Gallagher Fiduciary Advisors, LLC Q2 2025 Filing

Filed August 14, 2025

Portfolio Value

$2.6T

Holdings

327

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (327 positions)

#StockSharesValue% PortfolioType
1
MCDMCDONALDS CORP
4,702,188$1.4T53.16%
2
PCGPG&E CORP
20,560,455$286.6B11.09%
3
DALDELTA AIR LINES INC DEL
4,424,325$217.6B8.42%
4
CBRECBRE GROUP INC
931,187$130.5B5.05%
5
KORPAMERICAN CENTY ETF TR
962,573$45.3B1.75%
6
BENFRANKLIN RESOURCES INC
1,485,533$35.4B1.37%
7
AQLTISHARES TR
317,587$26.5B1.03%
8
IEMGISHARES INC
437,625$26.3B1.02%
9
IUSGISHARES TR
140,984$21.2B0.82%
10
LQDISHARES TR
4,423,192$19.7B0.76%
11
VBRVANGUARD INDEX FDS
87,206$17.0B0.66%
12
AVUVAMERICAN CENTY ETF TR
186,656$17.0B0.66%
13
VBKVANGUARD INDEX FDS
55,266$15.3B0.59%
14
ISCGISHARES TR
299,710$14.9B0.58%
15
VIOVVANGUARD ADMIRAL FDS INC
172,189$14.7B0.57%
16
AVLVAMERICAN CENTY ETF TR
175,445$12.0B0.46%
17
IUSVISHARES TR
117,457$11.1B0.43%
18
VTVVANGUARD INDEX FDS
62,196$11.0B0.43%
19
DGROISHARES TR
142,821$9.1B0.35%
20
HDVISHARES TR
76,477$9.0B0.35%
21
VUGVANGUARD INDEX FDS
18,242$8.0B0.31%
22
RDVYFIRST TR EXCHANGE TRADED FD
119,055$7.5B0.29%
23
MTUMISHARES TR
30,468$7.3B0.28%
24
SDVYFIRST TR EXCHANGE-TRADED FD
207,117$7.3B0.28%
25
PALCPACER FDS TR
130,204$6.4B0.25%
26
ZALTINNOVATOR ETFS TRUST
188,705$5.8B0.22%
27
BUFRFIRST TR EXCHNG TRADED FD VI
178,807$5.7B0.22%
28
FESMFIDELITY COVINGTON TRUST
176,577$5.6B0.22%
29
CLFCLEVELAND-CLIFFS INC NEW
701,423$5.3B0.21%
30
XLKSELECT SECTOR SPDR TR
20,868$5.3B0.20%
31
NVDANVIDIA CORPORATION
28,821$4.6B0.18%
32
IVVISHARES TR
6,514$4.0B0.16%
33
AAPLAPPLE INC
18,273$3.7B0.15%
34
AMZNAMAZON COM INC
17,052$3.7B0.14%
35
SHYGISHARES TR
85,462$3.7B0.14%
36
XLGINVESCO EXCHANGE TRADED FD T
64,049$3.3B0.13%
37
SOXXISHARES TR
13,523$3.2B0.12%
38
MSFTMICROSOFT CORP
5,912$2.9B0.11%
39
BUFQFIRST TR EXCHNG TRADED FD VI
83,655$2.8B0.11%
40
XOMEXXON MOBIL CORP
25,190$2.7B0.11%
41
SCHBSCHWAB STRATEGIC TR
64,764,324$2.7B0.10%
42
MMM3M CO
17,023$2.6B0.10%
43
JPMJPMORGAN CHASE & CO.
8,380$2.4B0.09%
44
FIWFIRST TR EXCHANGE-TRADED FD
19,905$2.1B0.08%
45
SHYISHARES TR
25,409$2.1B0.08%
46
TSLATESLA INC
6,584$2.1B0.08%
47
BUFZFIRST TR EXCHNG TRADED FD VI
74,993$1.9B0.07%
48
VTIVANGUARD INDEX FDS
