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Portfolio (Quarterly) Guide ↗

Gallagher Fiduciary Advisors, LLC

· CIK 0001527781
13F Portfolio $2.7B AUM Filed Nov 14, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 306 New
Page 2 of 16  ·  306 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AVLV AMERICAN CENTY ETF TR 167,498.0 $12.1M 0.45% NEW $72.26 +23.6%
22 VTV VANGUARD INDEX FDS 61,952.0 $11.6M 0.42% NEW $186.49 +13.1%
23 DGRO ISHARES TR 141,225.0 $9.6M 0.35% NEW $68.08 +9.9%
24 IUSG ISHARES TR 54,654.0 $9.0M 0.33% NEW $164.54 +13.4%
25 VUG VANGUARD INDEX FDS 18,183.0 $8.7M 0.32% NEW $479.61 -81.7%
26 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 684,293.0 $8.3M 0.31% NEW $12.20 -8.0%
27 RDVY FIRST TR EXCHANGE TRADED FD 119,278.0 $8.0M 0.29% NEW $67.26 +11.9%
28 SDVY FIRST TR EXCHANGE-TRADED FD 207,477.0 $7.9M 0.29% NEW $38.02 +9.3%
29 ZALT INNOVATOR ETFS TRUST 193,481.0 $6.2M 0.23% NEW $31.88 +5.6%
30 BUFR FIRST TR EXCHNG TRADED FD VI 177,616.0 $5.9M 0.22% NEW $33.42 +8.5%
31 IUSV ISHARES TR 58,495.0 $5.8M 0.21% NEW $99.95 +10.4%
32 VGIT VANGUARD SCOTTSDALE FDS 92,223.0 $5.5M 0.20% NEW $60.03 -2.2%
33 HDV ISHARES TR 40,730.0 $5.0M 0.18% NEW $122.45 -77.2%
34 IDV ISHARES TR 126,646.0 $4.6M 0.17% NEW $36.55 +23.0%
35 AAPL APPLE INC Technology 17,688.0 $4.5M 0.17% NEW $254.63 +21.3%
36 IVV ISHARES TR 6,291.0 $4.2M 0.15% NEW $669.30 +11.9%
37 XLG INVESCO EXCHANGE TRADED FD T 64,080.0 $3.7M 0.14% NEW $57.52 +10.5%
38 NVDA NVIDIA CORPORATION Technology 19,161.0 $3.6M 0.13% NEW $186.58 +15.4%
39 MTUM ISHARES TR 13,830.0 $3.5M 0.13% NEW $256.45 +18.4%
40 SOXX ISHARES TR 13,012.0 $3.5M 0.13% NEW $271.13 +98.2%
Page 2 of 16  ·  306 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Cyclical 62.9%
Utilities 13.8%
Industrials 11.4%
Real Estate 6.8%
Financial Services 2.4%
Technology 0.8%
Basic Materials 0.5%
Healthcare 0.4%
Communication Services 0.3%
Energy 0.3%