Fund Holdings

Gallagher Fiduciary Advisors, LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
PG&E CORP(PCG)19,426,61418,506,793-919,821312,185,684325,164,35912.62%+12,978,675
AMERICAN CENTY ETF TR634,224700,568+66,34429,967,08832,653,4721.27%+2,686,384
AMERICAN CENTY ETF TR173,727194,591+20,86413,163,26115,685,9660.61%+2,522,705
VANGUARD INDEX FDS60,44267,486+7,04411,543,81313,240,7220.51%+1,696,909
ISHARES TR
CORE MSCI EAFE
206,046219,254+13,20818,432,85719,849,0320.77%+1,416,175
ISHARES TR
CORE DIV GRWTH
141,488157,947+16,4599,822,10611,084,6880.43%+1,262,582
ISHARES TR
CORE HIGH DV ETF
43,53448,037+4,5035,294,2106,519,5770.25%+1,225,367
PACER FDS TR
LUNT LRGCP MULTI
62,21283,558+21,3463,249,9394,329,1540.17%+1,079,215
VANGUARD INDEX FDS56,95660,452+3,49617,206,83118,271,6970.71%+1,064,866
EXXON MOBIL CORP20,85620,490-3662,509,8183,476,3910.13%+966,573
ISHARES TR62,32371,340+9,0176,390,5737,294,4710.28%+903,898
ISHARES TR
MSCI USA MMENTM
15,75420,156+4,4023,943,3954,837,1190.19%+893,724
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
015,913+15,9130888,7430.03%+888,743
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
016,523+16,5230832,9450.03%+832,945
ISHARES TR307,111325,545+18,43417,032,36117,839,8410.69%+807,480
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
016,112+16,1120781,2710.03%+781,271
ECHOSTAR CORP(ECHO)04,597+4,5970538,1710.02%+538,171
TTM TECHNOLOGIES INC(TTMI)04,727+4,7270460,5040.02%+460,504
ISHARES TR03,830+3,8300426,4960.02%+426,496
HECLA MINING COMPANY(HL)021,268+21,2680396,2220.02%+396,222
CHEVRON CORPORATION(CVX)8,3757,986-3891,276,3651,652,3010.06%+375,936
DARDEN RESTAURANTS INC(DRI)01,909+1,9090374,3100.01%+374,310
BLACKROCK ETF TRUST
ISHA LA CORE ETF
08,218+8,2180337,4310.01%+337,431
PRAXIS PRECISION MEDICINES I(PRAX)0990+9900318,9680.01%+318,968
VERIZON COMMUNICATIONS INC(VZ)26,81328,104+1,2911,092,0981,410,8120.05%+318,714
PBF ENERGY INC(PBF)06,374+6,3740303,5360.01%+303,536
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQUTY
9,22518,925+9,700280,224573,8150.02%+293,591
COEUR MNG INC(CDE)015,534+15,5340291,5730.01%+291,573
CAPITAL GRP FIXED INCM ETF T
SHORT DURATION
011,221+11,2210289,3900.01%+289,390
INNOVATOR ETFS TRUST
U S EQ 10 BUFFER
171,607181,097+9,4905,589,2335,878,3980.23%+289,165
BERKSHIRE HATHAWAY INC DEL3,5354,280+7451,776,6162,050,7360.08%+274,120
SELECT SECTOR SPDR TR
ST STR TECHN ETF
8,83011,553+2,7231,271,3141,535,3430.06%+264,029
FIDELITY COVINGTON TRUST
ENHANCED SML CAP
57,71163,817+6,1062,180,3242,425,0520.09%+244,728
ISHARES TR57,68564,035+6,3509,687,6799,932,3980.39%+244,719
BLACKROCK ETF TRUST
ISHA IN CTRY ETF
07,537+7,5370242,3370.01%+242,337
ISHARES TR03,538+3,5380242,2470.01%+242,247
PATTERSON-UTI ENERGY INC(PTEN)22,64734,858+12,211138,373377,5070.01%+239,134
KOSMOS ENERGY LTD(KOS)198,721150,403-48,318180,319418,1200.02%+237,801
AIM ETF PRODUCTS TRUST
ALLIA US FEB ETF
07,075+7,0750236,8710.01%+236,871
JOHNSON & JOHNSON(JNJ)5,8895,925+361,218,8311,448,2450.06%+229,414
BUNGE GLOBAL SA(BG)01,758+1,7580223,6560.01%+223,656
QNITY ELECTRONICS INC(Q)01,933+1,9330222,9780.01%+222,978
VIASAT INC(VSAT)04,783+4,7830219,0610.01%+219,061
BLACKROCK ETF TRUST
ISHARES DEFENSE
06,663+6,6630218,0130.01%+218,013
BLUELINX HLDGS INC03,998+3,9980216,6120.01%+216,612
FIRST TR EXCHNG TRADED FD VI
VEST US EQUITY M
9,13315,310+6,177301,884512,5680.02%+210,684
SELECT SECTOR SPDR TR
ST STR STAPL ETF
02,532+2,5320207,6070.01%+207,607
TAIWAN SEMICONDUCTOR MANUFAC(TSM)0607+6070205,2170.01%+205,217
GOLAR LNG LTD
SHS
17,18515,571-1,614639,454842,5510.03%+203,097
ISHARES INC
CORE MSCI EMKT
