Financial Gravity Companies, Inc.

CIK 0001377167 · LAKEWAY, TX · Quarter end: 2026-06-30 · Filed on: 2026-08-05 · Open the SEC source

Financial Gravity Companies, Inc. reported 1,040 positions worth $616.4M as of June 30, 2026 (13F filed August 5, 2026). Largest holding: IAGG (5.3%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$616.4M
2026 Q2
Positions
1,040
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
37.5%
Est. Net Flow (Q)
2026 Q2
10 / 1040 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1IAGGISHARES TRSH$32.4M5.26%640,614
2HYLBDBX ETF TRSH$28.6M4.65%784,423
3SPSMSPDR SERIES TRUSTSH$24.3M3.95%422,057
4SHYGISHARES TRSH$23.8M3.85%560,230
5EPSWISDOMTREE TRSH$23.7M3.84%304,306
6SPMDSPDR SERIES TRUSTSH$20.8M3.37%307,321
7HYDWDBX ETF TRSH$19.7M3.19%420,187
8SPYGSPDR SERIES TRUSTSH$19.6M3.18%164,903
9SPIBSPDR SERIES TRUSTSH$19.3M3.13%577,336
10STIPISHARES TRSH$19.2M3.12%188,071

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

Frequently Asked Questions

What stocks does Financial Gravity Companies, Inc. hold as of Q2 2026?

Financial Gravity Companies, Inc. reported 1040 positions worth $616.4M in its Q2 2026 13F filing. Largest positions: IAGG (5.3%), HYLB (4.6%), SPSM (3.9%), SHYG (3.9%) and EPS (3.8%).

What did Financial Gravity Companies, Inc. buy in Q2 2026?

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

What did Financial Gravity Companies, Inc. sell in Q2 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.