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 International Aggregate Bond Fun (IAGG, 5.3%), Xtrackers Usd Hy Corp Bd (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 International Aggregate Bond Fun	5.3%	5.5%	640,614	+16.4%	$32.4M
HYLBXtrackers Usd Hy Corp Bd	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 U.S. LargeCap Fund Total	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
SPYGSpdr Series Trust	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
SPEMState Street Spdr Portfolio Emerging Mar	2.6%	2.4%	310,423	+7.7%	$16.1M
SPYDSpdr Series Trust	2.5%	2.4%	318,591	+12.9%	$15.2M
VWOBVanguard Whitehall Fds	2.5%	2.5%	225,894	-41.2%	$15.2M
SPBOState Street ETF/USA	2.1%	2.2%	450,676	+20.2%	$13.1M
SPYVSpdr Series Trust	1.9%	1.8%	194,516	+13.8%	$11.8M
ICVTIshares Tr	1.7%	1.5%	88,192	+5.8%	$10.7M
TSLATesla Inc Com	1.6%	1.4%	24,177	+4.2%	$10.2M
PANWPalo Alto Networks Inc	1.5%	—	27,309	—	$9.3M
ARMArm Hldgs PLC Equity A Funsponsored ADR	1.5%	0.8%	25,683	+7.6%	$9.1M
IEURIshares Core Msci Europe	1.5%	1.5%	120,667	+7.5%	$9.1M
AMZNAmazon Com Inc Com	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
SPYSpdr S&p 500 ETF Tr	0.9%	—	7,633	—	$5.7M
GOOGAlphabet Inc	0.9%	0.6%	15,380	-7.7%	$5.4M
IPACIshares Core Msci	0.9%	0.8%	65,760	+10.9%	$5.4M
VMBSVmbs	0.9%	0.9%	114,456	+17.5%	$5.4M
MRNAModerna Inc	0.9%	—	76,081	—	$5.3M
VGSHVanguard Short-Term Treasury ETF Total	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 Vanguard Short Ter	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 Com	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 Cl A	0.7%	0.5%	10,814	+7.7%	$4.0M
METAMeta Platforms Inc Class A	0.6%	1.0%	6,814	+3.3%	$3.8M
MMM3m Co Com	0.5%	0.6%	20,816	+11.2%	$3.4M
IVVIshares Core S&p 500 ETF	0.5%	0.7%	4,320	-21.2%	$3.2M
AZNAstrazeneca PLC Ord	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 Com	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 and rebuilt each quarter on the day the filing became public. 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 International Aggregate Bond Fun (IAGG) at 5.3%, Xtrackers Usd Hy Corp Bd (HYLB) at 4.6%, Spdr Series Trust (SPSM) at 3.9%, Ishares Tr (SHYG) at 3.9% and WisdomTree U.S. LargeCap Fund Total (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), State Street ETF/USA (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 Cap Corp (FSK), cut from its top 50 Upwork Inc (UPWK), cut from its top 50 Netflix Inc Total (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 Core S&p 500 ETF (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.