GRATUS WEALTH ADVISORS, LLC

Filed: 2/4/2026ACC: 0001398344-26-002160

📋 What this filing means

GRATUS WEALTH ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 128 equity positions with a total reported market value of $721.21M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

128

Positions

$721.21M

Total AUM (reported)

10.97M

Total Shares

Allocation by class

COM$98.52M13.7%

CORE DIV GRWTH$87.11M12.1%

MEGA GRWTH IND$68.91M9.6%

UNIT SER 1$41.93M5.8%

NASDAQ-100 SEL$38.53M5.3%

S&P SMLCP MOMENT$35.35M4.9%

IBONDS DEC2026$34.81M4.8%

Portfolio Concentration

Top 3$197.96M27.4%

4–10$241.84M33.5%

11–25$192.65M26.7%

Rest$88.77M12.3%

Top 3 weight

27.4%

Top 10 weight

61.0%

Voting Authority Distribution

Total shares with voting rights: 10.97M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

10.97M

% of voting shares100.0%

Investment Discretion (by position count)

Sole128

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings128

Rows:

ISHARES TR

SOLE

CORE DIV GRWTH

Shares1.25M

TypeSH

Market value$87.11M

12.08%

Sole

0.00

Shared

0.00

None

1.25M

VANGUARD WORLD FD

SOLE

MEGA GRWTH IND

Shares166.95K

TypeSH

Market value$68.91M

9.55%

Sole

0.00

Shared

0.00

None

166.95K

INVESCO QQQ TR

SOLE

UNIT SER 1

Shares68.25K

TypeSH

Market value$41.93M

5.81%

Sole

0.00

Shared

0.00

None

68.25K

FIRST TR EXCHANGE-TRADED FD

SOLE

NASDAQ-100 SEL

Shares271.07K

TypeSH

Market value$38.53M

5.34%

Sole

0.00

Shared

0.00

None

271.07K

INVESCO EXCHANGE TRADED FD T

SOLE

S&P SMLCP MOMENT

Shares490.89K

TypeSH

Market value$35.35M

4.90%

Sole

0.00

Shared

0.00

None

490.89K

ISHARES TR

SOLE

IBONDS DEC2026

Shares1.44M

TypeSH

Market value$34.81M

4.83%

Sole

0.00

Shared

0.00

None

1.44M

ISHARES TR

SOLE

IBONDS 27 ETF

Shares1.40M

TypeSH

Market value$34.04M

4.72%

Sole

0.00

Shared

0.00

None

1.40M

ISHARES TR

SOLE

IBONDS DEC 29

Shares1.42M

TypeSH

Market value$33.26M

4.61%

Sole

0.00

Shared

0.00

None

1.42M

ISHARES TR

SOLE

IBDS DEC28 ETF

Shares1.30M

TypeSH

Market value$33.13M

4.59%

Sole

0.00

Shared

0.00

None

1.30M

ISHARES TR

SOLE

IBONDS DEC 2030

Shares1.48M

TypeSH

Market value$32.73M

4.54%

Sole

0.00

Shared

0.00

None

1.48M

SELECT SECTOR SPDR TR

SOLE

STATE STREET TEC

Shares211.11K

TypeSH

Market value$30.39M

4.21%

Sole

0.00

Shared

0.00

None

211.11K

FIRST TR EXCHANGE-TRADED FD

SOLE

CAP STRENGTH ETF

Shares307.49K

TypeSH

Market value$28.45M

3.94%

Sole

0.00

Shared

0.00

None

307.49K

VANGUARD WORLD FD

SOLE

INF TECH ETF

Shares37.31K

TypeSH

Market value$28.13M

3.90%

Sole

0.00

Shared

0.00

None

37.31K

GOLDMAN SACHS ETF TR

SOLE

ACTIVEBETA US LG

Shares142.30K

TypeSH

Market value$18.84M

2.61%

Sole

0.00

Shared

0.00

None

142.30K

SELECT SECTOR SPDR TR

SOLE

STATE STREET HEA

Shares86.45K

TypeSH

Market value$13.38M

1.86%

Sole

0.00

Shared

0.00

None

