Gratus Wealth Advisors, LLC holds a focused book of 138 stocks worth $785.5M as of Q2 2026 (disclosed Jul 20, 2026, a ~20-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings, a listing rather than a purchase; 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.
Gratus Wealth Advisors, LLC is a wealth platform: this book aggregates client accounts across many advisers.
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
+5 sectors below the cut, 2% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Gratus Wealth Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Hoffman, Alan N Investment Management | 10 / 80 | $167.8M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 11 / 80 | $454.3M |
| Swiss Re Ltd | 44 / 80 | $1.0B |
| Mirae Asset Global Investments Co., Ltd. | 63 / 80 | $279.1B |
| Greenbrier Partners Capital Management, LLC | 8 / 80 | $1.2B |
| Conway Capital Management, Inc. | 18 / 80 | $193.5M |
| Ardent Capital Management, Inc. | 17 / 80 | $200.6M |
| Independent Investors Inc | 29 / 80 | $433.8M |
Ranked by the share of each fund's own book sitting in the names it shares with Gratus Wealth Advisors, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
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 |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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. Price-derived performance is withheld until the price-source policy and freshness gate are green.