Gratus Wealth Advisors, LLC Portfolio Holdings

Gratus Wealth Advisors, LLC

  • $660 Billion
  • Q2 2025

Gratus Wealth Advisors, LLC has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $660 Billion distributed in 130 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core Dividend Growth E with a value of $77.5B, Vanguard Mega Cap Growth ETF with a value of $61.7B, Invesco Qqq Trust, Series 1 with a value of $37.3B, First Tr Nasdaq 100 Equal Weig with a value of $35.9B, and Invesco S&P Smallcap Momentum with a value of $32.5B.

Examining the 13F form we can see an increase of $51.1B in the current position value, from $609B to 660B.

Gratus Wealth Advisors, LLC is based out at Virginia Beach, VA

Below you can find more details about Gratus Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $660 Billion
ETFs: $539 Billion
Technology: $38.6 Billion
Financial Services: $20.6 Billion
Healthcare: $15.5 Billion
Communication Services: $11.1 Billion
Consumer Cyclical: $9.79 Billion
Industrials: $8 Billion
Consumer Defensive: $6.56 Billion
Other: $8.03 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$416B
$8.74 Billion 1.32% of portfolio
55,299
Q2 2025 Reduced 1.09%
$3.77T
$7.68 Billion 1.16% of portfolio
15,447
Q2 2025 Added 0.1%
$3.45T
$7.36 Billion 1.11% of portfolio
35,892
Q2 2025 Added 0.34%
$1.17T
$5.67 Billion 0.86% of portfolio
31,958
Q2 2025 Reduced 0.23%
$622B
$5.59 Billion 0.85% of portfolio
11,511
Q2 2025 Reduced 1.77%
$1.22T
$2.94 Billion 0.45% of portfolio
12,989
Q2 2025 Reduced 15.95%
$2.32T
$3 Billion 0.45% of portfolio
13,658
Q2 2025 Added 9.4%
$102B
$2.61 Billion 0.4% of portfolio
3,563
Q2 2025 Reduced 1.47%
$38.4B
$2.6 Billion 0.39% of portfolio
8,684
Q2 2025 Reduced 1.71%
$48.7B
$2.21 Billion 0.33% of portfolio
39,111
Q2 2025 Reduced 4.72%
$375B
$2.19 Billion 0.33% of portfolio
13,746
Q2 2025 Added 0.5%
$530B
$1.88 Billion 0.29% of portfolio
1,406
Q2 2025 Reduced 20.79%
$56.5B
$1.92 Billion 0.29% of portfolio
5,084
Q2 2025 Reduced 0.66%
$121B
$1.79 Billion 0.27% of portfolio
7,502
Q2 2025 Reduced 0.6%
$642B
$1.62 Billion 0.25% of portfolio
7,402
Q2 2025 Reduced 0.62%
$253B
$1.65 Billion 0.25% of portfolio
5,596
Q2 2025 Added 0.04%
$290B
$1.61 Billion 0.24% of portfolio
6,767
Q2 2025 Reduced 0.43%
$1.45B
$1.61 Billion 0.24% of portfolio
28,626
Q2 2025 Reduced 0.17%
$141B
$1.49 Billion 0.23% of portfolio
6,719
Q2 2025 Reduced 2.14%
$59.9B
$1.45 Billion 0.22% of portfolio
6,621
Q2 2025 Reduced 2.53%
$220B
$1.43 Billion 0.22% of portfolio
10,535
Q2 2025 Reduced 0.14%
$417B
$1.37 Billion 0.21% of portfolio
1,388
Q2 2025 Reduced 0.36%
$533B
$1.39 Billion 0.21% of portfolio
2,467
Q2 2025 Reduced 0.56%
$738B
$1.35 Billion 0.21% of portfolio
1,737
Q2 2025 Added 5.4%
$83.4B
$1.32 Billion 0.2% of portfolio
6,214
Q2 2025 New
$120B
$1.28 Billion 0.19% of portfolio
8,560
Q2 2025 Reduced 0.71%
$101B
$1.25 Billion 0.19% of portfolio
3,258
Q1 2025 Reduced 0.76%
$227B
$1.18 Billion 0.18% of portfolio
3,684
Q2 2025 Reduced 0.81%
$331B
$1.2 Billion 0.18% of portfolio
6,452
Q2 2025 Added 1.64%
$239B
$1.18 Billion 0.18% of portfolio
1,670
Q1 2025 Reduced 3.52%
$283B
$1.19 Billion 0.18% of portfolio
4,632
Q1 2025 Reduced 35.58%
$57.3B
$1.11 Billion 0.17% of portfolio
2,081
Q2 2025 Added 0.05%
$74.1B
$1.1 Billion 0.17% of portfolio
33,589
Q2 2025 Added 308.92%
$575B
$1.13 Billion 0.17% of portfolio
3,181
Q2 2025 Reduced 1.73%
$216B
$1.1 Billion 0.17% of portfolio
1,397
Q1 2025 Reduced 0.99%
$64.9B
$1.06 Billion 0.16% of portfolio
10,090
Q2 2025 Reduced 4.47%
$93B
$1.01 Billion 0.15% of portfolio
8,601
Q2 2025 Reduced 1.18%
$116B
$1.01 Billion 0.15% of portfolio
3,503
Q2 2025 Added 2.91%
$49.6B
$995 Million 0.15% of portfolio
12,219
Q2 2025 Reduced 0.61%
$1.58T
$913 Million 0.14% of portfolio
1,237
Q2 2025 Reduced 0.16%
$181B
$948 Million 0.14% of portfolio
3,171
Q2 2025 Reduced 4.89%
$207B
$868 Million 0.13% of portfolio
10,963
Q2 2025 Reduced 0.05%
$380B
$830 Million 0.13% of portfolio
2,264
Q2 2025 Reduced 2.92%
$60B
$814 Million 0.12% of portfolio
18,940
Q2 2025 Reduced 3.75%
$253B
$807 Million 0.12% of portfolio
11,462
Q2 2025 Reduced 1.1%
$38.8B
$807 Million 0.12% of portfolio
11,772
Q2 2025 Reduced 2.16%
$52B
$802 Million 0.12% of portfolio
11,186
Q2 2025 Added 0.04%
$104B
$734 Million 0.11% of portfolio
1,679
Q2 2025 Added 1.08%
$452B
$736 Million 0.11% of portfolio
6,824
Q1 2025 Reduced 4.2%

Summary

  • Portfolio
  • No. of Stocks 130
  • Current Value $660 Billion
  • Prior Value $609 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 22, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 10 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 58 stocks
Track This Portfolio

Track Gratus Wealth Advisors, LLC Portfolio

Follow Gratus Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Gratus Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gratus Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email