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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Gaddis Premier Wealth Advisors LLC

Quarter ended Q4 2025 · Filed February 11, 2026 · Accession 0001765380-26-000100

Total Value
$131.8M
Positions
82
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (82)

#IssuerTicker / CUSIPSharesValue% of Filing
1WISDOMTREE TRWT305,412$14.9M11.28%
2WISDOMTREE TRWT131,814$11.8M8.95%
3CAPITAL GROUP DIVIDEND VALUE14020W106257,474$11.2M8.53%
4FIRST TR EXCHANGE TRADED FD33738R506127,443$8.9M6.72%
5FIDELITY COVINGTON TRUST316092295207,859$6.4M4.84%
6FIRST TR EXCHNG TRADED FD VI33740F888234,712$5.9M4.48%
7PACER FDS TR69374H105104,805$5.8M4.42%
8FIRST TR EXCHANGE-TRADED FD33741X102149,251$5.7M4.34%
9FIRST TR EXCHANGE TRADED FD33738R70448,777$4.8M3.64%
10FIRST TR EXCHANGE TRADED FD33737A10830,118$4.6M3.50%
11FIRST TR EXCHANGE TRADED FD33734X84663,974$4.6M3.47%
12NVIDIA CORPORATIONNVDA15,326$2.9M2.17%
13APPLE INCAAPL7,564$2.1M1.56%
14MICROSOFT CORPMSFT3,558$1.7M1.31%
15FIDELITY MERRIMACK STR TR31618830937,251$1.7M1.30%
16JOHN HANCOCK EXCHANGE TRADED47804J20623,991$1.6M1.19%
17INVESCO QQQ TRIVZ2,428$1.5M1.13%
18OGE ENERGY CORPOGE33,494$1.4M1.09%
19FIDELITY COVINGTON TRUST31609235223,087$1.3M0.96%
20THERMO FISHER SCIENTIFIC INCTMO2,165$1.3M0.95%
21VANGUARD INDEX FDS9229083631,953$1.2M0.93%
22AMAZON COM INCAMZN4,856$1.1M0.85%
23DBX ETF TR23305148118,101$1.1M0.80%
24EXXON MOBIL CORPXOM8,522$1.0M0.78%
25CREDO TECHNOLOGY GROUP HOLDICRDO6,699$963,9190.73%
26FIDELITY COVINGTON TRUST31609A40425,386$928,6220.70%
27META PLATFORMS INCMETA1,404$926,7660.70%
28CHEVRON CORP NEWCVX5,930$903,7910.69%
29FIRST TR EXCHNG TRADED FD VI33740F69818,616$885,5630.67%
30INVESCO EXCH TRADED FD TR IIIVZ3,483$880,9950.67%
31INVESCO ACTIVELY MANAGED EXCIVZ18,478$876,2380.67%
32BERKSHIRE HATHAWAY INC DELBRK-A1,631$819,8220.62%
33COHERENT CORPCOHR4,080$753,0460.57%
34MASTEC INCMTZ3,248$706,0180.54%
35CENCORA INCCOR2,076$701,1690.53%
36AT&T INCT-PC28,044$696,6010.53%
37GOLDMAN SACHS GROUP INCGSCE778$683,9370.52%
38FIDELITY COVINGTON TRUST31609284011,635$659,6030.50%
39PACER FDS TR69374H67519,438$654,1500.50%
40WALMART INCWMT5,813$647,6210.49%
41SURGEPAYS INCSURG377,924$631,1330.48%
42DELL TECHNOLOGIES INCDELL4,843$609,6540.46%
43APPLIED INDL TECHNOLOGIES IN03820C1052,367$607,7840.46%
44PACER FDS TR69374H8819,842$592,1690.45%
45ENERGY TRANSFER L PET-PI34,905$575,5760.44%
46PACER FDS TR69374H87314,009$541,8680.41%
47FIDELITY COVINGTON TRUST3160928082,321$521,4750.40%
48WABTEC9297401082,409$514,2080.39%
49ONEOK INC NEWOKE6,750$496,0890.38%
50ELI LILLY & COLLY435$467,5580.35%
51FIRST TR EXCHANGE-TRADED FD33733E1045,015$463,9670.35%
52PACER FDS TR69374H3035,785$454,9900.35%
53DIMENSIONAL ETF TRUST25434V70811,401$451,3590.34%
54ISHARES TR4642874403,931$378,0050.29%
55PACER FDS TR69374H8578,068$357,9910.27%
56CONOCOPHILLIPSCOP3,784$354,1910.27%
57PALANTIR TECHNOLOGIES INCPLTR1,991$353,8860.27%
58FIRST TR EXCHNG TRADED FD VI33740F7559,488$325,0590.25%
59HOME DEPOT INCHD936$322,1260.24%
60SPDR S&P 500 ETF TRSPY461$314,3410.24%
61PEPSICO INCPEP2,176$312,3000.24%
62J P MORGAN EXCHANGE TRADED F46641Q3325,374$307,6080.23%
63PGIM ETF TR69344A2068,276$293,6320.22%
64IRON MTN INC DEL46284V1013,426$284,1480.22%
65JANUS DETROIT STR TR47103U7465,376$279,8750.21%
66AIM ETF PRODUCTS TRUST00888H5057,037$274,4430.21%
67INNOVATOR ETFS TRUSTINHD5,075$269,2210.20%
68FS KKR CAP CORPFSK17,216$254,9620.19%
69ALPHABET INCGOOG814$254,6600.19%
70T ROWE PRICE ETF INC87283Q8676,362$243,1560.18%
71AMERICAN HEALTHCARE REIT INCAHR5,045$237,4180.18%
72BLUEROCK PVT REAL ESTATE FD09631P10215,778$236,6700.18%
73PHILLIPS 66PSX1,829$236,0340.18%
74PROCTER AND GAMBLE CO7427181091,636$234,4550.18%
75SPDR DOW JONES INDL AVERAGE78467X109477$229,3610.17%
76AXON ENTERPRISE INCAXON403$228,8760.17%
77INVESCO EXCHANGE TRADED FD TIVZ1,955$227,5700.17%
78STRIDE INCLRN3,195$207,4510.16%
79FIRST TR EXCHANGE-TRADED FD33734H1064,404$202,9360.15%
80SIMMONS 1ST NATL CORP82873020010,645$200,6580.15%
81FIRST TR EXCH TRADED FD III33739P85510,277$199,2630.15%
82PRIMO BRANDS CORPORATIONPRMB11,276$184,3630.14%