Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Financial Gravity Asset Management, Inc. (CIK 1741736) reported $562.0M across 862 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IAGG ($31.5M, 5.60%), HYLB ($27.9M, 4.96%), SHYG ($22.9M, 4.08%), SPSM ($20.0M, 3.56%), EPS ($19.5M, 3.47%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IAGG | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | $31.5M | 5.60% | 629,064 | Added |
| 2 | HYLB | XTRACKERS USD HIGH YIELDCORPORATE BOND ETF | $27.9M | 4.96% | 770,421 | Added |
| 3 | SHYG | ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF | $22.9M | 4.08% | 541,783 | Added |
| 4 | SPSM | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | $20.0M | 3.56% | 413,944 | Added |
| 5 | EPS | WISDOMTREE U.S. LARGECAPFUND | $19.5M | 3.47% | 286,548 | Added |
| 6 | STIP | ISHARES 0-5 YEAR TIPS BOND ETF | $19.3M | 3.43% | 186,235 | Added |
| 7 | SPIB | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | $19.0M | 3.39% | 567,434 | Added |
| 8 | HYDW | XTRACKERS LOW BETA HIGH YIELD BOND ETF | $19.1M | 3.39% | 409,131 | Added |
| 9 | SPMD | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | $17.7M | 3.15% | 299,322 | Added |
| 10 | SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTHETF | $16.0M | 2.84% | 163,078 | Added |
| 11 | VWOB | VANGUARD EMERGING MARKETS GOVERNMENT BOND INDEX FUND ETF SHARES | $14.7M | 2.61% | 223,444 | Added |
| 12 | SPEM | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | $14.3M | 2.55% | 304,934 | Added |
| 13 | SPYD | STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF | $14.1M | 2.50% | 308,980 | Added |
| 14 | SPBO | STATE STREET SPDR PORTFOLIO CORPORATE BONDETF | $12.8M | 2.28% | 442,070 | Added |
| 15 | SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $10.5M | 1.87% | 185,363 | Added |
| 16 | ICVT | ISHARES CONVERTIBLE BONDETF | $9.0M | 1.60% | 88,465 | Added |
| 17 | TSLA | TESLA INC | $8.8M | 1.56% | 23,592 | Trimmed |
| 18 | IEUR | ISHARES CORE MSCI EUROPEETF | $8.4M | 1.50% | 120,171 | Added |
| 19 | AMZN | AMAZON.COM INC | $7.9M | 1.41% | 37,979 | Added |
| 20 | SWVXX | SCHWAB PRIME ADVANTAGE MONEY INVESTOR | $7.5M | 1.33% | 7.5M | Added |
| 21 | NVS | NOVARTIS AG FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $7.3M | 1.30% | 47,971 | Trimmed |
| 22 | AAPL | APPLE INC | $7.0M | 1.25% | 27,738 | Added |
| 23 | MSFT | MICROSOFT CORP | $6.4M | 1.13% | 17,171 | Added |
| 24 | TSM | TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS | $5.5M | 0.99% | 16,408 | Trimmed |
| 25 | VGSH | VANGUARD SHORT-TERM TREASURY INDEX FUND ETF SHARES | $5.0M | 0.89% | 84,988 | Added |
Source: SEC Form 13F filings · as of 2026-03-31