13F Filings History of Gratus Wealth Advisors, LLC

Latest 13F report
Q4 2025 - 04 Feb 2026
Value $
$721,213,313
Signature - Title
Cline Reasor - CHIEF COMPLIANCE OFFICER
Location
Virginia Beach, VA
Summary
This page shows a list of all the recent 13F filings made by Gratus Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Gratus Wealth Advisors, LLC reported 128 stock holdings with total value $721,213,313 as of Q4 2025. Top holdings included DGRO, MGK, QQQ, QQEW, and XSMO.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 128 $721,213,313 +$59,904,933 -$40,592,746 +$19,312,187 DGRO, MGK, QQQ, QQEW, XSMO 13F-HR 04 Feb 2026, 11:52
Q3 2025 131 $710,335,310 +$16,249,535 -$5,385,881 +$10,863,654 DGRO, MGK, QQQ, QQEW, XSMO 13F-HR 28 Oct 2025, 10:08
Q2 2025 130 $660,450,011 +$9,763,350 -$6,331,055 +$3,432,295 DGRO, MGK, QQQ, QQEW, XSMO 13F-HR 22 Jul 2025, 12:47
Q1 2025 128 $609,327,406 +$49,099,219 -$45,349,504 +$3,749,715 DGRO, MGK, QQQ, QQEW, IBDR 13F-HR 06 May 2025, 10:53
Q4 2024 127 $624,887,033 +$49,752,543 -$47,389,643 +$2,362,900 DGRO, MGK, QQQ, IBDR, IBDQ 13F-HR 13 Feb 2025, 17:01
Q3 2024 133 $612,098,535 +$35,994,377 -$17,279,140 +$18,715,237 DGRO, MGK, QQQ, IBDR, IBDS 13F-HR 08 Oct 2024, 12:09
Q2 2024 132 $580,013,397 +$14,718,606 -$12,895,047 +$1,823,559 DGRO, MGK, QQQ, IBDR, IBDQ 13F-HR 22 Jul 2024, 14:08
Q1 2024 134 $544,095,612 +$76,497,710 -$51,868,052 +$24,629,658 DGRO, MGK, QQQ, IBDR, IBDS 13F-HR 09 May 2024, 16:31
Q4 2023 129 $507,138,175 $0 $0 $0 DGRO, MGK, XLK, IBDS, IBDR 13F-HR 09 May 2024, 16:27