150,330,714$1.9B0.07%
49
XLFSELECT SECTOR SPDR TR
35,296$1.8B0.07%
50
SGOVISHARES TR
17,245$1.7B0.07%
51
PGPROCTER AND GAMBLE CO
10,617$1.7B0.07%
52
DDTOINNOVATOR ETFS TRUST
49,966$1.6B0.06%
53
METAMETA PLATFORMS INC
2,115$1.6B0.06%
54
BACVERIZON COMMUNICATIONS INC
35,411$1.5B0.06%
55
CVXCHEVRON CORP NEW
10,632$1.5B0.06%
56
BRK/BBERKSHIRE HATHAWAY INC DEL
3,013$1.5B0.06%
57
KOCOCA COLA CO
20,166$1.4B0.06%
58
SPYSPDR S&P 500 ETF TR
9,858,304$1.4B0.06%
59
VOOVANGUARD INDEX FDS
2,482$1.4B0.05%
60
WELLWELLTOWER INC
8,813$1.4B0.05%
61
XLYSELECT SECTOR SPDR TR
6,205$1.3B0.05%
62
JUNMFIRST TR EXCHNG TRADED FD VI
39,716$1.3B0.05%
63
XLCSELECT SECTOR SPDR TR
11,796$1.3B0.05%
64
XELXCEL ENERGY INC
17,922$1.2B0.05%
65
IBMINTERNATIONAL BUSINESS MACHS
4,133$1.2B0.05%
66
IGLBISHARES TR
58,721,012$1.2B0.05%
67
XLISELECT SECTOR SPDR TR
7,839$1.2B0.04%
68
GOOGALPHABET INC
6,403$1.1B0.04%
69
QUALISHARES TR
2,481,960$1.1B0.04%
70
EFVISHARES TR
17,388$1.1B0.04%
71
PFEPFIZER INC
45,063$1.1B0.04%
72
IVWISHARES TR
9,747$1.1B0.04%
73
XLVSELECT SECTOR SPDR TR
7,617$1.0B0.04%
74
WFCWELLS FARGO CO NEW
12,638$1.0B0.04%
75
TAT&T INC
34,603$1.0B0.04%
76
IUSBISHARES TR
3,377,749$998.5M0.04%
77
ABBVABBVIE INC
5,251$974.7M0.04%
78
WMTWALMART INC
9,961$974.0M0.04%
79
FOCTFIRST TR EXCHNG TRADED FD VI
21,643$969.0M0.04%
80
SSBUSDSOUTHSTATE CORPORATION
10,432$960.0M0.04%
81
MRKMERCK & CO INC
11,848$937.9M0.04%
82
IVEISHARES TR
4,768$931.8M0.04%
83
ATGEADTALEM GLOBAL ED INC
7,294$928.0M0.04%
84
JNJJOHNSON & JOHNSON
6,044$923.2M0.04%
85
BANFBANCFIRST CORP
7,259$897.3M0.03%
86
UGIUGI CORP NEW
24,307$885.3M0.03%
87
KRGKITE RLTY GROUP TR
38,934$881.9M0.03%
88
DDOMINION ENERGY INC
15,520$877.2M0.03%
89
SANMSANMINA CORPORATION
8,912$871.8M0.03%
90
GOOGLALPHABET INC
4,943$871.1M0.03%
91
PRKPARK NATL CORP
5,206$870.8M0.03%
92
IRTINDEPENDENCE RLTY TR INC
49,223$870.8M0.03%
93
DYNFBLACKROCK ETF TRUST
15,917$866.8M0.03%
94
SHELSHELL PLC
12,164$856.4M0.03%
95
NFLXNETFLIX INC
636$851.7M0.03%
96
GLWCORNING INC
16,025$842.7M0.03%
97
IWNISHARES TR
5,292$834.9M0.03%
98
NGGNATIONAL GRID PLC
11,044$821.8M0.03%
99
MTNVAIL RESORTS INC
5,179$813.7M0.03%
100
NXSTNEXSTAR MEDIA GROUP INC
4,686$810.4M0.03%
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