Gratus Wealth Advisors, LLC
All 13F Filings
- Location
- Virginia Beach, VA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 785,542
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/20/2026 | 138 | 785,542 | 13F-HR | Gratus Wealth Advisors, LLC |
| Q1 2026 | 5/4/2026 | 138 | 691,357 | 13F-HR | Gratus Wealth Advisors, LLC |
| Q4 2025 | 2/4/2026 | 128 | 721,213 | 13F-HR | Gratus Wealth Advisors, LLC |
| Q3 2025 | 10/28/2025 | 131 | 710,335 | 13F-HR | Gratus Wealth Advisors, LLC |
| Q2 2025 | 7/22/2025 | 130 | 660,450 | 13F-HR | Gratus Wealth Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 159.5 K | 20.3% | 17.06 K | 0 | 17.06 K |
| ETFs | 480.7 K | 61.2% | 73.96 K | 0 | 73.96 K |
| Debt | 145.3 K | 18.5% | 3.165 K | 0 | 3.165 K |
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Fund Snapshot
Q2 2026
Latest filed
7/20/2026
Total value ($000)
785,542
Holdings
138
QoQ value change ($000)
94,185
(13.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.