Gallagher Capital Advisors, LLC
Q3 2025 13F Holdings
- Locationargyle, TX
- Num holdings
69
- Value ($000)
$173,697
- Date Filed11/06/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $21.05 M | 12 % | 168,300 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $20.93 M | 12 % | 10,134 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $16.58 M | 10 % | 237,274 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $8.59 M | 5 % | 41,365 | ||
AAPL APPLE INC | COM | 037833100 | $8.03 M | 5 % | 30,216 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $6.43 M | 4 % | 12,300 | ||
VYM VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | $5.98 M | 3 % | 41,931 | ||
IYW ISHARES TR | U.S. TECH ETF | 464287721 | $5.70 M | 3 % | 27,287 | ||
AMZN AMAZON COM INC | COM | 023135106 | $4.67 M | 3 % | 20,503 | ||
DVY ISHARES TR | SELECT DIVID ETF | 464287168 | $4.54 M | 3 % | 32,982 |
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