account_balance
Investment manager · 13F filer · SEC CIK 1527781
Gallagher Fiduciary Advisors, LLC
Reported value$3.04Bas of Jun 30, 2026
Positions356 30 new, 14 sold out
Top 10 weight76.8%MCD alone is 38%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
MCDMcdonalds Corp
37.8%
DALDelta Air Lines Inc
11.2%Trimmed −5%
PCGPG&E Corp
9.9%Added +109%
VTIVanguard Index FDS
5.9%Trimmed −100%
CBRECbre Group Inc
3.9%
SCHBSchwab Strategic Tr
2.6%Trimmed −96%
VCLT1.4%
IGLBiShares Tr
1.4%Trimmed −99%
KORPAmerican Centy ETF Tr
1.2%Added +15%
LQD1.2%
IEFA0.8%
MCDMcdonalds Corp
37.8%
DALDelta Air Lines Inc
11.2%Trimmed −5%
PCGPG&E Corp
9.9%Added +109%
VTI5.9%
CBRE3.9%SCHB2.6%
BEN1.5%VCLT
IGLB
KORP
LQD
IEFA
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MCD Mcdonalds Corp 37.8% HeldDAL Delta Air Lines Inc 11.2% Trimmed −5%PCG PG&E Corp 9.9% Added +109%
VTI Vanguard Index FDS 5.9% Trimmed −100%
CBRE Cbre Group Inc 3.9% HeldSCHB Schwab Strategic Tr 2.6% Trimmed −96%
BEN Franklin Resources Inc 1.5% Trimmed −2%VCLT Vanguard Scottsdale FDS 1.4% Trimmed −99%
IGLB iShares Tr 1.4% Trimmed −99%
KORP American Centy ETF Tr 1.2% Added +15%
LQD iShares Tr 1.2% Trimmed −99%
IEFA iShares Tr 0.8% Added +17%
What changed