Gratus Wealth Advisors, LLC
CIK
2022161
Location
VIRGINIA BEACH, VA
Portfolio Value
Small
$161,540,235
Diversification
Diversified
Filing Date
Global Rank
#4,690
/ 8,605
▲ 1
· as of Mar 2026
Top Industry
Semiconductors
17.0%
3Y Alpha vs SPY
-1.4%
Period ended 3 months ago
Filed May 4, 2026 · 2mo
10 quarters · since Dec 2023
Clone Performance
Feb 2024–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+49.1%
SPY
+54.1%
Annualised alpha
-1.6%
Max drawdown
−17.6%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
111 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
22.9%
−1.6 pts
Top 5
41.4%
−4.3 pts
Top 10
52.0%
−4.1 pts
HHI
674
Diversified−94
Portfolio Trend
10 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 26.9% | $43,391,102 |
| Technology | 26.6% | $43,009,766 |
| Financial Services | 11.2% | $18,057,992 |
| Healthcare | 9.9% | $16,016,977 |
| Industrials | 7.0% | $11,243,162 |
| Consumer Cyclical | 5.2% | $8,326,302 |
| Consumer Defensive | 3.6% | $5,801,893 |
| Communication Services | 3.3% | $5,375,635 |
| Energy | 2.9% | $4,654,854 |
| Utilities | 2.7% | $4,343,055 |
| Real Estate | 0.4% | $680,908 |
| Basic Materials | 0.4% | $638,589 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BAC | Bank Of America Corp /De/ | +4,945 | 34,399 | $1,676,951 | |
| KIM | Kimco Realty Corp | +2,672 | 30,303 | $680,908 | |
| ORCL | Oracle Corp | +2,354 | 10,566 | $1,554,364 | |
| DD | DuPont de Nemours, Inc. | +1,715 | 13,943 | $638,589 | |
| BX | Blackstone Inc. | +1,161 | 10,099 | $1,161,284 | |
| ANET | Arista Networks, Inc. | +1,007 | 12,451 | $1,528,733 | |
| MSFT | Microsoft Corp | +1,002 | 16,116 | $5,965,659 | |
| IBM | International Business Machines Corp | +568 | 6,661 | $1,614,559 | |
| NFLX | Netflix Inc | +553 | 15,759 | $1,515,227 | |
| CVX | Chevron Corp | +530 | 2,371 | $490,559 | |
| MRVL | Marvell Technology, Inc. | +423 | 16,901 | $1,674,044 | |
| ABBV | AbbVie Inc. | +403 | 6,427 | $1,397,808 | |
| JPM | Jpmorgan Chase & Co | +403 | 2,277 | $669,802 | |
| CSCO | Cisco Systems, Inc. | +352 | 4,363 | $338,525 | |
| ABT | Abbott Laboratories | +303 | 10,303 | $1,057,809 | |
| WM | Waste Management Inc | +268 | 1,268 | $291,373 | |
| HON | Honeywell International Inc | +262 | 2,031 | $459,066 | |
| QCOM | Qualcomm Inc/De | +243 | 3,801 | $489,492 | |
| JNJ | Johnson & Johnson | +215 | 2,853 | $697,387 | |
| PEP | Pepsico Inc | +207 | 3,278 | $509,040 | |
| MCD | Mcdonalds Corp | +191 | 1,413 | $439,146 | |
| XOM | Exxon Mobil Corp | +184 | 6,798 | $1,153,348 | |
| ORLY | O Reilly Automotive Inc | +167 | 5,108 | $471,519 | |
| GOOGL | Alphabet Inc. | +160 | 3,507 | $1,008,472 | |
| META | Meta Platforms, Inc. | +159 | 2,024 | $1,157,991 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CMG | Chipotle Mexican Grill Inc | −11,193 | 14,376 | $460,175 | |
| FIS | Fidelity National Information Services, Inc. | −5,102 | 7,044 | $330,434 | |
| QQQ | Invesco Qqq Trust, Series 1 | −4,141 | 64,114 | $37,005,318 | |
| SPY | Spdr S&P 500 ETF Trust | −4,067 | 7,821 | $5,086,309 | |
