Gratus Wealth Advisors Q2 2026 Portfolio Activity: Significant ETF Purchases Observed

As reported by InsiderSet data available as of June 30th, 2026, Gratus Wealth Advisors, Llc has demonstrated notable activity within its portfolio this quarter. The firm's holdings show significant growth in certain exchange-traded funds (ETFs) and adjustments across various sectors.

Among the most striking changes observed are substantial increases in specific ETF positions:

• VANGUARD WORLD FD (MGK), commonly known as Vanguard Total World Stock ETF, saw a massive increase of over 400% in its holdings during Q2. This significant growth indicates strong confidence from Gratus Wealth Advisors.
• VANGUARD WORLD FD (VGT), the Vanguard Total Stock Market ETF, experienced nearly sevenfold growth in shares held by Gratus. This substantial increase suggests a major strategic shift towards broader US equities.
• VANGUARD INDEX FDS (VO), likely referring to Vanguard Total Stock Market ETF, also showed significant growth in its position during the quarter.

Furthermore, Gratus Wealth Advisors continued to build upon existing positions:

• The firm significantly increased its stake in ISHARES TR (DGRO), the iShares Core S&P Small-Cap Growth ETF, by approximately 2%.

In addition to these major purchases, Gratus Wealth Advisors also noted changes in other areas:

• The firm established a new position with INVESCO EXCH TRADED FD TR II (IDMO), adding this ETF to its portfolio.

Regarding sector allocations, the data shows:

• The largest allocation remains in 'Unknown' holdings, encompassing a significant portion of the portfolio value.
• Gratus has increased its exposure within ETFs focused on Technology (via VGT) and General Equities (via MGK and VO).

No substantial sales were observed in the changed_holdings data for this quarter, suggesting a predominantly accumulation phase. However, minor adjustments occurred across other holdings like INVESCO EXCHANGE TRADED FD T (XSMO) and several iShares sector funds.

To view the complete portfolio breakdown or analyze Gratus Wealth Advisors' investment strategy, visit their profile on InsiderSet.