account_balance

Investment manager · 13F filer · SEC CIK 1741736

Financial Gravity Asset Management, Inc.

Reported value$621Mas of Sep 30, 2026

Positions880 57 new, 141 sold out

Top 10 weight37.0%IAGG alone is 5%

FiledNov 1344 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

IAGGiShares Tr

5.2%Added +4%

HYLBDBX ETF Tr

4.6%Added +5%

EPSWisdomtree Tr

3.9%Added +7%

SHYGiShares Tr

3.8%Added +7%

SPSMSPDR Series Trust

3.6%Added +3%

SPYGSPDR Series Trust

3.3%

HYDWDBX ETF Tr

3.2%Added +6%

SPMDSPDR Series Trust

3.1%Added +3%

SPIBSPDR Series Trust

3.1%Added +6%

STIPiShares Tr

3.1%Added +4%

SPEMSPDR Index SHS FDS

2.6%Added +2%

SPYDSPDR Series Trust

2.4%+5%

IAGGiShares Tr

5.2%+4%

HYLBDBX ETF Tr

4.6%

EPSWisdomtree Tr

3.9%

SHYGiShares Tr

3.8%+7%

SPSMSPDR Series Trust

3.6%+3%

SPYGSPDR Series Trust

3.3%

HYDWDBX ETF Tr

3.2%

SPMDSPDR Series Trust

3.1%

SPIBSPDR Series Trust

3.1%+6%

STIPiShares Tr

3.1%+4%

SPEMSPDR Index SHS FDS

2.6%

SPYDSPDR Series Trust

2.4%

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.

Show the top 12 as a list

IAGG iShares Tr 5.2% Added +4%

HYLB DBX ETF Tr 4.6% Added +5%

EPS Wisdomtree Tr 3.9% Added +7%

SHYG iShares Tr 3.8% Added +7%

SPSM SPDR Series Trust 3.6% Added +3%

SPYG SPDR Series Trust 3.3% Held

HYDW DBX ETF Tr 3.2% Added +6%

SPMD SPDR Series Trust 3.1% Added +3%

SPIB SPDR Series Trust 3.1% Added +6%

STIP iShares Tr 3.1% Added +4%

SPEM SPDR Index SHS FDS 2.6% Added +2%

SPYD SPDR Series Trust 2.4% Added +5%

What changed

Biggest moves since Mar 31, 2026

Filed Nov 13, 2026, compared with the May 8, 2026 filing

add_circleNew

Cantor Silverstein Opportunity Zone Trust II, Inc $517K
XV $163K
Call S & P 500 Index $7000 Exp 12/18/26 $159K
SPCX $128K

arrow_upwardAdded

PANW +1359100%
PH +55175%
ISRG +21244%
COST +1211%

arrow_downwardTrimmed

BBDC −16%
FSK −13%
IVV −10%
Schwab Prime Advantage Money Investor −9%

remove_circleSold out

ARCC $822K
Cantor Silverstein Opportunity Zone Trust II, Inc $556K
SILA $372K
US Treasur Nt 3.75 04/26ust Note Due 04/15/26 $188K

Financial Gravity Asset Management, Inc.

Where the money is

Biggest moves since Mar 31, 2026

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