWTH | $12.4M | 0.4% | +4% | — |
| 27 | — | ISHARES TR - CORE S&P US VLU | $10.4M | 0.3% | +33% | — |
| 28 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $9.5M | 0.3% | -99% | — |
| 29 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | $9.4M | 0.3% | -2% | — |
| 30 | — | VANGUARD INDEX FDS - GROWTH ETF | $9.2M | 0.3% | +508% | — |
| 31 | — | ISHARES TR - INTL SEL DIV ETF | $8.9M | 0.3% | -98% | — |
| 32 | — | FIRST TR EXCHANGE TRADED FD - SMID RISNG ETF | $8.6M | 0.3% | -1% | — |
| 33 | — | ISHARES TR - CORE HIGH DV ETF | $8.6M | 0.3% | +553% | — |
| 34 | — | ISHARES TR - CORE MSCI TOTAL | $7.4M | 0.2% | -99% | — |
| 35 | — | ISHARES TR - MSCI USA MMENTM | $7.1M | 0.2% | +3% | — |
| 36 | — | VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | $6.7M | 0.2% | -98% | — |
| 37 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | $6.7M | 0.2% | -99% | — |
| 38 | — | ISHARES TR - CORE S&P500 ETF | $6.4M | 0.2% | +24% | — |
| 39 | — | PACER FDS TR - LUNT LRGCP MULTI | $6.2M | 0.2% | +24% | — |
| 40 | — | INNOVATOR ETFS TRUST - U S EQ 10 BUFFER | $6.1M | 0.2% | -0% | — |
| 41 | — | ISHARES TR - 0-5YR HI YL CP | $5.5M | 0.2% | +2% | — |
| 42 |  $CLF | CLEVELAND-CLIFFS INC. | $5.5M | 0.2% | -4% | 38.3 |
| 43 | — | ISHARES TR - ISHARES SEMICDTR | $5.5M | 0.2% | -9% | — |
| 44 | — | FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF | $5.4M | 0.2% | -1% | — |
| 45 |  $AAPL | Apple Inc. | $5.0M | 0.2% | -1% | 76.4 |
| 46 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQUIT | $4.9M | 0.2% | NEW | — |
| 47 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST NASD ETF | $4.9M | 0.2% | -1% | — |
| 48 | — | ISHARES TR - CORE UNIVRSL USD | $4.6M | 0.1% | -97% | — |
| 49 | — | ISHARES TR - 0-3 MTH TREASURY | $4.4M | 0.1% | +7% | — |
| 50 | — | FIRST TR EXCH TRADED FD III - PFD SECS INC ETF | $4.1M | 0.1% | -94% | — |
| 51 |  $NVDA | NVIDIA CORP | $3.9M | 0.1% | -0% | 85.9 |
| 52 | — | FIDELITY COVINGTON TRUST - ENHANCED SML CAP | $3.8M | 0.1% | +24% | — |
| 53 |  $MU | MICRON TECHNOLOGY INC | $3.8M | 0.1% | -0% | 86.2 |
| 54 |  $IVZ | Invesco Ltd. | $3.7M | 0.1% | -1% | — |
| 55 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $3.6M | 0.1% | -98% | — |
| 56 | — | FIDELITY MERRIMACK STR TR - TOTAL BD ETF | $3.5M | 0.1% | -96% | — |
| 57 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $3.4M | 0.1% | +1087% | — |
| 58 | — | ISHARES TR - 1 3 YR TREAS BD | $3.3M | 0.1% | +0% | — |
| 59 | — | SPDR SERIES TRUST - ST BLOO HIGH ETF | $3.1M | 0.1% | -99% | — |
| 60 | — | ISHARES TR - JPMORGAN USD EMG | $3.1M | 0.1% | -99% | — |
| 61 | — | ISHARES TR - MSCI USA QLT FCT | $3.1M | 0.1% | -99% | — |
| 62 | — | FIRST TR EXCHANGE-TRADED FD - NASDQ CLN EDGE | $3.0M | 0.1% | NEW | — |
| 63 | — | FIRST TR EXCHANGE TRADED FD - RBA INDL ETF | $2.9M | 0.1% | -3% | — |
| 64 |  $XOM.R34088 | EXXON MOBIL CORP | $2.7M | 0.1% | -4% | 57.9 |
| 65 |  $MMM | 3M CO | $2.7M | 0.1% | -1% | 64.9 |
| 66 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $2.3M | 0.1% | +6% | — |
| 67 |  $JPM | JPMORGAN CHASE & CO | $2.2M | 0.1% | -0% | 70.7 |
| 68 | — | ISHARES TR - CORE US AGGBD ET | $2.2M | 0.1% | -98% | — |
| 69 |  $BRK.B | BERKSHIRE HATHAWAY INC | $2.1M | 0.1% | -1% | 73.8 |
| 70 |  $AMZN | AMAZON COM INC | $2.1M | 0.1% | -5% | 68.7 |
| 71 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $2.0M | 0.1% | +10% | — |
