Gratus Wealth Advisors, LLC

Q3 2025 13F-HR Holdings

Location
Virginia Beach, VA
Holdings as of
9/30/2025
Date filed
10/28/2025
Form type
13F-HR
Num holdings
131
Total value ($000)
$710,335
Net value change ($000)
+49,885 (7.6%)
New positions
7
Sold out positions
6
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/22/2025 Next filing: 2/4/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DGRO 6,594 8.5%
MGK 6,084 9.9%
QQQ 3,793 10.2%
XSMO 3,344 10.3%
XLK 3,320 12.5%
VGT 2,861 11.3%
NVDA 2,754 31.5%
GOOGL 2,065 36.4%
QQEW 1,980 5.5%
FTCS 1,856 6.9%
Top Reduces (Value $000, Stocks/ETFs)
NXPI -887 -61.3%
GEHC -602 -100.0%
LULU -548 -100.0%
CMG -536 -33.4%
TFC -273 -33.5%
DLTR -260 -100.0%
CMCSA -233 -100.0%
NFLX -206 -10.9%
OPOF -202 -100.0%
AVGO -200 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type