StockDriftsStockDriftsTop 50 Financial Gravity Asset Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IAGG | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | 5.6% | 629.1K | $31.5M | +2.68%(+16.40K) | $49.51(+1.26%) | 2026-03-31 | |
| HYLB | XTRACKERS USD HIGH YIELDCORPORATE BOND ETF | 4.96% | 770.4K | $27.9M | +3.37%(+25.10K) | $34.94(+4.14%) | 2026-03-31 | |
| SHYG | ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF | 4.08% | 541.8K | $22.9M | +2.87%(+15.10K) | $41.77(+1.13%) | 2026-03-31 | |
| SPSM | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | 3.56% | 413.9K | $20.0M | +6.82%(+26.45K) | $39.68(+43.53%) | 2026-03-31 | |
| EPS | WISDOMTREE U.S. LARGECAPFUND | 3.47% | 286.5K | $19.5M | +3.80%(+10.48K) | $48.62(+59.85%) | 2026-03-31 | |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | 3.43% | 186.2K | $19.3M | +3.22%(+5.80K) | $98.43(+2.84%) | 2026-03-31 | |
| HYDW | XTRACKERS LOW BETA HIGH YIELD BOND ETF | 3.39% | 409.1K | $19.1M | +5.64%(+21.83K) | $45.42(+2.84%) | 2026-03-31 | |
| SPIB | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | 3.39% | 567.4K | $19.0M | +5.46%(+29.38K) | $32.32(+3.22%) | 2026-03-31 | |
| SPMD | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | 3.15% | 299.3K | $17.7M | +4.23%(+12.16K) | $46.78(+42.47%) | 2026-03-31 | |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTHETF | 2.84% | 163.1K | $16.0M | +5.25%(+8.13K) | $63.40(+84.86%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +1.32% | +4.00% | +1.31% | +6.75% |
| Top 20 Holdings Unweighted | +2.13% | +6.53% | +2.17% | +11.35% |
Financial Gravity Asset Management, Inc. reports $561.97M in US-listed equity holdings across 973 positions in its most recent 13F filing. Its largest disclosed positions are IAGG (5.6%), HYLB (5.0%) and SHYG (4.1%). The top 20 holdings account for 57.05% of reported assets. Its disclosed equity book has returned +4.00% on a three-year cumulative basis. Figures reflect the Q1 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Financial Gravity Asset Management, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1741736). View Financial Gravity Asset Management, Inc.’s 13F filings on SEC