DOSSIER · 13F-HR · Q1 2026

Gaddis Premier Wealth Advisors LLC

$136M in tracked AUM across 85 positions as of Q1 2026.

GP
CIK 0002087873 · last filed Mar 31, 2026
Total AUM
$136M
as of Q1 2026
Holdings
85
positions
Whale Score
57
57
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Gaddis Premier Wealth Advisors LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IHDG
WISDOMTREE TR
$15M311K11.0%
02
DGRW
WISDOMTREE TR
$12M135K8.8%
03
CGDV
CAPITAL GROUP DIVIDEND VALUE
$11M268K8.4%
04
RDVY
FIRST TR EXCHANGE TRADED FD
$9M129K6.5%
05
FFSM
FIDELITY COVINGTON TRUST
$7M215K5.1%
06
UCON
FIRST TR EXCHNG TRADED FD VI
$6M243K4.4%
07
SDVY
FIRST TR EXCHANGE TRADED FD
$6M152K4.4%
08
PTLC
PACER FDS TR
$6M106K4.1%
09
AIRR
FIRST TR EXCHANGE TRADED FD
$5M49K4.0%
10
GRID
FIRST TR EXCHANGE-TRADED FD
$5M31K3.7%

Filing history

2026Q1Mar 31
$136M 2.9%
85 positionsView →
2025Q4Dec 31
$132M
82 positionsView →