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CLINE REASOR

Gratus Wealth Advisors, Llc

Assets Managed
$691.357M
Holdings
138
Last Quarter
2026 - Q1
Filed Date
8d ago
Growth Rate
-4.13%(2Q avg: -1.3%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Gratus Wealth Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 138 positions.

Assets under management

The assets under management (AUM) of Gratus Wealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 691.357M in assets, with a quarterly growth rate of -4.13% and a 2-quarter average growth rate of -1.3%. The portfolio is managed by CLINE REASOR, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DGRO
Ishares Core Dividend Growth
Recent Activity
Decreased -2.93%
12.37%
$85.48M
1.218M shares@ $70.19 avg price
MGK
Vanguard Mega Cap Growth Etf
Recent Activity
Decreased -2.59%
8.65%
$59.751M
162,614 shares@ $367.45 avg price
XSMO
Invesco S&p Smallcap Momentu
Recent Activity
Increased 5.99%
5.73%
$39.55M
520,253 shares@ $76.02 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -6.06%
5.36%
$37.005M
64,114 shares@ $577.18 avg price
IBDR
Ishares Ibonds Dec 2026 Term
Recent Activity
Increased 4.18%
5.25%
$36.275M
1.497M shares@ $24.25 avg price
IBDS
Ishrs Ibnds Dec 27 Corp Etf
Recent Activity
Increased 4.51%
5.14%
$35.515M
1.465M shares@ $24.24 avg price
IBDU
Ishares Ibonds Dec 2029 Term
Recent Activity
Increased 6.21%
5.08%
$35.101M
1.509M shares@ $23.27 avg price
IBDV
Ishares Ibonds Dec 2030 Corp
Recent Activity
Increased 7.88%
5.07%
$35.02M
1.6M shares@ $21.89 avg price
IBDT
Ishares Ibonds Dec 2028 Etf
Recent Activity
Increased 5.44%
5.03%
$34.757M
1.372M shares@ $25.33 avg price
XLK
Technology Select Sect Spdr
Recent Activity
Decreased -5.42%
3.84%
$26.534M
199,651 shares@ $132.91 avg price

1-10 of 138