Gratus Wealth Advisors, LLC: 13F holdings
CIK 20221612026Q2
| Positions | 138 |
|---|---|
| Reported value | $785.5m |
| Filed | 2026-07-20 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| DGRO ISHARES TR | 1,243,096 | $94.2m | 12.0% |
| MGK VANGUARD WORLD FD | 817,879 | $71.9m | 9.2% |
| INVESCO EXCHANGE TRADED FD T | 527,440 | $49.4m | 6.3% |
| QQQ INVESCO QQQ TR | 65,061 | $47.9m | 6.1% |
| XLK SELECT SECTOR SPDR TR | 197,532 | $37.6m | 4.8% |
| IBDR ISHARES TR | 1,527,912 | $37.0m | 4.7% |
| IBDS ISHARES TR | 1,501,436 | $36.4m | 4.6% |
| ISHARES TR | 1,550,502 | $35.9m | 4.6% |
| ISHARES TR | 1,641,321 | $35.8m | 4.6% |
| ISHARES TR | 1,410,511 | $35.6m | 4.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2022161")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.