§ 13F · FUND PROFILE
Gaddis Premier Wealth Advisors LLC.
AUM · $165M (13F)Positions · 99Turnover · n/a · Q2Filed · Aug 4, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$7M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IHDG | WISDOMTREE TR | 331K | $17M | 10.5% | +6% |
| 2 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 290K | $14M | 8.7% | +8% |
| 3 | DGRW | WISDOMTREE TR | 140K | $13M | 8.1% | +3% |
| 4 | RDVY | FIRST TR EXCHANGE TRADED FD | 136K | $11M | 6.7% | +5% |
| 5 | FFSM | FIDELITY COVINGTON TRUST | 241K | $9M | 5.6% | +12% |
| 6 | SDVY | FIRST TR EXCHANGE TRADED FD | 163K | $7M | 4.3% | +8% |
| 7 | AIRR | FIRST TR EXCHANGE TRADED FD | 52K | $7M | 4.2% | +6% |
| 8 | UCON | FIRST TR EXCHNG TRADED FD VI | 263K | $7M | 4.0% | +8% |
| 9 | CIBR | FIRST TR EXCHANGE-TRADED FD | 72K | $7M | 4.0% | +7% |
| 10 | PTLC | PACER FDS TR | 109K | $6M | 3.9% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GADDIS SIGNAL
AC read
Gaddis Premier Wealth Advisors LLC is a Other fund managing $165 million in assets. The fund runs a portfolio of 99 positions.
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