Gaddis Premier Wealth Advisors LLC
SEC Form 13F institutional filer · CIK 0002087873
13F-HR · 34 reported holdings · 2026-03-31
Reported long-US-equity value
$0.03B
Top-10 concentration
53.7%
Gaddis Premier Wealth Advisors LLC — $26.1M AUM allocation strategy
Gaddis Premier Wealth Advisors LLC files SEC Form 13F and reports $26.1M of long US equity value across 34 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 28.3%, followed by Financials 10.7% and Energy 10.1%.
The top 10 holdings account for 54% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Gaddis Premier Wealth Advisors LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$26.1M
total across 34 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
54% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$TROW +2.18K sh · +$60.8K+$BRK.B +269 sh · +$90.7K+$PLTR +224 sh · −$29.9K
Biggest trims (shares)
−$T −4.24K sh · −$6.48K−$OKE −1.95K sh · −$62.1K−$IVZ −940 sh · −$46.4K
Exited to nil (held last quarter, gone now)
$COHR ($753K last qtr)$GS ($684K last qtr)$DELL ($610K last qtr)$WAB ($514K last qtr)$IRM ($284K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors13.3%—
- Integrated Oil & Gas10.1%—
- Technology Hardware, Storage & Peripherals7.4%—
- Health Care Distributors5.5%—
- Systems Software5.0%—
- Life Sciences Tools & Services4.0%—
- Asset Management & Custody Banks4.0%—
- Broadline Retail3.9%—
- Other holdings46.7%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
8 of 8 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NVDA | NVIDIA Corporation | 15.3K | $2.66M | -51 | 10.2% |
| $AAPL | Apple Inc | 7.56K | $1.92M | +0 | 7.3% |
| $XOM | ExxonMobil Holdings Corporation | 8.45K | $1.43M | -77 | 5.5% |
| $MSFT | Microsoft Corporation | 3.55K | $1.32M | -5 | 5.0% |
| $CVX | Chevron Corporation | 5.8K | $1.2M | -132 | 4.6% |
| $TMO | Thermo Fisher Scientific Inc | 2.17K | $1.06M | +0 | 4.1% |
| $IVZ | Invesco Ltd | 19.5K | $1.06M | -940 | 4.0% |
| $AMZN | Amazon.com Inc | 4.83K | $1.01M | -25 | 3.9% |
…and 26 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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