Fund HoldingsGallagher Fiduciary Advisors, LLC

Total Portfolio Value
$3.04B
Total Bought
$152.79M
Total Sold
$832.79M
Net Transaction
-$680.00M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
VANGUARD INDEX FDS0481,191+481,1910178,0605.86%+178,060
DELTA AIR LINES INC(DAL)03,637,451+3,637,4510340,68411.21%+340,684
SCHWAB STRATEGIC TR02,708,469+2,708,469078,4372.58%+78,437
VANGUARD SCOTTSDALE FDS
LG-TERM COR BD
0561,226+561,226042,2321.39%+42,232
ISHARES TR0833,026+833,026041,6851.37%+41,685
ISHARES TR0338,060+338,060036,8721.21%+36,872
AMERICAN CENTY ETF TR0303,556+303,556021,0760.69%+21,076
STATE STR SPDR S&P 500 ETF T(SPY)027,774+27,774020,7410.68%+20,741
PIMCO ETF TR
INV GRD CRP BD
0151,820+151,820014,7110.48%+14,711
VANGUARD TAX-MANAGED FDS0198,842+198,842014,1680.47%+14,168
FRANKLIN RESOURCES INC(BEN)01,379,739+1,379,739045,9041.51%+45,904
VANGUARD WHITEHALL FDS059,954+59,95409,4750.31%+9,475
ISHARES TR0213,736+213,73608,8550.29%+8,855
ISHARES TR
CORE MSCI TOTAL
077,355+77,35507,3830.24%+7,383
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
0113,746+113,74606,7090.22%+6,709
VANGUARD INDEX FDS069,532+69,53206,7050.22%+6,705
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
0147,346+147,34605,3830.18%+5,383
AMERICAN CENTY ETF TR700,568804,960+104,39232,65337,7121.24%+5,059
ISHARES TR
CORE MSCI EAFE
219,254257,232+37,97819,84924,8430.82%+4,994
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQUIT
0133,557+133,55704,8840.16%+4,884
FIRST TR EXCHNG TRADED FD VI
FT VEST NASD ETF
0123,612+123,61204,8540.16%+4,854
ISHARES TR64,03577,899+13,8649,93214,6520.48%+4,720
ISHARES INC
CORE MSCI EMKT
264,491276,297+11,80618,44822,8880.75%+4,440
ISHARES TR043,620+43,62004,3910.14%+4,391
FIRST TR EXCH TRADED FD III0229,813+229,81304,1090.14%+4,109
FIDELITY COVINGTON TRUST
ENHANCED SML CAP
078,985+78,98503,8140.13%+3,814
ISHARES TR
CORE UNIVRSL USD
0100,158+100,15804,6220.15%+4,622
VANGUARD INTL EQUITY INDEX F059,807+59,80703,5700.12%+3,570
ISHARES TR71,34094,711+23,3717,29410,4320.34%+3,138
VANGUARD BD INDEX FDS046,672+46,67203,4260.11%+3,426
SPDR SERIES TRUST
ST BLOO HIGH ETF
032,417+32,41703,1240.10%+3,124
ISHARES TR032,368+32,36803,1220.10%+3,122
FIRST TR EXCHANGE-TRADED FD
NASDQ CLN EDGE
015,537+15,53702,9790.10%+2,979
ISHARES TR325,545317,469-8,07617,84020,8070.68%+2,967
VANGUARD INDEX FDS60,45257,740-2,71218,27221,1150.69%+2,844
FIDELITY MERRIMACK STR TR076,650+76,65003,4870.11%+3,487
VANGUARD INDEX FDS079,492+79,492019,3160.64%+19,316
VANGUARD ADMIRAL FDS INC0148,533+148,533017,4270.57%+17,427
MICRON TECHNOLOGY INC(MU)3,2953,290-51,1133,7970.12%+2,684
AMERICAN CENTY ETF TR0172,874+172,874021,5680.71%+21,568
ISHARES TR
MSCI USA QLT FCT
014,048+14,04803,0830.10%+3,083
ISHARES TR08,513+8,51305,4550.18%+5,455
SELECT SECTOR SPDR TR
ST STR TECHN ETF
012,197+12,19702,3240.08%+2,324
ISHARES TR
MSCI USA MMENTM
20,15620,845+6894,8377,1460.24%+2,309
ISHARES TR
CORE HIGH DV ETF
48,037313,524+265,4876,5208,5940.28%+2,074
ISHARES TR6,8488,525+1,6774,4736,3850.21%+1,912
PACER FDS TR
LUNT LRGCP MULTI
83,558103,651+20,0934,3296,1930.20%+1,864
ISHARES TR018,073+18,07301,8480.06%+1,848
