CIK 2034519
Gallagher Capital Advisors, LLC
Institutional 13F holdings & portfolio
Holdings
67
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 67
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IVW | ISHARES TR | 160K | $1M+ | SH |
| IJH | ISHARES TR | 206K | $1M+ | SH |
| AAPL | APPLE INC | 30K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 41K | $1M+ | SH |
| IVV | ISHARES TR | 10K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 12K | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 40K | $1M+ | SH |
| IYW | ISHARES TR | 27K | $1M+ | SH |
| DVY | ISHARES TR | 32K | $1M+ | SH |
| AMZN | AMAZON COM INC | 19K | $1M+ | SH |
| V | VISA INC | 11K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 12K | $1M+ | SH |
| IJJ | ISHARES TR | 29K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 4K | $1M+ | SH |
| PFE | PFIZER INC | 139K | $1M+ | SH |
| IJR | ISHARES TR | 27K | $1M+ | SH |
| NOW | SERVICENOW INC | 19K | $1M+ | SH |
| BX | BLACKSTONE INC | 19K | $1M+ | SH |
| SNOW | SNOWFLAKE INC | 12K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 6K | $1M+ | SH |
| ISRG | INTUITIVE SURGICAL INC | 5K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 5K | $1M+ | SH |
| NFLX | NETFLIX INC | 28K | $1M+ | SH |
| WMT | WALMART INC | 21K | $1M+ | SH |
| IDV | ISHARES TR | 58K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 8K | $1M+ | SH |
| LLY | ELI LILLY & CO | 2K | $1M+ | SH |
| MS | MORGAN STANLEY | 10K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 43K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 8K | $1M+ | SH |
| META | META PLATFORMS INC | 2K | $1M+ | SH |
| IVE | ISHARES TR | 5K | $1M+ | SH |
| USB | US BANCORP DEL | 17K | $500K+ | SH |
| LMT | LOCKHEED MARTIN CORP | 2K | $500K+ | SH |
| GOOGL | ALPHABET INC | 3K | $500K+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 1 | $500K+ | SH |
| PSX | PHILLIPS 66 | 36K | $500K+ | SH |
| AVGO | BROADCOM INC | 2K | $500K+ | SH |
| XLP | SELECT SECTOR SPDR TR | 8K | $500K+ | SH |
| STPZ | PIMCO ETF TR | 14K | $500K+ | SH |
| BAC | BANK AMERICA CORP | 11K | $500K+ | SH |
| XOM | EXXON MOBIL CORP | 5K | $500K+ | SH |
| VO | VANGUARD INDEX FDS | 2K | $500K+ | SH |
| VOO | VANGUARD INDEX FDS | 859 | $500K+ | SH |
| WFC | WELLS FARGO CO NEW | 6K | $500K+ | SH |
| IAT | ISHARES TR | 10K | $500K+ | SH |
| IOO | ISHARES TR | 4K | $500K+ | SH |
| CRM | SALESFORCE INC | 2K | $100K–$500K | SH |
| GD | GENERAL DYNAMICS CORP | 1K | $100K–$500K | SH |
| SPY | SPDR S&P 500 ETF TR | 675 | $100K–$500K | SH |