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Portfolio (Quarterly) Guide ↗

Gallagher Fiduciary Advisors, LLC

· CIK 0001527781
13F Portfolio $3.1B AUM 331 positions Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 24 New 205 Added 52 Reduced 5 Exited
Page 2 of 17  ·  325 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AVLV AMERICAN CENTY ETF TR 173,727.0 $13.2M 0.43% +6K +3.7% $75.77 +17.9%
22 VEA VANGUARD TAX-MANAGED FDS 208,692.0 $13.0M 0.42% +200K +2312.6% $62.47 +12.8%
23 VTV VANGUARD INDEX FDS 60,442.0 $11.5M 0.37% -2K -2.4% $190.99 +10.4%
24 DGRO ISHARES TR 141,488.0 $9.8M 0.32% $69.42 +7.8%
25 IUSG ISHARES TR 57,685.0 $9.7M 0.31% +3K +5.5% $167.94 +11.1%
26 IDV ISHARES TR 226,411.0 $8.9M 0.29% +100K +78.8% $39.45 +13.9%
27 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 664,766.0 $8.8M 0.29% -20K -2.9% $13.28 -15.4%
28 VYM VANGUARD WHITEHALL FDS 61,497.0 $8.8M 0.29% +37K +154.2% $143.52 +10.6%
29 VUG VANGUARD INDEX FDS 17,282.0 $8.4M 0.27% -901.0 -5.0% $487.85 -82.1%
30 RDVY FIRST TR EXCHANGE TRADED FD 118,867.0 $8.3M 0.27% $69.47 +8.3%
31 SDVY FIRST TR EXCHANGE-TRADED FD 204,794.0 $7.8M 0.25% -3K -1.3% $38.32 +8.4%
32 VGIT VANGUARD SCOTTSDALE FDS 108,532.0 $6.5M 0.21% +16K +17.7% $59.93 -2.0%
33 IUSV ISHARES TR 62,323.0 $6.4M 0.21% +4K +6.5% $102.54 +7.6%
34 VNQ VANGUARD INDEX FDS 70,696.0 $6.3M 0.20% NEW $88.49 +9.4%
35 IXUS ISHARES TR 70,518.0 $6.0M 0.19% -94K -57.2% $84.64 +12.2%
36 SHYG ISHARES TR 131,855.0 $5.7M 0.18% +51K +62.9% $42.87 -1.0%
37 ZALT INNOVATOR ETFS TRUST 171,607.0 $5.6M 0.18% -22K -11.3% $32.57 +3.4%
38 HDV ISHARES TR 43,534.0 $5.3M 0.17% +3K +6.9% $121.61 -77.0%
39 BUFR FIRST TR EXCHNG TRADED FD VI 146,415.0 $5.0M 0.16% -31K -17.6% $34.26 +5.9%
40 AAPL APPLE INC Technology 17,731.0 $4.8M 0.16% $271.85 +13.6%
Page 2 of 17  ·  325 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 60.4%
Utilities 14.1%
Industrials 12.9%
Real Estate 6.8%
Financial Services 3.1%
Technology 0.9%
Healthcare 0.5%
Basic Materials 0.5%
Communication Services 0.3%
Energy 0.3%