§ 13F · FUND PROFILE
Gratus Wealth Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $660.5T (13F)Positions · 130Turnover · — · Q4Filed · Feb 4, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$33.8T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DGRO | ISHARES TR | 1.25M | $87.1T | 12.1% | +2% |
| 2 | MGK | VANGUARD WORLD FD | 167K | $68.9T | 9.6% | −1% |
| 3 | QQQ | INVESCO QQQ TR | 68K | $41.9T | 5.8% | ±0% |
| 4 | QQEW | FIRST TR EXCHANGE-TRADED FD | 271K | $38.5T | 5.3% | +1% |
| 5 | XSMO | INVESCO EXCHANGE TRADED FD T | 491K | $35.3T | 4.9% | +1% |
| 6 | IBDR | ISHARES TR | 1.44M | $34.8T | 4.8% | +5% |
| 7 | IBDS | ISHARES TR | 1.40M | $34.0T | 4.7% | +4% |
| 8 | IBDU | ISHARES TR | 1.42M | $33.3T | 4.6% | +3% |
| 9 | IBDT | ISHARES TR | 1.30M | $33.1T | 4.6% | +3% |
| 10 | IBDV | ISHARES TR | 1.48M | $32.7T | 4.5% | NEW |
§ 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 $660450.0 trillion in assets. The fund runs a portfolio of 130 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed