Gratus Wealth Advisors, LLC
Gratus Wealth Advisors, LLC reported 138 holdings worth US$786M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 20, 2026
Gratus Wealth Advisors, LLC reported 138 holdings worth US$786M as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Nvidia Corporation and Apple Inc. Filed Jul 20, 2026 (Form 13F).
- Holdings
- 138
- Value as reported
- US$786M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Alphabet Inc (google) Class C | 32,443 | US$11.6M | 1.5% |
| Nvidia Corporation | 56,898 | US$11.4M | 1.4% |
| Apple Inc | 33,849 | US$9.79M | 1.2% |
| Microsoft Corp. | 16,172 | US$6.03M | 0.77% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 12,028 | US$5.74M | 0.73% |
| Berkshire Hathaway Inc. | 10,631 | US$5.32M | 0.68% |
| Marvell Technology, Inc. | 16,462 | US$4.9M | 0.62% |
| Quanta Services, Inc. | 4,506 | US$3.24M | 0.41% |
| Amazon.com, Inc. | 12,955 | US$3.09M | 0.39% |
| Analog Devices, Inc. | 6,871 | US$2.73M | 0.35% |
| Mckesson Corporation | 3,474 | US$2.63M | 0.33% |
| Dominion Energy, Inc. | 37,286 | US$2.55M | 0.32% |
| Bank Of America Corporation | 43,746 | US$2.49M | 0.32% |
| Cencora, Inc. | 8,034 | US$2.27M | 0.29% |
| Eli Lilly And Company | 1,813 | US$2.17M | 0.28% |
| Arista Networks, Inc. | 12,742 | US$2.16M | 0.28% |
| International Business Machines Corporation | 6,688 | US$1.88M | 0.24% |
| Ge Aerospace | 4,632 | US$1.73M | 0.22% |
| Abbvie Inc. | 6,406 | US$1.61M | 0.21% |
| Oracle Corporation | 10,815 | US$1.58M | 0.20% |
| Csx Corporation | 33,346 | US$1.58M | 0.20% |
| Goldman Sachs Group, Inc. (the) | 1,461 | US$1.48M | 0.19% |
| Howmet Aerospace Inc. | 5,300 | US$1.42M | 0.18% |
| Procter & Gamble Company (the) | 9,603 | US$1.41M | 0.18% |
| American Express Company | 3,902 | US$1.32M | 0.17% |
| Costco Wholesale Corporation | 1,390 | US$1.3M | 0.17% |
| Mastercard Incorporated | 2,474 | US$1.27M | 0.16% |
| Texas Instruments Incorporated | 4,063 | US$1.21M | 0.15% |
| Blackstone Inc. | 10,228 | US$1.2M | 0.15% |
| Hca Healthcare, Inc. | 3,081 | US$1.2M | 0.15% |
| Capital One Financial Corporation | 5,955 | US$1.19M | 0.15% |
| Merck & Company, Inc. | 9,246 | US$1.19M | 0.15% |
| T-mobile Us, Inc. | 7,014 | US$1.18M | 0.15% |
| Meta Platforms, Inc. | 2,046 | US$1.15M | 0.15% |
| Netflix, Inc. | 16,112 | US$1.15M | 0.15% |
| Aflac Incorporated | 9,690 | US$1.14M | 0.14% |
| Lowe's Companies, Inc. | 4,839 | US$1.07M | 0.14% |
| Ameriprise Financial, Inc. | 2,269 | US$1.04M | 0.13% |
| Exxon Mobil Corporation | 6,832 | US$934K | 0.12% |
| Duke Energy Corporation (holding Company) | 7,279 | US$921K | 0.12% |
| Visa Inc. | 2,647 | US$908K | 0.12% |
| Toll Brothers, Inc. | 5,434 | US$895K | 0.11% |
| Shell Plc | 10,920 | US$847K | 0.11% |
| Hilton Worldwide Holdings Inc. | 2,450 | US$810K | 0.10% |
| Restaurant Brands International Inc. | 11,059 | US$802K | 0.10% |
