DOSSIER · 13F-HR · Q2 2025

Financial Gravity Companies, Inc.

$509M in tracked AUM across 1,015 positions as of Q2 2025.

FG
CIK 0001377167 · last filed Jun 30, 2025
Total AUM
$509M
as of Q2 2025
Holdings
1,015
positions
Whale Score
38
38
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2025

Financial Gravity Companies, Inc. filed its latest 13F-HR for Q2 2025. See the latest holdings and position changes below.

Quarter at a glance — Q2 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2025.

#HoldingValueSharesWeight
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Filing history

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