Gratus Wealth Advisors, LLC has filed its 13F form on October 28, 2025 for Q3 2025 where it was disclosed a total value porftolio of $710 Billion distributed in 131 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 $84.1B, Vanguard Mega Cap Growth ETF with a value of $67.7B, Invesco Qqq Trust, Series 1 with a value of $41.1B, First Tr Nasdaq 100 Equal Weig with a value of $37.9B, and Invesco S&P Smallcap Momentum with a value of $35.8B.
Examining the 13F form we can see an increase of $49.9B in the current position value, from $660B to 710B.
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
$710 Billion
ETFs: $578 Billion
Technology: $45.7 Billion
Financial Services: $20.7 Billion
Healthcare: $16.4 Billion
Communication Services: $13.1 Billion
Consumer Cyclical: $9.57 Billion
Industrials: $9.11 Billion
Consumer Defensive: $6.04 Billion
Other: $8.83 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
