13F filer
Financial Gravity Asset Management
Stale filing snapshot.
This manager's latest published quarter is Q1 2026, behind the current site baseline of Q2 2026.
These holdings remain available for historical reference but are excluded from sitewide current-holder totals.
13F Value
$562.0M
Positions
973
Top Position
IAGG5.6%
Top 5
21.7%
Latest filing changes
vs Dec 31, 2025Holdings973
| # | Trend (4Q) | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | IAGG | 5.6% | $31.5M | +2.7% | 629.1K | 5.9% | ETF | |
| 2 | HYLB | 5.0% | $27.9M | +3.4% | 770.4K | 5.3% | ETF | |
| 3 | SHYG | 4.1% | $22.9M | +2.9% | 541.8K | 4.3% | ETF | |
| 4 | SPSM | 3.6% | $20.0M | +6.8% | 413.9K | 3.5% | ETF | |
| 5 | EPS | 3.5% | $19.5M | +3.8% | 286.5K | 3.8% | Equity | |
| 6 | STIP | 3.4% | $19.3M | +3.2% | 186.2K | 3.6% | ETF | |
| 7 | HYDW | 3.4% | $19.1M | +5.6% | 409.1K | 3.5% | ETF | |
| 8 | SPIB | 3.4% | $19.0M | +5.5% | 567.4K | 3.5% | ETF | |
| 9 | SPMD | 3.2% | $17.7M | +4.2% | 299.3K | 3.2% | ETF | |
| 10 | SPYG | 2.8% | $16.0M | +5.2% | 163.1K | 3.2% | ETF | |
| 11 | VWOB | 2.6% | $14.7M | +3.3% | 223.4K | 2.8% | ETF | |
| 12 | SPEM | 2.5% | $14.3M | +2.0% | 304.9K | 2.7% | ETF | |
| 13 | SPYD | 2.5% | $14.1M | +3.6% | 309.0K | 2.5% | ETF | |
| 14 | SPBO | 2.3% | $12.8M | +4.0% | 442.1K | 2.4% | ETF | |
| 15 | SPYV | 1.9% | $10.5M | +5.2% | 185.4K | 1.9% | ETF | |
| 16 | ICVT | 1.6% | $9.0M | +3.0% | 88.5K | 1.6% | ETF | |
| 17 | TSLA | 1.6% | $8.8M | -0.4% | 23.6K | 2.1% | Common Stock | |
| 18 | IEUR | 1.5% | $8.4M | +3.6% | 120.2K | 1.6% | ETF | |
| 19 | AMZN | 1.4% | $7.9M | +11.2% | 38.0K | 1.5% | Common Stock | |
| 20 | NTNL GRID PLC ADR FSPONSORED ADR 1 ADR REPS 5 ORD SHS — CASH | 1.3% | $7.5M | +359.7% | 7.50M | 0.3% | Equity |
Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.
Exited in Latest Filing60
Compared with the immediately prior published filing (Dec 31, 2025). Prior values are shown for context and are not included in current totals.