271,827264,491-7,33618,272,24318,448,2780.72%+176,035
AT&T INC(T)32,26433,603+1,339801,436974,1440.04%+172,708
MICRON TECHNOLOGY INC(MU)3,3043,295-9943,0191,113,1670.04%+170,148
TRI POINTE HOMES INC
COM
15,04513,691-1,354473,466639,7800.02%+166,314
SELECT SECTOR SPDR TR
ST STR FINL ETF
6,03110,042+4,011330,311495,7620.02%+165,451
ISHARES TR2,9714,889+1,918258,952423,8270.02%+164,875
CALIFORNIA RES CORP(CRC)6,2956,348+53281,427439,4000.02%+157,973
TECHNIPFMC PLC(FTI)6,3756,368-7284,060440,1940.02%+156,134
DANA INC(DAN)23,91821,441-2,477568,303721,4870.03%+153,184
INTELLIA THERAPEUTICS INC(NTLA)011,651+11,6510149,3660.01%+149,366
ULTRA CLEAN HLDGS INC(UCTT)16,0048,921-7,083405,381554,7080.02%+149,327
INNOVATOR ETFS TRUST
EQUIT DEFIN JUL
17,10322,228+5,125497,013646,1680.03%+149,155
ISHARES TR39,40540,737+1,3323,955,4404,100,5650.16%+145,125
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
7,56811,164+3,596323,835467,8830.02%+144,048
CONOCOPHILLIPS(COP)3,3823,454+72316,578455,9370.02%+139,359
WALMART INC(WMT)10,09910,168+691,125,1491,263,7250.05%+138,576
UNIFIRST CORP MASS(UNF)3,7013,386-315713,958851,9800.03%+138,022
AMERICAN CENTY ETF TR10,00811,277+1,269823,835956,7500.04%+132,915
SPDR SERIES TRUST
ST STR P500ETF
12,11114,352+2,241971,5061,098,5090.04%+127,003
INNOVATOR ETFS TRUST
DEFINED WLT SHLD
46,80050,526+3,7261,568,2801,690,8450.07%+122,565
AMERESCO INC7,88913,773+5,884231,069351,2120.01%+120,143
LINDE PLC(LIN)740878+138315,367435,3550.02%+119,988
ISHARES TR6,3556,848+4934,353,1054,472,9660.17%+119,861
FIRST TR EXCHANGE TRADED FD
SMID RISNG ETF
204,794202,034-2,7607,847,7227,966,2030.31%+118,481
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
10,71512,212+1,497804,136918,1910.04%+114,055
RIOT PLATFORMS INC(RIOT)12,83721,975+9,138162,645271,6110.01%+108,966
SELECT SECTOR SPDR TR
ST STR INDL ETF
1,3041,899+595202,244307,0710.01%+104,827
SELECT SECTOR SPDR TR
ST STR DISCR ETF
1,8923,011+1,119225,943328,1880.01%+102,245
SELECT SECTOR SPDR TR
ST STR CARE ETF
1,6022,386+784247,997349,8570.01%+101,860
XCEL ENERGY INC(XEL)17,94517,952+71,325,4381,426,1330.06%+100,695
SELECT SECTOR SPDR TR
ST STR SVC ETF
2,0243,036+1,012238,275336,5950.01%+98,320
DTE ENERGY CO(DTB)4,1164,176+60530,842610,6360.02%+79,794
HALLIBURTON CO(HAL)7,3567,295-61207,870284,4160.01%+76,546
AMERICAN CENTY ETF TR10,15711,798+1,6411,163,2251,239,1110.05%+75,886
FIRST TR EXCHANGE TRADED FD
RBA INDL ETF
24,37522,318-2,0572,396,5072,472,3480.10%+75,841
UNITED THERAPEUTICS CORP DEL(UTHR)573591+18278,951350,1550.01%+71,204
HONEYWELL INTL INC(HON)2,2442,246+2437,771507,6770.02%+69,906
AGIOS PHARMACEUTICALS INC(AGIO)11,24511,077-168306,075374,7180.01%+68,643
FIRST TR EXCHNG TRADED FD VI
FT VEST NASD ETF
121,597125,306+3,7094,358,0244,425,7980.17%+67,774
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
3,3073,797+490836,304902,3030.04%+65,999
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
7,3839,030+1,647306,616371,0310.01%+64,415
SCHWAB STRATEGIC TR9,02110,170+1,149325,314389,1220.02%+63,808
J P MORGAN EXCHANGE TRADED F
INTRNL RES EQT
6,7677,532+765506,730570,4910.02%+63,761
PRINCIPAL EXCHANGE TRADED FD
ACTIVE HIGH YL
26,31029,716+3,406500,024563,4070.02%+63,383
INTEL CORP(INTC)9,3989,258-140346,784408,5610.02%+61,777
MCKESSON CORP(MCK)504549+45413,426475,0830.02%+61,657
VISHAY INTERTECHNOLOGY INC(VSH)25,29623,768-1,528366,534427,8290.02%+61,295
SCHWAB STRATEGIC TR31,62632,680+1,054951,0041,011,7630.04%+60,759
ENPRO INC(NPO)4,2963,906-390919,853979,0640.04%+59,211
MARVELL TECHNOLOGY INC(MRVL)3,8383,873+35326,190383,5920.01%+57,402
DEERE & CO(DE)450472+22209,338266,0580.01%+56,720
Page 1 of 4