GRATUS WEALTH ADVISORS, LLC

Filed: 7/22/2025ACC: 0001398344-25-013492

📋 What this filing means

GRATUS WEALTH ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 130 equity positions with a total reported market value of $660.45M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

130

Positions

$660.45M

Total AUM (reported)

10.22M

Total Shares

Allocation by class

COM$93.73M14.2%

CORE DIV GRWTH$77.46M11.7%

MEGA GRWTH IND$61.66M9.3%

UNIT SER 1$37.29M5.6%

SHS$37.24M5.6%

S&P SMLCP MOMENT$32.47M4.9%

IBONDS DEC2026$32.13M4.9%

Portfolio Concentration

Top 3$176.41M26.7%

4–10$226.75M34.3%

11–25$169.19M25.6%

Rest$88.10M13.3%

Top 3 weight

26.7%

Top 10 weight

61.0%

Voting Authority Distribution

Total shares with voting rights: 10.22M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

10.22M

% of voting shares100.0%

Investment Discretion (by position count)

Sole130

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings130

Rows:

ISHARES TR

SOLE

CORE DIV GRWTH

Shares1.21M

TypeSH

Market value$77.46M

11.73%

Sole

0.00

Shared

0.00

None

1.21M

VANGUARD WORLD FD

SOLE

MEGA GRWTH IND

Shares168.40K

TypeSH

Market value$61.66M

9.34%

Sole

0.00

Shared

0.00

None

168.40K

INVESCO QQQ TR

SOLE

UNIT SER 1

Shares67.59K

TypeSH

Market value$37.29M

5.65%

Sole

0.00

Shared

0.00

None

67.59K

FIRST TR EXCHANGE-TRADED FD

SOLE

SHS

Shares263.18K

TypeSH

Market value$35.92M

5.44%

Sole

0.00

Shared

0.00

None

263.18K

INVESCO EXCHANGE TRADED FD T

SOLE

S&P SMLCP MOMENT

Shares477.33K

TypeSH

Market value$32.47M

4.92%

Sole

0.00

Shared

0.00

None

477.33K

ISHARES TR

SOLE

IBONDS DEC2026

Shares1.33M

TypeSH

Market value$32.13M

4.87%

Sole

0.00

Shared

0.00

None

1.33M

ISHARES TR

SOLE

IBONDS DEC25 ETF

Shares1.26M

TypeSH

Market value$31.79M

4.81%

Sole

0.00

Shared

0.00

None

1.26M

ISHARES TR

SOLE

IBONDS 27 ETF

Shares1.31M

TypeSH

Market value$31.74M

4.81%

Sole

0.00

Shared

0.00

None

1.31M

ISHARES TR

SOLE

IBONDS DEC 29

Shares1.34M

TypeSH

Market value$31.36M

4.75%

Sole

0.00

Shared

0.00

None

1.34M

ISHARES TR

SOLE

IBDS DEC28 ETF

Shares1.23M

TypeSH

Market value$31.35M

4.75%

Sole

0.00

Shared

0.00

None

1.23M

FIRST TR EXCHANGE-TRADED FD

SOLE

CAP STRENGTH ETF

Shares294.79K

TypeSH

Market value$26.79M

4.06%

Sole

0.00

Shared

0.00

None

294.79K

SELECT SECTOR SPDR TR

SOLE

TECHNOLOGY

Shares105.29K

TypeSH

Market value$26.66M

4.04%

Sole

0.00

Shared

0.00

None

105.29K

VANGUARD WORLD FD

SOLE

INF TECH ETF

Shares38.24K

TypeSH

Market value$25.37M

3.84%

Sole

0.00

Shared

0.00

None

38.24K

GOLDMAN SACHS ETF TR

SOLE

ACTIVEBETA US LG

Shares137.09K

TypeSH

Market value$16.64M

2.52%

Sole

0.00

Shared

0.00

None

137.09K

VANGUARD INDEX FDS

SOLE

MID CAP ETF

Shares39.25K

TypeSH

Market value$10.98M

1.66%

Sole

0.00

Shared

0.00

None

39.25K

SELECT SECTOR SPDR TR

SOLE

