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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  ·  50 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PEP PEPSICO INC Consumer Defensive 3,052.0 $413K 0.05% -19.0 -0.6% $135.40 +5.3%
42 XLF SELECT SECTOR SPDR TR 6,797.0 $364K 0.05% -2K -25.9% $53.61 +7.2%
43 INTU INTUIT Technology 1,261.0 $329K 0.04% -46.0 -3.5% $261.00 +38.9%
44 FDN FIRST TR EXCHANGE-TRADED FD 1,225.0 $324K 0.04% -439.0 -26.4% $264.72 +8.1%
45 MRSH MARSH & MCLENNAN COS INC Financial Services 1,632.0 $272K 0.04% -65.0 -3.8% $166.67 +13.5%
46 AZO AUTOZONE INC Consumer Cyclical 85.0 $272K 0.04% -1.0 -1.2% $3195.94 -3.7%
47 ACN ACCENTURE PLC IRELAND Technology 2,151.0 $268K 0.03% -63.0 -2.9% $124.44 +47.2%
48 PTC PTC INC Technology 2,303.0 $262K 0.03% -288.0 -11.1% $113.61 +34.2%
49 ENB ENBRIDGE INC Energy 4,391.0 $238K 0.03% -52.0 -1.2% $54.21 -7.3%
50 WFC WELLS FARGO & CO Financial Services 2,766.0 $229K 0.03% -2K -41.1% $82.63 +4.0%
Page 3 of 3  ·  50 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%