GRATUS WEALTH ADVISORS, LLC

Filed: 10/28/2025ACC: 0001398344-25-019883

📋 What this filing means

GRATUS WEALTH ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 131 equity positions with a total reported market value of $710.34M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

131

Positions

$710.34M

Total AUM (reported)

10.46M

Total Shares

Allocation by class

COM$101.32M14.3%

CORE DIV GRWTH$84.05M11.8%

MEGA GRWTH IND$67.75M9.5%

UNIT SER 1$41.08M5.8%

SHS$39.19M5.5%

S&P SMLCP MOMENT$35.81M5.0%

IBONDS DEC2026$33.20M4.7%

Portfolio Concentration

Top 3$192.88M27.2%

4–10$236.85M33.3%

11–25$188.96M26.6%

Rest$91.65M12.9%

Top 3 weight

27.2%

Top 10 weight

60.5%

Voting Authority Distribution

Total shares with voting rights: 10.46M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

10.46M

% of voting shares100.0%

Investment Discretion (by position count)

Sole131

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings131

Rows:

ISHARES TR

SOLE

CORE DIV GRWTH

Shares1.23M

TypeSH

Market value$84.05M

11.83%

Sole

0.00

Shared

0.00

None

1.23M

VANGUARD WORLD FD

SOLE

MEGA GRWTH IND

Shares168.35K

TypeSH

Market value$67.75M

9.54%

Sole

0.00

Shared

0.00

None

168.35K

INVESCO QQQ TR

SOLE

UNIT SER 1

Shares68.42K

TypeSH

Market value$41.08M

5.78%

Sole

0.00

Shared

0.00

None

68.42K

FIRST TR EXCHANGE-TRADED FD

SOLE

SHS

Shares268.59K

TypeSH

Market value$37.90M

5.34%

Sole

0.00

Shared

0.00

None

268.59K

INVESCO EXCHANGE TRADED FD T

SOLE

S&P SMLCP MOMENT

Shares486.78K

TypeSH

Market value$35.81M

5.04%

Sole

0.00

Shared

0.00

None

486.78K

ISHARES TR

SOLE

IBONDS DEC2026

Shares1.37M

TypeSH

Market value$33.20M

4.67%

Sole

0.00

Shared

0.00

None

1.37M

ISHARES TR

SOLE

IBONDS 27 ETF

Shares1.35M

TypeSH

Market value$32.75M

4.61%

Sole

0.00

Shared

0.00

None

1.35M

ISHARES TR

SOLE

IBONDS DEC25 ETF

Shares1.29M

TypeSH

Market value$32.48M

4.57%

Sole

0.00

Shared

0.00

None

1.29M

ISHARES TR

SOLE

IBONDS DEC 29

Shares1.38M

TypeSH

Market value$32.42M

4.56%

Sole

0.00

Shared

0.00

None

1.38M

ISHARES TR

SOLE

IBDS DEC28 ETF

Shares1.27M

TypeSH

Market value$32.29M

4.55%

Sole

0.00

Shared

0.00

None

1.27M

SELECT SECTOR SPDR TR

SOLE

TECHNOLOGY

Shares106.37K

TypeSH

Market value$29.98M

4.22%

Sole

0.00

Shared

0.00

None

106.37K

FIRST TR EXCHANGE-TRADED FD

SOLE

CAP STRENGTH ETF

Shares305.95K

TypeSH

Market value$28.65M

4.03%

Sole

0.00

Shared

0.00

None

305.95K

VANGUARD WORLD FD

SOLE

INF TECH ETF

Shares37.80K

TypeSH

Market value$28.23M

3.97%

Sole

0.00

Shared

0.00

None

37.80K

GOLDMAN SACHS ETF TR

SOLE

ACTIVEBETA US LG

Shares141.24K

TypeSH

Market value$18.40M

2.59%

Sole

0.00

Shared

0.00

None

141.24K

SELECT SECTOR SPDR TR

SOLE

SBI HEALTHCARE

Shares85.32K

TypeSH

Market value$11.87M

1.67%

Sole

0.00

Shared

0.00

None

