Gallagher Fiduciary Advisors, LLC Portfolio Holdings

Gallagher Fiduciary Advisors, LLC

  • $70.8 Billion
  • Q2 2025

Gallagher Fiduciary Advisors, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $70.8 Billion distributed in 333 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $45.7B, Spdr S&P 500 ETF Trust with a value of $6.09B, Vanguard Lg Trm Corp Bd ETF with a value of $4.5B, Ishares 10+ Year Investment Gr with a value of $2.95B, and Schwab Strategic Tr Us Broad M with a value of $1.54B.

Examining the 13F form we can see an increase of $67.8B in the current position value, from $3.01B to 70.8B.

Gallagher Fiduciary Advisors, LLC is based out at Rolling Meadows, IL

Below you can find more details about Gallagher Fiduciary Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $70.8 Billion
ETFs: $68.6 Billion
Consumer Cyclical: $1.39 Billion
Utilities: $295 Million
Industrials: $229 Million
Real Estate: $139 Million
Financial Services: $58.6 Million
Technology: $20.5 Million
Communication Services: $10.7 Million
Other: $32.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$45.7 Billion 64.56% of portfolio
150,330,714
Q2 2025 Added 30,685.29%
$0
$6.09 Billion 8.61% of portfolio
9,858,304
Q2 2025 Added 424,278.12%
$0
$4.5 Billion 6.36% of portfolio
59,297,124
Q2 2025 Added 19,539.62%
$0
$2.95 Billion 4.17% of portfolio
58,721,012
Q2 2025 Added 13,125.54%
$0
$1.54 Billion 2.18% of portfolio
64,764,324
Q2 2025 Added 2,295.83%
$222B
$1.37 Billion 1.94% of portfolio
4,702,188
Q2 2025 Reduced 2.83%
$0
$1.26 Billion 1.78% of portfolio
12,924,231
Q2 2025 Added 9,829.95%
$0
$1.06 Billion 1.5% of portfolio
7,981,687
Q2 2025 Added 12,272.98%
$0
$678 Million 0.96% of portfolio
11,901,177
Q2 2025 Added 5,002.59%
$0
$509 Million 0.72% of portfolio
5,717,725
Q2 2025 Added 8,739.34%
$0
$485 Million 0.69% of portfolio
4,423,192
Q2 2025 Added 949.2%
$0
$454 Million 0.64% of portfolio
2,481,960
Q2 2025 Added 13,080.88%
$0
$430 Million 0.61% of portfolio
5,562,220
Q2 2025 Added 6,294.09%
$0
$347 Million 0.49% of portfolio
988,203
Q2 2025 Added 31,808.4%
$0
$344 Million 0.49% of portfolio
5,750,203
Q2 2025 Added 5,835.26%
$30.7B
$287 Million 0.41% of portfolio
20,560,455
Q2 2025 Reduced 0.87%
$0
$258 Million 0.37% of portfolio
2,657,493
Q2 2025 Added 9,700.82%
$0
$249 Million 0.35% of portfolio
2,689,700
Q2 2025 Added 9,306.85%
$0
$228 Million 0.32% of portfolio
3,093,960
Q2 2025 Added 83,838.14%
$37.5B
$218 Million 0.31% of portfolio
4,424,325
Q2 2025 Reduced 2.55%
$0
$163 Million 0.23% of portfolio
3,304,750
Q2 2025 Added 4,672.34%
$0
$156 Million 0.22% of portfolio
3,377,749
Q2 2025 Added 3,595.69%
$0
$147 Million 0.21% of portfolio
1,554,040
Q2 2025 Added 9,674.45%
$0
$140 Million 0.2% of portfolio
1,412,774
Q2 2025 Added 7,255.9%
$50.1B
$130 Million 0.18% of portfolio
931,187
Q2 2025 Reduced 0.63%
$0
$92.3 Million 0.13% of portfolio
2,017,693
Q2 2025 Added 4,220.91%
$0
$65.4 Million 0.09% of portfolio
3,675,202
Q2 2025 Added 1,719.95%
$0
$51.8 Million 0.07% of portfolio
469,255
Q2 2025 Added 10,459.29%
$0
$45.3 Million 0.06% of portfolio
962,573
Q2 2025 New
$12.8B
$35.4 Million 0.05% of portfolio
1,485,533
Q2 2025 Reduced 0.95%
$0
$30.1 Million 0.04% of portfolio
303,271
Q2 2025 Added 9,303.75%
$0
$26.5 Million 0.04% of portfolio
317,587
Q2 2025 Reduced 1.19%
$0
$27.9 Million 0.04% of portfolio
1,227,033
Q2 2025 Added 2,015.03%
$0
$23.5 Million 0.03% of portfolio
437,625
Q2 2025 Added 2.6%
$0
$21.2 Million 0.03% of portfolio
140,984
Q2 2025 Added 1.33%
$0
$11.1 Million 0.02% of portfolio
117,457
Q2 2025 Added 2.1%
$0
$17 Million 0.02% of portfolio
186,656
Q2 2025 Added 13.99%
$0
$12 Million 0.02% of portfolio
175,445
Q2 2025 Reduced 6.03%
$0
$15.3 Million 0.02% of portfolio
55,266
Q2 2025 Added 5.6%
$0
$17 Million 0.02% of portfolio
87,206
Q2 2025 Reduced 2.86%
$0
$14.9 Million 0.02% of portfolio
299,710
Q2 2025 Added 4.88%
$0
$14.7 Million 0.02% of portfolio
172,189
Q2 2025 Added 5.12%
$0
$11 Million 0.02% of portfolio
62,196
Q2 2025 Reduced 18.76%
$5.11B
$5.33 Million 0.01% of portfolio
701,423
Q2 2025 Reduced 1.81%
$0
$3.69 Million 0.01% of portfolio
85,462
Q2 2025 Reduced 89.19%
$0
$7.31 Million 0.01% of portfolio
207,117
Q2 2025 Added 3.01%
$0
$5.28 Million 0.01% of portfolio
20,868
Q2 2025 Reduced 1.67%
$456B
$4.55 Million 0.01% of portfolio
28,821
Q2 2025 Added 0.8%
$0
$7.47 Million 0.01% of portfolio
119,055
Q2 2025 Added 191.87%

Summary

  • Portfolio
  • No. of Stocks 333
  • Current Value $70.8 Billion
  • Prior Value $3.01 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 41 stocks
  • Additional Purchases 188 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 85 stocks
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