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Portfolio (Quarterly) Guide ↗

Gratus Wealth Advisors, LLC

· CIK 0002022161
13F Portfolio $786M AUM 138 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 21 New 42 Added 50 Reduced 11 Exited
Page 3 of 7  ·  138 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GS GOLDMAN SACHS GROUP INC Financial Services 1,461.0 $1.5M 0.19% -100.0 -6.4% $1011.37 +1.0%
42 HWM HOWMET AEROSPACE INC Industrials 5,300.0 $1.4M 0.18% -187.0 -3.4% $268.86 +5.4%
43 PG PROCTER & GAMBLE CO Consumer Defensive 9,603.0 $1.4M 0.18% -4K -30.8% $146.64 -1.5%
44 AXP AMERICAN EXPRESS CO Financial Services 3,902.0 $1.3M 0.17% +24.0 +0.6% $338.23 +0.5%
45 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,390.0 $1.3M 0.17% -68.0 -4.7% $935.70 +2.3%
46 MA MASTERCARD INCORPORATED Financial Services 2,474.0 $1.3M 0.16% -52.0 -2.1% $513.64 +11.7%
47 GOOGL ALPHABET INC Communication Services 3,419.0 $1.2M 0.16% +72.0 +2.1% $357.37 -3.5%
48 TXN TEXAS INSTRS INC Technology 4,063.0 $1.2M 0.15% -406.0 -9.1% $298.08 -10.3%
49 BX BLACKSTONE INC Financial Services 10,228.0 $1.2M 0.15% +1K +14.4% $117.67 +23.3%
50 HCA HCA HEALTHCARE INC Healthcare 3,081.0 $1.2M 0.15% $389.89 +4.4%
51 COF CAPITAL ONE FINL CORP Financial Services 5,955.0 $1.2M 0.15% $200.62 +10.0%
52 MRK MERCK & CO INC Healthcare 9,246.0 $1.2M 0.15% -71.0 -0.8% $128.50 +18.5%
53 TMUS T-MOBILE US INC Communication Services 7,014.0 $1.2M 0.15% +138.0 +2.0% $167.74 +8.7%
54 CB CHUBB LIMITED Financial Services 3,387.0 $1.2M 0.15% +154.0 +4.8% $340.74 +0.1%
55 META META PLATFORMS INC Communication Services 2,046.0 $1.2M 0.15% +181.0 +9.7% $563.29 -3.1%
56 NFLX NETFLIX INC. Communication Services 16,112.0 $1.2M 0.15% +906.0 +6.0% $71.40 +12.4%
57 EDOW FIRST TR EXCHANGE-TRADED FD 25,955.0 $1.1M 0.15% -293.0 -1.1% $44.09 +5.4%
58 XLV SELECT SECTOR SPDR TR 7,183.0 $1.1M 0.14% -79K -91.7% $158.66 +10.7%
59 AFL AFLAC INC Financial Services 9,690.0 $1.1M 0.14% $117.25 -0.6%
60 GLD SPDR GOLD TR Financial Services 3,020.0 $1.1M 0.14% $368.38 +12.3%
Page 3 of 7  ·  138 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 37.7%
Technology 27.5%
Communication Services 8.1%
Healthcare 7.1%
Industrials 6.6%
Consumer Cyclical 4.6%
Consumer Defensive 3.0%
Utilities 3.0%
Energy 2.1%
Real Estate 0.4%