| PG | PROCTER & GAMBLE Co | −2,834 | 11,038 | $1,594,328 | |
| J | Jacobs Solutions Inc. | −2,236 | 3,957 | $503,646 | |
| WFC | Wells Fargo & Company/Mn | −1,831 | 2,864 | $228,003 | |
| NVDA | Nvidia Corp | −1,752 | 58,965 | $10,283,496 | |
| Q | Qnity Electronics, Inc. | −1,693 | 2,901 | $334,717 | |
| AAPL | Apple Inc. | −1,503 | 33,937 | $8,612,871 | |
| CSX | Csx Corp | −1,051 | 33,156 | $1,361,053 | |
| TOL | Toll Brothers, Inc. | −754 | 5,376 | $733,662 | |
| SHEL | Shell plc | −737 | 10,825 | $1,006,725 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | −673 | 12,702 | $4,292,640 | |
| PWR | Quanta Services, Inc. | −669 | 4,516 | $2,479,374 | |
| AMZN | Amazon Com Inc | −511 | 12,948 | $2,696,679 | |
| LOW | Lowes Companies Inc | −501 | 5,292 | $1,250,393 | |
| COR | Cencora, Inc. | −464 | 8,182 | $2,570,293 | |
| TXN | Texas Instruments Inc | −438 | 4,031 | $782,578 | |
| PSX | Phillips 66 | −412 | 3,824 | $696,656 | |
| PTC | Ptc Inc. | −167 | 2,424 | $345,395 | |
| AMGN | Amgen Inc | −140 | 1,249 | $439,460 | |
| KR | Kroger Co | −116 | 11,261 | $814,845 | |
| GS | Goldman Sachs Group Inc | −94 | 1,467 | $1,241,067 | |
| ADI | Analog Devices Inc | −84 | 6,906 | $2,197,074 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
12 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| QSR | Restaurant Brands International Inc. | 7,578 | $560,014 | |
| AZN | Astrazeneca PLC | 2,738 | $539,988 | |
| C | Citigroup Inc | 2,986 | $338,642 | |
| KMI | Kinder Morgan, Inc. | 8,093 | $271,358 | |
| GEV | GE Vernova Inc. | 293 | $255,759 | |
| PPL | PPL Corp | 6,320 | $241,424 | |
| LHX | L3harris Technologies, Inc. /De/ | 690 | $238,153 | |
| VZ | Verizon Communications Inc | 4,687 | $235,287 | |
| GLW | Corning Inc /Ny | 1,720 | $233,868 | |
| BUD | Anheuser-Busch InBev SA/NV | 3,018 | $209,358 | |
| EOG | Eog Resources Inc | 1,432 | $207,024 | |
| LMT | Lockheed Martin Corp | 333 | $201,261 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| VRSK | Verisk Analytics, Inc. | 1,044 | $233,532 | |
| No positions match the current search. | ||||
111 positions ·
$161,540,235 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 111 positions by value
· page 1 of 3
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 64,114 | $37,005,318 | 22.91% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 58,965 | $10,283,496 | 6.37% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 33,937 | $8,612,871 | 5.33% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 16,116 | $5,965,659 | 3.69% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 7,821 | $5,086,309 | 3.15% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 9,375 | $4,492,500 | 2.78% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 12,702 | $4,292,640 | 2.66% | |
| MCK |
Mckesson Corp
Healthcare
|
Held | 3,476 | $3,007,991 | 1.86% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 12,948 | $2,696,679 | 1.67% | |
| COR |
Cencora, Inc.
Healthcare
|
Reduced | 8,182 | $2,570,293 | 1.59% | |
| PWR |
Quanta Services, Inc.
