Financial Gravity Companies
$611M 13F equity value
1,177 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Financial Gravity Companies covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IAGG | ISHARES TR | 640,614 | $32M | 5.3% |
| HYLB | DBX ETF TR | 784,423 | $29M | 4.7% |
| SPSM | SPDR SERIES TRUST | 422,057 | $24M | 4.0% |
| SHYG | ISHARES TR | 560,230 | $24M | 3.9% |
| EPS | WISDOMTREE TR | 304,306 | $24M | 3.9% |
| SPMD | SPDR SERIES TRUST | 307,321 | $21M | 3.4% |
| HYDW | DBX ETF TR | 420,187 | $20M | 3.2% |
| SPYG | SPDR SERIES TRUST | 164,903 | $20M | 3.2% |
| SPIB | SPDR SERIES TRUST | 577,336 | $19M | 3.2% |
| STIP | ISHARES TR | 188,071 | $19M | 3.1% |
Track Financial Gravity Companies's 13F portfolio: $611M in reported holdings, 1,177 positions. Top holdings and quarterly changes on SentiSense.
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