Gratus Wealth Advisors, LLC

Q3 2026 13F-HR Holdings

Location
Virginia Beach, VA
Holdings as of
9/30/2026
Date filed
10/26/2026
Form type
13F-HR
Num holdings
136
Total value ($000)
$783,220
Net value change ($000)
-2,322 (-0.3%)
New positions
8
Sold out positions
10
Turnover %
1.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/20/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
MGK 3,643 5.1%
MSFT 3,197 53.0%
SBUX 1,533 NEW
NVDA 1,397 12.3%
VGT 1,196 3.7%
AAPL 1,134 11.6%
EXXONMOBIL HOLDINGS CORP 1,114 NEW
LNC 928 NEW
MSI 791 160.4%
TJX 505 NEW
Top Reduces (Value $000, Stocks/ETFs)
XSMO -6,012 -12.2%
ORCL -1,585 -100.0%
IBM -1,120 -59.5%
IBDV -1,045 -2.9%
XOM -934 -100.0%
MRVL -836 -17.0%
GE -822 -47.5%
IBDU -684 -1.9%
VO -588 -2.3%
TSM -559 -9.7%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type