Gratus Wealth Advisors, LLC

13F filer · CIK 0002022161

Reported Jul 20, 2026

Net seller this quarter

13F portfolio value$786MU.S. long equity reported on 13F

Positions1093 new · 9 closed

Net flow last quarter-$1.35MBuys minus sells

Top 10 positions weight14.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 20, 2026109 positions
QQQInvesco QQQ Trust, Series 1	$47.9M	6.10%	Not reported	+1.5%	Q4 2023
NVDANvidia Corp	$11.4M	1.45%	0.00%	-3.5%	Q4 2023
GOOGAlphabet Inc.	$10.4M	1.32%	Not reported	-0.3%	Q4 2023
AAPLApple Inc.	$9.79M	1.25%	0.00%	-0.3%	Q4 2023
MSFTMicrosoft Corp	$6.03M	0.77%	0.00%	+0.4%	Q4 2023
SPYSPDR S&P 500 ETF Trust	$5.84M	0.74%	Not reported	Not reported	Q4 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd	$5.74M	0.73%	0.00%	-5.3%	Q4 2023
MRVLMarvell Technology, Inc.	$4.9M	0.62%	0.00%	-2.6%	Q3 2025
BRK.BBerkshire Hathaway Inc	$4.57M	0.58%	Not reported	-2.6%	Q4 2023
PWRQuanta Services, Inc.	$3.24M	0.41%	0.00%	-0.2%	Q4 2023
AMZNAmazon Com Inc	$3.09M	0.39%	0.00%	+0.1%	Q4 2023
ADIAnalog Devices Inc	$2.73M	0.35%	0.00%	-0.5%	Q4 2023
MCKMckesson Corp	$2.63M	0.33%	0.00%	-0.1%	Q4 2023
DDominion Energy, Inc	$2.55M	0.32%	0.00%	-0.2%	Q4 2023
BACBank of America Corp	$2.49M	0.32%	0.00%	+27.2%	Q4 2023
CORCencora, Inc.	$2.27M	0.29%	0.00%	-1.8%	Q4 2023
LLYELI LILLY & Co	$2.17M	0.28%	0.00%	-0.1%	Q4 2023
ANETArista Networks, Inc.	$2.16M	0.28%	0.00%	+2.3%	Q4 2023
IBMInternational Business Machines Corp	$1.88M	0.24%	0.00%	+0.4%	Q4 2023
GEGeneral Electric Co	$1.73M	0.22%	0.00%	Not reported	Q2 2024
ABBVAbbVie Inc.	$1.61M	0.21%	0.00%	-0.3%	Q4 2023
