Financial Gravity Companies, Inc. 13F holdings
Financial Gravity Companies, Inc. reported 860 positions with a total reported value of $616.4M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-05. Top holdings by reported value: SPDR SERIES TRUST (20.8%), ISHARES TR (19.4%), DBX ETF TR (7.9%), WT WISDOMTREE TR (3.8%), SPDR INDEX SHS FDS (2.6%). We hold no 13F from this filer for the prior quarter (2026-03-31), so new positions and exits are not counted. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| SPDR SERIES TRUST | 2,480,260 | $128.5M | 20.8% |
| ISHARES TR | 1,928,656 | $119.8M | 19.4% |
| DBX ETF TR | 1,215,191 | $48.9M | 7.9% |
| WT WISDOMTREE TR | 304,326 | $23.7M | 3.8% |
| SPDR INDEX SHS FDS | 312,563 | $16.2M | 2.6% |
| VANGUARD WHITEHALL FDS | 225,921 | $15.2M | 2.5% |
| VANGUARD SCOTTSDALE FDS | 206,151 | $10.7M | 1.7% |
| TSLA TESLA INC | 24,177 | $10.2M | 1.6% |
| PANW PALO ALTO NETWORKS INC | 27,309 | $9.3M | 1.5% |
| ARM ARM HOLDINGS PLC | 25,683 | $9.1M | 1.5% |
| AMZN AMAZON COM INC | 38,025 | $9.1M | 1.5% |
| AAPL APPLE INC | 27,558 | $8.0M | 1.3% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 16,177 | $7.7M | 1.3% |
| NVS NOVARTIS AG | 48,030 | $7.5M | 1.2% |
| MSFT MICROSOFT CORP | 17,851 | $6.7M | 1.1% |
| ASML ASML HLDG NV | 3,327 | $6.6M | 1.1% |
| SCHWAB PRIME ADVANTAGE MONEY INVESTOR | 6,341,887 | $6.3M | 1.0% |
| SPY STATE STR SPDR S&P 500 ETF T | 7,633 | $5.7M | 0.9% |
| GOOGL ALPHABET INC | 15,859 | $5.6M | 0.9% |
| MRNA MODERNA INC | 76,081 | $5.3M | 0.9% |
| VANGUARD BD INDEX FDS | 67,891 | $5.3M | 0.9% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 9,126 | $4.6M | 0.7% |
| SHW SHERWIN WILLIAMS CO | 12,021 | $4.1M | 0.7% |
| WMT WALMART INC | 36,247 | $4.1M | 0.7% |
| JNJ JOHNSON & JOHNSON | 16,069 | $4.1M | 0.7% |
New positions this quarter
We hold no 13F from this filer for 2026-03-31, so nothing can be compared.
Sold out
We hold no 13F from this filer for 2026-03-31, so nothing can be compared.
Biggest increases and decreases
Increases
We hold no 13F from this filer for 2026-03-31, so nothing can be compared.
Decreases
We hold no 13F from this filer for 2026-03-31, so nothing can be compared.
