Data as of Q4 2025 (Dec 31, 2025)

Gaddis Premier Wealth Advisors LLC

•CIK: 2087873•Filing: Q4 2025

**Gaddis Premier Wealth Advisors LLC** manages $132M across a diversified portfolio of 82 positions. The firm exhibits significant conviction in select names, with its top holdings including IHDG at $14.9M and DGRW at $11.8M. Further notable allocations include CGDV ($11.2M) and RDVY ($8.9M), suggesting a focused, high-conviction approach to wealth preservation and growth. This concentrated positioning highlights active management within key sectors.

Total AUM
$131.8M
QoQ Performance
N/A
Positions
65
Top 10 Concentration
60.7%
Latest Filing
Q4 2025

Top Holdings Allocation

IHDG
DGRW
CGDV
RDVY
IHDG11.3%
DGRW8.9%
CGDV8.5%
RDVY6.7%
FFSM4.8%
UCON4.5%
PTLC4.4%
SDVY4.3%

📈 Biggest Buys

IHDG
WISDOMTREE TR
NEW
11.3% of portfolio
DGRW
WISDOMTREE TR
NEW
8.9% of portfolio
CGDV
CAPITAL GROUP DIVIDEND VALUE
NEW
8.5% of portfolio
RDVY
FIRST TR EXCHANGE TRADED FD
NEW
6.7% of portfolio
FFSM
FIDELITY COVINGTON TRUST
NEW
4.8% of portfolio

📉 Biggest Sells

No reductions this quarter

Sector Breakdown

Other87.1%
Technology5.9%
Consumer1.6%
Healthcare1.3%
ETF1.2%
Financial1.1%
Energy1.0%
Communication0.5%

📌 Top Holdings

IHDG11.3%
WISDOMTREE TR
$14.9M
DGRW8.9%
WISDOMTREE TR
$11.8M
CGDV8.5%
CAPITAL GROUP DIVIDEND VALUE
$11.2M
RDVY6.7%
FIRST TR EXCHANGE TRADED FD
$8.9M
FFSM4.8%
FIDELITY COVINGTON TRUST
$6.4M

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