DOSSIER · 13F-HR · Q2 2026

Gaddis Premier Wealth Advisors LLC

$165M in tracked AUM across 99 positions as of Q2 2026.

GP
CIK 0002087873 · last filed Jun 30, 2026
Total AUM
$165M
as of Q2 2026
Holdings
99
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Gaddis Premier Wealth Advisors LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IHDG
WISDOMTREE TR
$17M331K10.5%
02
CGDV
CAPITAL GROUP DIVIDEND VALUE
$14M290K8.7%
03
DGRW
WISDOMTREE TR
$13M140K8.1%
04
RDVY
FIRST TR EXCHANGE TRADED FD
$11M136K6.7%
05
FFSM
FIDELITY COVINGTON TRUST
$9M241K5.6%
06
SDVY
FIRST TR EXCHANGE TRADED FD
$7M163K4.3%
07
AIRR
FIRST TR EXCHANGE TRADED FD
$7M52K4.2%
08
UCON
FIRST TR EXCHNG TRADED FD VI
$7M263K4.0%
09
CIBR
FIRST TR EXCHANGE-TRADED FD
$7M72K4.0%
10
PTLC
PACER FDS TR
$6M109K3.9%

Filing history

2026Q2Jun 30
$165M 21.4%
99 positionsView →
2026Q1Mar 31
$136M 2.9%
85 positionsView →
2025Q4Dec 31
$132M
82 positionsView →