ORCLOracle Corp	$1.58M	0.20%	0.00%	+2.4%	Q1 2025
CSXCSX Corp	$1.58M	0.20%	0.00%	+0.6%	Q1 2024
GSGoldman Sachs Group Inc	$1.48M	0.19%	0.00%	-0.4%	Q4 2023
HWMHowmet Aerospace Inc.	$1.42M	0.18%	0.00%	-3.8%	Q2 2024
PGPROCTER & GAMBLE Co	$1.41M	0.18%	0.00%	-13.0%	Q4 2023
AXPAmerican Express Co	$1.32M	0.17%	0.00%	+1.1%	Q4 2023
COSTCostco Wholesale Corp	$1.3M	0.17%	0.00%	+0.4%	Q4 2023
MAMastercard Inc	$1.27M	0.16%	0.00%	+0.9%	Q4 2023
GOOGLAlphabet Inc.	$1.22M	0.16%	0.00%	-2.5%	Q4 2023
TXNTexas Instruments Inc	$1.21M	0.15%	0.00%	+0.8%	Q3 2025
BXBlackstone Inc.	$1.2M	0.15%	0.00%	+1.3%	Q4 2023
HCAHCA Healthcare, Inc.	$1.2M	0.15%	0.00%	Not reported	Q4 2023
COFCapital One Financial Corp	$1.19M	0.15%	0.00%	Not reported	Q2 2025
MRKMerck & Co., Inc.	$1.19M	0.15%	0.00%	-0.8%	Q4 2023
TMUST-Mobile US, Inc.	$1.18M	0.15%	0.00%	+1.0%	Q4 2023
CBChubb Ltd	$1.15M	0.15%	0.00%	Not reported	Q4 2023
METAMeta Platforms, Inc.	$1.15M	0.15%	Not reported	+1.1%	Q3 2024
NFLXNetflix Inc	$1.15M	0.15%	0.00%	+2.2%	Q4 2023
AFLAflac Inc	$1.14M	0.14%	0.00%	Not reported	Q4 2023
GLDSPDR Gold Trust	$1.11M	0.14%	0.00%	Not reported	Q4 2023
TTTrane Technologies plc	$1.1M	0.14%	0.00%	+3.1%	Q2 2024
LOWLowes Companies Inc	$1.07M	0.14%	0.00%	-8.6%	Q4 2023
AMPAmeriprise Financial Inc	$1.04M	0.13%	0.00%	+1.6%	Q4 2023
XOMExxonMobil Holdings Corp	$934K	0.12%	0.00%	+0.5%	Q4 2023
DUKDuke Energy CORP	$921K	0.12%	0.00%	-1.7%	Q4 2023
VVisa Inc.	$908K	0.12%	0.00%	-2.3%	Q4 2023
TOLToll Brothers, Inc.	$895K	0.11%	0.01%	+1.1%	Q4 2023
SHELShell plc	$847K	0.11%	0.00%	+0.9%	Q1 2024
HLTHilton Worldwide Holdings Inc.	$810K	0.10%	0.00%	New	Q2 2026