85.32K

VANGUARD INDEX FDS

SOLE

MID CAP ETF

Shares39.45K

TypeSH

Market value$11.59M

1.63%

Sole

0.00

Shared

0.00

None

39.45K

NVIDIA CORPORATION

SOLE

COM

Shares61.59K

TypeSH

Market value$11.49M

1.62%

Sole

0.00

Shared

0.00

None

61.59K

APPLE INC

SOLE

COM

Shares35.62K

TypeSH

Market value$9.07M

1.28%

Sole

0.00

Shared

0.00

None

35.62K

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares11.89K

TypeSH

Market value$7.92M

1.11%

Sole

0.00

Shared

0.00

None

11.89K

MICROSOFT CORP

SOLE

COM

Shares15.21K

TypeSH

Market value$7.88M

1.11%

Sole

0.00

Shared

0.00

None

15.21K

ALPHABET INC

SOLE

CAP STK CL C

Shares31.76K

TypeSH

Market value$7.73M

1.09%

Sole

0.00

Shared

0.00

None

31.76K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares11.29K

TypeSH

Market value$5.67M

0.80%

Sole

0.00

Shared

0.00

None

11.29K

VANGUARD SPECIALIZED FUNDS

SOLE

DIV APP ETF

Shares17K

TypeSH

Market value$3.67M

0.52%

Sole

0.00

Shared

0.00

None

17K

TAIWAN SEMICONDUCTOR MFG LTD

SOLE

ISHARES TR

SOLE

CORE S&P500 ETF

Shares4.76K

TypeSH

Market value$3.19M

0.45%

Sole

0.00

Shared

0.00

None

4.76K

Issuer	Class	Shares	Type	Value / Portfolio %	None
ISHARES TRSOLE	CORE DIV GRWTH	1.23M	SH	$84.05M 11.83%	1.23M
VANGUARD WORLD FDSOLE	MEGA GRWTH IND	168.35K	SH	$67.75M 9.54%	168.35K
INVESCO QQQ TRSOLE	UNIT SER 1	68.42K	SH	$41.08M 5.78%	68.42K
FIRST TR EXCHANGE-TRADED FDSOLE	SHS	268.59K	SH	$37.90M 5.34%	268.59K
INVESCO EXCHANGE TRADED FD TSOLE	S&P SMLCP MOMENT	486.78K	SH	$35.81M 5.04%	486.78K
ISHARES TRSOLE	IBONDS DEC2026	1.37M	SH	$33.20M 4.67%	1.37M
ISHARES TRSOLE	IBONDS 27 ETF	1.35M	SH	$32.75M 4.61%	1.35M
ISHARES TRSOLE	IBONDS DEC25 ETF	1.29M	SH	$32.48M 4.57%	1.29M
ISHARES TRSOLE	IBONDS DEC 29	1.38M	SH	$32.42M 4.56%	1.38M
ISHARES TRSOLE	IBDS DEC28 ETF	1.27M	SH	$32.29M 4.55%	1.27M
SELECT SECTOR SPDR TRSOLE	TECHNOLOGY	106.37K	SH	$29.98M 4.22%	106.37K
FIRST TR EXCHANGE-TRADED FDSOLE	CAP STRENGTH ETF	305.95K	SH	$28.65M 4.03%	305.95K
VANGUARD WORLD FDSOLE	INF TECH ETF	37.80K	SH	$28.23M 3.97%	37.80K
GOLDMAN SACHS ETF TRSOLE	ACTIVEBETA US LG	141.24K	SH	$18.40M 2.59%	141.24K
SELECT SECTOR SPDR TRSOLE	SBI HEALTHCARE	85.32K	SH	$11.87M 1.67%	85.32K
VANGUARD INDEX FDSSOLE	MID CAP ETF	39.45K	SH	$11.59M 1.63%	39.45K
NVIDIA CORPORATIONSOLE	COM	61.59K	SH	$11.49M 1.62%	61.59K
APPLE INCSOLE	COM	35.62K	SH	$9.07M 1.28%	35.62K
SPDR S&P 500 ETF TRSOLE	TR UNIT	11.89K	SH	$7.92M 1.11%	11.89K
MICROSOFT CORPSOLE	COM	15.21K	SH	$7.88M 1.11%	15.21K
ALPHABET INCSOLE	CAP STK CL C	31.76K	SH	$7.73M 1.09%	31.76K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	11.29K	SH	$5.67M 0.80%	11.29K
VANGUARD SPECIALIZED FUNDSSOLE	DIV APP ETF	17K	SH	$3.67M 0.52%	17K
TAIWAN SEMICONDUCTOR MFG LTDSOLE	SPONSORED ADS	12.94K	SH	$3.61M 0.51%	12.94K
ISHARES TRSOLE	CORE S&P500 ETF	4.76K	SH	$3.19M 0.45%	4.76K

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