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 $509.3M across 894 reported positions in its SEC 13F filing for 2025-06-30. Largest positions: IAGG ($28.1M, 5.52%), HYLB ($25.0M, 4.91%), SHYG ($20.3M, 3.99%), EPS ($17.8M, 3.49%), STIP ($16.7M, 3.28%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IAGG | ISHARES TR | $28.1M | 5.52% | 550,506 | Added |
| 2 | HYLB | DBX ETF TR | $25.0M | 4.91% | 677,665 | Added |
| 3 | SHYG | ISHARES TR | $20.3M | 3.99% | 471,100 | Added |
| 4 | EPS | WISDOMTREE TR | $17.8M | 3.49% | 277,453 | Added |
| 5 | STIP | ISHARES TR | $16.7M | 3.28% | 162,378 | Added |
| 6 | HYDW | DBX ETF TR | $16.6M | 3.25% | 350,053 | Added |
| 7 | SPIB | SPDR SERIES TRUST | $16.4M | 3.23% | 489,280 | Added |
| 8 | SPSM | SPDR SERIES TRUST | $16.2M | 3.18% | 380,771 | Added |
| 9 | SPMD | SPDR SERIES TRUST | $15.4M | 3.03% | 283,724 | Added |
| 10 | SPYG | SPDR SERIES TRUST | $15.1M | 2.96% | 157,950 | Added |
| 11 | VWOB | VANGUARD WHITEHALL FDS | $12.6M | 2.48% | 384,109 | Added |
| 12 | SPEM | SPDR INDEX SHS FDS | $12.3M | 2.42% | 288,104 | Added |
| 13 | SPYD | SPDR SERIES TRUST | $12.0M | 2.35% | 282,168 | Added |
| 14 | SPBO | SPDR SERIES TRUST | $11.0M | 2.15% | 374,959 | Added |
| 15 | SPYV | SPDR SERIES TRUST | $8.9M | 1.76% | 170,978 | Added |
| 16 | SWVXX | SCHWAB PRIME ADVANTAGE MONEY INVESTOR | $8.2M | 1.61% | 8.2M | Added |
| 17 | AMZN | AMAZON COM INC | $7.7M | 1.50% | 34,885 | Added |
| 18 | ICVT | ISHARES TR | $7.5M | 1.48% | 83,388 | Added |
| 19 | IEUR | ISHARES TR | $7.4M | 1.46% | 112,263 | Added |
| 20 | TSLA | TESLA INC | $7.4M | 1.45% | 23,194 | Added |
| 21 | MSFT | MICROSOFT CORP | $7.4M | 1.45% | 14,803 | Added |
| 22 | AAPL | APPLE INC | $6.0M | 1.17% | 29,122 | Trimmed |
| 23 | NVS | NOVARTIS AG | $5.3M | 1.05% | 44,198 | Added |
| 24 | FSK | FS KKR CAP CORP | $5.3M | 1.03% | 253,974 | Trimmed |
| 25 | UPWK | UPWORK INC | $5.1M | 1.00% | 380,836 | Added |
Source: SEC Form 13F filings · as of 2025-06-30