Gratus Wealth Advisors, LLC has filed its quarterly report detailing its holdings as of September 30, 2026. This filing is important as it provides a snapshot of the firm’s investment strategies and asset management approach.
Gratus Wealth Advisors, LLC, based in Virginia Beach, Virginia, is classified under the SEC as an institutional investment manager. The firm is identified by its Central Index Key (CIK) number 0002022161. Recent filings include a series of 13F-HR forms that disclose the firm’s investment holdings.
The latest filing, dated October 26, 2026, is a 13F-HR form, which is a quarterly report required by institutional managers to disclose their equity holdings. The report covers the period ending September 30, 2026. Details regarding specific holdings were not available in the SEC filing.
This filing may affect various stakeholders, including investors, analysts, and competitors in the wealth management sector. By reviewing Gratus Wealth Advisors’ reported holdings, these parties can gain insights into the investment trends and strategies employed by the firm.
The filing does not say what happens next.
Filing Details
The filing was accepted on October 26, 2026, at 16:45:41, and it consists of two documents. The report covers the period ending September 30, 2026, providing a comprehensive overview of Gratus Wealth Advisors' investment portfolio as of that date.
Gratus Wealth Advisors is located at 192 Ballard Ct., Ste 101, Virginia Beach, VA, 23462, and can be contacted at 757-909-5500. The firm is incorporated in Virginia and has an Employer Identification Number (EIN) of 873640934.
Document Formats
The filing includes various document formats, such as the primary document in both HTML and XML formats, as well as an information table in XML format. The total size of the complete submission text file is 66,175 bytes, indicating a detailed disclosure of the firm's holdings.
The filing does not specify the exact equity holdings or investment strategies employed by Gratus Wealth Advisors, LLC, nor does it provide any insights into future investment plans or market outlooks.