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Financial Gravity Companies, Inc.

Financial Gravity Companies, Inc. is an Investment Adviser institutional filer with the SEC under CIK 1377167, reporting 1,030 portfolio positions, with 10 historical 13F filings on file. Most recent reporting period: 2026-06-30.

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).

  • Sector: Finance Services
  • State of incorporation: NV
  • Filing type: 13F-HR
  • Latest reporting period: 2026-06-30
  • Last filed: 2026-08-05

Top 10 portfolio positions

The largest reported holdings in Financial Gravity Companies, Inc.'s most recent 13F filing, ranked by reported market value.

  1. ISHARES TR (IAGG)
  2. DBX ETF TR (HYLB)
  3. SPDR SERIES TRUST (SPSM)
  4. ISHARES TR (SHYG)
  5. WISDOMTREE TR (EPS)
  6. SPDR SERIES TRUST (SPMD)
  7. DBX ETF TR (HYDW)
  8. SPDR SERIES TRUST (SPYG)
  9. SPDR SERIES TRUST (SPIB)
  10. ISHARES TR (STIP)
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