§ 13F · FUND PROFILE
Financial Gravity Companies, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $509M (13F)Positions · 1015Turnover · — · Q2Filed · Aug 8, 2025
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$509M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q2 2025
FILED AUG 8, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IAGG | ISHARES TR | 551K | $28M | 5.5% | NEW |
| 2 | HYLB | DBX ETF TR | 678K | $25M | 4.9% | NEW |
| 3 | SHYG | ISHARES TR | 471K | $20M | 4.0% | NEW |
| 4 | EPS | WISDOMTREE TR | 277K | $18M | 3.5% | NEW |
| 5 | STIP | ISHARES TR | 162K | $17M | 3.3% | NEW |
| 6 | HYDW | DBX ETF TR | 350K | $17M | 3.3% | NEW |
| 7 | SPIB | SPDR SERIES TRUST | 489K | $16M | 3.2% | NEW |
| 8 | SPSM | SPDR SERIES TRUST | 381K | $16M | 3.2% | NEW |
| 9 | SPMD | SPDR SERIES TRUST | 284K | $15M | 3.0% | NEW |
| 10 | SPYG | SPDR SERIES TRUST | 158K | $15M | 3.0% | 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 $509 million in assets. The fund runs a massive portfolio of 1,015 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed