Q2 2026 13F · SEC CIK 1377167

Financial Gravity Companies, Inc.

Investment managerFiled 2026-08-05 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $616.4M
Reported positions: 1,009
Holdings vs S&P 500, 3 yrs: —
Average holding period: 1.0 yrs

Financial Gravity Companies, Inc. is an investment manager that reported 1,009 positions worth $616.4M in its Q2 2026 13F, filed 2026-08-05. Its largest holdings were Ishares Tr (IAGG, 5.3%), Dbx ETF Tr (HYLB, 4.6%), Spdr Series Trust (SPSM, 3.9%).

Financial Gravity Companies, Inc. holdings largest 50 of 1,009 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2025. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Financial Gravity Companies, Inc. 13F holdings
Stock	% of 13F value	Q2 2025	Shares	Share change	Reported value
IAGGIshares Tr	5.3%	5.5%	640,614	+16.4%	$32.4M
HYLBDbx ETF Tr	4.6%	4.9%	784,423	+15.8%	$28.6M
SPSMSpdr Series Trust	3.9%	3.2%	422,057	+10.8%	$24.3M
SHYGIshares Tr	3.9%	4.0%	560,230	+18.9%	$23.8M
EPSWisdomtree Tr	3.8%	3.5%	304,306	+9.7%	$23.7M
SPMDSpdr Series Trust	3.4%	3.0%	307,321	+8.3%	$20.8M
HYDWDbx ETF Tr	3.2%	3.3%	420,187	+20.0%	$19.7M
SPYGState Street Spdr Portfolio S&p 500 Grow	3.2%	3.0%	164,903	+4.4%	$19.6M
SPIBSpdr Series Trust	3.1%	3.2%	577,336	+18.0%	$19.3M
STIPIshares Tr	3.1%	3.3%	188,071	+15.8%	$19.2M
SPEMSpdr Index Shs Fds	2.6%	2.4%	310,423	+7.7%	$16.1M
SPYDSpdr Ser Tr	2.5%	2.4%	318,591	+12.9%	$15.2M
VWOBVanguard Whitehall Fds	2.5%	2.5%	225,894	-41.2%	$15.2M
SPBOSpdr Series Trust	2.1%	2.2%	450,676	+20.2%	$13.1M
SPYVState Street Spdr Portfolio S&p 500 Valu	1.9%	1.8%	194,516	+13.8%	$11.8M
ICVTIshares Tr	1.7%	1.5%	88,192	+5.8%	$10.7M
TSLATesla Inc	1.6%	1.4%	24,177	+4.2%	$10.2M
PANWPalo Alto Networks Inc	1.5%	—	27,309	—	$9.3M
ARMArm Holdings PLC	1.5%	0.8%	25,683	+7.6%	$9.1M
IEURIshares Core Msci Europeetf	1.5%	1.5%	120,667	+7.5%	$9.1M
AMZNAmazon Com Inc	1.5%	1.5%	38,025	+9.0%	$9.1M
AAPLApple Inc	1.3%	1.2%	27,558	-5.4%	$8.0M
TSMTaiwan Semiconductor Manufac	1.3%	0.8%	16,177	-4.0%	$7.7M
NVSNovartis AG	1.2%	1.1%	48,030	+8.7%	$7.5M
MSFTMicrosoft Corp	1.1%	1.4%	17,851	+20.6%	$6.7M
ASMLAsml Hldg NV	1.1%	—	3,327	—	$6.6M
SWVXXSchwab Prime Advantage Money Investor	1.0%	1.6%	6,341,887	-22.6%	$6.3M
SPYState Str Spdr S&p 500 ETF T	0.9%	—	7,633	—	$5.7M
GOOGAlphabet Inc	0.9%	0.6%	15,380	-7.7%	$5.4M
IPACIshares Tr	0.9%	0.8%	65,760	+10.9%	$5.4M
VMBSVanguard Scottsdale Fds	0.9%	0.9%	114,456	+17.5%	$5.4M
MRNAModerna Inc	0.9%	—	76,081	—	$5.3M
VGSHVanguard Scottsdale Fds	0.9%	0.9%	91,471	+19.9%	$5.3M
TFLOIshares Tr	0.9%	0.9%	104,797	+20.1%	$5.3M
BSVVanguard Bd Index Fds	0.9%	0.9%	67,546	+17.5%	$5.3M
ICSHIshares Tr	0.8%	0.9%	103,366	+19.9%	$5.2M
BRK-BBerkshire Hathaway Inc Del	0.7%	0.7%	9,126	+18.0%	$4.6M
SHWSherwin Williams Co	0.7%	0.9%	12,021	-5.8%	$4.1M
WMTWalmart Inc	0.7%	0.7%	36,247	+4.7%	$4.1M
JNJJohnson & Johnson	0.7%	—	16,069	—	$4.1M
MARMarriott Intl Inc New	0.7%	0.5%	10,814	+7.7%	$4.0M
METAMeta Platforms Inc	0.6%	1.0%	6,814	+3.3%	$3.8M
MMM3m Co	0.5%	0.6%	20,816	+11.2%	$3.4M
IVVIshares Tr	0.5%	0.7%	4,320	-21.2%	$3.2M
AZNAstrazeneca PLC	0.5%	—	16,731	—	$3.2M
TBKTriumph Financial Inc	0.5%	—	41,557	—	$3.2M
KOCoca Cola Co	0.5%	—	38,976	—	$3.2M
BABoeing Co	0.5%	0.5%	14,241	+10.9%	$3.1M
SPTMSpdr Series Trust	0.5%	—	32,222	—	$2.9M
SBUXStarbucks Corp	0.5%	—	28,273	—	$2.9M

