Gallagher Capital Advisors, LLC - Portfolio overview

Gallagher Capital Advisors, LLC has 81 reported holdings in this dataset, with the latest filing dated 2026-05-05.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IVW - ISHARES TR, 10.38%
2. IVV - ISHARES TR, 10.32%
3. IVE - ISHARES TR, 9.08%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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