Gratus Wealth Advisors, LLC Portfolio Holdings

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.