§ 13F · FUND PROFILE
Gratus Wealth Advisors, LLC.
AUM · $786M (13F)Positions · 138Turnover · n/a · Q2Filed · Jul 20, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | DGRO | ISHARES TR | 1.24M | $94M | 12.0% | +2% |
| 2 | MGK | VANGUARD WORLD FD | 818K | $72M | 9.2% | +403% |
| 3 | XSMO | INVESCO EXCHANGE TRADED FD T | 527K | $49M | 6.3% | +1% |
| 4 | QQQ | INVESCO QQQ TR | 65K | $48M | 6.1% | +1% |
| 5 | XLK | SELECT SECTOR SPDR TR | 198K | $38M | 4.8% | −1% |
| 6 | IBDR | ISHARES TR | 1.53M | $37M | 4.7% | +2% |
| 7 | IBDS | ISHARES TR | 1.50M | $36M | 4.6% | +2% |
| 8 | IBDU | ISHARES TR | 1.55M | $36M | 4.6% | +3% |
| 9 | IBDV | ISHARES TR | 1.64M | $36M | 4.6% | +3% |
| 10 | IBDT | ISHARES TR | 1.41M | $36M | 4.5% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GRATUS SIGNAL
AC read
Gratus Wealth Advisors, LLC is a Other fund managing $786 million in assets. The fund runs a portfolio of 138 positions.
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