Gratus Wealth Advisors, LLC

CIK 0002022161 • 6 13F filings • May 6, 2025 – Jul 20, 2026

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Filer information

Filed by: Gratus Wealth Advisors, LLC, CHIEF COMPLIANCE OFFICER
Address: 192 BALLARD CT., STE 101, VIRGINIA BEACH, VA, 23462
Phone: 757-909-5500
AUM: $721.2M

AUM over time

$785.5M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $721.2M128 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$1.3M	0.2%Prev: 0.2%	10,000 SH	Decreased-241 SH
ABBVIE INC	COM	$1.4M	0.2%Prev: 0.2%	6,024 SH	Decreased-324 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$594K	0.1%Prev: 0.1%	2,214 SH	Decreased-878 SH
AFLAC INC	COM	$1.1M	0.1%Prev: 0.2%	9,690 SH	Decreased+44 SH
ALPHABET INC	CAP STK CL A	$1.0M	0.1%Prev: 0.1%	3,347 SH	Increased+500 SH
ALPHABET INC	CAP STK CL C	$9.8M	1.4%Prev: 1.1%	31,083 SH	Increased-673 SH
ALTRIA GROUP INC	COM	$318K	0.0%Prev: 0.1%	5,522 SH	Decreased+12 SH
AMAZON COM INC	COM	$3.1M	0.4%Prev: 0.4%	13,459 SH	Increased+301 SH
AMERICAN EXPRESS CO	COM	$1.4M	0.2%Prev: 0.2%	3,878 SH	Increased+166 SH
AMERIPRISE FINL INC	COM	$1.1M	0.1%Prev: 0.1%	2,157 SH	Increased+60 SH
AMGEN INC	COM	$455K	0.1%Prev: 0.1%	1,389 SH	Increased+31 SH
ANALOG DEVICES INC	COM	$1.9M	0.3%Prev: 0.3%	6,990 SH	Increased-422 SH
APPLE INC	COM	$9.6M	1.3%Prev: 1.3%	35,440 SH	Increased-182 SH
ARISTA NETWORKS INC	COM SHS	$1.5M	0.2%Prev: 0.2%	11,444 SH	Decreased+672 SH
ASTRAZENECA PLC	SPONSORED ADR	$497K	0.1%	5,407 SH	New
AUTOZONE INC	COM	$292K	0.0%Prev: 0.1%	86 SH	Decreased-7 SH
BANK AMERICA CORP	COM	$1.6M	0.2%Prev: 0.2%	29,454 SH	Decreased-4,480 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$755K	0.1%Prev: 0.1%	1 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$4.7M	0.7%Prev: 0.8%	9,375 SH	Decreased-1,911 SH
BLACKSTONE INC	COM	$1.4M	0.2%Prev: 0.2%	8,938 SH	Decreased+422 SH
BOOKING HOLDINGS INC	COM	$370K	0.1%Prev: 0.1%	69 SH	Decreased
BP PLC	SPONSORED ADR	$207K	0.0%Prev: 0.0%	5,946 SH	Increased+2 SH
CACI INTL INC	CL A	$585K	0.1%Prev: 0.1%	1,098 SH	Increased-33 SH
CAPITAL ONE FINL CORP	COM	$1.4M	0.2%Prev: 0.2%	5,955 SH	Increased-259 SH
CENCORA INC	COM	$2.9M	0.4%Prev: 0.4%	8,646 SH	Increased-15 SH
CHEVRON CORP NEW	COM	$281K	0.0%Prev: 0.0%	1,841 SH	Decreased-144 SH
CHIPOTLE MEXICAN GRILL INC	COM	$946K	0.1%Prev: 0.2%	25,569 SH	Decreased-1,772 SH
CHUBB LIMITED	COM	$1.0M	0.1%Prev: 0.1%	3,233 SH	Increased-171 SH
CISCO SYS INC	COM	$309K	0.0%Prev: 0.0%	4,011 SH	Increased
COCA COLA CO	COM	$530K	0.1%Prev: 0.1%	7,574 SH	Decreased-443 SH
