StockDriftsStockDriftsTop 50 Financial Gravity Companies, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IAGG | ISHARES TR | 5.26% | 640.6K | $32.4M | new | $50.74(-1.52%) | 2026-06-30 | |
| HYLB | DBX ETF TR | 4.65% | 784.4K | $28.6M | new | $36.25(+0.17%) | 2026-06-30 | |
| SPSM | SPDR SERIES TRUST | 3.95% | 422.1K | $24.3M | new | $44.11(+31.11%) | 2026-06-30 | |
| SHYG | ISHARES TR | 3.85% | 560.2K | $23.8M | new | $42.71(-1.34%) | 2026-06-30 | |
| EPS | WISDOMTREE TR | 3.84% | 304.3K | $23.7M | new | $60.05(+35.52%) | 2026-06-30 | |
| SPMD | SPDR SERIES TRUST | 3.37% | 307.3K | $20.8M | new | $53.74(+27.03%) | 2026-06-30 | |
| HYDW | DBX ETF TR | 3.19% | 420.2K | $19.7M | new | $46.69(-0.30%) | 2026-06-30 | |
| SPYG | SPDR SERIES TRUST | 3.18% | 164.9K | $19.6M | new | $83.43(+47.17%) | 2026-06-30 | |
| SPIB | SPDR SERIES TRUST | 3.13% | 577.3K | $19.3M | new | $33.21(-0.28%) | 2026-06-30 | |
| STIP | ISHARES TR | 3.12% | 188.1K | $19.2M | new | $100.94(-0.24%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | -1.53% |
| Top 20 Holdings Unweighted | — | — | — | — | -0.76% |
Financial Gravity Companies, Inc. reports $616.35M in US-listed equity holdings across 1,040 positions in its most recent 13F filing. Its largest disclosed positions are IAGG (5.3%), HYLB (4.7%) and SPSM (4.0%). The top 20 holdings account for 56.97% of reported assets. Its disclosed equity book has returned -1.53% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
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Holdings on this page are parsed from Financial Gravity Companies, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1377167). View Financial Gravity Companies, Inc.’s 13F filings on SEC