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 $785.5M across 138 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: DGRO ($94.2M, 11.99%), MGK ($71.9M, 9.15%), XSMO ($49.4M, 6.29%), QQQ ($47.9M, 6.10%), XLK ($37.6M, 4.79%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DGRO | ISHARES TR | $94.2M | 11.99% | 1.2M | Added |
| 2 | MGK | VANGUARD WORLD FD | $71.9M | 9.15% | 817,879 | Added |
| 3 | XSMO | INVESCO EXCHANGE TRADED FD T | $49.4M | 6.29% | 527,440 | Added |
| 4 | QQQ | INVESCO QQQ TR | $47.9M | 6.10% | 65,061 | Added |
| 5 | XLK | SELECT SECTOR SPDR TR | $37.6M | 4.79% | 197,532 | Trimmed |
| 6 | IBDR | ISHARES TR | $37.0M | 4.71% | 1.5M | Added |
| 7 | IBDS | ISHARES TR | $36.4M | 4.63% | 1.5M | Added |
| 8 | IBDU | ISHARES TR | $35.9M | 4.57% | 1.6M | Added |
| 9 | IBDV | ISHARES TR | $35.8M | 4.55% | 1.6M | Added |
| 10 | IBDT | ISHARES TR | $35.6M | 4.53% | 1.4M | Added |
| 11 | VGT | VANGUARD WORLD FD | $32.4M | 4.13% | 271,486 | Added |
| 12 | IDMO | INVESCO EXCH TRADED FD TR II | $28.4M | 3.61% | 470,420 | Added |
| 13 | VO | VANGUARD INDEX FDS | $25.7M | 3.27% | 318,404 | Added |
| 14 | FTCS | FIRST TR EXCHANGE-TRADED FD | $21.6M | 2.75% | 229,654 | Added |
| 15 | GSLC | GOLDMAN SACHS ETF TR | $18.4M | 2.34% | 129,721 | Added |
| 16 | QQEW | FIRST TR EXCHANGE-TRADED FD | $17.2M | 2.19% | 107,823 | Added |
| 17 | NVDA | NVIDIA CORPORATION | $11.4M | 1.45% | 56,898 | Trimmed |
| 18 | GOOG | ALPHABET INC | $10.4M | 1.32% | 29,356 | Trimmed |
| 19 | AAPL | APPLE INC | $9.8M | 1.25% | 33,849 | Trimmed |
| 20 | MSFT | MICROSOFT CORP | $6.0M | 0.77% | 16,172 | Added |
| 21 | SPY | STATE STR SPDR S&P 500 ETF T | $5.8M | 0.74% | 7,821 | Hold |
| 22 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $5.7M | 0.73% | 12,028 | Trimmed |
| 23 | MRVL | MARVELL TECHNOLOGY INC | $4.9M | 0.62% | 16,462 | Trimmed |
| 24 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $4.6M | 0.58% | 9,134 | Trimmed |
| 25 | VIG | VANGUARD SPECIALIZED FUNDS | $4.0M | 0.51% | 16,917 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30