StockDriftsStockDriftsTop 50 Gratus Wealth Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DGRO | ISHARES TR | 11.99% | 1.24M | $94.2M | +2.06%(+25.09K) | $53.59(+49.02%) | 2026-06-30 | |
| MGK | VANGUARD WORLD FD | 9.15% | 817.9K | $71.9M | +0.59%(+4.81K) | $50.24(+79.97%) | 2026-06-30 | |
| XSMO | INVESCO EXCHANGE TRADED FD T | 6.29% | 527.4K | $49.4M | +1.38%(+7.19K) | $65.52(+36.04%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 6.1% | 65.1K | $47.9M | +1.48%(+947) | $407.42(+76.92%) | 2026-06-30 | |
| XLK | SELECT SECTOR SPDR TR | 4.79% | 197.5K | $37.6M | -1.06%(-2.12K) | $91.41(+104.29%) | 2026-06-30 | |
| IBDR | ISHARES TR | 4.71% | 1.53M | $37.0M | +2.10%(+31.41K) | $23.77(+1.73%) | 2026-06-30 | |
| IBDS | ISHARES TR | 4.63% | 1.50M | $36.4M | +2.48%(+36.31K) | $23.71(+1.88%) | 2026-06-30 | |
| IBDU | ISHARES TR | 4.57% | 1.55M | $35.9M | +2.74%(+41.42K) | $23.17(-0.52%) | 2026-06-30 | |
| IBDV | ISHARES TR | 4.55% | 1.64M | $35.8M | +2.59%(+41.51K) | $22.09(-2.21%) | 2026-06-30 | |
| IBDT | ISHARES TR | 4.53% | 1.41M | $35.6M | +2.79%(+38.34K) | $25.05(+0.43%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +40.27% |
| Top 20 Holdings Unweighted | — | — | — | — | +47.18% |
Gratus Wealth Advisors, LLC reports $785.54M in US-listed equity holdings across 138 positions in its most recent 13F filing. Its largest disclosed positions are DGRO (12.0%), MGK (9.2%) and XSMO (6.3%). The top 20 holdings account for 84.39% of reported assets. Its disclosed equity book has returned +40.27% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Gratus Wealth Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2022161). View Gratus Wealth Advisors, LLC’s 13F filings on SEC