§ 13F · FUND PROFILE
Financial Gravity Companies, Inc..
AUM · $616M (13F)Positions · 1040Turnover · n/a · Q2Filed · Aug 5, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$616M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IAGG | ISHARES TR | 641K | $32M | 5.3% | NEW |
| 2 | HYLB | DBX ETF TR | 784K | $29M | 4.6% | NEW |
| 3 | SPSM | SPDR SERIES TRUST | 422K | $24M | 3.9% | NEW |
| 4 | SHYG | ISHARES TR | 560K | $24M | 3.9% | NEW |
| 5 | EPS | WISDOMTREE TR | 304K | $24M | 3.8% | NEW |
| 6 | SPMD | SPDR SERIES TRUST | 307K | $21M | 3.4% | NEW |
| 7 | HYDW | DBX ETF TR | 420K | $20M | 3.2% | NEW |
| 8 | SPYG | SPDR SERIES TRUST | 165K | $20M | 3.2% | NEW |
| 9 | SPIB | SPDR SERIES TRUST | 577K | $19M | 3.1% | NEW |
| 10 | STIP | ISHARES TR | 188K | $19M | 3.1% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FINANCIAL SIGNAL
AC read
Financial Gravity Companies, Inc. is a Other fund managing $616 million in assets. The fund runs a massive portfolio of 1,040 positions.
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