Gratus Wealth Advisors, LLC

CIK 0002022161 · Q2 2026

13F Equity AUM

$785.5M

+13.6% QoQ

Positions

138

0 QoQ

AUM Rank

#3,857

Top 31%

Skill Alpha (FF)

-1.6%/yr^ns

No Clear Edge

Rank #5,290 · Top 64%

vs S&P -5.6%/yr (unadj.)

Quarters Tracked

~2 years

Portfolio Concentration

Top 5: 38.3%Top 10: 61.3%Top 20: 84.4%

DGRO12.0%

MGK9.2%

XSMO6.3%

NDQ6.1%

XLK4.8%

IBDR4.7%

IBDS4.6%

IBDU4.6%

IBDV4.5%

IBDT4.5%

Others (128)38.7%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services84.5%

Technology6.5%

Other9.0%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 138Median: 0.10%Avg: 0.72%

0–0.5%

113(12.4%)

0.5–1%

6(4.0%)

1–3%

6(11.3%)

3–5%

9(38.8%)

5%+

4(33.5%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 138vs 20 funds

0%Low

138

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New11Increased54Decreased41Exited11

New Positions

HLT0.1%

+2K

SRE0.1%

+8K

DUPONT DE NEMOURS IN…0.1%

+5K

FV0.0%

+5K

KBWB0.0%

+2K

RPG0.0%

+4K

6RJ00.0%

+2K

OEF0.0%

+550

HONEYWELL AEROSPACE …0.0%

+1K

HONEYWELL INTL INC0.0%

+1K

Increased

MGK9.2%

+655K(+403%)

VO3.3%

+241K(+311%)

VGT4.1%

+237K(+687%)

IBDV4.5%

+42K(+3%)

IBDU4.6%

+41K(+3%)

IBDT4.5%

+38K(+3%)

IBDS4.6%

+36K(+2%)

IBDR4.7%

+31K(+2%)

DGRO12.0%

+25K(+2%)

IDMO3.6%

+14K(+3%)

Decreased

ABT0.1%

-2,271(-22%)

XLF0.1%

-2,160(-24%)

XLK4.8%

-2,119(-1%)

NVDA1.4%

-2,067(-4%)

PG0.2%

-1,435(-13%)

TSM0.7%

-674(-5%)

LOW0.1%

-453(-9%)

MRVL0.6%

-439(-3%)

XLV0.1%

-402(-5%)

QCOM0.1%

-363(-10%)

Exited

-13,943

DKS

-2,739

-3,957

CMG

-14,376

HON

-2,031

AMGN

-1,249

-2,901

FIS

-7,044

BAC

-4,687

EOG

-1,432

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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