Gratus Wealth Advisors
Gratus Wealth Advisors reported 136 stocks worth $783M in its 13F filing for Q3 2026, filed Oct 26, 2026. Its largest holdings are DGRO (12.0%), MGK (9.7%) and QQQ (6.1%). Compared with Q2 2026, the fund opened new positions in SBUX, XOM and LNC, added to XSMO, IBDS and IBDU, trimmed MGK, QQQ and XLK and sold out of ORCL, XOM and ORLY.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  DGRO Ishares TR | $93.8M | 12.0% | 1.2M | No change | 8 of 8 | |
| 2 |  MGK Vanguard Mega Cap Growth | $75.5M | 9.7% | 815K | −2,520 (−0%) | 8 of 8 | |
| 3 |  QQQ Invesco Qqq TR | $48M | 6.1% | 65K | −160 (−0%) | 8 of 8 | |
| 4 |  XSMO Invesco Exchange Traded FD T | $43.4M | 5.5% | 532K | +4,207 (+1%) | 7 of 8 | |
| 5 |  XLK Select Sector Spdr TR | $37.7M | 4.8% | 192K | −5,142 (−3%) | 8 of 8 | |
| 6 |  IBDR Ishares TR | $37.1M | 4.7% | 1.5M | No change | 8 of 8 | |
| 7 |  IBDS Ishares TR | $36.3M | 4.6% | 1.5M | +1,599 (+0%) | 8 of 8 | |
| 8 |  IBDU Ishares TR | $35.2M | 4.5% | 1.6M | +1,968 (+0%) | 8 of 8 | |
| 9 |  IBDT Ishares TR | $35.2M | 4.5% | 1.4M | No change | 8 of 8 | |
| 10 |  IBDV Ishares TR | $34.7M | 4.4% | 1.6M | +1,803 (+0%) | 4 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 ORCL Oracle Corp | $1.6M | 11K |
 XOM Exxon Mobil Corp | $934K | 6,832 |
 ORLY O Reilly Automotive Inc | $481K | 5,219 |
 ETN Eaton Corp PLC | $338K | 794 |
 WM Waste Mgmt Inc Del | $283K | 1,268 |
🔒 Free account: see all 10.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 26, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Gratus Wealth Advisors 13F FAQ
What does Gratus Wealth Advisors own?
Gratus Wealth Advisors reported 136 stocks worth $783M in its 13F filing for Q3 2026, filed Oct 26, 2026. Its largest holdings are DGRO (12.0%), MGK (9.7%) and QQQ (6.1%). The table above lists every position in the filing (the top 10 without an account).
What did Gratus Wealth Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 8 new positions, 30 added to, 64 trimmed and 10 sold out. New positions include SBUX, XOM and LNC. It sold all of ORCL, XOM and ORLY.
When will Gratus Wealth Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Gratus Wealth Advisors's portfolio worth?
The Q3 2026 filing reports $783M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.