Gaddis Premier Wealth Advisors LLC
All 13F Filings
- Location
- Durant, OK
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 181,036
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/29/2026 | 110 | 181,036 | 13F-HR | Gaddis Premier Wealth Advisors LLC |
| Q2 2026 | 8/4/2026 | 99 | 164,605 | 13F-HR | Gaddis Premier Wealth Advisors LLC |
| Q1 2026 | 5/5/2026 | 85 | 135,598 | 13F-HR | Gaddis Premier Wealth Advisors LLC |
| Q4 2025 | 2/11/2026 | 82 | 131,757 | 13F-HR | Gaddis Premier Wealth Advisors LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
768
(0.4% of total reported value)
· QoQ Δ:
+253
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 114.7 K | 63.6% | 15.83 K | 0 | 15.83 K |
| ETFs | 65.61 K | 36.4% | 353 | 0 | 353 |
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Fund Snapshot
Q3 2026
Latest filed
10/29/2026
Total value ($000)
181,036
Holdings
110
QoQ value change ($000)
16,431
(10.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.