StockDriftsStockDriftsTop 50 Gaddis Premier Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IHDG | WISDOMTREE TR | 10.55% | 330.6K | $17.3M | +6.35%(+19.74K) | $47.53(+13.72%) | 2026-06-30 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 8.72% | 290.5K | $14.3M | +8.36%(+22.41K) | $43.04(+19.20%) | 2026-06-30 | |
| DGRW | WISDOMTREE TR | 8.15% | 139.8K | $13.4M | +3.33%(+4.50K) | $89.23(+12.41%) | 2026-06-30 | |
| RDVY | FIRST TR EXCHANGE TRADED FD | 6.7% | 135.5K | $11.0M | +5.28%(+6.80K) | $68.64(+21.69%) | 2026-06-30 | |
| FFSM | FIDELITY COVINGTON TRUST | 5.62% | 241.2K | $9.2M | +12.25%(+26.32K) | $30.49(+24.51%) | 2026-06-30 | |
| SDVY | FIRST TR EXCHANGE TRADED FD | 4.3% | 163.4K | $7.1M | +7.50%(+11.40K) | $38.37(+16.26%) | 2026-06-30 | |
| AIRR | FIRST TR EXCHANGE TRADED FD | 4.26% | 52.5K | $7.0M | +6.31%(+3.11K) | $98.89(+25.00%) | 2026-06-30 | |
| UCON | FIRST TR EXCHNG TRADED FD VI | 3.98% | 262.6K | $6.5M | +7.86%(+19.15K) | $25.14(-1.92%) | 2026-06-30 | |
| CIBR | FIRST TR EXCHANGE-TRADED FD | 3.96% | 72.4K | $6.5M | +6.99%(+4.73K) | $73.49(+34.96%) | 2026-06-30 | |
| PTLC | PACER FDS TR | 3.87% | 109.1K | $6.4M | +3.26%(+3.44K) | $55.16(+9.47%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +11.81% |
| Top 20 Holdings Unweighted | — | — | — | — | +9.45% |
Gaddis Premier Wealth Advisors LLC reports $164.60M in US-listed equity holdings across 98 positions in its most recent 13F filing. Its largest disclosed positions are IHDG (10.6%), CGDV (8.7%) and DGRW (8.2%). The top 20 holdings account for 74.66% of reported assets. Its disclosed equity book has returned +11.81% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Gaddis Premier Wealth Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2087873). View Gaddis Premier Wealth Advisors LLC’s 13F filings on SEC