| 72 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST LAD | $1.9M | 0.1% | -3% | — |
| 73 |  $MSFT | MICROSOFT CORP | $1.9M | 0.1% | +3% | 79.8 |
| 74 | — | ISHARES TR - U.S. REAL ES ETF | $1.8M | 0.1% | -99% | — |
| 75 | — | INNOVATOR ETFS TRUST - DEFINED WLT SHLD | $1.7M | 0.1% | +0% | — |
| 76 |  $TSLA | Tesla, Inc. | $1.6M | 0.1% | -6% | 53.9 |
| 77 |  $SANM | SANMINA CORP | $1.6M | 0.1% | -2% | 64.2 |
| 78 | — | AMERICAN CENTY ETF TR - US QUALITY GROW | $1.5M | 0.1% | +11% | — |
| 79 |  $JNJ | JOHNSON & JOHNSON | $1.5M | 0.1% | -1% | 69 |
| 80 | — | FIRST TR EXCHNG TRADED FD VI - VEST US EQUITY M | $1.5M | 0.1% | +3% | — |
| 81 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST U.S EQT | $1.5M | 0.1% | +157% | — |
| 82 |  $NPO | Enpro Inc. | $1.5M | 0.1% | -1% | 55 |
| 83 |  $XEL | XCEL ENERGY INC | $1.4M | 0.1% | +0% | 56.4 |
| 84 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | $1.4M | 0.1% | +15% | — |
| 85 |  $VZ | VERIZON COMMUNICATIONS INC | $1.4M | 0.1% | +17% | 65.8 |
| 86 | — | ISHARES TR - INTL DEV RE ETF | $1.4M | 0.1% | -95% | — |
| 87 |  $ABBV | AbbVie Inc. | $1.4M | 0.1% | -1% | 72.6 |
| 88 | — | SPDR SERIES TRUST - ST STR P500ETF | $1.4M | 0.1% | +9% | — |
| 89 |  $TMHC | Taylor Morrison Home Corp | $1.4M | 0.0% | -2% | 51.8 |
| 90 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST U.S EQT | $1.3M | 0.0% | +288% | — |
| 91 |  $PG | PROCTER & GAMBLE Co | $1.3M | 0.0% | +3% | 64.6 |
| 92 | — | ISHARES TR - RUS 2000 VAL ETF | $1.3M | 0.0% | +27% | — |
| 93 |  $CVX | CHEVRON CORP | $1.3M | 0.0% | -2% | 62.8 |
| 94 |  $INTC | INTEL CORP | $1.3M | 0.0% | -1% | 45.6 |
| 95 |  $CSCO | CISCO SYSTEMS, INC. | $1.3M | 0.0% | +1% | 70.3 |
| 96 | — | ISHARES TR - S&P 500 GRWT ETF | $1.3M | 0.0% | -7% | — |
| 97 |  $UCTT | Ultra Clean Holdings, Inc. | $1.3M | 0.0% | -2% | 40.1 |
| 98 |  $VSH | VISHAY INTERTECHNOLOGY INC | $1.2M | 0.0% | -3% | 48.8 |
| 99 | $IVZ | Invesco Ltd. | $1.2M | 0.0% | +7% | — |
| 100 |  $KO | COCA COLA CO | $1.2M | 0.0% | -2% | 69.5 |
| 101 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $1.2M | 0.0% | -3% | 70 |
| 102 | $IVZ | Invesco Ltd. | $1.2M | 0.0% | +8% | — |
| 103 |  $WMT | Walmart Inc. | $1.1M | 0.0% | -1% | 60.2 |
| 104 | — | BLACKROCK ETF TRUST - ISHARES US EQUIT | $1.1M | 0.0% | -5% | — |
| 105 |  $MRVL | Marvell Technology, Inc. | $1.1M | 0.0% | -4% | 76.5 |
| 106 |  $KRG | KITE REALTY GROUP TRUST | $1.1M | 0.0% | -2% | 58.9 |
| 107 | — | AMERICAN CENTY ETF TR - INTL EQT ETF | $1.1M | 0.0% | +8% | — |
| 108 | $GE | GENERAL ELECTRIC CO | $1.1M | 0.0% | +16% | 73.8 |
| 109 | — | ISHARES TR - RUSSELL 3000 ETF | $1.1M | 0.0% | -100% | — |
| 110 |  $AMD | ADVANCED MICRO DEVICES INC | $1.1M | 0.0% | -5% | 79.8 |
| 111 |  $GOOG | Alphabet Inc. | $1.1M | 0.0% | -1% | 78.2 |
| 112 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $1.1M | 0.0% | NEW | — |
| 113 |  $UMBF | UMB FINANCIAL CORP | $1.0M | 0.0% | -2% | 77.3 |
| 114 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $1.0M | 0.0% | NEW | — |
| 115 |  $AROW | ARROW FINANCIAL CORP | $1.0M | 0.0% | -2% | — |
| 116 |  $TRS | TRIMAS CORP | $970,430 | 0.0% | -2% | 43.2 |
| 117 |  $CMC | COMMERCIAL METALS Co | $967,400 | 0.0% | -2% | 57.2 |
| 118 |  $CYTK | CYTOKINETICS INC | $964,521 | 0.0% | -2% | 28.1 |
| 119 |  $PRK | PARK NATIONAL CORP /OH/ | $926,886 | 0.0% | -1% | 63.7 |
| 120 | — | ISHARES TR - CORE S&P TTL STK | $897,665 | 0.0% | +15% | — |