COSTCO WHSL CORP NEW	COM	$1.3M	0.2%Prev: 0.2%	1,458 SH	Decreased+59 SH
CSX CORP	COM	$1.2M	0.2%Prev: 0.2%	34,207 SH	Increased+441 SH
DANAHER CORPORATION	COM	$563K	0.1%Prev: 0.1%	2,458 SH	Increased-229 SH
DEERE & CO	COM	$367K	0.1%Prev: 0.1%	789 SH	Increased
DICKS SPORTING GOODS INC	COM	$541K	0.1%Prev: 0.1%	2,731 SH	Decreased+34 SH
DOMINION ENERGY INC	COM	$2.2M	0.3%Prev: 0.3%	37,309 SH	Decreased-1,858 SH
DUKE ENERGY CORP NEW	COM NEW	$867K	0.1%Prev: 0.1%	7,400 SH	Decreased-1,130 SH
DUPONT DE NEMOURS INC	COM	$492K	0.1%Prev: 0.1%	12,228 SH	Decreased+488 SH
EATON CORP PLC	SHS	$251K	0.0%Prev: 0.0%	788 SH	Decreased
ELEVANCE HEALTH INC FORMERLY	COM	$500K	0.1%Prev: 0.1%	1,426 SH	Decreased-200 SH
ELI LILLY & CO	COM	$1.9M	0.3%Prev: 0.2%	1,800 SH	Increased+69 SH
ENBRIDGE INC	COM	$213K	0.0%Prev: 0.0%	4,443 SH	Decreased
EXXON MOBIL CORP	COM	$796K	0.1%Prev: 0.1%	6,614 SH	Increased-155 SH
FIDELITY NATL INFORMATION SV	COM	$807K	0.1%Prev: 0.1%	12,146 SH	Decreased-243 SH
FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$28.4M	3.9%Prev: 4.0%	307,493 SH	Decreased+1,542 SH
FIRST TR EXCHANGE-TRADED FD	DJ INTERNT IDX	$448K	0.1%Prev: 0.1%	1,664 SH	Decreased-49 SH
FIRST TR EXCHANGE-TRADED FD	DOW 30 EQL WGT	$1.1M	0.2%Prev: 0.2%	26,248 SH	Decreased-13,582 SH
FIRST TR EXCHANGE-TRADED FD	NASDAQ-100 SEL	$38.5M	5.3%	271,074 SH	New
FIRST TR EXCHANGE-TRADED FD	SHS	$284K	0.0%Prev: 5.4%	6,158 SH	Decreased-268,593 SH
GE AEROSPACE	COM NEW	$1.4M	0.2%Prev: 0.2%	4,632 SH	Increased
GENERAL DYNAMICS CORP	COM	$288K	0.0%Prev: 0.0%	854 SH	Decreased
GOLDMAN SACHS ETF TR	ACTIVEBETA US LG	$18.8M	2.6%Prev: 2.6%	142,304 SH	Increased+1,060 SH
GOLDMAN SACHS GROUP INC	COM	$1.4M	0.2%Prev: 0.2%	1,561 SH	Increased-78 SH
HCA HEALTHCARE INC	COM	$1.4M	0.2%Prev: 0.2%	3,081 SH	Increased-177 SH
HOME DEPOT INC	COM	$611K	0.1%Prev: 0.1%	1,775 SH	Decreased-408 SH
HONEYWELL INTL INC	COM	$345K	0.0%Prev: 0.1%	1,769 SH	Decreased-196 SH
HOWMET AEROSPACE INC	COM	$1.1M	0.2%Prev: 0.2%	5,487 SH	Increased-243 SH
INTERNATIONAL BUSINESS MACHS	COM	$1.8M	0.3%Prev: 0.2%	6,093 SH	Increased+395 SH
INTUIT	COM	$866K	0.1%Prev: 0.1%	1,307 SH	Decreased-90 SH
INVESCO EXCHANGE TRADED FD T	S&P SMLCP MOMENT	$35.3M	4.9%Prev: 5.0%	490,887 SH	Decreased+4,110 SH
INVESCO QQQ TR	UNIT SER 1	$41.9M	5.8%Prev: 5.8%	68,255 SH	Increased-167 SH
ISHARES TR	CORE DIV GRWTH	$87.1M	12.1%Prev: 11.8%	1,254,894 SH	Increased+20,316 SH
ISHARES TR	CORE S&P MCP ETF	$318K	0.0%Prev: 0.0%	4,821 SH	Increased+1 SH
ISHARES TR	CORE S&P500 ETF	$3.3M	0.5%Prev: 0.4%	4,776 SH	Increased+15 SH
