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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 1 of 7  ·  138 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DGRO ISHARES TR 1,243,096.0 $94.2M 11.99% -12K -0.9% $75.79 +5.6%
2 MGK VANGUARD WORLD FD 817,879.0 $71.9M 9.15% +651K +389.9% $87.91 +1.7%
3 XSMO INVESCO EXCHANGE TRADED FD T 527,440.0 $49.4M 6.29% +37K +7.5% $93.63 -6.8%
4 QQQ INVESCO QQQ TR Financial Services 65,061.0 $47.9M 6.10% -3K -4.7% $736.40 -2.8%
5 XLK SELECT SECTOR SPDR TR 197,532.0 $37.6M 4.79% -14K -6.4% $190.52 -3.6%
6 IBDR ISHARES TR 1,527,912.0 $37.0M 4.71% +91K +6.4% $24.23 -0.1%
7 IBDS ISHARES TR 1,501,436.0 $36.4M 4.63% +99K +7.1% $24.22 -0.2%
8 IBDU ISHARES TR 1,550,502.0 $35.9M 4.57% +130K +9.1% $23.16 -0.3%
9 IBDV ISHARES TR 1,641,321.0 $35.8M 4.55% +158K +10.7% $21.80 -0.7%
10 IBDT ISHARES TR 1,410,511.0 $35.6M 4.53% +109K +8.4% $25.25 -0.2%
11 VGT VANGUARD WORLD FD 271,486.0 $32.4M 4.13% +234K +627.6% $119.52 -0.6%
12 IDMO INVESCO EXCH TRADED FD TR II 470,420.0 $28.4M 3.61% NEW $60.29 +3.5%
13 VO VANGUARD INDEX FDS 318,404.0 $25.7M 3.27% +279K +698.6% $80.57 +3.1%
14 FTCS FIRST TR EXCHANGE-TRADED FD 229,654.0 $21.6M 2.75% -78K -25.3% $93.92 +8.5%
15 GSLC GOLDMAN SACHS ETF TR 129,721.0 $18.4M 2.34% -13K -8.8% $141.89 +3.6%
16 QQEW FIRST TR EXCHANGE-TRADED FD 107,823.0 $17.2M 2.19% -163K -60.2% $159.60 +2.7%
17 NVDA NVIDIA CORPORATION Technology 56,898.0 $11.4M 1.45% -4K -6.3% $200.09 +8.7%
18 GOOG ALPHABET INC Communication Services 29,356.0 $10.4M 1.32% -2K -5.6% $353.33 -3.3%
19 AAPL APPLE INC Technology 33,849.0 $9.8M 1.25% -2K -4.5% $289.36 +9.5%
20 MSFT MICROSOFT CORP Technology 16,172.0 $6.0M 0.77% +1K +7.0% $373.02 +29.8%
Page 1 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%