Gratus Wealth Advisors, LLC - Portfolio overview

Gratus Wealth Advisors, LLC has 147 reported holdings in this dataset, with the latest filing dated 2026-05-04.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. DGRO - ISHARES TR, 11.77%
2. MGK - VANGUARD WORLD FD, 8.23%
3. XSMO - INVESCO EXCHANGE TRADED FD T, 5.45%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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