Gratus Wealth Advisors, LLC 13F Holdings
CIK 0002022161 · VIRGINIA BEACH, VA
As of Sep 30, 2025, Gratus Wealth Advisors, LLC reported 131 positions worth $710.3M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES CORE DIVIDEND GROWTH ETF | DGRO | — | 1,234,578 | $84.1M | 11.83% |
| VANGUARD WORLD FUND | MGK | — | 168,352 | $67.7M | 9.54% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 68,422 | $41.1M | 5.78% |
| FIRST TRUST NASDAQ-100 EQUAL WEIGHTED INDEX FUND | QQEW | — | 268,593 | $37.9M | 5.34% |
| INVESCO S&P SMALLCAP MOMENTUM ETF | XSMO | — | 486,777 | $35.8M | 5.04% |
| ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | IBDR | — | 1,366,303 | $33.2M | 4.67% |
| ISHARES IBONDS DEC 2027 TERM CORPORATE ETF | IBDS | — | 1,345,475 | $32.7M | 4.61% |
| ISHARES IBONDS DEC 2025 TERM CORPORATE ETF | IBDQ | — | 1,289,241 | $32.5M | 4.57% |
| ISHARES IBONDS DEC 2029 TERM CORPORATE ETF | IBDU | — | 1,381,528 | $32.4M | 4.56% |
| ISHARES IBONDS DEC 2028 TERM CORPORATE ETF | IBDT | — | 1,265,251 | $32.3M | 4.55% |
| STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF | XLK | — | 106,373 | $30.0M | 4.22% |
| FIRST TRUST CAPITAL STRENGTH ETF | FTCS | — | 305,951 | $28.6M | 4.03% |
| VANGUARD INFORMATION TECHNOLOGY INDEX FUND | VGT | — | 37,804 | $28.2M | 3.97% |
| GOLDMAN SACHS ACTIVEBETA(R) US LARGE CAP EQUITY ETF | GSLC | — | 141,244 |