What Financial Gravity Companies, Inc. bought and sold in Q2 2026, against Q2 2025.

New positions

Q2 2025's filing was too long to tell new positions apart.

Share counts compared with the Q2 2025 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$616.4M	1,009
Q2 2025	$509.3M	989
Q4 2024	$437.8M	971
Q3 2024	$373.6M	679
Q4 2018	$110.0M	1,351
Q1 2018	$97.7M	1,379
Q4 2017	$87.1M	1,337

Questions about Financial Gravity Companies, Inc.'s portfolio

What stocks does Financial Gravity Companies, Inc. own?

Financial Gravity Companies, Inc.'s latest 13F, for Q2 2026 and filed Aug 5, 2026, lists 1,009 positions worth $616.4M. The largest are Ishares Tr (IAGG) at 5.3%, Dbx ETF Tr (HYLB) at 4.6%, Spdr Series Trust (SPSM) at 3.9%, Ishares Tr (SHYG) at 3.9% and Wisdomtree Tr (EPS) at 3.8%.

What did Financial Gravity Companies, Inc. buy last quarter?

In Q2 2026, Financial Gravity Companies, Inc. added Microsoft Corp (MSFT) (+20.6% shares), Spdr Series Trust (SPBO) (+20.2% shares) and Ishares Tr (TFLO) (+20.1% shares), compared with its Q2 2025 filing.

What did Financial Gravity Companies, Inc. sell last quarter?

In Q2 2026, Financial Gravity Companies, Inc. cut from its top 50 Fs Kkr Capital Corp (FSK), cut from its top 50 Upwork Inc (UPWK), cut from its top 50 Netflix Inc. (NFLX), cut from its top 50 Stryker Corporation (SYK), cut from its top 50 Intuit (INTU), Vanguard Whitehall Fds (VWOB) (-41.2% shares), Schwab Prime Advantage Money Investor (SWVXX) (-22.6% shares) and Ishares Tr (IVV) (-21.2% shares), compared with its Q2 2025 filing.

When is Financial Gravity Companies, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Financial Gravity Companies, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.