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.