account_balance

Investment manager · 13F filer · SEC CIK 2022161

Gratus Wealth Advisors, LLC

Reported value$783Mas of Sep 30, 2026

Positions136 7 new, 9 sold out

Top 10 weight60.9%DGRO alone is 12%

FiledOct 2626 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

DGROiShares Tr

12.0%

MGKVanguard World Fd

9.6%

QQQInvesco QQQ Tr

6.1%

XSMOInvesco Exchange Traded Fd T

5.5%

XLKSelect Sector SPDR Tr

4.8%Trimmed −3%

IBDRiShares Tr

4.7%

IBDSiShares Tr

4.6%

IBDUiShares Tr

4.5%

IBDTiShares Tr

4.5%

IBDViShares Tr

4.4%

VGTVanguard World Fd

4.3%

IDMOInvesco Exch Traded Fd Tr II

3.7%

DGROiShares Tr

12.0%

MGKVanguard World Fd

9.6%

QQQInvesco QQQ Tr

6.1%

XSMOInvesco Exchange Traded Fd T

5.5%

XLKSelect Sector SPDR Tr

4.8%−3%

IBDRiShares Tr

4.7%

IBDSiShares Tr

4.6%

IBDUiShares Tr

4.5%

IBDTiShares Tr

4.5%

IBDV4.4%

VGT4.3%

IDMO3.7%

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

DGRO iShares Tr 12.0% Held

MGK Vanguard World Fd 9.6% Held

QQQ Invesco QQQ Tr 6.1% Held

XSMO Invesco Exchange Traded Fd T 5.5% Held

XLK Select Sector SPDR Tr 4.8% Trimmed −3%

IBDR iShares Tr 4.7% Held

IBDS iShares Tr 4.6% Held

IBDU iShares Tr 4.5% Held

IBDT iShares Tr 4.5% Held

IBDV iShares Tr 4.4% Held

VGT Vanguard World Fd 4.3% Held

IDMO Invesco Exch Traded Fd Tr II 3.7% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 26, 2026, compared with the Jul 20, 2026 filing

add_circleNew

SBUX $1.53M
LNC $928K
TJX $505K
IBDX $292K

arrow_upwardAdded

MSFT +11%

arrow_downwardTrimmed

PWR −7%
MRVL −6%
BRK-B −6%
TSM −6%

remove_circleSold out

ORCL $1.58M
ORLY $481K
ETN $338K
WM $283K

Gratus Wealth Advisors, LLC

Where the money is

Biggest moves since Jun 30, 2026

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