Gratus Wealth Advisors, LLC — 13F holdings

Gratus Wealth Advisors, LLC reported 138 holdings worth $786M in its 13F filing for Q2 2026, filed July 20, 2026.

Largest positions

  1. DGRO ISHARES TR — $94.2M (12.0%)
  2. MGK VANGUARD WORLD FD — $71.9M (9.2%)
  3. XSMO INVESCO EXCHANGE TRADED FD T — $49.4M (6.3%)
  4. QQQ Invesco Qqq Tr — $47.9M (6.1%)
  5. XLK SELECT SECTOR SPDR TR — $37.6M (4.8%)
  6. IBDR ISHARES TR — $37.0M (4.7%)
  7. IBDS ISHARES TR — $36.4M (4.6%)
  8. IBDU ISHARES TR — $35.9M (4.6%)
  9. IBDV ISHARES TR — $35.8M (4.6%)
  10. IBDT ISHARES TR — $35.6M (4.5%)