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Portfolio (Quarterly) Guide ↗

Gratus Wealth Advisors, LLC

· CIK 0002022161
13F Portfolio $721M AUM 128 positions Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 4 New 46 Added 53 Reduced 7 Exited
Page 1 of 7  ·  128 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DGRO ISHARES TR 1,254,894.0 $87.1M 12.08% +20K +1.6% $69.42 +6.8%
2 MGK VANGUARD WORLD FD 166,948.0 $68.9M 9.55% -1K -0.8% $412.77 -78.5%
3 QQQ INVESCO QQQ TR Financial Services 68,255.0 $41.9M 5.81% $614.31 +16.3%
4 QQEW FIRST TR EXCHANGE-TRADED FD 271,074.0 $38.5M 5.34% +2K +0.9% $142.13 +4.7%
5 XSMO INVESCO EXCHANGE TRADED FD T 490,887.0 $35.3M 4.90% +4K +0.8% $72.01 +18.4%
6 IBDR ISHARES TR 1,436,539.0 $34.8M 4.83% +70K +5.1% $24.23 -0.0%
7 IBDS ISHARES TR 1,401,987.0 $34.0M 4.72% +57K +4.2% $24.28 -0.3%
8 IBDU ISHARES TR 1,420,969.0 $33.3M 4.61% +39K +2.9% $23.40 -1.1%
9 IBDT ISHARES TR 1,301,414.0 $33.1M 4.59% +36K +2.9% $25.45 -0.9%
10 IBDV ISHARES TR 1,482,987.0 $32.7M 4.54% NEW $22.07 -1.4%
11 XLK SELECT SECTOR SPDR TR 211,113.0 $30.4M 4.21% +105K +98.5% $143.97 +24.1%
12 FTCS FIRST TR EXCHANGE-TRADED FD 307,493.0 $28.4M 3.94% +2K +0.5% $92.51 +1.3%
13 VGT VANGUARD WORLD FD 37,314.0 $28.1M 3.90% -490.0 -1.3% $753.78 -84.8%
14 GSLC GOLDMAN SACHS ETF TR 142,304.0 $18.8M 2.61% +1K +0.8% $132.37 +6.4%
15 XLV SELECT SECTOR SPDR TR 86,450.0 $13.4M 1.86% +1K +1.3% $154.80 -4.3%
16 VO VANGUARD INDEX FDS 39,870.0 $11.6M 1.60% +417.0 +1.1% $290.22 -73.3%
17 NVDA NVIDIA CORPORATION Technology 60,717.0 $11.3M 1.57% -871.0 -1.4% $186.50 +17.7%
18 GOOG ALPHABET INC Communication Services 31,083.0 $9.8M 1.35% -673.0 -2.1% $313.80 +22.2%
19 AAPL APPLE INC Technology 35,440.0 $9.6M 1.34% -182.0 -0.5% $271.86 +12.2%
20 SPY SPDR S&P 500 ETF TR Financial Services 11,888.0 $8.1M 1.12% $681.92 +8.9%
Page 1 of 7  ·  128 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 38.0%
Technology 27.0%
Communication Services 8.6%
Healthcare 7.6%
Industrials 5.9%
Consumer Cyclical 5.1%
Consumer Defensive 3.2%
Utilities 2.2%
Energy 1.8%
Basic Materials 0.3%