Gallagher Fiduciary Advisors, LLC Q4 2025 Filing

Filed February 17, 2026

Portfolio Value

$3.1B

Holdings

325

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (325 positions)

#StockSharesValue% PortfolioType
1
MCDMCDONALDS CORP
4,426,061$1.4B43.82%
2
PCGPG&E CORP
19,426,614$312.2M10.11%
3
DALDELTA AIR LINES INC DEL
4,041,390$280.5M9.08%
4
VTIVANGUARD INDEX FDS
481,663$161.5M5.23%
5
CBRECBRE GROUP INC
894,599$143.8M4.66%
6
SCHBSCHWAB STRATEGIC TR
2,626,353$68.9M2.23%
7
VCLTVANGUARD SCOTTSDALE FDS
845,731$64.1M2.08%
8
IGLBISHARES TR
1,264,405$63.8M2.07%
9
BENFRANKLIN RESOURCES INC
1,424,072$34.0M1.10%
10
LQDISHARES TR
288,382$31.8M1.03%
11
KORPAMERICAN CENTY ETF TR
634,224$30.0M0.97%
12
AVUVAMERICAN CENTY ETF TR
192,925$19.7M0.64%
13
AQLTISHARES TR
206,046$18.4M0.60%
14
IEMGISHARES INC
271,827$18.3M0.59%
15
VBRVANGUARD INDEX FDS
84,951$18.0M0.58%
16
VBKVANGUARD INDEX FDS
56,956$17.2M0.56%
17
ISCGISHARES TR
307,111$17.0M0.55%
18
VIOVVANGUARD ADMIRAL FDS INC
171,421$16.8M0.54%
19
SPYSPDR S&P 500 ETF TR
21,349$14.6M0.47%
20
PMBSPIMCO ETF TR
145,021$14.2M0.46%
21
AVLVAMERICAN CENTY ETF TR
173,727$13.2M0.43%
22
VEAVANGUARD TAX-MANAGED FDS
208,692$13.0M0.42%
23
VTVVANGUARD INDEX FDS
60,442$11.5M0.37%
24
DGROISHARES TR
141,488$9.8M0.32%
25
IUSGISHARES TR
57,685$9.7M0.31%
26
IDV*ISHARES TR
226,411$8.9M0.29%
27
CLFCLEVELAND-CLIFFS INC NEW
664,766$8.8M0.29%
28
VYMVANGUARD WHITEHALL FDS
61,497$8.8M0.29%
29
VUGVANGUARD INDEX FDS
17,282$8.4M0.27%
30
RDVYFIRST TR EXCHANGE TRADED FD
118,867$8.3M0.27%
31
SDVYFIRST TR EXCHANGE-TRADED FD
204,794$7.8M0.25%
32
VGITVANGUARD SCOTTSDALE FDS
108,532$6.5M0.21%
33
IUSVISHARES TR
62,323$6.4M0.21%
34
VNQVANGUARD INDEX FDS
70,696$6.3M0.20%
35
IXUSISHARES TR
70,518$6.0M0.19%
36
SHYGISHARES TR
131,855$5.7M0.18%
37
ZALTINNOVATOR ETFS TRUST
171,607$5.6M0.18%
38
HDVISHARES TR
43,534$5.3M0.17%
39
BUFRFIRST TR EXCHNG TRADED FD VI
146,415$5.0M0.16%
40
AAPLAPPLE INC
17,731$4.8M0.16%
41
IUSBISHARES TR
94,475$4.4M0.14%
42
BUFQFIRST TR EXCHNG TRADED FD VI
121,597$4.4M0.14%
43
IVVISHARES TR
6,355$4.4M0.14%
44
SGOVISHARES TR
39,405$4.0M0.13%
45
MTUMISHARES TR
15,754$3.9M0.13%
46
XFEBFIRST TR EXCH TRADED FD III
215,131$3.9M0.13%
47
NVDANVIDIA CORPORATION
19,828$3.7M0.12%
48
XLGINVESCO EXCHANGE TRADED FD T
