Gratus Wealth Advisors, LLC
CIK 2022161
13F filing for Q2 2026・No. 2,988
- Holdings
- US$785.54M
- Quarter change
- +US$94.19M
- Entries
- 138
- Net bought (estimate)
- +US$8.87M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 11
- Sold out 11
- Cut 42
- Added 53
- Corporate actions 2
- Unchanged 32
Largest holdings
138 stocks worth US$785.54M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| ISHARES TRCORE DIV GRWTH | Added | 1,243,096 | US$94.21M | 11.99% |
| VANGUARD WORLD FDMEGA GRWTH IND | AddedSplit 5:1 | 817,879 | US$71.9M | 9.15% |
| INVESCO EXCHANGE TRADED FD TS&P SMLCP MOMENT | Added | 527,440 | US$49.38M | 6.29% |
| QQQInvesco QQQUNIT SER 1 | Added | 65,061 | US$47.91M | 6.10% |
| SELECT SECTOR SPDR TRST STR TECHN ETF | Cut | 197,532 | US$37.63M | 4.79% |
| ISHARES TRIBONDS DEC2026 | Added | 1,527,912 | US$37.02M | 4.71% |
| ISHARES TRIBONDS 27 ETF | Added | 1,501,436 | US$36.36M | 4.63% |
| ISHARES TRIBONDS DEC 29 | Added | 1,550,502 | US$35.91M | 4.57% |
| ISHARES TRIBONDS DEC 2030 | Added | 1,641,321 | US$35.78M | 4.55% |
| ISHARES TRIBDS DEC28 ETF | Added | 1,410,511 | US$35.62M | 4.53% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 20, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.