Gaddis Premier Wealth Advisors LLC
All 13F Filings
- Location
- Durant, OK
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 164,605
- Description
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- Website
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- Founded
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- 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 |
|---|---|---|---|---|---|
| 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):
515
(0.3% of total reported value)
· QoQ Δ:
+190
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 98.83 K | 60.2% | 450 | 0 | 450 |
| ETFs | 65.26 K | 39.8% | 28.6 K | 0 | 28.6 K |
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Fund Snapshot
Q2 2026
Latest filed
8/4/2026
Total value ($000)
164,605
Holdings
99
QoQ value change ($000)
29,007
(21.4%)
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.