Gratus Wealth Advisors, LLC
•CIK: 2022161•Filing: Q4 2025
**Gratus Wealth Advisors, LLC** manages $721M across a portfolio of 128 positions, exhibiting a concentrated focus on growth and sector-specific opportunities. Top holdings reveal significant allocations to broad market indices and technology sectors, notably DGRO at $87.1M and MGK at $68.9M. Further concentration is evident in semiconductor and technology ETFs, including NDQ ($41.9M) and QQEW ($38.5M). The portfolio structure suggests a tactical allocation favoring established market leaders and high-growth indices.
Total AUM
$721.2M
QoQ Performance
+1.5%
Positions
109
Top 10 Concentration
61.0%
Latest Filing
Q4 2025
Top Holdings Allocation
DGRO
MGK
NDQ
QQEW
DGRO12.1%
MGK9.6%
NDQ5.8%
QQEW5.3%
XSMO4.9%
IBDR4.8%
IBDS4.7%
IBDU4.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other85.8%
Technology6.6%
Financial2.2%
ETF1.6%
Consumer1.1%
Healthcare1.1%
Utilities0.5%
Communication0.4%
🚪 Exited Positionssold since Q3 2025
+2 more exited positions
Changes from Q3 2025
NEW4 new positions
↑53 increased
↓56 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024