Gallagher Fiduciary Advisors, LLC

Est. AUM

$863.2M

13F long equity, this entity only

Positions

340

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DELTA AIR LINES INC	COM NEW	$255.1M	3836835	29.55%	DFND
2	CBRE GROUP INC	CL A	$119.7M	883815	13.87%	DFND
3	AMERICAN CENTY ETF TR	DIVERSIFID CRP	$32.7M	700568	3.78%	SOLE
4	ISHARES TR	CORE MSCI EAFE	$19.8M	219254	2.30%	SOLE
5	AMERICAN CENTY ETF TR	US SML CP VALU	$19.0M	172205	2.20%	SOLE
6	ISHARES INC	CORE MSCI EMKT	$18.4M	264491	2.14%	SOLE
7	VANGUARD INDEX FDS	SML CP GRW ETF	$18.3M	60452	2.12%	SOLE
8	ISHARES TR	MRGSTR SM CP GR	$17.8M	325545	2.07%	SOLE
9	VANGUARD INDEX FDS	SM CP VAL ETF	$16.6M	76301	1.92%	SOLE
10	AMERICAN CENTY ETF TR	US LARGE CAP VLU	$15.7M	194591	1.82%	SOLE
11	VANGUARD ADMIRAL FDS INC	SMLCP 600 VAL	$14.7M	144690	1.71%	SOLE
12	ISHARES TR	IBOXX INV CP ETF	$14.2M	129846	1.64%	SOLE
13	VANGUARD INDEX FDS	VALUE ETF	$13.2M	67486	1.53%	SOLE
14	ISHARES TR	CORE DIV GRWTH	$11.1M	157947	1.28%	SOLE
15	ISHARES TR	CORE S&P US GWT	$9.9M	64035	1.15%	SOLE
16	FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$8.0M	117469	0.93%	SOLE
17	FIRST TR EXCHANGE TRADED FD	SMID RISNG ETF	$8.0M	202034	0.92%	SOLE
18	VANGUARD INDEX FDS	GROWTH ETF	$7.6M	17505	0.89%	SOLE
19	ISHARES TR	CORE S&P US VLU	$7.3M	71340	0.84%	SOLE
20	ISHARES TR	CORE HIGH DV ETF	$6.5M	48037	0.76%	SOLE
21	INNOVATOR ETFS TRUST	U S EQ 10 BUFFER	$5.9M	181097	0.68%	SOLE
22	ISHARES TR	0-5YR HI YL CP	$5.4M	127343	0.62%	SOLE
23	FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$5.0M	149511	0.58%	SOLE
24	ISHARES TR	MSCI USA MMENTM	$4.8M	20156	0.56%	SOLE
25	ISHARES TR	CORE S&P500 ETF	$4.5M	6848	0.52%	SOLE
26	APPLE INC	COM	$4.4M	17508	0.51%	SOLE
27	FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$4.4M	125306	0.51%	SOLE
28	PACER FDS TR	LUNT LRGCP MULTI	$4.3M	83558	0.50%	SOLE
29	ISHARES TR	0-3 MNTH TREASRY	$4.1M	40737	0.48%	SOLE
30	EXXON MOBIL CORP	COM	$3.5M	20490	0.40%	SOLE
31	NVIDIA CORPORATION	COM	$3.4M	19345	0.39%	SOLE
32	ISHARES TR	1 3 YR TREAS BD	$3.3M	40151	0.38%	SOLE
33	INVESCO EXCHANGE TRADED FD T	S&P 500 TOP 50	$3.3M	60395	0.38%	SOLE
34	ISHARES TR	ISHARES SEMICDTR	$3.1M	9339	0.36%	SOLE
35	SCHWAB STRATEGIC TR	US BRD MKT ETF	$2.8M	69206449	0.32%	DFND
36	FIRST TR EXCHANGE-TRADED FD	WTR ETF	$2.7M	26552	0.32%	SOLE
37	FIRST TR EXCHANGE TRADED FD	RBA INDL ETF	$2.5M	22318	0.29%	SOLE
38	FIDELITY COVINGTON TRUST	ENHANCED SMALL	$2.4M	63817	0.28%	SOLE
39	3M CO	COM	$2.4M	16676	0.28%	SOLE
40	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.1M	4280	0.24%	SOLE
41	JPMORGAN CHASE & CO	COM	$2.0M	6722	0.23%	SOLE
42	AMAZON COM INC	COM	$1.9M	9226	0.22%	SOLE
43	FIRST TR EXCHNG TRADED FD VI	FT VEST LAD	$1.9M	72092	0.22%	SOLE
44	MICROSOFT CORP	COM	$1.9M	5032	0.22%	SOLE
45	INNOVATOR ETFS TRUST	DEFINED WLT SHLD	$1.7M	50526	0.20%	SOLE
46	CHEVRON CORPORATION	COM	$1.7M	7986	0.19%	SOLE
47	VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.6M	2620	0.18%	SOLE
48	SELECT SECTOR SPDR TR	STATE STREET TEC	$1.5M	11553	0.18%	SOLE
49	TESLA INC	COM	$1.5M	4078	0.18%	SOLE
50	JOHNSON & JOHNSON	COM	$1.4M	5925	0.17%	SOLE

1–50 of 340

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.