Gaddis Premier Wealth Advisors LLC - Portfolio Stock Holdings
Gaddis Premier Wealth Advisors LLC disclosed 96 stock positions in a recent SEC 13F filing. $134,819,033 of stock holdings were filed, with the largest holdings including IHDG, DGRW, and CGDV. This filing represented positions held on March 31, 2026, and was filed on May 5, 2026.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:
March 31, 2026No. of Stocks:
96Est. Stock Holding Value:
$134,819,033Top 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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