AMERICAN CENTY ETF TR194,591191,479-3,11215,68617,4650.57%+1,779
ISHARES TR022,126+22,12602,1900.07%+2,190
VANGUARD INDEX FDS67,48668,352+86613,24114,8960.49%+1,655
VANGUARD INDEX FDS0106,379+106,37909,1630.30%+9,163
SPDR SERIES TRUST
ST STR P500ETF
015,623+15,62301,3730.05%+1,373
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
0115,506+115,50609,3630.31%+9,363
ISHARES TR062,316+62,31601,3900.05%+1,390
ISHARES TR
CORE DIV GRWTH
157,947163,676+5,72911,08512,4050.41%+1,320
ISHARES TR02,517+2,51701,0730.04%+1,073
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
018,732+18,73201,0530.03%+1,053
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
017,251+17,25101,0340.03%+1,034
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S EQT
031,364+31,36401,3500.04%+1,350
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S EQT
035,913+35,91301,4790.05%+1,479
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
018,837+18,83708800.03%+880
INTEL CORP(INTC)9,2589,191-674091,2830.04%+875
VISHAY INTERTECHNOLOGY INC(VSH)23,76823,153-6154281,2450.04%+817
SANMINA CORP(SANM)06,268+6,26801,5860.05%+1,586
MARVELL TECHNOLOGY INC(MRVL)3,8733,722-1513841,1090.04%+725
SELECT SECTOR SPDR TR
ST STR FINL ETF
013,202+13,20207080.02%+708
ULTRA CLEAN HLDGS INC(UCTT)8,9218,779-1425551,2520.04%+697
ADVANCED MICRO DEVICES INC(AMD)01,845+1,84501,0720.04%+1,072
FIRST TR EXCHANGE TRADED FD
SMID RISNG ETF
202,034199,688-2,3467,9668,6150.28%+648
INNOVATOR ETFS TRUST
EQUIT DEFIN JUL
021,643+21,64306470.02%+647
APPLE INC(AAPL)017,403+17,40305,0360.17%+5,036
BLACKROCK ETF TRUST
ISHA I IN TE ETF
011,055+11,05505830.02%+583
SPDR SERIES TRUST
ST PORT HIGH ETF
023,649+23,64905540.02%+554
BLACKROCK ETF TRUST
ISHA IN CTRY ETF
014,220+14,22005200.02%+520
SELECT SECTOR SPDR TR
ST STR CARE ETF
03,091+3,09104900.02%+490
NVIDIA CORPORATION(NVDA)019,303+19,30303,8620.13%+3,862
HUT 8 CORP(HUT)04,158+4,15804800.02%+480
SELECT SECTOR SPDR TR
ST STR DISCR ETF
04,060+4,06004760.02%+476
ENPRO INC(NPO)3,9063,858-489791,4540.05%+475
ISHARES TR04,346+4,34604800.02%+480
INNOVATOR ETFS TRUST
EQUI DEF PRO APR
017,051+17,05104480.01%+448
ISHARES TR01,827+1,82704430.01%+443
SELECT SECTOR SPDR TR
ST STR INDL ETF
02,371+2,37104390.01%+439
SCHWAB STRATEGIC TR011,058+11,05804390.01%+439
SELECT SECTOR SPDR TR
ST STR SVC ETF
04,047+4,04704340.01%+434
CISCO SYS INC(CSCO)010,728+10,72801,2600.04%+1,260
ISHARES TR05,903+5,90301,3060.04%+1,306
BLACKROCK ETF TRUST
ISHA LA CORE ETF
08,345+8,34504200.01%+420
SPDR SERIES TRUST
ST STR P500VAL
06,907+6,90704200.01%+420
FIRST TR EXCHANGE TRADED FD
RBA INDL ETF
22,31821,695-6232,4722,8910.10%+418
VANGUARD INDEX FDS02,885+2,88501,9810.07%+1,981
TTM TECHNOLOGIES INC(TTMI)4,7274,608-1194618620.03%+401
LAM RESEARCH CORP(LRCX)0915+91503970.01%+397
PUTNAM ETF TRUST044,427+44,42703960.01%+396
SCHWAB STRATEGIC TR32,68037,702+5,0221,0121,3900.05%+378
GE AEROSPACE(GE)02,890+2,89001,0800.04%+1,080
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
059,854+59,85403,6650.12%+3,665
TARGET CORP(TGT)06,012+6,01207850.03%+785
CLEVELAND-CLIFFS INC NEW(CLF)0585,516+585,51605,4980.18%+5,498
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