DOSSIER · 13F-HR · Q2 2026

Financial Gravity Companies, Inc.

$616M in tracked AUM across 1,040 positions as of Q2 2026.

FG
CIK 0001377167 · last filed Jun 30, 2026
Total AUM
$616M
as of Q2 2026
Holdings
1,040
positions
Whale Score
48
48
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Financial Gravity Companies, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IAGG
ISHARES TR
$32M641K5.3%
02
HYLB
DBX ETF TR
$29M784K4.6%
03
SPSM
SPDR SERIES TRUST
$24M422K3.9%
04
SHYG
ISHARES TR
$24M560K3.9%
05
EPS
WISDOMTREE TR
$24M304K3.8%
06
SPMD
SPDR SERIES TRUST
$21M307K3.4%
07
HYDW
DBX ETF TR
$20M420K3.2%
08
SPYG
SPDR SERIES TRUST
$20M165K3.2%
09
SPIB
SPDR SERIES TRUST
$19M577K3.1%
10
STIP
ISHARES TR
$19M188K3.1%

Filing history

2026Q2Jun 30
$616M 21.0%
1,040 positionsView →
2025Q2Jun 30
$509M 16.7%
1,015 positionsLocked
2024Q4Dec 31
$436M 25.4%
996 positionsLocked
2024Q3Sep 30
$348M 216.5%
701 positionsLocked
2018Q4Dec 31
$110M 12.5%
1,629 positionsLocked
2018Q1Mar 31
$98M 12.2%
1,600 positionsLocked
2017Q4Dec 31
$87M
1,568 positionsLocked