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 Companies, Inc. (CIK 1377167) reported $616.4M across 921 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IAGG ($32.4M, 5.26%), HYLB ($28.6M, 4.65%), SPSM ($24.3M, 3.95%), SHYG ($23.8M, 3.85%), EPS ($23.7M, 3.84%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IAGG | ISHARES TR | $32.4M | 5.26% | 640,614 | Added |
| 2 | HYLB | DBX ETF TR | $28.6M | 4.65% | 784,423 | Added |
| 3 | SPSM | SPDR SERIES TRUST | $24.3M | 3.95% | 422,057 | Added |
| 4 | SHYG | ISHARES TR | $23.8M | 3.85% | 560,230 | Added |
| 5 | EPS | WISDOMTREE TR | $23.7M | 3.84% | 304,306 | Added |
| 6 | SPMD | SPDR SERIES TRUST | $20.8M | 3.37% | 307,321 | Added |
| 7 | HYDW | DBX ETF TR | $19.7M | 3.19% | 420,187 | Added |
| 8 | SPYG | SPDR SERIES TRUST | $19.6M | 3.18% | 164,903 | Added |
| 9 | SPIB | SPDR SERIES TRUST | $19.3M | 3.13% | 577,336 | Added |
| 10 | STIP | ISHARES TR | $19.2M | 3.12% | 188,071 | Added |
| 11 | SPEM | SPDR INDEX SHS FDS | $16.1M | 2.61% | 310,423 | Added |
| 12 | SPYD | SPDR SERIES TRUST | $15.2M | 2.47% | 318,591 | Added |
| 13 | VWOB | VANGUARD WHITEHALL FDS | $15.2M | 2.46% | 225,894 | Trimmed |
| 14 | SPBO | SPDR SERIES TRUST | $13.1M | 2.12% | 450,676 | Added |
| 15 | SPYV | SPDR SERIES TRUST | $11.8M | 1.92% | 194,516 | Added |
| 16 | ICVT | ISHARES TR | $10.7M | 1.74% | 88,192 | Added |
| 17 | TSLA | TESLA INC | $10.2M | 1.65% | 24,177 | Added |
| 18 | PANW | PALO ALTO NETWORKS INC | $9.3M | 1.51% | 27,309 | Added |
| 19 | ARM | ARM HOLDINGS PLC | $9.1M | 1.48% | 25,683 | Added |
| 20 | IEUR | ISHARES TR | $9.1M | 1.47% | 120,667 | Added |
| 21 | AMZN | AMAZON COM INC | $9.1M | 1.47% | 38,025 | Added |
| 22 | AAPL | APPLE INC | $8.0M | 1.29% | 27,558 | Trimmed |
| 23 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $7.7M | 1.25% | 16,177 | Trimmed |
| 24 | NVS | NOVARTIS AG | $7.5M | 1.22% | 48,030 | Added |
| 25 | MSFT | MICROSOFT CORP | $6.7M | 1.08% | 17,851 | Added |
Source: SEC Form 13F filings · as of 2026-06-30