Financial Gravity Asset Management, Inc.

Name: Financial Gravity Asset Management, Inc. — 13F holdings
Creator: Fundocap
License: https://creativecommons.org/licenses/by/4.0/

CIK 0001741736 · LAKEWAY, TX · Quarter end: 2026-03-31 · Filed on: 2026-05-08 · Open the SEC source ↗

Financial Gravity Asset Management, Inc. reported 973 positions worth $562.0M as of March 31, 2026 (13F filed May 8, 2026). Largest holding: IAGG (5.6%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$562.0M

2026 Q1

Positions

973

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

37.9%

Est. Net Flow (Q)

—

2026 Q1

Positions Changes Mix History BacktestPRO

10 / 973 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	IAGG	ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF	SH	$31.5M	5.60%	629,064	—	—
▸ 2	HYLB	XTRACKERS USD HIGH YIELDCORPORATE BOND ETF	SH	$27.9M	4.96%	770,421	—	—
▸ 3	SHYG	ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF	SH	$22.9M	4.08%	541,783	—	—
▸ 4	SPSM	STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF	SH	$20.0M	3.56%	413,944	—	—
▸ 5	EPS	WISDOMTREE U.S. LARGECAPFUND	SH	$19.5M	3.47%	286,548	—	—
▸ 6	STIP	ISHARES 0-5 YEAR TIPS BOND ETF	SH	$19.3M	3.43%	186,235	—	—
▸ 7	HYDW	XTRACKERS LOW BETA HIGH YIELD BOND ETF	SH	$19.1M	3.39%	409,131	—	—
▸ 8	SPIB	STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF	SH	$19.0M	3.39%	567,434	—	—
▸ 9	SPMD	STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF	SH	$17.7M	3.15%	299,322	—	—
▸ 10	SPYG	STATE STREET SPDR PORTFOLIO S&P 500 GROWTHETF	SH	$16.0M	2.84%	163,078	—	—

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Financial Gravity Asset Management, Inc. hold as of Q1 2026?

Financial Gravity Asset Management, Inc. reported 973 positions worth $562.0M in its Q1 2026 13F filing. Largest positions: IAGG (5.6%), HYLB (5.0%), SHYG (4.1%), SPSM (3.6%) and EPS (3.5%).

What did Financial Gravity Asset Management, Inc. buy in Q1 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Financial Gravity Asset Management, Inc. sell in Q1 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.