| Kimco Realty Corporation (hc) | 30,665 | US$777K | 0.10% |
| Dba Sempra | 7,939 | US$736K | 0.09% |
| Abbott Laboratories | 8,032 | US$729K | 0.09% |
| Johnson & Johnson | 2,853 | US$725K | 0.09% |
| Jp Morgan Chase & Co. | 2,213 | US$725K | 0.09% |
| Norfolk Southern Corporation | 2,298 | US$723K | 0.09% |
| Coca-cola Company (the) | 8,127 | US$660K | 0.08% |
| Phillips 66 | 3,879 | US$656K | 0.08% |
| Qualcomm Incorporated | 3,438 | US$635K | 0.08% |
| Kroger Company (the) | 11,388 | US$632K | 0.08% |
| Home Depot, Inc. (the) | 1,775 | US$626K | 0.08% |
| Unitedhealth Group Incorporated | 1,479 | US$615K | 0.08% |
| L3harris Technologies, Inc. | 2,078 | US$604K | 0.08% |
| Truist Financial Corporation | 11,124 | US$554K | 0.07% |
| Deere & Company | 863 | US$547K | 0.07% |
| Elevance Health, Inc. | 1,343 | US$519K | 0.07% |
| Cisco Systems, Inc. | 4,363 | US$512K | 0.07% |
| Southern Company (the) | 5,333 | US$510K | 0.06% |
| Caci International, Inc. | 1,088 | US$504K | 0.06% |
| Motorola Solutions, Inc. | 1,186 | US$493K | 0.06% |
| O'reilly Automotive, Inc. | 5,219 | US$481K | 0.06% |
| Danaher Corporation | 2,458 | US$468K | 0.06% |
| Corning Incorporated | 1,720 | US$439K | 0.06% |
| Quest Diagnostics Incorporated | 2,059 | US$436K | 0.06% |
| Citigroup, Inc. | 2,988 | US$418K | 0.05% |
| Pepsico, Inc. | 3,052 | US$413K | 0.05% |
| Altria Group, Inc. | 5,546 | US$399K | 0.05% |
| Chevron Corporation | 2,371 | US$393K | 0.05% |
| Philip Morris International Inc | 2,165 | US$392K | 0.05% |
| Mcdonald's Corporation | 1,396 | US$377K | 0.05% |
| Pfizer, Inc. | 14,457 | US$348K | 0.04% |
| Ge Vernova Inc. | 293 | US$344K | 0.04% |
| Intuit Inc. | 1,261 | US$329K | 0.04% |
| Marathon Petroleum Corporation | 1,267 | US$324K | 0.04% |
| Anheuser-busch Inbev Sa/nv | 3,733 | US$308K | 0.04% |
| General Dynamics Corporation | 854 | US$303K | 0.04% |
| Nextera Energy, Inc. | 3,420 | US$300K | 0.04% |
| Waste Management, Inc. | 1,268 | US$283K | 0.04% |
| Marsh | 1,632 | US$272K | 0.03% |
| Autozone, Inc. | 85 | US$272K | 0.03% |
| Ptc Inc. | 2,303 | US$262K | 0.03% |
| Kinder Morgan, Inc. | 7,840 | US$251K | 0.03% |
| Enbridge Inc. | 4,391 | US$238K | 0.03% |
| Ppl Corporation | 6,320 | US$230K | 0.03% |
| Wells Fargo & Company | 2,766 | US$229K | 0.03% |
| Rtx Corporation | 1,160 | US$220K | 0.03% |
| Bp Plc | 5,949 | US$220K | 0.03% |
| Rocket Lab Corporation | 2,000 | US$203K | 0.03% |
| Booking Holdings Inc. Common Stock | 1,131 | US$202K | 0.03% |
| Lockheed Martin Corporation | 0 | US$0 | 0.00% |
| Qnity Electronics, Inc. | 0 | US$0 | 0.00% |
| Verizon Communications Inc. | 0 | US$0 | 0.00% |
| Amgen Inc. | 0 | US$0 | 0.00% |
| Chipotle Mexican Grill, Inc. | 0 | US$0 | 0.00% |
| Dick's Sporting Goods Inc | 0 | US$0 | 0.00% |
Every holding of Gratus Wealth Advisors, LLC
Source
View original at SEC
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