Gallagher Capital Advisors, LLC 13F Holdings
CIK 0002034519 · Argyle, TX
As of Sep 30, 2025, Gallagher Capital Advisors, LLC reported 69 positions worth
CIK 0002034519 · Argyle, TX
As of Sep 30, 2025, Gallagher Capital Advisors, LLC reported 69 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES S&P 500 GROWTH ETF | IVW | — | 168,300 | $21.1M | 12.12% |
| ISHARES CORE S&P 500 ETF | IVV | — | 10,134 | $20.9M | 12.05% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 237,274 | 6.6M | 9.54% |
| NVIDIA CORP | NVDA | Technology | 41,365 | $8.6M | 4.94% |
| APPLE INC | AAPL | Technology | 30,216 | $8.0M | 4.62% |
| MICROSOFT CORP | MSFT | Technology | 12,300 | $6.4M | 3.70% |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND | VYM | — | 41,931 | $6.0M | 3.44% |
| ISHARES US TECHNOLOGY ETF | IYW | — | 27,287 | $5.7M | 3.28% |
| AMAZON.COM INC | AMZN | Equity | 20,503 | $4.7M | 2.69% |
| ISHARES SELECT DIVIDEND ETF | DVY | — | 32,982 | $4.5M | 2.61% |
| VISA INC-CLASS A SHARES | V | Financial Services | 11,196 | $3.8M | 2.16% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 12,136 | $3.7M | 2.15% |
| SNOWFLAKE INC | SNOW | Technology | 13,430 | $3.7M | 2.14% |
| COSTCO WHOLESALE CORP | COST | Consumer Defensive | 4,029 | $3.7M | 2.12% |
| PFIZER INC | PFE | Healthcare | 147,247 | $3.6M | 2.09% |
| ISHARES CORE HIGH DIVIDEND ETF | HDV | — | 30,600 | $3.6M | 2.08% |
| SERVICENOW INC | NOW | Technology | 3,530 | $3.1M | 1.81% |
| VANGUARD INFORMATION TECHNOLOGY INDEX FUND | VGT | — | 6,149 | $2.9M | 1.67% |
| BLACKSTONE INC | BX | Financial Services | 18,625 | $2.7M | 1.56% |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 5,082 | $2.7M | 1.56% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 5,567 | $2.6M | 1.52% |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 10,792 | $2.2M | 1.26% |
| WALMART INC | WMT | Consumer Defensive | 20,916 | $2.1M | 1.21% |
| ISHARES INTERNATIONAL SELECT DIVIDEND ETF | IDV | — | 51,434 | .9M | 1.11% |
| VERIZON COMMUNICATIONS INC | BAC | Communication Services | 46,364 | .8M | 1.05% |