Q1 2026Reported May 4, 2026114 positions
QQQInvesco QQQ Trust, Series 1	$37M	5.35%	Not reported	-6.1%	Q4 2023
NVDANvidia Corp	$10.3M	1.49%	0.00%	-2.9%	Q4 2023
AAPLApple Inc.	$8.61M	1.25%	0.00%	-4.2%	Q4 2023
GOOGAlphabet Inc.	$8.45M	1.22%	Not reported	-5.3%	Q4 2023
MSFTMicrosoft Corp	$5.97M	0.86%	0.00%	+6.6%	Q4 2023
SPYSPDR S&P 500 ETF Trust	$5.09M	0.74%	Not reported	-34.2%	Q4 2023
BRK.BBerkshire Hathaway Inc	$4.49M	0.65%	Not reported	Not reported	Q4 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd	$4.29M	0.62%	0.00%	-5.0%	Q4 2023
MCKMckesson Corp	$3.01M	0.44%	0.00%	Not reported	Q4 2023
AMZNAmazon Com Inc	$2.7M	0.39%	0.00%	-3.8%	Q4 2023
CORCencora, Inc.	$2.57M	0.37%	0.00%	-5.4%	Q4 2023
PWRQuanta Services, Inc.	$2.48M	0.36%	0.00%	-12.9%	Q4 2023
DDominion Energy, Inc	$2.31M	0.33%	0.00%	+0.2%	Q4 2023
ADIAnalog Devices Inc	$2.2M	0.32%	0.00%	-1.2%	Q4 2023
BACBank of America Corp	$1.68M	0.24%	0.00%	+16.8%	Q4 2023
MRVLMarvell Technology, Inc.	$1.67M	0.24%	0.00%	+2.6%	Q3 2025
LLYELI LILLY & Co	$1.67M	0.24%	0.00%	+0.8%	Q4 2023
IBMInternational Business Machines Corp	$1.61M	0.23%	0.00%	+9.3%	Q4 2023
PGPROCTER & GAMBLE Co	$1.59M	0.23%	0.00%	-20.4%	Q4 2023
ORCLOracle Corp	$1.55M	0.22%	0.00%	+28.7%	Q1 2025
ANETArista Networks, Inc.	$1.53M	0.22%	0.00%	+8.8%	Q4 2023
NFLXNetflix Inc	$1.52M	0.22%	0.00%	+3.6%	Q4 2023
TMUST-Mobile US, Inc.	$1.46M	0.21%	0.00%	+1.0%	Q4 2023
HCAHCA Healthcare, Inc.	$1.46M	0.21%	0.00%	Not reported	Q4 2023
ABBVAbbVie Inc.	$1.4M	0.20%	0.00%	+6.7%	Q4 2023
COSTCostco Wholesale Corp	$1.38M	0.20%	0.00%	-5.1%	Q4 2023
CSXCSX Corp	$1.36M	0.20%	0.00%	-3.1%	Q1 2024
GEGeneral Electric Co	$1.31M	0.19%	0.00%	Not reported	Q2 2024
GLDSPDR Gold Trust	$1.3M	0.19%	0.00%	Not reported	Q4 2023
HWMHowmet Aerospace Inc.	$1.27M	0.18%	0.00%	+0.4%	Q2 2024
LOWLowes Companies Inc	$1.25M	0.18%	0.00%	-8.7%	Q4 2023
GSGoldman Sachs Group Inc	$1.24M	0.18%	0.00%	-6.0%	Q4 2023
MAMastercard Inc	$1.23M	0.18%	0.00%	-2.9%	Q4 2023
AXPAmerican Express Co	$1.17M	0.17%	0.00%	-0.5%	Q4 2023
BXBlackstone Inc.	$1.16M	0.17%	0.00%	+13.0%	Q4 2023
METAMeta Platforms, Inc.	$1.16M	0.17%	Not reported	+8.5%	Q3 2024
XOMExxonMobil Holdings Corp	$1.15M	0.17%	0.00%	+2.8%	Q4 2023
MRKMerck & Co., Inc.	$1.12M	0.16%	0.00%	0.0%	Q4 2023
CBChubb Ltd	$1.1M	0.16%	0.00%	+4.8%	Q4 2023
COFCapital One Financial Corp	$1.09M	0.16%	0.00%	Not reported	Q2 2025
AFLAflac Inc	$1.06M	0.15%	0.00%	Not reported	Q4 2023
ABTAbbott Laboratories	$1.06M	0.15%	0.00%	+3.0%	Q4 2023
GOOGLAlphabet Inc.	$1.01M	0.15%	0.00%	+4.8%	Q4 2023
SHELShell plc	$1.01M	0.15%	0.00%	-6.4%	Q1 2024
AMPAmeriprise Financial Inc	$992K	0.14%	0.00%	+3.5%	Q4 2023
DUKDuke Energy CORP	$969K	0.14%	0.00%	0.0%	Q4 2023
TTTrane Technologies plc	$909K	0.13%	0.00%	+6.1%	Q2 2024
VVisa Inc.	$819K	0.12%	0.00%	+1.2%	Q4 2023
KRKroger Co	$815K	0.12%	0.00%	-1.0%	Q3 2024
TXNTexas Instruments Inc	$783K	0.11%	0.00%	-9.8%	Q3 2025

