account_balance
Investment manager · 13F filer · SEC CIK 1377167
Financial Gravity Companies, Inc.
Reported value$616Mas of Jun 30, 2026
Positions1,040
Top 10 weight37.5%IAGG alone is 5%
FiledAug 536 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
IAGGiShares Tr
5.3%
HYLBDBX ETF Tr
4.6%
SPSMSPDR Series Trust
3.9%
SHYGiShares Tr
3.9%
EPSWisdomtree Tr
3.8%
SPMDSPDR Series Trust
3.4%
HYDWDBX ETF Tr
3.2%
SPYGSPDR Series Trust
3.2%
SPIBSPDR Series Trust
3.1%
STIPiShares Tr
3.1%
SPEMSPDR Index SHS FDS
2.6%
SPYDSPDR Series Trust
2.5%
IAGGiShares Tr
5.3%
HYLB4.6%
SPSM3.9%
SHYGiShares Tr
3.9%
EPSWisdomtree Tr
3.8%
SPMDSPDR Series Trust
3.4%
HYDW3.2%
SPYG3.2%
SPIB3.1%
STIP3.1%
SPEM2.6%
SPYD2.5%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IAGG iShares Tr 5.3%
HYLB DBX ETF Tr 4.6%
SPSM SPDR Series Trust 3.9%
SHYG iShares Tr 3.9%
EPS Wisdomtree Tr 3.8%
SPMD SPDR Series Trust 3.4%
HYDW DBX ETF Tr 3.2%
SPYG SPDR Series Trust 3.2%
SPIB SPDR Series Trust 3.1%
STIP iShares Tr 3.1%
SPEM SPDR Index SHS FDS 2.6%
SPYD SPDR Series Trust 2.5%