Gratus Wealth Advisors, LLC - Portfolio Stock Holdings

Gratus Wealth Advisors, LLC disclosed 145 stock positions in a recent SEC 13F filing. $783,219,289 of stock holdings were filed, with the largest holdings including DGRO, MGK, and QQQ. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $822,187,016 and has 9 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.