Gaddis Premier Wealth Advisors LLC - Portfolio Stock Holdings
Gaddis Premier Wealth Advisors LLC disclosed 103 stock positions in a recent SEC 13F filing. $162,926,626 of stock holdings were filed, with the largest holdings including IHDG, CGDV, and DGRW. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $368,546,461 and has 16 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
103Est. Stock Holding Value:
$162,926,626Top Stock Holdings By Sector
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Portfolio Stock Holdings - Gaddis Premier Wealth Advisors LLC
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Portfolio Options Holdings - Gaddis Premier Wealth Advisors LLC
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