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Gallagher Capital Advisors, LLC

Q1 2026 13F Holdings

  • Location
    argyle, TX
  • Num holdings

    65

  • Value ($000)

    $148,382

  • Date Filed
    05/05/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVE

ISHARES TR

S&P 500 VAL ETF
464287408
$18.41M
12 %

158,615

I
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$13.65M
9 %

202,094

A
AAPL

APPLE INC

COM
037833100
$7.32M
5 %

28,855

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$7.26M
5 %

41,642

I
IYC

ISHARES TR

US CONSUM DISCRE
464287580
$6.99M
5 %

10,702

V
VYM

VANGUARD WHITEHALL FDS

HIGH DIV YLD
921946406
$6.03M
4 %

40,724

I
IEF

ISHARES TR

7-10 YR TRSY BD
464287440
$4.81M
3 %

31,764

I
IYW

ISHARES TR

U.S. TECH ETF
464287721
$4.73M
3 %

26,076

M
MSFT

MICROSOFT CORP

COM
594918104
$4.35M
3 %

11,746

I
IDV*

ISHARES TR

INTL SEL DIV ETF
464288448
$4.1M
3 %

96,263

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