Gratus Wealth Advisors, LLC holds a focused book of 138 stocks worth $785.5M as of Q2 2026 (disclosed Jul 20, 2026, a ~45-day 13F lag). This quarter they opened Hilton Worldwide Holdings In and trimmed SS Technology Select Sector. Their largest long position is Ishares Core Dividend Growth at 12% of the equity book. Cloning the disclosed picks since 2025 would be +9% (+12.8%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Gratus Wealth Advisors, LLC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Gratus Wealth Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
18% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE DIV GRWTH | $94.2M | 1.24M | 12.0% | ▲+2.0% Added · +25K sh | |
| 2 | Vanguard World FD MEGA GRWTH IND | $71.9M | 817.9K | 9.2% | ▲+403% Added · +655K sh | |
| 3 | Invesco Exchange Traded FD T S&P SMLCP MOMENT | $49.4M | 527.4K | 6.3% | ▲+1.4% Added · +7K sh | |
| 4 | Invesco QQQ TR UNIT SER 1 | $47.9M | 65.1K | 6.1% | ▲+1.5% Added · +947 sh | |
| 5 | Select Sector SPDR TR ST STR TECHN ETF | $37.6M | 197.5K | 4.8% | ▼−1.1% Reduced · −2K sh | |
| 6 | Ishares TR IBONDS DEC2026 | $37.0M | 1.53M | 4.7% | ▲+2.1% Added · +31K sh | |
| 7 | Ishares TR IBONDS 27 ETF | $36.4M | 1.50M | 4.6% | ▲+2.5% Added · +36K sh | |
| 8 | Ishares TR IBONDS DEC 29 | $35.9M | 1.55M | 4.6% | ▲+2.7% Added · +41K sh | |
| 9 | Ishares TR IBONDS DEC 2030 | $35.8M | 1.64M | 4.6% | ▲+2.6% Added · +42K sh | |
| 10 | Ishares TR IBDS DEC28 ETF | $35.6M | 1.41M | 4.5% | ▲+2.8% Added · +38K sh | |
| 11 | Vanguard World FD INF TECH ETF | $32.4M | 271.5K | 4.1% | ▲+687% Added · +237K sh | |
| 12 | Invesco Exch Traded FD TR II S&P INTL MOMNT | $28.4M | 470.4K | 3.6% | ▲+3.0% Added · +14K sh | |
| 13 | Vanguard Index FDS MID CAP ETF | $25.7M | 318.4K | 3.3% | ▲+311% Added · +241K sh | |
| 14 | First TR Exchange-Traded FD CAP STRENGTH ETF | $21.6M | 229.7K | 2.7% | ▲+1.3% Added · +3K sh | |
| 15 | Goldman Sachs ETF TR ACTIVEBETA US LG | $18.4M | 129.7K | 2.3% | ▲+1.5% Added · +2K sh | |
| 16 | First TR Exchange-Traded FD NASDAQ-100 SEL | $17.2M | 107.8K | 2.2% | ▲+1.3% Added · +1K sh | |
| 17 | Nvidia Corporation COM | $11.4M | 56.9K | 1.4% | ▼−3.5% Reduced · −2K sh | |
| 18 | Alphabet Inc CAP STK CL C | $10.4M | 29.4K | 1.3% | ▼−0.3% Reduced · −96 sh | |
| 19 | Apple Inc COM | $9.8M | 33.8K | 1.2% | ▼−0.3% Reduced · −88 sh | |
| 20 | Microsoft Corp COM | $6.0M | 16.2K | 0.8% | ▲+0.3% Added · +56 sh | |
