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Financial Gravity Companies

Latest statistics and disclosures from Financial Gravity Companies's latest quarterly 13F-HR filing:

Top 5 stock holdings are IAGG, HYLB, SPSM, SHYG, EPS, and represent 21.55% of Financial Gravity Companies's stock portfolio.
Added to shares of these 10 stocks: PANW (+$9.3M), IAGG, SPY, HYLB, SHYG, HYDW, AZN, TFIN, SPIB, STIP.
Started 292 new stock positions in LYG, Wells Fargo Core Plus Bond Fd Inst mf, PWR, FTMH, LMBS, Guggenheim Defined P Unit 2560 Dividend Growth Port Ser 29 Monthly, GME.WS, Orchids Paper Products Company, WAB, Cadence Design Sy 4.3 29 Due 09/10/29.
Reduced shares in these 10 stocks: Usedc 2022 Drilling Fund (-$2.1B), VWOB (-$11M), UPWK, TIPRX, Unilever, SMG, Triumph Bancorp, AstraZeneca, SWVXX, DEO.
Sold out of its positions in ORNYX, IAUYX, Walton Us Land Fund 1, OEFA, OUSA, PALL, Invesco QQQ TR Unit Ser 1, ADBE, Aledo Tex Indpt Sch 0 26go Utx Due 02/15/26oid, DCH.
Financial Gravity Companies was a net seller of stock by $-2.1B.
Financial Gravity Companies has $616M in assets under management (AUM), dropping by 21.02%.
Central Index Key (CIK): 0001377167

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Portfolio Holdings for Financial Gravity Companies

Financial Gravity Companies holds 1040 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Financial Gravity Companies has 1040 total positions. Only the first 250 positions are shown.

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Download the Financial Gravity Companies June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Uit Exchange Traded (IAGG)	5.3	$32M	+16%	641k	50.60	View chart
Dbx Etf Tr Uit Exchange Traded (HYLB)	4.6	$29M	+15%	784k	36.52	View chart
Spdr Series Trust Uit Exchange Traded (SPSM)	3.9	$24M	+10%	422k	57.67	View chart
Ishares Tr Uit Exchange Traded (SHYG)	3.9	$24M	+18%	560k	42.41	View chart
Wisdomtree Tr Uit Exchange Traded (EPS)	3.8	$24M	+9%	304k	77.79	View chart
Spdr Series Trust Uit Exchange Traded (SPMD)	3.4	$21M	+8%	307k	67.56	View chart
Dbx Etf Tr Uit Exchange Traded (HYDW)	3.2	$20M	+20%	420k	46.84	View chart
Spdr Series Trust Uit Exchange Traded (SPYG)	3.2	$20M	+4%	165k	118.99	View chart
Spdr Series Trust Uit Exchange Traded (SPIB)	3.1	$19M	+17%	577k	33.46	View chart
Ishares Tr Uit Exchange Traded (STIP)	3.1	$19M	+15%	188k	102.16	View chart
Spdr Index Shs Fds Uit Exchange Traded (SPEM)	2.6	$16M	+7%	310k	51.78	View chart
Spdr Series Trust Uit Exchange Traded (SPYD)	2.5	$15M	+12%	319k	47.71	View chart
Vanguard Whitehall Fds Uit Exchange Traded (VWOB)	2.5	$15M	-41%	226k	67.24	View chart
Spdr Series Trust Uit Exchange Traded (SPBO)	2.1	$13M	+20%	451k	29.04	View chart
Spdr Series Trust Uit Exchange Traded (SPYV)	1.9	$12M	+13%	195k	60.79	View chart
Ishares Tr Uit Exchange Traded (ICVT)	1.7	$11M	+5%	88k	121.74	View chart
Tesla Common Stock (TSLA)	1.6	$10M	+4%	24k	420.60	View chart
