Gallagher Fiduciary Advisors, LLC Q3 2025 Filing

Filed November 14, 2025

Portfolio Value

$2.7T

Holdings

306

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (306 positions)

#StockSharesValue% PortfolioType
1
MCDMCDONALDS CORP
4,576,008$1.4T51.08%
2
PCGPG&E CORP
20,052,912$302.4B11.11%
3
DALDELTA AIR LINES INC DEL
4,297,747$243.9B8.96%
4
CBRECBRE GROUP INC
915,107$144.2B5.30%
5
LQDISHARES TR
346,385$38.6B1.42%
6
BENFRANKLIN RESOURCES INC
1,428,504$33.0B1.21%
7
KORPAMERICAN CENTY ETF TR
592,346$28.2B1.04%
8
SCHBSCHWAB STRATEGIC TR
1,036,132$26.6B0.98%
9
VCLTVANGUARD SCOTTSDALE FDS
320,178$24.9B0.91%
10
IGLBISHARES TR
469,065$24.2B0.89%
11
AVUVAMERICAN CENTY ETF TR
189,860$18.9B0.69%
12
VBRVANGUARD INDEX FDS
86,220$18.0B0.66%
13
IEMGISHARES INC
263,579$17.4B0.64%
14
AQLTISHARES TR
196,757$17.2B0.63%
15
VBKVANGUARD INDEX FDS
55,785$16.6B0.61%
16
ISCGISHARES TR
301,538$16.4B0.60%
17
VIOVVANGUARD ADMIRAL FDS INC
171,879$16.4B0.60%
18
IXUSISHARES TR
164,762$13.6B0.50%
19
BNDVANGUARD BD INDEX FDS
172,007$12.8B0.47%
20
PMBSPIMCO ETF TR
123,733$12.2B0.45%
21
AVLVAMERICAN CENTY ETF TR
167,498$12.1B0.44%
22
VTVVANGUARD INDEX FDS
61,952$11.6B0.42%
23
DGROISHARES TR
141,225$9.6B0.35%
24
IUSGISHARES TR
54,654$9.0B0.33%
25
VUGVANGUARD INDEX FDS
18,183$8.7B0.32%
26
CLFCLEVELAND-CLIFFS INC NEW
684,293$8.3B0.31%
27
RDVYFIRST TR EXCHANGE TRADED FD
119,278$8.0B0.29%
28
SDVYFIRST TR EXCHANGE-TRADED FD
207,477$7.9B0.29%
29
ZALTINNOVATOR ETFS TRUST
193,481$6.2B0.23%
30
BUFRFIRST TR EXCHNG TRADED FD VI
177,616$5.9B0.22%
31
IUSVISHARES TR
58,495$5.8B0.21%
32
VGITVANGUARD SCOTTSDALE FDS
92,223$5.5B0.20%
33
HDVISHARES TR
40,730$5.0B0.18%
34
IDV*ISHARES TR
126,646$4.6B0.17%
35
AAPLAPPLE INC
17,688$4.5B0.17%
36
IVVISHARES TR
6,291$4.2B0.15%
37
XLGINVESCO EXCHANGE TRADED FD T
64,080$3.7B0.14%
38
NVDANVIDIA CORPORATION
19,161$3.6B0.13%
39
MTUMISHARES TR
13,830$3.5B0.13%
40
SOXXISHARES TR
13,012$3.5B0.13%
41
SHYGISHARES TR
80,942$3.5B0.13%
42
VYMVANGUARD WHITEHALL FDS
24,193$3.4B0.13%
43
VTIVANGUARD INDEX FDS
10,384$3.4B0.13%
44
BUFQFIRST TR EXCHNG TRADED FD VI
87,607$3.1B0.11%
45
PALCPACER FDS TR
56,467$2.9B0.11%
46
MMM3M CO
17,550$2.7B0.10%
47
FBNDFIDELITY MERRIMACK STR TR
52,427$2.4B0.09%
48
MSFTMICROSOFT CORP
