Gallagher Capital Advisors, LLC
Q2 2025 13F Holdings
- Locationargyle, TX
- Num holdings
59
- Value ($000)
$123,778
- Date Filed07/30/2025
- Form type13F-HR
- CIK0002034519
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $11.43 M | 9 % | 100,300 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $8.57 M | 7 % | 133,414 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $7.32 M | 6 % | 41,445 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $6.46 M | 5 % | 10,110 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $6.32 M | 5 % | 12,328 | ||
VYM VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | $5.48 M | 4 % | 40,211 | ||
AMZN AMAZON COM INC | COM | 023135106 | $4.68 M | 4 % | 20,298 | ||
V VISA INC | COM CL A | 92826C839 | $3.98 M | 3 % | 11,245 | ||
AAPL APPLE INC | COM | 037833100 | $3.93 M | 3 % | 18,494 | ||
JPM JPMORGAN CHASE & CO. | COM | 46625H100 | $3.65 M | 3 % | 12,245 |
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