Palo Alto Networks Common Stock (PANW)	1.5	$9.3M	+455050%	27k	341.02	View chart
Arm Holdings American Depository (ARM)	1.5	$9.1M	+7%	26k	354.57	View chart
Ishares Tr Uit Exchange Traded (IEUR)	1.5	$9.1M	+7%	121k	75.17	View chart
Amazon Common Stock (AMZN)	1.5	$9.1M	+9%	38k	238.34	View chart
Apple Common Stock (AAPL)	1.3	$8.0M	-5%	28k	289.36	View chart
Taiwan Semiconductor Manufac American Depository (TSM)	1.3	$7.7M	-4%	16k	477.57	View chart
Novartis American Depository (NVS)	1.2	$7.5M	+8%	48k	156.72	View chart
Microsoft Corp Common Stock (MSFT)	1.1	$6.7M	+20%	18k	373.01	View chart
Asml Hldg Nv American Depository (ASML)	1.1	$6.6M	+4%	3.3k	1989.44	View chart
Schwab Prime Advantage Money Investor Schwab Non-sweep Mmf (SWVXX)	1.0	$6.3M	-22%	6.3M	1.00	View chart
State Str Spdr S&p 500 Etf T Uit Exchange Traded (SPY)	0.9	$5.7M	+303%	7.6k	746.77	View chart
Alphabet Common Stock (GOOG)	0.9	$5.4M	-7%	15k	353.34	View chart
Ishares Tr Uit Exchange Traded (IPAC)	0.9	$5.4M	+10%	66k	81.93	View chart
Vanguard Scottsdale Fds Uit Exchange Traded (VMBS)	0.9	$5.4M	+17%	115k	46.81	View chart
Moderna Common Stock (MRNA)	0.9	$5.3M	+17%	76k	70.03	View chart
Vanguard Scottsdale Fds Uit Exchange Traded (VGSH)	0.9	$5.3M	+19%	92k	58.20	View chart
Ishares Tr Uit Exchange Traded (TFLO)	0.9	$5.3M	+20%	105k	50.63	View chart
Vanguard Bd Index Fds Uit Exchange Traded (BSV)	0.9	$5.3M	+17%	68k	77.91	View chart
Ishares Tr Uit Exchange Traded (ICSH)	0.8	$5.2M	+19%	103k	50.58	View chart
Berkshire Hathaway Inc Del Common Stock (BRK.B)	0.7	$4.6M	+18%	9.1k	500.39	View chart
Sherwin Williams Common Stock (SHW)	0.7	$4.1M	-5%	12k	344.32	View chart
Walmart Common Stock (WMT)	0.7	$4.1M	+4%	36k	113.26	View chart
Johnson & Johnson Common Stock (JNJ)	0.7	$4.1M	+12%	16k	253.96	View chart
Marriott Intl Common Stock (MAR)	0.7	$4.0M	+7%	11k	370.58	View chart
Meta Platforms Common Stock (META)	0.6	$3.8M	+3%	6.8k	563.30	View chart
3M Common Stock (MMM)	0.5	$3.4M	+11%	21k	161.91	View chart
Ishares Tr Uit Exchange Traded (IVV)	0.5	$3.2M	-21%	4.3k	748.89	View chart
Astrazeneca Foreign Ordinaries (AZN)	0.5	$3.2M	NEW	17k	189.62	View chart
Triumph Financial Common Stock (TFIN)	0.5	$3.2M	NEW	42k	76.31	View chart
Coca Cola Common Stock (KO)	0.5	$3.2M	+15%	39k	81.27	View chart
Boeing Common Stock (BA)	0.5	$3.1M	+10%	14k	216.47	View chart
Spdr Series Trust Uit Exchange Traded (SPTM)	0.5	$2.9M	+6%	32k	90.79	View chart
Starbucks Corp Common Stock (SBUX)	0.5	$2.9M	+16%	28k	102.19	View chart
Netflix Common Stock (NFLX)	0.5	$2.8M	+979%	40k	71.40	View chart
Colgate Palmolive Common Stock (CL)	0.5	$2.8M	+23%	31k	91.68	View chart
Procter & Gamble Common Stock (PG)	0.4	$2.6M	+19%	18k	146.64	View chart
Novo-nordisk A S American Depository (NVO)	0.4	$2.6M	+84%	55k	47.94	View chart
Stryker Corporation Common Stock (SYK)	0.4	$2.5M	-9%	7.9k	314.86	View chart
Disney Walt Common Stock (DIS)	0.4	$2.5M	+17%	26k	96.25	View chart
