13F Insight
DOSSIER · 13F-HR · Q1 2026

Gratus Wealth Advisors, LLC

Gratus Wealth's family office based in Omaha, NE — $691M in tracked AUM across 138 positions as of Q1 2026.

GW
Gratus Wealth·Omaha, NE·Family Office
CIK 0002022161 · last filed Mar 31, 2026
Total AUM
$691M
▼ 19.5%
vs prior
Holdings
138
—
positions
Whale Score
65
65
tracked
Activity
—
no data
changes this Q
Top sector
Tech
25% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Gratus Wealth Advisors, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
DGRO
ISHARES TR
$85M1.2M12.4%
02
MGK
VANGUARD WORLD FD
$60M163K8.6%
03
XSMO
INVESCO EXCHANGE TRADED FD T
$40M520K5.7%
04
QQQ
INVESCO QQQ TR
$37M64K5.4%
05
IBDR
ISHARES TR
$36M1.5M5.2%
06
IBDS
ISHARES TR
$36M1.5M5.1%
07
IBDU
ISHARES TR
$35M1.5M5.1%
08
IBDV
ISHARES TR
$35M1.6M5.1%
09
IBDT
ISHARES TR
$35M1.4M5.0%
10
XLK
SELECT SECTOR SPDR TR
$27M200K3.8%

Filing history

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