Gallagher Capital Advisors, LLC Diversified Active

Location: Argyle, TX

CIK: 0002034519 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 12, 2026

Total Value: $155M (100.0% shares, 0.0% debt)

Holdings (67)

IVW ISHARES TR 12.8%
Value $19.76M Shares 160,301 Est. Cost $111.05 Unrealized
IJH ISHARES TR 8.8%
Value $13.63M Shares 206,458 Est. Cost $65.61 Unrealized
AAPL APPLE INC 5.2%
Value $8.049M Shares 29,606 Est. Cost $231.04 Unrealized +16.1%
NVDA NVIDIA CORPORATION 4.9%
Value $7.599M Shares 40,743 Est. Cost $133.62 Unrealized +39.3%
IVV ISHARES TR 4.5%
Value $6.935M Shares 10,125 Est. Cost $590.72 Unrealized
MSFT MICROSOFT CORP 3.8%
Value $5.813M Shares 12,019 Est. Cost $422.35 Unrealized +18.5%
VYM VANGUARD WHITEHALL FDS 3.7%
Value $5.771M Shares 40,007 Est. Cost $128.20 Unrealized
IYW ISHARES TR 3.4%
Value $5.308M Shares 26,585 Est. Cost $179.37 Unrealized
DVY ISHARES TR 2.9%
Value $4.48M Shares 31,743 Est. Cost $135.06 Unrealized
AMZN AMAZON COM INC 2.9%
Value $4.462M Shares 19,332 Est. Cost $204.80 Unrealized +11.7%
V VISA INC 2.5%
Value $3.896M Shares 11,135 Est. Cost $298.33 Unrealized +14.1%
JPM JPMORGAN CHASE & CO. 2.4%
Value $3.728M Shares 11,570 Est. Cost $228.03 Unrealized +35.7%
IJJ ISHARES TR 2.3%
Value $3.512M Shares 28,883 Est. Cost $121.61 Unrealized
COST COSTCO WHSL CORP NEW 2.2%
Value $3.458M Shares 4,010 Est. Cost $936.19 Unrealized -3.3%
PFE PFIZER INC 2.2%
Value $3.453M Shares 138,678 Est. Cost $25.12 Unrealized -0.3%
IJR ISHARES TR 2.1%
Value $3.258M Shares 27,106 Est. Cost $120.18 Unrealized
NOW SERVICENOW INC 1.9%
Value $2.967M Shares 19,367 Est. Cost $177.20 Unrealized -3.2%
BX BLACKSTONE INC 1.9%
Value $2.894M Shares 18,775 Est. Cost $152.15 Unrealized -0.5%
SNOW SNOWFLAKE INC 1.8%
Value $2.834M Shares 11,641 Est. Cost $141.67 Unrealized +72.3%
VUG VANGUARD INDEX FDS 1.8%
Value $2.829M Shares 5,751 Est. Cost $491.96 Unrealized
ISRG INTUITIVE SURGICAL INC 1.7%
Value $2.69M Shares 4,750 Est. Cost $520.85 Unrealized +2.2%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.7%
Value $2.669M Shares 5,310 Est. Cost $461.73 Unrealized +7.8%
NFLX NETFLIX INC 1.7%
Value $2.602M Shares 27,755 Est. Cost $108.31 Unrealized -0.5%
WMT WALMART INC 1.5%
Value $2.345M Shares 21,050 Est. Cost $85.80 Unrealized +24.9%
IDV ISHARES TR 1.5%
Value $2.271M Shares 57,559 Est. Cost $35.88 Unrealized
VB VANGUARD INDEX FDS 1.5%
Value $2.253M Shares 7,676 Est. Cost $293.46 Unrealized
LLY ELI LILLY & CO 1.3%
Value $2.008M Shares 1,868 Est. Cost $781.74 Unrealized +22.2%
MS MORGAN STANLEY 1.2%
Value $1.837M Shares 10,098 Est. Cost $119.76 Unrealized +39.0%
VZ VERIZON COMMUNICATIONS INC 1.1%
Value $1.758M Shares 43,171 Est. Cost $39.48 Unrealized +2.5%
PLTR PALANTIR TECHNOLOGIES INC 1.0%
Value $1.47M Shares 8,272 Est. Cost $118.05 Unrealized +53.4%
META META PLATFORMS INC 0.9%
Value $1.328M Shares 2,012 Est. Cost $742.02 Unrealized -10.1%
IVE ISHARES TR 0.7%
Value $1.012M Shares 4,773 Est. Cost $190.88 Unrealized
USB US BANCORP DEL 0.6%