| 121 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $891,589 | 0.0% | -8% | — |
| 122 |  $UNF | UNIFIRST CORP | $887,297 | 0.0% | -1% | 48 |
| 123 |  $WELL | WELLTOWER INC. | $880,844 | 0.0% | -3% | 59.8 |
| 124 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $880,441 | 0.0% | NEW | — |
| 125 |  $VLY | VALLEY NATIONAL BANCORP | $880,224 | 0.0% | -2% | 64.6 |
| 126 | — | FIDELITY COVINGTON TRUST - HIGH DIVID ETF | $872,358 | 0.0% | -4% | — |
| 127 |  $TTMI | TTM TECHNOLOGIES INC | $861,788 | 0.0% | -3% | 62.6 |
| 128 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $848,683 | 0.0% | -7% | — |
| 129 | — | ISHARES TR - S&P 500 VAL ETF | $846,581 | 0.0% | -19% | — |
| 130 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | $826,512 | 0.0% | +11% | — |
| 131 |  $META | Meta Platforms, Inc. | $811,500 | 0.0% | -5% | 79.6 |
| 132 |  $JXN | Jackson Financial Inc. | $799,979 | 0.0% | -2% | 60.4 |
| 133 |  $MS | MORGAN STANLEY | $799,568 | 0.0% | -2% | 75.8 |
| 134 |  $IRT | INDEPENDENCE REALTY TRUST, INC. | $797,806 | 0.0% | -2% | 52.9 |
| 135 |  $TGT | TARGET CORP | $785,171 | 0.0% | +76% | 60.7 |
| 136 |  $BANF | BANCFIRST CORP /OK/ | $777,157 | 0.0% | -3% | 56.1 |
| 137 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $776,974 | 0.0% | +11% | — |
| 138 |  $GLNG | GOLAR LNG LTD | $761,709 | 0.0% | -2% | — |
| 139 |  $BAC | BANK OF AMERICA CORP /DE/ | $758,785 | 0.0% | +3% | 67.6 |
| 140 |  $MRK | Merck & Co., Inc. | $751,585 | 0.0% | -2% | 59.9 |
| 141 |  $T | AT&T INC. | $746,471 | 0.0% | +7% | 65.7 |
| 142 |  $ECL | ECOLAB INC. | $727,172 | 0.0% | +0% | 63.3 |
| 143 |  $PFE | PFIZER INC | $725,966 | 0.0% | +4% | 62 |
| 144 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST U.S EQT | $720,710 | 0.0% | +38% | — |
| 145 |  $CBU | COMMUNITY FINANCIAL SYSTEM, INC. | $720,498 | 0.0% | -2% | 60.4 |
| 146 |  $EBC | Eastern Bankshares, Inc. | $717,055 | 0.0% | -1% | 69.5 |
| 147 |  $GBCI | GLACIER BANCORP, INC. | $711,247 | 0.0% | -1% | 68.1 |
| 148 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | $707,773 | 0.0% | +31% | — |
| 149 |  $UBSI | UNITED BANKSHARES INC/WV | $706,263 | 0.0% | -2% | 66.4 |
| 150 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $697,901 | 0.0% | +6% | — |
New Positions (28)
AMERICAN CENTY ETF TR - QUALITY DIVRSFED$21.1M
FIRST TR EXCHNG TRADED FD VI - FT VEST US EQUIT$4.9M
FIRST TR EXCHANGE-TRADED FD - NASDQ CLN EDGE$3.0M
FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT$1.1M
FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT$1.0M
FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT$880,441
$HUT Hut 8 Corp.$480,020 ISHARES TR - RUS 1000 VAL ETF$442,982
$LRCX LAM RESEARCH CORP$396,624
$CRWD CrowdStrike Holdings, Inc.$360,202 FIRST TR EXCHNG TRADED FD VI - FT VEST U.S$281,794
$ACN Accenture plc$272,774
$GEV GE Vernova Inc.$272,356 ISHARES TR - ISHS 1-5YR INVS$258,023
FIRST TR EXCHNG TRADED FD VI - FT VEST U.S$255,538
Exited Positions (13)
FIRST TR EXCHANGE-TRADED FD
FIRST TR EXCHNG TRADED FD VI
FIRST TR EXCHNG TRADED FD VI
$KW Kennedy-Wilson Holdings, Inc. FIRST TR EXCHNG TRADED FD VI
FIRST TR EXCHNG TRADED FD VI
$TPH Tri Pointe Homes, Inc.
$AES AES CORP
$NFLX NETFLIX INC
$DHR DANAHER CORP /DE/ FIRST TR EXCHANGE-TRADED FD
$BABA Alibaba Group Holding Ltd
$PTON PELOTON INTERACTIVE, INC.Browse Top Institutional Investors
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