Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Gratus Wealth Advisors, LLC (CIK 2022161) reported $691.4M across 137 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DGRO ($85.5M, 12.36%), MGK ($59.8M, 8.64%), XSMO ($39.5M, 5.72%), QQQ ($37.0M, 5.35%), IBDR ($36.3M, 5.25%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DGRO | ISHARES TR | $85.5M | 12.36% | 1.2M | Trimmed |
| 2 | MGK | VANGUARD WORLD FD | $59.8M | 8.64% | 162,614 | Trimmed |
| 3 | XSMO | INVESCO EXCHANGE TRADED FD T | $39.5M | 5.72% | 520,253 | Added |
| 4 | QQQ | INVESCO QQQ TR | $37.0M | 5.35% | 64,114 | Trimmed |
| 5 | IBDR | ISHARES TR | $36.3M | 5.25% | 1.5M | Added |
| 6 | IBDS | ISHARES TR | $35.5M | 5.14% | 1.5M | Added |
| 7 | IBDU | ISHARES TR | $35.1M | 5.08% | 1.5M | Added |
| 8 | IBDV | ISHARES TR | $35.0M | 5.07% | 1.6M | Added |
| 9 | IBDT | ISHARES TR | $34.8M | 5.03% | 1.4M | Added |
| 10 | XLK | SELECT SECTOR SPDR TR | $26.5M | 3.84% | 199,651 | Trimmed |
| 11 | IDMO | INVESCO EXCH TRADED FD TR II | $25.1M | 3.62% | 456,816 | New |
| 12 | VGT | VANGUARD WORLD FD | $24.1M | 3.48% | 34,480 | Trimmed |
| 13 | VO | VANGUARD INDEX FDS | $22.2M | 3.22% | 77,424 | Added |
| 14 | FTCS | FIRST TR EXCHANGE-TRADED FD | $21.0M | 3.04% | 226,645 | Trimmed |
| 15 | GSLC | GOLDMAN SACHS ETF TR | $16.0M | 2.31% | 127,811 | Trimmed |
| 16 | QQEW | FIRST TR EXCHANGE-TRADED FD | $13.5M | 1.95% | 106,444 | Trimmed |
| 17 | NVDA | NVIDIA CORPORATION | $10.3M | 1.49% | 58,965 | Trimmed |
| 18 | AAPL | APPLE INC | $8.6M | 1.25% | 33,937 | Trimmed |
| 19 | GOOG | ALPHABET INC | $8.4M | 1.22% | 29,452 | Trimmed |
| 20 | MSFT | MICROSOFT CORP | $6.0M | 0.86% | 16,116 | Added |
| 21 | SPY | STATE STR SPDR S&P 500 ETF T | $5.1M | 0.74% | 7,821 | Trimmed |
| 22 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $4.5M | 0.65% | 9,375 | Hold |
| 23 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $4.3M | 0.62% | 12,702 | Trimmed |
| 24 | VIG | VANGUARD SPECIALIZED FUNDS | $3.6M | 0.53% | 16,917 | Hold |
| 25 | IVV | ISHARES TR | $3.1M | 0.45% | 4,788 | Added |
Source: SEC Form 13F filings · as of 2026-03-31