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Portfolio (Quarterly) Guide ↗

Gratus Wealth Advisors, LLC

· CIK 0002022161
13F Portfolio $786M AUM 138 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 21 New 42 Added 50 Reduced 11 Exited
Page 3 of 3  ·  42 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 RTX RTX CORPORATION Industrials 1,160.0 $220K 0.03% +18.0 +1.6% $189.76 +12.6%
42 BKNG BOOKING HOLDINGS INC Consumer Cyclical 1,131.0 $202K 0.03% +1K +1539.1% $178.24 +18.0%
Page 3 of 3  ·  42 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 37.7%
Technology 27.5%
Communication Services 8.1%
Healthcare 7.1%
Industrials 6.6%
Consumer Cyclical 4.6%
Consumer Defensive 3.0%
Utilities 3.0%
Energy 2.1%
Real Estate 0.4%