Financial Gravity Companies, Inc.: 13F holdings
CIK 13771672026Q2
| Positions | 1,040 |
|---|---|
| Reported value | $616.4m |
| Filed | 2026-08-05 |
First 13F filing in our history this quarter.
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| IAGG ISHARES TR | 640,614 | $32.4m | 5.3% |
| HYLB DBX ETF TR | 784,423 | $28.6m | 4.6% |
| SPSM SPDR SERIES TRUST | 422,057 | $24.3m | 3.9% |
| SHYG ISHARES TR | 560,230 | $23.8m | 3.9% |
| EPS WISDOMTREE TR | 304,306 | $23.7m | 3.8% |
| SPMD SPDR SERIES TRUST | 307,321 | $20.8m | 3.4% |
| HYDW DBX ETF TR | 420,187 | $19.7m | 3.2% |
| SPYG SPDR SERIES TRUST | 164,903 | $19.6m | 3.2% |
| SPIB SPDR SERIES TRUST | 577,336 | $19.3m | 3.1% |
| STIP ISHARES TR | 188,071 | $19.2m | 3.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1377167")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.