86.45K

VANGUARD INDEX FDS

SOLE

MID CAP ETF

Shares39.87K

TypeSH

Market value$11.57M

1.60%

Sole

0.00

Shared

0.00

None

39.87K

NVIDIA CORPORATION

SOLE

COM

Shares60.72K

TypeSH

Market value$11.32M

1.57%

Sole

0.00

Shared

0.00

None

60.72K

ALPHABET INC

SOLE

CAP STK CL C

Shares31.08K

TypeSH

Market value$9.75M

1.35%

Sole

0.00

Shared

0.00

None

31.08K

APPLE INC

SOLE

COM

Shares35.44K

TypeSH

Market value$9.63M

1.34%

Sole

0.00

Shared

0.00

None

35.44K

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares11.89K

TypeSH

Market value$8.11M

1.12%

Sole

0.00

Shared

0.00

None

11.89K

MICROSOFT CORP

SOLE

COM

Shares15.11K

TypeSH

Market value$7.31M

1.01%

Sole

0.00

Shared

0.00

None

15.11K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares9.38K

TypeSH

Market value$4.71M

0.65%

Sole

0.00

Shared

0.00

None

9.38K

TAIWAN SEMICONDUCTOR MFG LTD

SOLE

VANGUARD SPECIALIZED FUNDS

SOLE

DIV APP ETF

Shares16.92K

TypeSH

Market value$3.72M

0.52%

Sole

0.00

Shared

0.00

None

16.92K

ISHARES TR

SOLE

CORE S&P500 ETF

Shares4.78K

TypeSH

Market value$3.27M

0.45%

Sole

0.00

Shared

0.00

None

4.78K

Issuer	Class	Shares	Type	Value / Portfolio %	None
ISHARES TRSOLE	CORE DIV GRWTH	1.25M	SH	$87.11M 12.08%	1.25M
VANGUARD WORLD FDSOLE	MEGA GRWTH IND	166.95K	SH	$68.91M 9.55%	166.95K
INVESCO QQQ TRSOLE	UNIT SER 1	68.25K	SH	$41.93M 5.81%	68.25K
FIRST TR EXCHANGE-TRADED FDSOLE	NASDAQ-100 SEL	271.07K	SH	$38.53M 5.34%	271.07K
INVESCO EXCHANGE TRADED FD TSOLE	S&P SMLCP MOMENT	490.89K	SH	$35.35M 4.90%	490.89K
ISHARES TRSOLE	IBONDS DEC2026	1.44M	SH	$34.81M 4.83%	1.44M
ISHARES TRSOLE	IBONDS 27 ETF	1.40M	SH	$34.04M 4.72%	1.40M
ISHARES TRSOLE	IBONDS DEC 29	1.42M	SH	$33.26M 4.61%	1.42M
ISHARES TRSOLE	IBDS DEC28 ETF	1.30M	SH	$33.13M 4.59%	1.30M
ISHARES TRSOLE	IBONDS DEC 2030	1.48M	SH	$32.73M 4.54%	1.48M
SELECT SECTOR SPDR TRSOLE	STATE STREET TEC	211.11K	SH	$30.39M 4.21%	211.11K
FIRST TR EXCHANGE-TRADED FDSOLE	CAP STRENGTH ETF	307.49K	SH	$28.45M 3.94%	307.49K
VANGUARD WORLD FDSOLE	INF TECH ETF	37.31K	SH	$28.13M 3.90%	37.31K
GOLDMAN SACHS ETF TRSOLE	ACTIVEBETA US LG	142.30K	SH	$18.84M 2.61%	142.30K
SELECT SECTOR SPDR TRSOLE	STATE STREET HEA	86.45K	SH	$13.38M 1.86%	86.45K
VANGUARD INDEX FDSSOLE	MID CAP ETF	39.87K	SH	$11.57M 1.60%	39.87K
NVIDIA CORPORATIONSOLE	COM	60.72K	SH	$11.32M 1.57%	60.72K
ALPHABET INCSOLE	CAP STK CL C	31.08K	SH	$9.75M 1.35%	31.08K
APPLE INCSOLE	COM	35.44K	SH	$9.63M 1.34%	35.44K
SPDR S&P 500 ETF TRSOLE	TR UNIT	11.89K	SH	$8.11M 1.12%	11.89K
MICROSOFT CORPSOLE	COM	15.11K	SH	$7.31M 1.01%	15.11K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	9.38K	SH	$4.71M 0.65%	9.38K
TAIWAN SEMICONDUCTOR MFG LTDSOLE	SPONSORED ADS	13.38K	SH	$4.06M 0.56%	13.38K
VANGUARD SPECIALIZED FUNDSSOLE	DIV APP ETF	16.92K	SH	$3.72M 0.52%	16.92K
ISHARES TRSOLE	CORE S&P500 ETF	4.78K	SH	$3.27M 0.45%	4.78K

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