Financial Gravity Asset Management, Inc.
Financial Gravity Asset Management, Inc. is an Investment Adviser institutional filer with the SEC under CIK 1741736, reporting 962 portfolio positions, with 11 historical 13F filings on file. Most recent reporting period: 2026-03-31.
A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).
- State of incorporation: TX
- Filing type: 13F-HR
- Latest reporting period: 2026-03-31
- Last filed: 2026-05-08
Top 10 portfolio positions
The largest reported holdings in Financial Gravity Asset Management, Inc.'s most recent 13F filing, ranked by reported market value.
- ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF (IAGG)
- XTRACKERS USD HIGH YIELDCORPORATE BOND ETF (HYLB)
- ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF (SHYG)
- STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF (SPSM)
- WISDOMTREE U.S. LARGECAPFUND (EPS)
- ISHARES 0-5 YEAR TIPS BOND ETF (STIP)
- XTRACKERS LOW BETA HIGH YIELD BOND ETF (HYDW)
- STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF (SPIB)
- STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF (SPMD)
- STATE STREET SPDR PORTFOLIO S&P 500 GROWTHETF (SPYG)
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