Q4 2025Reported Feb 4, 2026104 positions
QQQInvesco QQQ Trust, Series 1	$41.9M	5.81%	Not reported	-0.2%	Q4 2023
NVDANvidia Corp	$11.3M	1.57%	0.00%	-1.4%	Q4 2023
GOOGAlphabet Inc.	$9.75M	1.35%	Not reported	-2.1%	Q4 2023
AAPLApple Inc.	$9.63M	1.34%	0.00%	-0.5%	Q4 2023
SPYSPDR S&P 500 ETF Trust	$8.11M	1.12%	Not reported	Not reported	Q4 2023
MSFTMicrosoft Corp	$7.31M	1.01%	0.00%	-0.6%	Q4 2023
BRK.BBerkshire Hathaway Inc	$4.71M	0.65%	Not reported	-16.9%	Q4 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd	$4.06M	0.56%	0.00%	+3.3%	Q4 2023
AMZNAmazon Com Inc	$3.11M	0.43%	0.00%	+2.3%	Q4 2023
CORCencora, Inc.	$2.92M	0.40%	0.00%	-0.2%	Q4 2023
MCKMckesson Corp	$2.85M	0.40%	0.00%	-2.4%	Q4 2023
PWRQuanta Services, Inc.	$2.19M	0.30%	0.00%	+2.5%	Q4 2023
DDominion Energy, Inc	$2.19M	0.30%	0.00%	-4.7%	Q4 2023
PGPROCTER & GAMBLE Co	$1.99M	0.28%	0.00%	+1.3%	Q4 2023
LLYELI LILLY & Co	$1.93M	0.27%	0.00%	+4.0%	Q4 2023
ADIAnalog Devices Inc	$1.9M	0.26%	0.00%	-5.7%	Q4 2023
IBMInternational Business Machines Corp	$1.8M	0.25%	0.00%	+6.9%	Q4 2023
BACBank of America Corp	$1.62M	0.22%	0.00%	-13.2%	Q4 2023
ORCLOracle Corp	$1.6M	0.22%	0.00%	+7.6%	Q1 2025
ANETArista Networks, Inc.	$1.5M	0.21%	0.00%	+6.2%	Q4 2023
COFCapital One Financial Corp	$1.44M	0.20%	0.00%	-4.2%	Q2 2025
MAMastercard Inc	$1.44M	0.20%	0.00%	+2.9%	Q4 2023
HCAHCA Healthcare, Inc.	$1.44M	0.20%	0.00%	-5.4%	Q4 2023
AXPAmerican Express Co	$1.43M	0.20%	0.00%	+4.5%	Q4 2023
GEGeneral Electric Co	$1.43M	0.20%	0.00%	Not reported	Q2 2024
NFLXNetflix Inc	$1.43M	0.20%	0.00%	+8.7%	Q4 2023
MRVLMarvell Technology, Inc.	$1.4M	0.19%	0.00%	+7.2%	Q3 2025
LOWLowes Companies Inc	$1.4M	0.19%	0.00%	-12.1%	Q4 2023
TMUST-Mobile US, Inc.	$1.4M	0.19%	0.00%	+1.3%	Q4 2023
BXBlackstone Inc.	$1.38M	0.19%	0.00%	+5.0%	Q4 2023
ABBVAbbVie Inc.	$1.38M	0.19%	0.00%	-5.1%	Q4 2023
GSGoldman Sachs Group Inc	$1.37M	0.19%	0.00%	-4.8%	Q4 2023
COSTCostco Wholesale Corp	$1.26M	0.17%	0.00%	+4.2%	Q4 2023
ABTAbbott Laboratories	$1.25M	0.17%	0.00%	-2.4%	Q4 2023
CSXCSX Corp	$1.24M	0.17%	0.00%	+1.3%	Q1 2024
METAMeta Platforms, Inc.	$1.23M	0.17%	Not reported	+52.1%	Q3 2024
GLDSPDR Gold Trust	$1.2M	0.17%	0.00%	Not reported	Q4 2023
HWMHowmet Aerospace Inc.	$1.12M	0.16%	0.00%	-4.2%	Q2 2024
AFLAflac Inc	$1.07M	0.15%	0.00%	+0.5%	Q4 2023
AMPAmeriprise Financial Inc	$1.06M	0.15%	0.00%	+2.9%	Q4 2023
GOOGLAlphabet Inc.	$1.05M	0.15%	0.00%	+17.6%	Q4 2023
CBChubb Ltd	$1.01M	0.14%	0.00%	-5.0%	Q4 2023
MRKMerck & Co., Inc.	$981K	0.14%	0.00%	-10.7%	Q4 2023
CMGChipotle Mexican Grill Inc	$946K	0.13%	0.00%	-6.5%	Q4 2023
VVisa Inc.	$939K	0.13%	0.00%	-10.6%	Q4 2023
DUKDuke Energy CORP	$867K	0.12%	0.00%	-13.3%	Q4 2023
INTUIntuit Inc.	$866K	0.12%	0.00%	-6.4%	Q4 2023
SHELShell plc	$850K	0.12%	0.00%	+1.5%	Q1 2024
TOLToll Brothers, Inc.	$829K	0.11%	0.01%	+1.1%	Q4 2023
JJacobs Solutions Inc.	$820K	0.11%	0.01%	+1.3%	Q4 2023

