Home › Gratus Wealth Advisors, LLC

Gratus Wealth Advisors, LLC 13F holdings

Filed 2026-07-20 · Gratus Wealth Advisors, LLC · 138 positions · $785.5M

View QoQ Changes Export CSV

TickerCompanySharesValue% of portfolio
DGROISHARES TR1.2M$94.2M12.0%
MGKVANGUARD WORLD FD817.9K$71.9M9.2%
XSMOINVESCO EXCHANGE TRADED FD T527.4K$49.4M6.3%
QQQINVESCO QQQ TR65.1K$47.9M6.1%
XLKSELECT SECTOR SPDR TR197.5K$37.6M4.8%
IBDRISHARES TR1.5M$37.0M4.7%
IBDSISHARES TR1.5M$36.4M4.6%
IBDUISHARES TR1.6M$35.9M4.6%
IBDVISHARES TR1.6M$35.8M4.6%
IBDTISHARES TR1.4M$35.6M4.5%
VGTVANGUARD WORLD FD271.5K$32.4M4.1%
IDMOINVESCO EXCH TRADED FD TR II470.4K$28.4M3.6%
VOVANGUARD INDEX FDS318.4K$25.7M3.3%
FTCSFIRST TR EXCHANGE-TRADED FD229.7K$21.6M2.7%
GSLCGOLDMAN SACHS ETF TR129.7K$18.4M2.3%
QQEWFIRST TR EXCHANGE-TRADED FD107.8K$17.2M2.2%
NVDANVIDIA CORPORATION56.9K$11.4M1.4%
GOOGALPHABET INC29.4K$10.4M1.3%
AAPLAPPLE INC33.8K$9.8M1.2%
MSFTMICROSOFT CORP16.2K$6.0M0.8%
SPYSTATE STR SPDR S&P 500 ETF T7.8K$5.8M0.7%
TSMTAIWAN SEMICONDUCTOR MANUFAC12.0K$5.7M0.7%
MRVLMARVELL TECHNOLOGY INC16.5K$4.9M0.6%
BRK-BBERKSHIRE HATHAWAY INC DEL9.1K$4.6M0.6%
VIGVANGUARD SPECIALIZED FUNDS16.9K$4.0M0.5%
IVVISHARES TR4.6K$3.5M0.4%
PWRQUANTA SVCS INC4.5K$3.2M0.4%
AMZNAMAZON COM INC13.0K$3.1M0.4%
ADIANALOG DEVICES INC6.9K$2.7M0.3%
MCKMCKESSON CORP3.5K$2.6M0.3%
DDOMINION ENERGY INC37.3K$2.5M0.3%
BACBANK OF AMER CORP43.7K$2.5M0.3%
CORCENCORA INC8.0K$2.3M0.3%
LLYELI LILLY & CO1.8K$2.2M0.3%
ANETARISTA NETWORKS INC12.7K$2.2M0.3%
IBMINTERNATIONAL BUSINESS MACHS6.7K$1.9M0.2%
GEGE AEROSPACE4.6K$1.7M0.2%
ABBVABBVIE INC6.4K$1.6M0.2%
ORCLORACLE CORP10.8K$1.6M0.2%
CSXCSX CORP33.3K$1.6M0.2%
GSGOLDMAN SACHS GROUP INC1.5K$1.5M0.2%
HWMHOWMET AEROSPACE INC5.3K$1.4M0.2%
PGPROCTER & GAMBLE CO9.6K$1.4M0.2%
AXPAMERICAN EXPRESS CO3.9K$1.3M0.2%
COSTCOSTCO WHOLESALE CORPORATION1.4K$1.3M0.2%
MAMASTERCARD INCORPORATED2.5K$1.3M0.2%
GOOGLALPHABET INC3.4K$1.2M0.2%
TXNTEXAS INSTRS INC4.1K$1.2M0.2%
BXBLACKSTONE INC10.2K$1.2M0.2%
HCAHCA HEALTHCARE INC3.1K$1.2M0.2%
COFCAPITAL ONE FINL CORP6.0K$1.2M0.2%
MRKMERCK & CO INC9.2K$1.2M0.2%
TMUST-MOBILE US INC7.0K$1.2M0.1%
CBCHUBB LIMITED3.4K$1.2M0.1%
METAMETA PLATFORMS INC2.0K$1.2M0.1%
NFLXNETFLIX INC.16.1K$1.2M0.1%
EDOWFIRST TR EXCHANGE-TRADED FD26.0K$1.1M0.1%
XLVSELECT SECTOR SPDR TR7.2K$1.1M0.1%
AFLAFLAC INC9.7K$1.1M0.1%
GLDSPDR GOLD TR3.0K$1.1M0.1%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.company }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter

{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}