13F filer

Financial Gravity Companies

As of Jun 30, 2026 Filed Aug 5, 2026 CIK 1377167 SEC filings ↗

13F Value

$616.4M

Positions

1,040

Top Position

IAGG5.3%

Top 5

21.6%

Latest filing changes

1 IAGG iShares Core International Aggregate Bond ETF 5.3%

2 HYLB Xtrackers USD High Yield Corporate Bond ETF 4.6%

3 SPSM State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF 3.9%

4 SHYG iShares 0-5 Year High Yield Corporate Bond ETF 3.9%

5 EPS Wisdomtree Tr — US Largecap Fund 3.8%

Holdings1,040

#
1	IAGG iShares Core International Aggregate Bond ETF	5.3%	$32.4M	—	640.6K	—	ETF
2	HYLB Xtrackers USD High Yield Corporate Bond ETF	4.6%	$28.6M	—	784.4K	—	ETF
3	SPSM State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF	3.9%	$24.3M	—	422.1K	—	ETF
4	SHYG iShares 0-5 Year High Yield Corporate Bond ETF	3.9%	$23.8M	—	560.2K	—	ETF
5	EPS Wisdomtree Tr — US Largecap Fund	3.8%	$23.7M	—	304.3K	—	Equity
6	SPMD State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF	3.4%	$20.8M	—	307.3K	—	ETF
7	HYDW Xtrackers Low Beta High Yield Bond ETF	3.2%	$19.7M	—	420.2K	—	ETF
8	SPYG State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	3.2%	$19.6M	—	164.9K	—	ETF
9	SPIB State Street SPDR Portfolio Intermediate Term Corporate Bond ETF	3.1%	$19.3M	—	577.3K	—	ETF
10	STIP iShares 0-5 Year TIPS Bond ETF	3.1%	$19.2M	—	188.1K	—	ETF
11	SPEM State Street(R) SPDR(R) Portfolio Emerging Markets ETF	2.6%	$16.1M	—	310.4K	—	ETF
12	SPYD State Street(R) SPDR(R) Portfolio S&P 500(R) High Dividend ETF	2.5%	$15.2M	—	318.6K	—	ETF
13	VWOB Vanguard Emerging Markets Government Bond Index Fund — ETF Shares	2.5%	$15.2M	—	225.9K	—	ETF
14	SPBO State Street(R) SPDR(R) Portfolio Corporate Bond ETF	2.1%	$13.1M	—	450.7K	—	ETF
15	SPYV State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF	1.9%	$11.8M	—	194.5K	—	ETF
16	ICVT iShares Convertible Bond ETF	1.7%	$10.7M	—	88.2K	—	ETF
17	TSLA Tesla	1.6%	$10.2M	—	24.2K	—	Common Stock
18	PANW Palo Alto Networks	1.5%	$9.3M	—	27.3K	—	Common Stock
19	ARM Arm Holdings	1.5%	$9.1M	—	25.7K	—	ADR
20	IEUR iShares Core MSCI Europe ETF	1.5%	$9.1M	—	120.7K	—	ETF

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.