Q3 2025Reported Oct 28, 2025107 positions
QQQInvesco QQQ Trust, Series 1	$41.1M	5.78%	Not reported	+1.2%	Q4 2023
NVDANvidia Corp	$11.5M	1.62%	0.00%	+11.4%	Q4 2023
AAPLApple Inc.	$9.07M	1.28%	0.00%	-0.8%	Q4 2023
SPYSPDR S&P 500 ETF Trust	$7.92M	1.11%	Not reported	Not reported	Q4 2023
MSFTMicrosoft Corp	$7.88M	1.11%	0.00%	-1.6%	Q4 2023
GOOGAlphabet Inc.	$7.73M	1.09%	Not reported	-0.6%	Q4 2023
BRK.BBerkshire Hathaway Inc	$5.67M	0.80%	Not reported	-2.0%	Q4 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd	$3.61M	0.51%	0.00%	-0.4%	Q4 2023
AMZNAmazon Com Inc	$2.89M	0.41%	0.00%	-3.7%	Q4 2023
MCKMckesson Corp	$2.75M	0.39%	0.00%	Not reported	Q4 2023
CORCencora, Inc.	$2.71M	0.38%	0.00%	-0.3%	Q4 2023
DDominion Energy, Inc	$2.4M	0.34%	0.00%	+0.1%	Q4 2023
ORCLOracle Corp	$2.15M	0.30%	0.00%	+3.1%	Q1 2025
PGPROCTER & GAMBLE Co	$2.11M	0.30%	0.00%	-0.3%	Q4 2023
PWRQuanta Services, Inc.	$2.1M	0.30%	0.00%	-0.5%	Q4 2023
ADIAnalog Devices Inc	$1.82M	0.26%	0.00%	-1.2%	Q4 2023
BACBank of America Corp	$1.75M	0.25%	0.00%	-0.5%	Q4 2023
NFLXNetflix Inc	$1.68M	0.24%	0.00%	-0.5%	Q4 2023
LOWLowes Companies Inc	$1.66M	0.23%	0.00%	-1.9%	Q4 2023
TMUST-Mobile US, Inc.	$1.62M	0.23%	0.00%	+0.3%	Q4 2023
IBMInternational Business Machines Corp	$1.61M	0.23%	0.00%	+1.8%	Q4 2023
ANETArista Networks, Inc.	$1.57M	0.22%	0.00%	-11.1%	Q4 2023
ABBVAbbVie Inc.	$1.47M	0.21%	0.00%	-1.6%	Q4 2023
BXBlackstone Inc.	$1.45M	0.20%	0.00%	-0.5%	Q4 2023
MAMastercard Inc	$1.4M	0.20%	0.00%	-0.5%	Q4 2023
GEGeneral Electric Co	$1.39M	0.20%	0.00%	Not reported	Q2 2024
HCAHCA Healthcare, Inc.	$1.39M	0.20%	0.00%	Not reported	Q4 2023
ABTAbbott Laboratories	$1.37M	0.19%	0.00%	-2.8%	Q4 2023
COFCapital One Financial Corp	$1.32M	0.19%	0.00%	Not reported	Q2 2025
LLYELI LILLY & Co	$1.32M	0.19%	0.00%	-0.4%	Q4 2023
GSGoldman Sachs Group Inc	$1.31M	0.18%	0.00%	-1.9%	Q4 2023
COSTCostco Wholesale Corp	$1.3M	0.18%	0.00%	+0.8%	Q4 2023
MRVLMarvell Technology, Inc.	$1.29M	0.18%	0.00%	New	Q3 2025
AXPAmerican Express Co	$1.23M	0.17%	0.00%	+0.8%	Q4 2023
CSXCSX Corp	$1.2M	0.17%	0.00%	+0.5%	Q1 2024
HWMHowmet Aerospace Inc.	$1.12M	0.16%	0.00%	+139.9%	Q2 2024
AFLAflac Inc	$1.08M	0.15%	0.00%	-4.4%	Q4 2023
GLDSPDR Gold Trust	$1.07M	0.15%	0.00%	Not reported	Q4 2023
CMGChipotle Mexican Grill Inc	$1.07M	0.15%	0.00%	-4.5%	Q4 2023
DUKDuke Energy CORP	$1.06M	0.15%	0.00%	-0.8%	Q4 2023
AMPAmeriprise Financial Inc	$1.03M	0.15%	0.00%	+0.8%	Q4 2023
VVisa Inc.	$1.02M	0.14%	0.00%	-5.9%	Q4 2023
CBChubb Ltd	$961K	0.14%	0.00%	-2.8%	Q4 2023
INTUIntuit Inc.	$954K	0.13%	0.00%	Not reported	Q4 2023
JJacobs Solutions Inc.	$916K	0.13%	0.01%	+0.1%	Q4 2023
DDDuPont de Nemours, Inc.	$915K	0.13%	0.00%	-0.3%	Q4 2023
METAMeta Platforms, Inc.	$900K	0.13%	Not reported	-0.9%	Q3 2024
HDHome Depot, Inc.	$885K	0.12%	0.00%	-3.6%	Q4 2023
MRKMerck & Co., Inc.	$876K	0.12%	0.00%	-4.8%	Q4 2023
TOLToll Brothers, Inc.	$838K	0.12%	0.01%	+1.2%	Q4 2023

Premium opens every quarter this fund has filed