Financial Gravity Asset Management, Inc.

DOSSIER · 13F-HR · Q1 2026

Financial Gravity Asset Management, Inc.

$562M in tracked AUM across 973 positions as of Q1 2026.

FG

CIK 0001741736 · last filed Mar 31, 2026

Total AUM

$562M

as of Q1 2026

Holdings

973

—

positions

Whale Score

42

42

tracked

Activity

—

no data

changes this Q

AI Analysis · Q1 2026

Financial Gravity Asset Management, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

IAGG

ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF

$31M629K5.6%02

HYLB

XTRACKERS USD HIGH YIELDCORPORATE BOND ETF

$28M770K5.0%03

SHYG

ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF

$23M542K4.1%04

SPSM

STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF

$20M414K3.6%05

EPS

WISDOMTREE U.S. LARGECAPFUND

$20M287K3.5%06

STIP

ISHARES 0-5 YEAR TIPS BOND ETF

$19M186K3.4%07

HYDW

XTRACKERS LOW BETA HIGH YIELD BOND ETF

$19M409K3.4%08

SPIB

STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF

$19M567K3.4%09

SPMD

STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF

$18M299K3.2%10

SPYG

STATE STREET SPDR PORTFOLIO S&P 500 GROWTHETF