4,666$2.4B0.09%
49
XOMEXXON MOBIL CORP
20,365$2.3B0.08%
50
FIWFIRST TR EXCHANGE-TRADED FD
20,127$2.3B0.08%
51
SHYISHARES TR
25,949$2.2B0.08%
52
AMZNAMAZON COM INC
9,431$2.1B0.08%
53
JPMJPMORGAN CHASE & CO.
6,565$2.1B0.08%
54
SGOVISHARES TR
20,037$2.0B0.07%
55
FESMFIDELITY COVINGTON TRUST
53,370$2.0B0.07%
56
AGGISHARES TR
19,227$1.9B0.07%
57
BUFZFIRST TR EXCHNG TRADED FD VI
71,878$1.9B0.07%
58
TSLATESLA INC
4,057$1.8B0.07%
59
DDTOINNOVATOR ETFS TRUST
47,790$1.6B0.06%
60
BRK/BBERKSHIRE HATHAWAY INC DEL
3,063$1.5B0.06%
61
VOOVANGUARD INDEX FDS
2,489$1.5B0.06%
62
XELXCEL ENERGY INC
17,938$1.4B0.05%
63
IWNISHARES TR
7,666$1.4B0.05%
64
JUNMFIRST TR EXCHNG TRADED FD VI
39,654$1.3B0.05%
65
PGPROCTER AND GAMBLE CO
8,573$1.3B0.05%
66
TMHCTAYLOR MORRISON HOME CORP
19,236$1.3B0.05%
67
CVXCHEVRON CORP NEW
8,130$1.3B0.05%
68
ABBVABBVIE INC
5,320$1.2B0.05%
69
IBMINTERNATIONAL BUSINESS MACHS
4,215$1.2B0.04%
70
DYNFBLACKROCK ETF TRUST
19,802$1.2B0.04%
71
BACVERIZON COMMUNICATIONS INC
25,973$1.1B0.04%
72
WELLWELLTOWER INC
6,297$1.1B0.04%
73
IVWISHARES TR
9,276$1.1B0.04%
74
JNJJOHNSON & JOHNSON
5,904$1.1B0.04%
75
QUALISHARES TR
5,606$1.1B0.04%
76
XLKSELECT SECTOR SPDR TR
3,831$1.1B0.04%
77
GSEPFIRST TR EXCHNG TRADED FD VI
27,702$1.1B0.04%
78
SANMSANMINA CORPORATION
8,985$1.0B0.04%
79
KOCOCA COLA CO
15,577$1.0B0.04%
80
METAMETA PLATFORMS INC
1,405$1.0B0.04%
81
WMTWALMART INC
9,927$1.0B0.04%
82
XFEBFIRST TR EXCH TRADED FD III
55,973$1.0B0.04%
83
EFVISHARES TR
14,824$1.0B0.04%
84
IUSBISHARES TR
20,510$958.0M0.04%
85
BANFBANCFIRST CORP
7,343$928.5M0.03%
86
CMCCOMMERCIAL METALS CO
16,034$918.4M0.03%
87
NPOENPRO INC
4,000$904.0M0.03%
88
UMBFUMB FINL CORP
7,615$901.3M0.03%
89
KRGKITE RLTY GROUP TR
40,310$898.9M0.03%
90
TAT&T INC
31,279$883.3M0.03%
91
OEFISHARES TR
2,574$856.7M0.03%
92
TRSTRIMAS CORP
22,172$856.7M0.03%
93
SCHMSCHWAB STRATEGIC TR
28,841$854.8M0.03%
94
PRKPARK NATL CORP
5,256$854.3M0.03%
95
PFEPFIZER INC
32,888$838.0M0.03%
96
IVEISHARES TR
4,011$828.3M0.03%
97
FDVVFIDELITY COVINGTON TRUST
14,835$826.5M0.03%
98
JXNJACKSON FINANCIAL INC
8,164$826.4M0.03%
99
QGROAMERICAN CENTY ETF TR
7,097$811.8M0.03%
100
FSEPFIRST TR EXCHNG TRADED FD VI
15,495$783.1M0.03%
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