Chipotle Mexican Grill Common Stock (CMG)	0.4	$2.5M	+45%	73k	34.00	View chart
Cliffwater Corporate Lending I Bond Funds (CCLFX)	0.4	$2.3M	+4%	223k	10.47	View chart
Fs Kkr Cap Corp Common Stock (FSK)	0.4	$2.2M	-16%	213k	10.50	View chart
Palantir Technologies Common Stock (PLTR)	0.4	$2.2M	+901%	19k	116.67	View chart
Costco Wholesale Corporation Common Stock (COST)	0.3	$2.1M	+1401%	2.2k	935.47	View chart
Salesforce Common Stock (CRM)	0.3	$2.1M	+46%	13k	156.67	View chart
Autodesk Common Stock (ADSK)	0.3	$2.0M	+21%	10k	194.42	View chart
Apollo Diversified Credit Fd Cl A Ntf Equity Funds (CRDTX)	0.3	$2.0M	-20%	89k	22.25	View chart
Intel Corp Common Stock (INTC)	0.3	$2.0M	+8%	14k	139.63	View chart
Invesco Steelpath Mlp Income A Ntf Equity Funds (MLPDX)	0.3	$2.0M	+5%	288k	6.80	View chart
Intuitive Surgical Common Stock (ISRG)	0.3	$1.9M	+26755%	4.8k	397.68	View chart
Barings Bdc Common Stock (BBDC)	0.3	$1.9M	-26%	224k	8.52	View chart
Nike Common Stock (NKE)	0.3	$1.9M	+51%	46k	41.05	View chart
Intuit Common Stock (INTU)	0.3	$1.7M	+65%	6.5k	261.01	View chart
Apollo Diversified Re Fd Cl A Ntf Equity Funds (GIREX)	0.3	$1.6M	-2%	65k	23.94	View chart
Etfis Ser Tr I Uit Exchange Traded (PFFA)	0.2	$1.5M	-13%	72k	20.57	View chart
Vanguard Total Stock Mkt Idx Adm Equity Funds (VTSAX)	0.2	$1.4M		7.8k	180.17	View chart
Bluerock Pvt Real Estate Closed End Mutl Fund (BPRE)	0.2	$1.4M	NEW	108k	13.01	View chart
Ishares Tr Uit Exchange Traded (QUAL)	0.2	$1.2M	-11%	5.6k	219.43	View chart
Tidal Trust Iii Uit Exchange Traded (ACKY)	0.2	$1.1M	NEW	65k	17.31	View chart
Bnp Paribas Sa 0 27f Due 08/04/27 Foreign Bonds (us $)	0.2	$1.1M		775k	1.44	View chart
Midas Discovery Ntf Equity Funds (MIDSX)	0.2	$1.1M		339k	3.21	View chart
Fidelity Advisor Technology - I Equity Funds (FFOMX)	0.2	$1.1M	NEW	19k	55.61	View chart
Apollo Diversified Credit Fd Cl C Load Equity Fund (CGCCX)	0.2	$926k		42k	22.24	View chart
Wp Carey Real Estate Investme (WPC)	0.1	$866k		12k	71.50	View chart
Spdr Series Trust Uit Exchange Traded (XME)	0.1	$856k	NEW	8.0k	106.93	View chart
Ares Capital Corp Common Stock (ARCC)	0.1	$846k	-27%	46k	18.53	View chart
Franklin Bsp Capital Corporation Closed End Mutl Fund	0.1	$843k		63k	13.47	View chart
Exxon Mobil Corp Common Stock (XOM)	0.1	$814k	-30%	6.0k	136.73	View chart
Vanguard Index Fds Uit Exchange Traded (VOO)	0.1	$690k	+238%	1.0k	686.54	View chart
Bnp Paribas Sa 0 27f Due 10/06/27 Foreign Bonds (us $)	0.1	$686k		450k	1.53	View chart
Ishares Gold Tr Uit Exchange Traded (IAU)	0.1	$680k	NEW	9.0k	75.51	View chart
Vanguard Index Fds Uit Exchange Traded (VTV)	0.1	$643k	-10%	3.0k	217.93	View chart
J P Morgan Exchange Traded F Uit Exchange Traded (JEPI)	0.1	$642k	+224%	11k	56.48	View chart
Chevron Corporation Common Stock (CVX)	0.1	$638k	+8%	3.8k	165.78	View chart
Blue Owl Capital Corporation Common Stock (OBDC)	0.1	$630k	-10%	58k	10.87	View chart
Vanguard Index Fds Uit Exchange Traded (VUG)	0.1	$619k	+487%	7.2k	86.14	View chart
