Gallagher Capital Advisors, LLC

13F Filings History

Latest 13F report
Q2 2025 - Jul 31, 2025
Value $
$123M
Signature - Title
John Gallagher - CCO
Location
Argyle, TX
Summary
This page shows a list of all the recent 13F filings made by Gallagher Capital Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Gallagher Capital Advisors, LLC reported 59 stock holdings with total value $123M as of Q2 2025. Top holdings included IVW, IJH, NVDA, IVV, and MSFT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2025 59 $123M +$11.4M -$36.1M -$24.7M IVW, IJH, NVDA, IVV, MSFT 13F-HR 7/30/2025, 05:55 PM
Q1 2025 64 $131M +$5.59M -$3M +$2.59M IVW, IJH, AAPL, IVV, VYM 13F-HR 4/22/2025, 05:34 PM
Q4 2024 65 $137M $0 $0 IVW, IJH, AAPL, IVV, MSFT 13F-HR 2/7/2025, 02:58 PM