| 21 | State STR SPDR S&P 500 ETF T TR UNIT | $5.8M | 7.8K | 0.7% | —Held | |
| 22 | Taiwan Semiconductor Manufac SPONSORED ADS | $5.7M | 12.0K | 0.7% | ▼−5.3% Reduced · −674 sh | |
| 23 | Marvell Technology Inc COM | $4.9M | 16.5K | 0.6% | ▼−2.6% Reduced · −439 sh | |
| 24 | Berkshire Hathaway Inc Del CL B NEW | $4.6M | 9.1K | 0.6% | ▼−2.6% Reduced · −241 sh | |
| 25 | Vanguard Specialized Funds DIV APP ETF | $4.0M | 16.9K | 0.5% | —Held | |
| 26 | Ishares TR CORE S&P500 ETF | $3.5M | 4.6K | 0.4% | ▼−3.1% Reduced · −150 sh | |
| 27 | Quanta Svcs Inc COM | $3.2M | 4.5K | 0.4% | ▼−0.2% Reduced · −10 sh | |
| 28 | Amazon Com Inc COM | $3.1M | 13.0K | 0.4% | ▲+0.1% Added · +7 sh | |
| 29 | Analog Devices Inc COM | $2.7M | 6.9K | 0.3% | ▼−0.5% Reduced · −35 sh | |
| 30 | McKesson Corp COM | $2.6M | 3.5K | 0.3% | ▼−0.1% Reduced · −2 sh | |
| 31 | Dominion Energy Inc COM | $2.5M | 37.3K | 0.3% | ▼−0.2% Reduced · −80 sh | |
| 32 | Bank Of Amer Corp COM | $2.5M | 43.7K | 0.3% | ▲+27% Added · +9K sh | |
| 33 | Cencora Inc COM | $2.3M | 8.0K | 0.3% | ▼−1.8% Reduced · −148 sh | |
| 34 | Eli Lilly & Co COM | $2.2M | 1.8K | 0.3% | ▼−0.1% Reduced · −1 sh | |
| 35 | Arista Networks Inc COM SHS | $2.2M | 12.7K | 0.3% | ▲+2.3% Added · +291 sh | |
| 36 | International Business Machs COM | $1.9M | 6.7K | 0.2% | ▲+0.4% Added · +27 sh | |
| 37 | Ge Aerospace COM NEW | $1.7M | 4.6K | 0.2% | —Held | |
| 38 | Abbvie Inc COM | $1.6M | 6.4K | 0.2% | ▼−0.3% Reduced · −21 sh | |
| 39 | Oracle Corp COM | $1.6M | 10.8K | 0.2% | ▲+2.4% Added · +249 sh | |
| 40 | CSX Corp COM | $1.6M | 33.3K | 0.2% | ▲+0.6% Added · +190 sh | |
| 41 | Goldman Sachs Group Inc COM | $1.5M | 1.5K | 0.2% | ▼−0.4% Reduced · −6 sh | |
| 42 | Howmet Aerospace Inc COM | $1.4M | 5.3K | 0.2% | ▼−3.8% Reduced · −207 sh | |
| 43 | Procter & Gamble Co COM | $1.4M | 9.6K | 0.2% | ▼−13% Reduced · −1K sh | |
| 44 | American Express Co COM | $1.3M | 3.9K | 0.2% | ▲+1.1% Added · +42 sh | |
| 45 | Costco Wholesale Corporation COM | $1.3M | 1.4K | 0.2% | ▲+0.4% Added · +6 sh | |
| 46 | Mastercard Incorporated CL A | $1.3M | 2.5K | 0.2% | ▲+0.9% Added · +22 sh | |
| 47 | Alphabet Inc CAP STK CL A | $1.2M | 3.4K | 0.2% | ▼−2.5% Reduced · −88 sh | |
| 48 | Texas Instrs Inc COM | $1.2M | 4.1K | 0.2% | ▲+0.8% Added · +32 sh | |
| 49 | Blackstone Inc COM | $1.2M | 10.2K | 0.2% | ▲+1.3% Added · +129 sh | |
| 50 | Hca Healthcare Inc COM | $1.2M | 3.1K | 0.2% | —Held |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.