Schwab Strategic Tr Uit Exchange Traded (SCHD)	0.1	$618k	+86%	20k	31.71	View chart
Vanguard Tax-managed Capital App Adm Equity Funds (VTCLX)	0.1	$614k		1.6k	386.39	View chart
Fidelity Advisor Growth Opps I Equity Funds (FAGCX)	0.1	$608k	-14%	2.2k	273.69	View chart
Nvidia Corporation Common Stock (NVDA)	0.1	$606k	-59%	3.0k	200.12	View chart
Ishares Tr Uit Exchange Traded (ESGU)	0.1	$603k	-30%	3.7k	163.67	View chart
Broadcom Common Stock (AVGO)	0.1	$579k	+46%	1.5k	377.75	View chart
Stone Ridge Reinsurance Risk Prm Inter Equity Funds (SRRIX)	0.1	$563k	+21%	9.2k	60.91	View chart
Frontline Foreign Ordinaries (FRO)	0.1	$557k	+966%	16k	34.79	View chart
Cantor Silverstein Opportunity Zone Trust Ii Real Estate Investme	0.1	$556k		21k	26.87	View chart
First Eagle Cr Opportunities Fd I Ntf Equity Funds (FECRX)	0.1	$545k	NEW	25k	21.92	View chart
Bluerock High Income Institutional Cdt I Bond Funds (IIMWX)	0.1	$545k		25k	22.18	View chart
Orchid Is Cap Common Stock (ORC)	0.1	$536k	-16%	77k	6.97	View chart
Vaneck Etf Trust Uit Exchange Traded (GDX)	0.1	$536k	NEW	7.1k	75.45	View chart
Nextera Energy Common Stock (NEE)	0.1	$533k		6.1k	87.77	View chart
Vanguard Windsor Ii Inv Equity Funds (VWNFX)	0.1	$520k	+9%	11k	49.79	View chart
Vaneck Etf Trust Uit Exchange Traded (GDXJ)	0.1	$503k	NEW	5.1k	98.25	View chart
Cion Invt Corp Common Stock (CION)	0.1	$491k	-19%	79k	6.23	View chart
Cullen Frost Bankers Common Stock (CFR)	0.1	$467k		3.0k	154.52	View chart
Lockheed Martin Corp Common Stock (LMT)	0.1	$438k	-15%	859.00	509.46	View chart
Scorpio Tankers Foreign Ordinaries (STNG)	0.1	$438k	NEW	6.3k	69.26	View chart
J P Morgan Exchange Traded F Uit Exchange Traded (JEPQ)	0.1	$434k	+189%	7.1k	61.46	View chart
Enterprise Prods Partners L Limited Partnershp (EPD)	0.1	$431k		12k	36.76	View chart
Ocean Park Tactical Bond Instl Bond Funds (STBJX)	0.1	$430k	+5%	17k	24.69	View chart
Invesco Steelpath Mlp Income Y Ntf Equity Funds (MLPZX)	0.1	$413k	-35%	55k	7.46	View chart
Ishares Tr Uit Exchange Traded (IEFA)	0.1	$397k	-29%	4.1k	96.58	View chart
Ishares Tr Uit Exchange Traded (IYW)	0.1	$395k	-31%	1.6k	252.23	View chart
Ge Vernova Common Stock (GEV)	0.1	$392k	+13%	334.00	1174.86	View chart
Teekay Tankers Foreign Ordinaries (TNK)	0.1	$389k	NEW	6.0k	64.87	View chart
Fidelity Advisor Health Care I Equity Funds (FHCIX)	0.1	$384k	+6%	5.4k	70.67	View chart
Xcel Energy Common Stock (XEL)	0.1	$374k		4.7k	80.30	View chart
Sila Realty Trust Real Estate Investme	0.1	$374k	-31%	12k	30.36	View chart
Invesco Qqq Tr Uit Exchange Traded (QQQ)	0.1	$367k	NEW	498.00	736.40	View chart
Home Depot Common Stock (HD)	0.1	$348k	+4%	987.00	352.68	View chart
Federated Hermes Kaufmann Is Equity Funds (KAUIX)	0.1	$335k	+6%	48k	6.92	View chart
Mastercard Incorporated Common Stock (MA)	0.1	$330k	-12%	643.00	513.60	View chart
Ge Aerospace Common Stock (GE)	0.1	$319k	+3%	853.00	373.73	View chart
James Hardie Inds Ordf Unlstd Foreign Ordry (JHIUF)	0.1	$317k		12k	26.44	View chart
