Institutions / Gratus Wealth Advisors, LLC
Gratus Wealth Advisors, LLC
CIK 2022161 · Institution · as of Dec 31, 2025
Portfolio value
$721.21M
Positions
128
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 128 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $87.11M | 12.1% |
| Vanguard World Fd | $68.91M | 9.6% |
| Invesco Qqq Tr | $41.93M | 5.8% |
| First Tr Exchange-Traded Fd | $38.53M | 5.3% |
| Invesco Exchange Traded Fd T | $35.35M | 4.9% |
| iShares Tr | $34.81M | 4.8% |
| iShares Tr | $34.04M | 4.7% |
| iShares Tr | $33.26M | 4.6% |
| iShares Tr | $33.13M | 4.6% |
| iShares Tr | $32.73M | 4.5% |
| Select Sector SPDR Tr | $30.39M | 4.2% |
| First Tr Exchange-Traded Fd | $28.45M | 3.9% |
| Vanguard World Fd | $28.13M | 3.9% |
| Goldman Sachs ETF Tr | $18.84M | 2.6% |
| Select Sector SPDR Tr | $13.38M | 1.9% |
| Vanguard Index Fds | $11.57M | 1.6% |
| NVIDIA Corp | $11.32M | 1.6% |
| Alphabet Inc. | $9.75M | 1.4% |
| Apple Inc. | $9.63M | 1.3% |
| SPDR S&P 500 ETF Tr | $8.11M | 1.1% |
| Microsoft Corp | $7.31M | 1.0% |
| Warren E. Buffett | $4.71M | 0.7% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $4.06M | 0.6% |
| Vanguard Specialized Funds | $3.72M | 0.5% |
| iShares Tr | $3.27M | 0.5% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.