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Gaddis Premier Wealth Advisors LLC
Updated 7 days agoManaged by Gaddis Premier Wealth Advisors Llc • Latest filing Q3 2026
Portfolio value
$181M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
99.6%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $131.8M |
| Q1 2026 | $135.6M |
| Q2 2026 | $164.6M |
| Q3 2026 | $181M |
Top holdings
110 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $14.8M | 307.5K | 8.20% | — | |
| 2 | $14.3M | 748.4K | 7.89% | — | |
| 3 | $14M | 178.3K | 7.71% | — | |
| 4 | $13.6M | 214.8K | 7.50% | — | |
| 5 | $11.1M | 230.7K | 6.15% | — | |
| 6 | ? N/A FIDELITY COVINGTON TRUST | $8.7M | 258.3K | 4.83% | — |
| 7 | $6.6M | 111.0K | 3.65% | — | |
| 8 | ? N/A T ROWE PRICE EXCHANGE-TRADED | $6.2M | 124.5K | 3.41% | — |
| 9 | $4.6M | 44.6K | 2.54% | — | |
| 10 | $4.4M | 45.0K | 2.42% | — | |
| 11 | $4M | 22.8K | 2.23% | — | |
| 12 | $4M | 38.8K | 2.21% | — | |
| 13 | ? N/A TIDAL TRUST III | $3.9M | 52.8K | 2.18% | — |
| 14 | $3.9M | 74.8K | 2.15% | — | |
| 15 | $3.6M | 15.6K | 1.97% | — | |
| 16 | $3.4M | 105.5K | 1.88% | — | |
| 17 | $2.5M | 7.6K | 1.41% | — | |
| 18 | $1.9M | 39.4K | 1.06% | — | |
| 19 | $1.9M | 3.7K | 1.04% | — | |
| 20 | $1.8M | 2.4K | 0.99% | — |