§ 13F · FUND PROFILE
Gratus Wealth Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $710M (13F)Positions · 131Turnover · — · Q1Filed · May 4, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$29M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | DGRO | ISHARES TR | 1.22M | $85M | 12.4% | −3% |
| 2 | MGK | VANGUARD WORLD FD | 163K | $60M | 8.6% | −3% |
| 3 | XSMO | INVESCO EXCHANGE TRADED FD T | 520K | $40M | 5.7% | +6% |
| 4 | QQQ | INVESCO QQQ TR | 64K | $37M | 5.4% | −6% |
| 5 | IBDR | ISHARES TR | 1.50M | $36M | 5.2% | +4% |
| 6 | IBDS | ISHARES TR | 1.47M | $36M | 5.1% | +5% |
| 7 | IBDU | ISHARES TR | 1.51M | $35M | 5.1% | +6% |
| 8 | IBDV | ISHARES TR | 1.60M | $35M | 5.1% | +8% |
| 9 | IBDT | ISHARES TR | 1.37M | $35M | 5.0% | +5% |
| 10 | XLK | SELECT SECTOR SPDR TR | 200K | $27M | 3.8% | −5% |
§ 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 $710 million in assets. The fund runs a portfolio of 131 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed