Gallagher Fiduciary Advisors, LLC

Institutional manager (13F) · CIK 1527781

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $2.4B

#	Issuer	Value	Shares
1	MCDONALDS CORP	$1.3B	4,325,813
2	PG&E CORP	$325M	18,506,793
3	DELTA AIR LINES INC	$255M	3,839,147
4	CBRE GROUP INC	$120M	883,856
5	FRANKLIN RESOURCES INC	$33M	1,408,138
6	AMERICAN CENTY ETF TR	$33M	700,568
7	ISHARES TR	$20M	219,254
8	AMERICAN CENTY ETF TR	$19M	172,205
9	ISHARES INC	$18M	264,491
10	VANGUARD INDEX FDS	$18M	60,452
11	ISHARES TR	$18M	325,545
12	VANGUARD INDEX FDS	$17M	76,301
13	AMERICAN CENTY ETF TR	$16M	194,591
14	VANGUARD ADMIRAL FDS INC	$15M	144,690
15	ISHARES TR	$14M	32,574,425
16	VANGUARD INDEX FDS	$13M	67,486
17	ISHARES TR	$11M	157,947
18	ISHARES TR	$10M	64,035
19	FIRST TR EXCHANGE TRADED FD	$8M	117,469
20	FIRST TR EXCHANGE TRADED FD	$8M	202,034
21	VANGUARD INDEX FDS	$8M	17,505
22	ISHARES TR	$7M	71,340
23	ISHARES TR	$7M	48,037
24	INNOVATOR ETFS TRUST	$6M	181,097
25	ISHARES TR	$5M	127,343
26	CLEVELAND-CLIFFS INC NEW	$5M	607,279
27	FIRST TR EXCHNG TRADED FD VI	$5M	149,511
28	ISHARES TR	$5M	20,156
29	ISHARES TR	$4M	6,848
30	APPLE INC	$4M	17,508
31	FIRST TR EXCHNG TRADED FD VI	$4M	125,306
32	PACER FDS TR	$4M	83,558
33	ISHARES TR	$4M	40,737
34	EXXON MOBIL CORP	$3M	20,490
35	NVIDIA CORPORATION	$3M	19,345
36	ISHARES TR	$3M	40,151
37	INVESCO EXCHANGE TRADED FD T	$3M	60,395
38	ISHARES TR	$3M	9,339
39	SCHWAB STRATEGIC TR	$3M	69,206,449
40	FIRST TR EXCHANGE-TRADED FD	$3M	26,552
41	FIRST TR EXCHANGE TRADED FD	$2M	22,318
42	FIDELITY COVINGTON TRUST	$2M	63,817
43	3M CO	$2M	16,676
44	BERKSHIRE HATHAWAY INC DEL	$2M	4,280
45	JPMORGAN CHASE & CO	$2M	6,722
46	VANGUARD INDEX FDS	$2M	153,056,541
47	AMAZON COM INC	$2M	9,226
48	FIRST TR EXCHNG TRADED FD VI	$2M	72,092
49	MICROSOFT CORP	$2M	5,032
50	INNOVATOR ETFS TRUST	$2M	50,526

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.