ISHARES TR	IBDS DEC28 ETF	$33.1M	4.6%Prev: 4.5%	1,301,414 SH	Increased+36,163 SH
ISHARES TR	IBONDS 27 ETF	$34.0M	4.7%Prev: 4.6%	1,401,987 SH	Increased+56,512 SH
ISHARES TR	IBONDS DEC 2030	$32.7M	4.5%	1,482,987 SH	New
ISHARES TR	IBONDS DEC 2031	$268K	0.0%Prev: 0.0%	12,693 SH	Decreased
ISHARES TR	IBONDS DEC 29	$33.3M	4.6%Prev: 4.6%	1,420,969 SH	Increased+39,441 SH
ISHARES TR	IBONDS DEC2026	$34.8M	4.8%Prev: 4.7%	1,436,539 SH	Increased+70,236 SH
JACOBS SOLUTIONS INC	COM	$820K	0.1%Prev: 0.1%	6,193 SH	Decreased+81 SH
JOHNSON & JOHNSON	COM	$546K	0.1%Prev: 0.1%	2,638 SH	Increased-230 SH
JPMORGAN CHASE & CO.	COM	$604K	0.1%Prev: 0.1%	1,874 SH	Increased+2 SH
KIMCO RLTY CORP	COM	$560K	0.1%Prev: 0.1%	27,631 SH	Decreased+698 SH
KROGER CO	COM	$711K	0.1%Prev: 0.1%	11,377 SH	Decreased+202 SH
LOWES COS INC	COM	$1.4M	0.2%Prev: 0.2%	5,793 SH	Decreased-798 SH
MARATHON PETE CORP	COM	$206K	0.0%Prev: 0.0%	1,264 SH	Decreased+3 SH
MARSH & MCLENNAN COS INC	COM	$315K	0.0%Prev: 0.1%	1,697 SH	Decreased-249 SH
MARVELL TECHNOLOGY INC	COM	$1.4M	0.2%Prev: 0.2%	16,478 SH	Increased+1,104 SH
MASTERCARD INCORPORATED	CL A	$1.4M	0.2%Prev: 0.2%	2,526 SH	Increased+72 SH
MCDONALDS CORP	COM	$373K	0.1%Prev: 0.1%	1,222 SH	Increased
MCKESSON CORP	COM	$2.9M	0.4%Prev: 0.4%	3,476 SH	Increased-87 SH
MERCK & CO INC	COM	$981K	0.1%Prev: 0.1%	9,317 SH	Increased-1,121 SH
META PLATFORMS INC	CL A	$1.2M	0.2%Prev: 0.1%	1,865 SH	Increased+639 SH
MICROSOFT CORP	COM	$7.3M	1.0%Prev: 1.1%	15,114 SH	Decreased-91 SH
MOTOROLA SOLUTIONS INC	COM NEW	$476K	0.1%Prev: 0.1%	1,242 SH	Decreased-71 SH
NETFLIX INC	COM	$1.4M	0.2%Prev: 0.2%	15,206 SH	Decreased+13,807 SH
NEXTERA ENERGY INC	COM	$275K	0.0%Prev: 0.0%	3,420 SH	Decreased-300 SH
NORFOLK SOUTHN CORP	COM	$661K	0.1%Prev: 0.1%	2,290 SH	Decreased-121 SH
NVIDIA CORPORATION	COM	$11.3M	1.6%Prev: 1.6%	60,717 SH	Decreased-871 SH
NXP SEMICONDUCTORS N V	COM	$389K	0.1%Prev: 0.1%	1,791 SH	Decreased-667 SH
ORACLE CORP	COM	$1.6M	0.2%Prev: 0.3%	8,212 SH	Decreased+583 SH
OREILLY AUTOMOTIVE INC	COM	$451K	0.1%Prev: 0.1%	4,941 SH	Decreased+444 SH
PEPSICO INC	COM	$441K	0.1%Prev: 0.1%	3,071 SH	Decreased-1,018 SH
PFIZER INC	COM	$358K	0.0%Prev: 0.1%	14,384 SH	Decreased-1,266 SH
PHILIP MORRIS INTL INC	COM	$347K	0.0%Prev: 0.1%	2,165 SH	Decreased-383 SH
PHILLIPS 66	COM	$547K	0.1%Prev: 0.1%	4,236 SH	Decreased+83 SH
PROCTER AND GAMBLE CO	COM	$2.0M	0.3%Prev: 0.3%	13,872 SH	Decreased+172 SH
PTC INC	COM	$451K	0.1%Prev: 0.1%	2,591 SH	Decreased-211 SH
QNITY ELECTRONICS INC	COMMON STOCK	$375K	0.1%	4,594 SH	New