58,705$3.5M0.11%
49
SHYISHARES TR
40,948$3.4M0.11%
50
VWOVANGUARD INTL EQUITY INDEX F
62,073$3.3M0.11%
51
BNDVANGUARD BD INDEX FDS
44,657$3.3M0.11%
52
QUALISHARES TR
16,377$3.3M0.11%
53
PALCPACER FDS TR
62,212$3.2M0.11%
54
SOXXISHARES TR
10,318$3.1M0.10%
55
EMBISHARES TR
30,386$2.9M0.09%
56
JNKSPDR SERIES TRUST
29,801$2.9M0.09%
57
FIWFIRST TR EXCHANGE-TRADED FD
25,144$2.7M0.09%
58
MMM3M CO
16,604$2.7M0.09%
59
FBNDFIDELITY MERRIMACK STR TR
57,123$2.6M0.09%
60
XOMEXXON MOBIL CORP
20,856$2.5M0.08%
61
AIRRFIRST TR EXCHANGE TRADED FD
24,375$2.4M0.08%
62
MSFTMICROSOFT CORP
4,777$2.3M0.07%
63
AMZNAMAZON COM INC
9,488$2.2M0.07%
64
JPMJPMORGAN CHASE & CO.
6,792$2.2M0.07%
65
FESMFIDELITY COVINGTON TRUST
57,711$2.2M0.07%
66
BUFZFIRST TR EXCHNG TRADED FD VI
72,213$1.9M0.06%
67
AGGISHARES TR
19,029$1.9M0.06%
68
TSLATESLA INC
4,049$1.8M0.06%
69
BRK/BBERKSHIRE HATHAWAY INC DEL
3,535$1.8M0.06%
70
IYRISHARES TR
18,302$1.7M0.06%
71
VOOVANGUARD INDEX FDS
2,624$1.6M0.05%
72
DDTOINNOVATOR ETFS TRUST
46,800$1.6M0.05%
73
SANMSANMINA CORPORATION
9,617$1.4M0.05%
74
FOCTFIRST TR EXCHNG TRADED FD VI
28,559$1.4M0.05%
75
JUNMFIRST TR EXCHNG TRADED FD VI
39,834$1.4M0.04%
76
XELXCEL ENERGY INC
17,945$1.3M0.04%
77
IBMINTERNATIONAL BUSINESS MACHS
4,387$1.3M0.04%
78
IFGLISHARES TR
55,673$1.3M0.04%
79
CVXCHEVRON CORP NEW
8,375$1.3M0.04%
80
XLKSELECT SECTOR SPDR TR
8,830$1.3M0.04%
81
ABBVABBVIE INC
5,504$1.3M0.04%
82
PGPROCTER AND GAMBLE CO
8,715$1.2M0.04%
83
DYNFBLACKROCK ETF TRUST
20,287$1.2M0.04%
84
IWNISHARES TR
6,790$1.2M0.04%
85
TMHCTAYLOR MORRISON HOME CORP
20,734$1.2M0.04%
86
JNJJOHNSON & JOHNSON
5,889$1.2M0.04%
87
WELLWELLTOWER INC
6,540$1.2M0.04%
88
CMCCOMMERCIAL METALS CO
17,220$1.2M0.04%
89
IVWISHARES TR
9,460$1.2M0.04%
90
QGROAMERICAN CENTY ETF TR
10,157$1.2M0.04%
91
KOCOCA COLA CO
16,231$1.1M0.04%
92
WMTWALMART INC
10,099$1.1M0.04%
93
BACVERIZON COMMUNICATIONS INC
26,813$1.1M0.04%
94
IVEISHARES TR
5,010$1.1M0.03%
95
KRGKITE RLTY GROUP TR
43,974$1.1M0.03%
96
FNOVFIRST TR EXCHNG TRADED FD VI
18,688$1.0M0.03%
97
IWVISHARES TR
2,606$1.0M0.03%
98
METAMETA PLATFORMS INC
1,506$993K0.03%
99
FDECFIRST TR EXCHNG TRADED FD VI
19,347$990K0.03%
100
EFVISHARES TR
13,720$979K0.03%
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