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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 7 of 7  ·  138 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 AZO AUTOZONE INC Consumer Cyclical 85.0 $272K 0.04% -1.0 -1.2% $3195.94 -3.7%
122 ACN ACCENTURE PLC IRELAND Technology 2,151.0 $268K 0.03% -63.0 -2.9% $124.44 +47.2%
123 IBDW ISHARES TR 12,693.0 $265K 0.03% $20.84 -0.9%
124 PTC PTC INC Technology 2,303.0 $262K 0.03% -288.0 -11.1% $113.61 +34.2%
125 KMI KINDER MORGAN INC DEL Energy 7,840.0 $251K 0.03% NEW $31.97 +0.3%
126 ENB ENBRIDGE INC Energy 4,391.0 $238K 0.03% -52.0 -1.2% $54.21 -7.3%
127 PPL PPL CORP Utilities 6,320.0 $230K 0.03% NEW $36.35 -2.4%
128 WFC WELLS FARGO & CO Financial Services 2,766.0 $229K 0.03% -2K -41.1% $82.63 +4.0%
129 SSUS STRATEGY SHS 4,125.0 $228K 0.03% NEW $55.31 +1.9%
130 HONEYWELL INTL INC 1,016.0 $227K 0.03% NEW $223.92
131 HONEYWELL AEROSPACE INC 1,014.0 $224K 0.03% NEW $221.08
132 RPG INVESCO EXCHANGE TRADED FD T 3,503.0 $224K 0.03% NEW $63.85 -8.7%
133 RTX RTX CORPORATION Industrials 1,160.0 $220K 0.03% +18.0 +1.6% $189.76 +16.1%
134 BP BP PLC Energy 5,949.0 $220K 0.03% $36.95 +18.4%
135 KBWB INVESCO EXCH TRADED FD TR II 2,324.0 $216K 0.03% NEW $92.98 +3.8%
136 RKLB ROCKET LAB CORP Industrials 2,000.0 $203K 0.03% NEW $101.65 -25.4%
137 BKNG BOOKING HOLDINGS INC Consumer Cyclical 1,131.0 $202K 0.03% +1K +1539.1% $178.24 +19.5%
138 OEF ISHARES TR 550.0 $201K 0.03% NEW $365.87 +3.9%
Page 7 of 7  ·  138 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%