Industrials
|
Reduced | 4,516 | $2,479,374 | 1.53% | |
| D |
Dominion Energy, Inc
Utilities
|
Added | 37,366 | $2,309,966 | 1.43% | |
| ADI |
Analog Devices Inc
Technology
|
Reduced | 6,906 | $2,197,074 | 1.36% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Added | 34,399 | $1,676,951 | 1.04% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
Added | 16,901 | $1,674,044 | 1.04% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 1,814 | $1,668,462 | 1.03% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 6,661 | $1,614,559 | 1.00% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 11,038 | $1,594,328 | 0.99% | |
| ORCL |
Oracle Corp
Technology
|
Added | 10,566 | $1,554,364 | 0.96% | |
| ANET |
Arista Networks, Inc.
Technology
|
Added | 12,451 | $1,528,733 | 0.95% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 15,759 | $1,515,227 | 0.94% | |
| TMUS |
T-Mobile US, Inc.
Communication Services
|
Added | 6,945 | $1,458,658 | 0.90% | |
| HCA |
HCA Healthcare, Inc.
Healthcare
|
Held | 3,081 | $1,458,052 | 0.90% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 6,427 | $1,397,808 | 0.87% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 1,384 | $1,379,059 | 0.85% | |
| CSX |
Csx Corp
Industrials
|
Reduced | 33,156 | $1,361,053 | 0.84% | |
| GE |
General Electric Co
Industrials
|
Held | 4,632 | $1,314,422 | 0.81% | |
| GLD |
Spdr Gold Trust
|
Held | 3,020 | $1,299,475 | 0.80% | |
| HWM |
Howmet Aerospace Inc.
Industrials
|
Added | 5,507 | $1,269,143 | 0.79% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Reduced | 5,292 | $1,250,393 | 0.77% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Reduced | 1,467 | $1,241,067 | 0.77% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 2,452 | $1,225,166 | 0.76% | |
| AXP |
American Express Co
Financial Services
|
Reduced | 3,860 | $1,167,572 | 0.72% | |
| BX |
Blackstone Inc.
Financial Services
|
Added | 10,099 | $1,161,284 | 0.72% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 2,024 | $1,157,991 | 0.72% | |
| XOM |
Exxon Mobil Corp
Energy
|
Added | 6,798 | $1,153,348 | 0.71% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 9,320 | $1,121,102 | 0.69% | |
| CB |
Chubb Ltd
Financial Services
|
Added | 3,387 | $1,103,924 | 0.68% | |
| COF |
Capital One Financial Corp
Financial Services
|
Held | 5,955 | $1,086,370 | 0.67% | |
| AFL |
Aflac Inc
Financial Services
|
Held | 9,690 | $1,063,089 | 0.66% | |
| ABT |
Abbott Laboratories
Healthcare
|
Added | 10,303 | $1,057,809 | 0.65% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 3,507 | $1,008,472 | 0.62% | |
| SHEL |
Shell plc
Energy
|
Reduced | 10,825 | $1,006,725 | 0.62% | |
| AMP |
Ameriprise Financial Inc
Financial Services
|
Added | 2,233 | $992,345 | 0.61% | |
| DUK |
Duke Energy CORP
Utilities
|
Added | 7,402 | $969,217 | 0.60% | |
| TT |
Trane Technologies plc
Industrials
|
Added | 2,181 | $908,909 | 0.56% | |
| V |
Visa Inc.
Financial Services
|
Added | 2,709 | $818,768 | 0.51% | |
| KR |
Kroger Co
Consumer Defensive
|
Reduced | 11,261 | $814,845 | 0.50% | |
| TXN |
Texas Instruments Inc
Technology
|
Reduced | 4,031 | $782,578 | 0.48% | |
| TOL |
Toll Brothers, Inc.
Consumer Cyclical
|
Reduced | 5,376 | $733,662 | 0.45% |