Gratus Wealth Advisors, LLC
Annual return '25
+15.4%
SPY '25
+17.7%
Alpha
-2.3ptsvs SPY
Invested
$1.4B
Holdings
137
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 93%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$DGRO
ISHARES TR
Q1 2026: Exited (was 1.25M shares)
12.4%
02
$MGK
VANGUARD WORLD FD
Q1 2026: Exited (was 166.9k shares)
8.7%
03
$XSMO
INVESCO EXCHANGE TRADED FD T
Q1 2026: Exited (was 490.9k shares)
5.7%
04
$NDQ
INVESCO QQQ TR
Q1 2026: Exited (was 68.3k shares)
5.4%
05
$IBDR
ISHARES TR
Q1 2026: Exited (was 1.44M shares)
5.3%
06
$IBDS
ISHARES TR
Q1 2026: Exited (was 1.40M shares)
5.2%
07
$IBDU
ISHARES TR
Q1 2026: Exited (was 1.42M shares)
5.1%
08
$IBDV
ISHARES TR
Q1 2026: Exited (was 1.48M shares)
5.1%
09
$IBDT
ISHARES TR
Q1 2026: Exited (was 1.30M shares)
5.0%
10
$XLK
SELECT SECTOR SPDR TR
Q1 2026: Exited (was 211.1k shares)
3.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:11 UTC.