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CIK: 0002022161
Total reported value
$785.5M
$785.5M
138 檔
32.9%
At the close of Q1 2026, Gratus Wealth Advisors, LLC disclosed equity holdings valued at approximately $785.5M, spread across 138 reported holdings.
In Q1 2026, Gratus Wealth Advisors, LLC displayed an active expansion posture, initiating 13 new positions and adding to 55 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DGRO | Ishares Core Dividend Growth | ETF-Other | 12.36% | -0.37% | -2.94% | |
| 2 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 8.64% | +0.51% | -2.60% | |
| 3 | XSMO | Invesco S&p Smallcap Momentu | ETF-Other | 5.72% | +0.57% | +5.98% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.35% | +0.75% | -6.07% | |
| 5 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 5.25% | -0.54% | +4.17% | |
| 6 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 5.14% | -0.51% | +4.50% | |
| 7 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 5.08% | -0.51% | +6.20% | |
| 8 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 5.07% | -0.52% | +7.88% | |
| 9 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 5.03% | -0.50% | +5.44% | |
| 10 | XLK | Ss Technology Select Sector | ETF-Tech | 3.84% | +0.95% | -5.43% | |
| 11 | IDMO | Invesco S&p International De | ETF-Other | 3.62% | -0.01% | — | |
| 12 | VGT | Vanguard Info Tech ETF | ETF-Tech | 3.48% | +0.65% | -7.59% | |
| 13 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.22% | +0.05% | +94.19% | |
| 14 | FTCS | First Trust Capital Strength | ETF-Other | 3.04% | -0.29% | -26.29% | |
| 15 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 2.31% | +0.03% | -10.18% | |
| 16 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-Tech | 1.95% | +0.24% | -60.73% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.49% | -0.04% | -2.89% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.25% | — | -4.24% | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.22% | +0.10% | -5.25% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 0.86% | -0.09% | +6.63% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.74% | — | -34.21% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.65% | -0.07% | — | |
| 23 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.62% | +0.11% | -5.03% | |
| 24 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.53% | -0.02% | — | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.45% | -0.01% | +0.25% | |
| 26 | MCK | Mckesson CORP | Stock-Healthcare | 0.44% | -0.11% | — | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.39% | — | -3.80% | |
| 28 | COR | Cencora Inc | Stock-Healthcare | 0.37% | -0.08% | -5.37% | |
| 29 | PWR | Quanta Services Inc | Stock-Industrials | 0.36% | +0.05% | -12.90% | |
| 30 | D | Dominion Energy Inc | Stock-Utilities | 0.33% | -0.01% | +0.15% | |
| 31 | ADI | Analog Devices Inc | Stock-Tech | 0.32% | +0.03% | -1.20% | |
| 32 | BAC | Bank Of America CORP | Stock-Financials | 0.24% | +0.08% | +16.79% | |
| 33 | MRVL | Marvell Technology Inc | Stock-Tech | 0.24% | +0.38% | +2.57% | |
| 34 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.24% | +0.04% | +0.78% | |
| 35 | IBM | Intl Business Machines CORP | Stock-Tech | 0.23% | +0.01% | +9.32% | |
| 36 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.23% | -0.05% | -20.43% | |
| 37 | ORCL | Oracle CORP | Stock-Tech | 0.22% | -0.02% | +28.67% | |
| 38 | ANET | Arista Networks Inc | Stock-Tech | 0.22% | +0.06% | +8.80% | |
| 39 | NFLX | Netflix Inc | Stock-Comm Services | 0.22% | -0.07% | +3.64% | |
| 40 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.21% | -0.06% | +1.00% | |
| 41 | HCA | Hca Healthcare Inc | Stock-Healthcare | 0.21% | -0.06% | — | |
| 42 | ABBV | Abbvie Inc | Stock-Healthcare | 0.20% | +0.01% | +6.69% | |
| 43 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.20% | -0.03% | -5.08% | |
| 44 | CSX | Csx CORP | Stock-Industrials | 0.20% | — | -3.07% | |
| 45 | GE | General Electric | Stock-Industrials | 0.19% | +0.03% | — | |
