Gratus Wealth Advisors, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists a total of 136 distinct positions held by the firm, managed from its office in Virginia Beach, Virginia.
The filing details a portfolio that includes a mix of large-cap technology companies, energy firms, and consumer staples. The largest position disclosed in the portfolio is NVIDIA Corporation, for which Gratus holds 12,781,617 shares. Other notable holdings include Microsoft Corporation with 9,229,982 shares, and Taiwan Semiconductor Manufacturing Co. with 5,184,599 shares.
The portfolio also includes significant stakes in consumer and industrial sectors. Costco Wholesale Corporation is listed with 1,258,394 shares, while Chevron Corporation holds 495,822 shares. In the financial sector, JPMorgan Chase & Co. is reported with 567,369 shares.
Gratus Wealth Advisors also holds a substantial number of Exchange Traded Funds (ETFs). The top ETF holding is the Vanguard World Fund Morningstar Mega Cap ETF, with 75,543,026 shares. Other notable ETF positions include the Vanguard World Fund Morningstar Inf Tech ETF with 33,644,145 shares and the Invesco Exchange Traded Fund T S&P500 Pur Gwt with 204,470 shares.
The filing indicates that all positions are held as sole voting and dispositive power.