SBI HEALTHCARE

Shares80.92K

TypeSH

Market value$10.91M

1.65%

Sole

0.00

Shared

0.00

None

80.92K

NVIDIA CORPORATION

SOLE

COM

Shares55.30K

TypeSH

Market value$8.74M

1.32%

Sole

0.00

Shared

0.00

None

55.30K

MICROSOFT CORP

SOLE

COM

Shares15.45K

TypeSH

Market value$7.68M

1.16%

Sole

0.00

Shared

0.00

None

15.45K

APPLE INC

SOLE

COM

Shares35.89K

TypeSH

Market value$7.36M

1.11%

Sole

0.00

Shared

0.00

None

35.89K

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares11.89K

TypeSH

Market value$7.35M

1.11%

Sole

0.00

Shared

0.00

None

11.89K

ALPHABET INC

SOLE

CAP STK CL C

Shares31.96K

TypeSH

Market value$5.67M

0.86%

Sole

0.00

Shared

0.00

None

31.96K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares11.51K

TypeSH

Market value$5.59M

0.85%

Sole

0.00

Shared

0.00

None

11.51K

VANGUARD SPECIALIZED FUNDS

SOLE

DIV APP ETF

Shares16.99K

TypeSH

Market value$3.48M

0.53%

Sole

0.00

Shared

0.00

None

16.99K

AMAZON COM INC

SOLE

COM

Shares13.66K

TypeSH

Market value$3.00M

0.45%

Sole

0.00

Shared

0.00

None

13.66K

ISHARES TR

SOLE

CORE S&P500 ETF

Shares4.79K

TypeSH

Market value$2.97M

0.45%

Sole

0.00

Shared

0.00

None

4.79K

Issuer	Class	Shares	Type	Value / Portfolio %	None
ISHARES TRSOLE	CORE DIV GRWTH	1.21M	SH	$77.46M 11.73%	1.21M
VANGUARD WORLD FDSOLE	MEGA GRWTH IND	168.40K	SH	$61.66M 9.34%	168.40K
INVESCO QQQ TRSOLE	UNIT SER 1	67.59K	SH	$37.29M 5.65%	67.59K
FIRST TR EXCHANGE-TRADED FDSOLE	SHS	263.18K	SH	$35.92M 5.44%	263.18K
INVESCO EXCHANGE TRADED FD TSOLE	S&P SMLCP MOMENT	477.33K	SH	$32.47M 4.92%	477.33K
ISHARES TRSOLE	IBONDS DEC2026	1.33M	SH	$32.13M 4.87%	1.33M
ISHARES TRSOLE	IBONDS DEC25 ETF	1.26M	SH	$31.79M 4.81%	1.26M
ISHARES TRSOLE	IBONDS 27 ETF	1.31M	SH	$31.74M 4.81%	1.31M
ISHARES TRSOLE	IBONDS DEC 29	1.34M	SH	$31.36M 4.75%	1.34M
ISHARES TRSOLE	IBDS DEC28 ETF	1.23M	SH	$31.35M 4.75%	1.23M
FIRST TR EXCHANGE-TRADED FDSOLE	CAP STRENGTH ETF	294.79K	SH	$26.79M 4.06%	294.79K
SELECT SECTOR SPDR TRSOLE	TECHNOLOGY	105.29K	SH	$26.66M 4.04%	105.29K
VANGUARD WORLD FDSOLE	INF TECH ETF	38.24K	SH	$25.37M 3.84%	38.24K
GOLDMAN SACHS ETF TRSOLE	ACTIVEBETA US LG	137.09K	SH	$16.64M 2.52%	137.09K
VANGUARD INDEX FDSSOLE	MID CAP ETF	39.25K	SH	$10.98M 1.66%	39.25K
SELECT SECTOR SPDR TRSOLE	SBI HEALTHCARE	80.92K	SH	$10.91M 1.65%	80.92K
NVIDIA CORPORATIONSOLE	COM	55.30K	SH	$8.74M 1.32%	55.30K
MICROSOFT CORPSOLE	COM	15.45K	SH	$7.68M 1.16%	15.45K
APPLE INCSOLE	COM	35.89K	SH	$7.36M 1.11%	35.89K
SPDR S&P 500 ETF TRSOLE	TR UNIT	11.89K	SH	$7.35M 1.11%	11.89K
ALPHABET INCSOLE	CAP STK CL C	31.96K	SH	$5.67M 0.86%	31.96K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	11.51K	SH	$5.59M 0.85%	11.51K
VANGUARD SPECIALIZED FUNDSSOLE	DIV APP ETF	16.99K	SH	$3.48M 0.53%	16.99K
AMAZON COM INCSOLE	COM	13.66K	SH	$3.00M 0.45%	13.66K
ISHARES TRSOLE	CORE S&P500 ETF	4.79K	SH	$2.97M 0.45%	4.79K

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