| 46 | GLD | Spdr Gold Shares | ETF-Commodities | 0.19% | -0.05% | — | |
| 47 | HWM | Howmet Aerospace Inc | Stock-Industrials | 0.18% | — | +0.36% | |
| 48 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.18% | -0.04% | -8.65% | |
| 49 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.18% | +0.01% | -6.02% | |
| 50 | MA | Mastercard Inc - A | Stock-Financials | 0.18% | -0.02% | -2.93% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VO | Vanguard Mid-cap ETF | +1.6% | +94.19% | Add |
| 2 | XSMO | Invesco S&p Smallcap Momentu | +0.8% | +5.98% | Add |
| 3 | IBDV | Ishares Ibonds Dec 2030 CORP | +0.5% | +7.88% | Add |
| 4 | IBDU | Ishares Ibonds Dec 2029 Term | +0.5% | +6.20% | Add |
| 5 | IBDT | Ishares Ibonds Dec 2028 ETF | +0.4% | +5.44% | Add |
| 6 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | +0.4% | +4.50% | Add |
| 7 | IBDR | Ishares Ibonds Dec 2026 Term | +0.4% | +4.17% | Add |
| 8 | DGRO | Ishares Core Dividend Growth | +0.3% | -2.94% | Trim |
| 9 | XOM | Exxon Mobil CORP | +0.1% | +2.78% | Add |
| 10 | ADI | Analog Devices Inc | +0.1% | -1.20% | Trim |
| 11 | PWR | Quanta Services Inc | +0.1% | -12.90% | Trim |
| 12 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -5.03% | Trim |
| 13 | MRVL | Marvell Technology Inc | +0.1% | +2.57% | Add |
| 14 | MCK | Mckesson CORP | 0% | — | Unchanged |
| 15 | CVX | Chevron CORP | 0% | +28.79% | Add |
| 16 | SHEL | Shell Plc-adr | 0% | -6.37% | Trim |
| 17 | D | Dominion Energy Inc | 0% | +0.15% | Add |
| 18 | COST | Costco Wholesale CORP | 0% | -5.08% | Trim |
| 19 | CSX | Csx CORP | 0% | -3.07% | Trim |
| 20 | JNJ | Johnson & Johnson | 0% | +8.15% | Add |
| 21 | PSX | Phillips 66 | 0% | -9.73% | Trim |
| 22 | 6D8 | Dupont De Nemours Inc | 0% | +14.03% | Add |
| 23 | HWM | Howmet Aerospace Inc | 0% | +0.36% | Add |
| 24 | MRK | Merck & Co. Inc. | 0% | +0.03% | Add |
| 25 | KIM | Kimco Realty CORP | 0% | +9.67% | Add |
| 26 | DE | Deere & Co | 0% | +9.38% | Add |
| 27 | HON | Honeywell International Inc | 0% | +14.81% | Add |
| 28 | TT | Trane Technologies plc | 0% | +6.08% | Add |
| 29 | KR | Kroger Co | 0% | -1.02% | Trim |
| 30 | GLD | Spdr Gold Shares | 0% | — | Unchanged |
| 31 | DUK | Duke Energy CORP | 0% | +0.03% | Add |
| 32 | CB | Chubb Limited | 0% | +4.76% | Add |
| 33 | NFLX | Netflix Inc | 0% | +3.64% | Add |
| 34 | JPM | Jpmorgan Chase & Co | 0% | +21.50% | Add |
| 35 | TMUS | T-mobile US Inc | 0% | +1.00% | Add |
| 36 | BAC | Bank Of America CORP | 0% | +16.79% | Add |
| 37 | MPC | Marathon Petroleum CORP | 0% | +0.16% | Add |
| 38 | VIG | Vanguard Dividend Apprec ETF | 0% | — | Unchanged |
| 39 | BP | Bp Plc-spons Adr | 0% | +0.02% | Add |
| 40 | WM | Waste Management Inc | 0% | +26.80% | Add |
| 41 | PEP | Pepsico Inc | 0% | +6.74% | Add |
| 42 | MCD | Mcdonald's CORP | 0% | +15.63% | Add |
| 43 | MO | Altria Group Inc | 0% | +0.24% | Add |
| 44 | PFE | Pfizer Inc | 0% | +0.25% | Add |
| 45 | NEE | Nextera Energy Inc | 0% | — | Unchanged |
| 46 | SO | Southern Co/the | 0% | -1.25% | Trim |
| 47 | KO | Coca-cola Co/the | 0% | -0.69% | Trim |
| 48 | ETN | Eaton Corporation plc | 0% | +2.03% | Add |
| 49 | DGX | Quest Diagnostics Inc | 0% | -3.36% | Trim |
| 50 | CSCO | Cisco Systems Inc | 0% | +8.78% | Add |
According to official SEC Form 13F filings, Gratus Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $785.5M across 138 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DGRO, MGK, XSMO) accounted for 32.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
IDMO
市值: $25.1M
Top Position Liquidated / Trimmed
AZNN
前期市值: $497.1K
During Q1 2026, Gratus Wealth Advisors, LLC's top holdings by market value included DGRO (12.4%)、MGK (8.6%)、XSMO (5.7%). The largest single position, DGRO, represented 12.4% of total portfolio value.
In Q1 2026, Gratus Wealth Advisors, LLC made 122 total portfolio adjustments, initiating 13 new buys, adding to 55 positions, trimming 51 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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