Gaddis Premier Wealth Advisors LLC: 13F holdings
CIK 20878732026Q2
| Positions | 98 |
|---|
| Reported value | $164.6m |
|---|
| Filed | 2026-08-04 |
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Change since last quarter
| Positions | 98 (+14 vs prior quarter) |
|---|
| Reported value | $164.6m (+21.4%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| XLB WISDOMTREE TR | 330,551 | $17.3m | 10.5% |
| CGDV CAPITAL GROUP DIVIDEND VALUE | 290,462 | $14.3m | 8.7% |
| DGRW WISDOMTREE TR | 139,810 | $13.4m | 8.1% |
| RDVY FIRST TR EXCHANGE TRADED FD | 135,538 | $11.0m | 6.7% |
| FFSM FIDELITY COVINGTON TRUST | 241,185 | $9.2m | 5.6% |
| SDVY FIRST TR EXCHANGE TRADED FD | 163,435 | $7.1m | 4.3% |
| AIRR FIRST TR EXCHANGE TRADED FD | 52,460 | $7.0m | 4.2% |
| UCON FIRST TR EXCHNG TRADED FD VI | 262,644 | $6.5m | 4.0% |
| CIBR FIRST TR EXCHANGE-TRADED FD | 72,397 | $6.5m | 4.0% |
| PTLC PACER FDS TR | 109,094 | $6.4m | 3.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2087873")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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