QUALCOMM INC	COM	$609K	0.1%Prev: 0.1%	3,558 SH	Decreased-105 SH
QUANTA SVCS INC	COM	$2.2M	0.3%Prev: 0.3%	5,185 SH	Increased+128 SH
QUEST DIAGNOSTICS INC	COM	$361K	0.1%Prev: 0.1%	2,082 SH	Decreased+51 SH
RTX CORPORATION	COM	$209K	0.0%	1,142 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$503K	0.1%	9,177 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$13.4M	1.9%	86,450 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$30.4M	4.2%	211,113 SH	New
SHELL PLC	SPON ADS	$850K	0.1%Prev: 0.1%	11,562 SH	Increased+167 SH
SOUTHERN CO	COM	$462K	0.1%Prev: 0.1%	5,296 SH	Decreased+301 SH
SPDR GOLD TR	GOLD SHS	$1.2M	0.2%Prev: 0.2%	3,020 SH	Increased
SPDR S&P 500 ETF TR	TR UNIT	$8.1M	1.1%Prev: 1.1%	11,888 SH	Increased
T-MOBILE US INC	COM	$1.4M	0.2%Prev: 0.2%	6,876 SH	Decreased+90 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$4.1M	0.6%Prev: 0.5%	13,375 SH	Increased+432 SH
TEXAS INSTRS INC	COM	$775K	0.1%Prev: 0.1%	4,469 SH	Decreased+38 SH
TOLL BROTHERS INC	COM	$829K	0.1%Prev: 0.1%	6,130 SH	Decreased+66 SH
TRANE TECHNOLOGIES PLC	SHS	$800K	0.1%Prev: 0.1%	2,056 SH	Increased+374 SH
TRUIST FINL CORP	COM	$539K	0.1%Prev: 0.1%	10,960 SH	Decreased-868 SH
UNITEDHEALTH GROUP INC	COM	$488K	0.1%Prev: 0.1%	1,479 SH	Decreased-430 SH
VANGUARD INDEX FDS	MID CAP ETF	$11.6M	1.6%Prev: 1.6%	39,870 SH	Decreased+417 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$262K	0.0%Prev: 0.0%	418 SH	Increased
VANGUARD INDEX FDS	SMALL CP ETF	$307K	0.0%Prev: 0.0%	1,189 SH	Decreased-51 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$3.7M	0.5%Prev: 0.5%	16,917 SH	Increased-81 SH
VANGUARD WORLD FD	INF TECH ETF	$28.1M	3.9%Prev: 4.0%	37,314 SH	Decreased-490 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$68.9M	9.6%Prev: 9.5%	166,948 SH	Increased-1,404 SH
VERISK ANALYTICS INC	COM	$234K	0.0%Prev: 0.0%	1,044 SH	Decreased-73 SH
VISA INC	COM CL A	$939K	0.1%Prev: 0.1%	2,677 SH	Decreased-316 SH
WASTE MGMT INC DEL	COM	$220K	0.0%Prev: 0.0%	1,000 SH	Decreased
WELLS FARGO CO NEW	COM	$438K	0.1%Prev: 0.0%	4,695 SH	Increased+2,003 SH

Sold (vs prior filing)

BECTON DICKINSON & CO — $203K
CHECK POINT SOFTWARE TECH LT — $207K
ELECTRONIC ARTS INC — $266K
IQVIA HLDGS INC — $278K
ISHARES TR — $32.5M
SELECT SECTOR SPDR TR — $668K
SELECT SECTOR SPDR TR — $11.9M
SELECT SECTOR SPDR TR — $30.0M
VERIZON COMMUNICATIONS INC — $201K
ZOETIS INC — $570K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 4, 2026	Q4 2025	13F-HR	0001398344-26-002160	$721.2M	View
Oct 28, 2025	Q3 2025	13F-HR	0001398344-25-019883	$710.3M	View
Jul 20, 2026	Q2 2026