Value $951K Shares 16,948 Est. Cost $46.54 Unrealized +4.7%
LMT LOCKHEED MARTIN CORP 0.6%
Value $855K Shares 1,768 Est. Cost $527.20 Unrealized -9.7%
GOOGL ALPHABET INC 0.6%
Value $854K Shares 2,729 Est. Cost $174.96 Unrealized +63.2%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.5%
Value $750K Shares 1 Est. Cost $729330.75 Unrealized +2.3%
PSX PHILLIPS 66 0.4%
Value $671K Shares 35,857 Est. Cost $133.38 Unrealized +0.5%
AVGO BROADCOM INC 0.4%
Value $650K Shares 1,877 Est. Cost $183.69 Unrealized +94.3%
XLP SELECT SECTOR SPDR TR 0.4%
Value $614K Shares 7,908 Est. Cost $78.61 Unrealized
STPZ PIMCO ETF TR 0.4%
Value $597K Shares 13,939 Est. Cost $42.81 Unrealized
BAC BANK AMERICA CORP 0.4%
Value $593K Shares 10,783 Est. Cost $52.67 Unrealized 0.0%
XOM EXXON MOBIL CORP 0.4%
Value $580K Shares 4,816 Est. Cost $112.36 Unrealized +2.8%
VO VANGUARD INDEX FDS 0.4%
Value $570K Shares 1,957 Est. Cost $264.04 Unrealized
VOO VANGUARD INDEX FDS 0.4%
Value $542K Shares 859 Est. Cost $629.02 Unrealized
WFC WELLS FARGO CO NEW 0.3%
Value $538K Shares 5,765 Est. Cost $86.63 Unrealized 0.0%
IAT ISHARES TR 0.3%
Value $528K Shares 9,568 Est. Cost $48.96 Unrealized
IOO ISHARES TR 0.3%
Value $506K Shares 3,996 Est. Cost $126.66 Unrealized
CRM SALESFORCE INC 0.3%
Value $463K Shares 1,747 Est. Cost $316.59 Unrealized -21.6%
GD GENERAL DYNAMICS CORP 0.3%
Value $427K Shares 1,268 Est. Cost $313.76 Unrealized +8.6%
SPY SPDR S&P 500 ETF TR 0.3%
Value $424K Shares 675 Est. Cost $604.36 Unrealized
PNNT PENNANTPARK INVT CORP 0.3%
Value $422K Shares 70,826 Est. Cost $5.95 Unrealized 0.0%
VIG VANGUARD SPECIALIZED FUNDS 0.2%
Value $366K Shares 1,661 Est. Cost $204.09 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.2%
Value $361K Shares 1,687 Est. Cost $161.38 Unrealized +39.2%
DELL DELL TECHNOLOGIES INC 0.2%
Value $341K Shares 2,713 Est. Cost $129.18 Unrealized +9.0%
FANG DIAMONDBACK ENERGY INC 0.2%
Value $332K Shares 2,208 Est. Cost $170.91 Unrealized -14.0%
TSLA TESLA INC 0.2%
Value $326K Shares 1,188 Est. Cost $324.73 Unrealized +36.5%
NVO NOVO-NORDISK A S 0.2%
Value $318K Shares 6,248 Est. Cost $81.82 Unrealized
GS GOLDMAN SACHS GROUP INC 0.2%
Value $299K Shares 340 Est. Cost $544.86 Unrealized +49.3%
TTD THE TRADE DESK INC 0.2%
Value $269K Shares 7,048 Est. Cost $113.63 Unrealized -61.0%
ITA ISHARES TR 0.2%
Value $264K Shares 1,231 Est. Cost $197.82 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.2%
Value $247K Shares 1,685 Est. Cost $84.79 Unrealized
SHOP SHOPIFY INC 0.2%
Value $239K Shares 1,483 Est. Cost $135.57 Unrealized +18.4%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value $229K Shares 753 Est. Cost $303.89 Unrealized
COP CONOCOPHILLIPS 0.1%
Value $211K Shares 2,254 Est. Cost $102.31 Unrealized -12.0%
VTV VANGUARD INDEX FDS 0.1%
Value $209K Shares 1,090 Est. Cost $191.48 Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value $203K Shares 1,414 Est. Cost $165.73 Unrealized -11.2%
UBER UBER TECHNOLOGIES INC 0.1%
Value $132K Shares 16,131 Est. Cost $72.04 Unrealized +25.0%