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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 6 of 7  ·  138 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MO ALTRIA GROUP INC Consumer Defensive 5,546.0 $399K 0.05% $71.95 -6.6%
102 CVX CHEVRON CORPORATION Energy 2,371.0 $393K 0.05% +530.0 +28.8% $165.76 +24.7%
103 PM PHILIP MORRIS INTL INC Consumer Defensive 2,165.0 $392K 0.05% $180.91 +6.4%
104 MCD MCDONALDS CORP Consumer Cyclical 1,396.0 $377K 0.05% +174.0 +14.2% $270.28 -0.2%
105 IJH ISHARES TR 4,821.0 $372K 0.05% $77.11 -0.9%
106 XLF SELECT SECTOR SPDR TR 6,797.0 $364K 0.05% -2K -25.9% $53.61 +6.6%
107 FV FIRST TR EXCHANGE TRADED FD 4,601.0 $349K 0.04% NEW $75.88 -3.4%
108 PFE PFIZER INC Healthcare 14,457.0 $348K 0.04% +73.0 +0.5% $24.08 +16.4%
109 GEV GE VERNOVA INC Utilities 293.0 $344K 0.04% NEW $1174.86 -18.6%
110 ETN EATON CORP PLC Industrials 794.0 $338K 0.04% +6.0 +0.8% $426.12 -2.3%
111 INTU INTUIT Technology 1,261.0 $329K 0.04% -46.0 -3.5% $261.00 +39.3%
112 FDN FIRST TR EXCHANGE-TRADED FD 1,225.0 $324K 0.04% -439.0 -26.4% $264.72 +7.3%
113 MPC MARATHON PETE CORP Energy 1,267.0 $324K 0.04% $255.73 +40.4%
114 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 3,733.0 $308K 0.04% NEW $82.40 -5.5%
115 GD GENERAL DYNAMICS CORP Industrials 854.0 $303K 0.04% $354.24 +9.3%
116 NEE NEXTERA ENERGY INC Utilities 3,420.0 $300K 0.04% $87.77 -2.8%
117 FVD FIRST TR EXCHANGE-TRADED FD 6,158.0 $297K 0.04% $48.18 +5.5%
118 VOO VANGUARD INDEX FDS 418.0 $287K 0.04% $687.52 +2.1%
119 WM WASTE MGMT INC DEL Industrials 1,268.0 $283K 0.04% +268.0 +26.8% $222.88 +0.9%
120 MRSH MARSH & MCLENNAN COS INC Financial Services 1,632.0 $272K 0.04% -65.0 -3.8% $166.67 +14.6%
Page 6 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%