Gallagher Capital Advisors, LLC

Q3 2025 13F Holdings

  • Location
    argyle, TX
  • Num holdings

    69

  • Value ($000)

    $173,697

  • Date Filed
    11/06/2025
  • Form type
    13F-HR
  • CIK
    0002034519
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVW

ISHARES TR

S&P 500 GRWT ETF
464287309
$21.05M
12 %

168,300

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$20.93M
12 %

10,134

I
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$16.58M
10 %

237,274

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$8.59M
5 %

41,365

A
AAPL

APPLE INC

COM
037833100
$8.03M
5 %

30,216

M
MSFT

MICROSOFT CORP

COM
594918104
$6.43M
4 %

12,300

V
VYM

VANGUARD WHITEHALL FDS

HIGH DIV YLD
921946406
$5.98M
3 %

41,931

I
IYW

ISHARES TR

U.S. TECH ETF
464287721
$5.70M
3 %

27,287

A
AMZN

AMAZON COM INC

COM
023135106
$4.67M
3 %

20,503

D
DVY

ISHARES TR

SELECT DIVID ETF
464287168
$4.54M
3 %

32,982

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