Elevation Series Trust Uit Exchange Traded (DIVZ)	0.1	$315k	-32%	8.4k	37.38	View chart
Pacer Fds Tr Uit Exchange Traded (PSFF)	0.1	$309k		9.0k	34.31	View chart
Center Coast Brookfield Midstream Foc A Ntf Equity Funds (CCCAX)	0.0	$304k	-26%	41k	7.35	View chart
Walton Us Land Fund 1 Pvt Limited Partner	0.0	$302k	NEW	22k	13.72	View chart
Morgan Stanley Fin 0 27 Due 05/04/27 Corporate Bonds	0.0	$301k		300k	1.00	View chart
Lowes Cos Common Stock (LOW)	0.0	$295k	+2%	1.3k	220.49	View chart
American Battery Technology Common Stock (ABAT)	0.0	$288k	+2837%	102k	2.83	View chart
Fs Specialty Lending Closed End Mutl Fund (FSSL)	0.0	$288k	NEW	26k	11.15	View chart
Ishares Tr Uit Exchange Traded (IQLT)	0.0	$285k	-20%	5.8k	49.55	View chart
Bnp Paribas Sa 0 27f Due 09/07/27 Foreign Bonds (us $)	0.0	$284k		200k	1.42	View chart
Vanguard Index Fds Uit Exchange Traded (VBR)	0.0	$277k	+569%	1.1k	242.96	View chart
Carlyle Tactical Private Credit N Equity Funds (TAKNX)	0.0	$275k	+9%	34k	8.02	View chart
New York Life Investments Et Uit Exchange Traded (IQSU)	0.0	$274k	+3%	4.4k	62.59	View chart
Spdr Series Trust Uit Exchange Traded (XOP)	0.0	$273k	+708%	1.8k	154.26	View chart
Ishares Tr Uit Exchange Traded (IWB)	0.0	$265k		647.00	409.50	View chart
Applied Matls Common Stock (AMAT)	0.0	$257k	+113%	356.00	723.00	View chart
Fidelity 500 Index Equity Funds (FXAIX)	0.0	$253k		967.00	261.29	View chart
Vanguard Large Cap Index Admiral Equity Funds (VLCAX)	0.0	$250k		1.4k	173.82	View chart
Invesco Steelpath Mlp Alpha Y Ntf Equity Funds (MLPOX)	0.0	$239k		23k	10.40	View chart
Ishares Tr Uit Exchange Traded (HYXF)	0.0	$239k	-3%	5.1k	46.72	View chart
Fidelity Advisor Growth Opps A Ntf Equity Funds (FAGAX)	0.0	$238k	-44%	973.00	244.19	View chart
Counterpoint Tactical Income I Bond Funds (CPITX)	0.0	$237k	+4%	22k	11.00	View chart
Morgan Stanley Fin 0 28 Due 01/03/28 Corporate Bonds	0.0	$226k		200k	1.13	View chart
Ishares Tr Uit Exchange Traded (IWM)	0.0	$222k	-27%	740.00	300.45	View chart
Vanguard Wellesley Income Admiral Equity Funds (VWIAX)	0.0	$221k	+6%	3.5k	62.51	View chart
At&t Common Stock (T)	0.0	$219k	+8%	11k	20.70	View chart
Ishares Tr Uit Exchange Traded (USXF)	0.0	$217k		3.1k	69.45	View chart
Spdr Series Trust Uit Exchange Traded (SPYM)	0.0	$214k	-2%	2.4k	87.88	View chart
Griffin Capital Qualified Opportunity Zone Fund Iii Pvt Limited Partner	0.0	$214k		214k	1.00	View chart
Unitedhealth Group Common Stock (UNH)	0.0	$212k		509.00	415.63	View chart
Advanced Micro Devices Common Stock (AMD)	0.0	$211k	+5%	363.00	580.91	View chart
Dbx Etf Tr Uit Exchange Traded (USSG)	0.0	$208k	-6%	3.0k	69.46	View chart
American Funds American Balanced A Load Equity Fund (ABALX)	0.0	$205k	+5%	5.0k	41.04	View chart
Dbx Etf Tr Uit Exchange Traded (SNPE)	0.0	$205k	-2%	3.0k	68.86	View chart
Dbx Etf Tr Uit Exchange Traded (SHYL)	0.0	$205k		4.6k	44.43	View chart
Agnc Invt Corp Real Estate Investme (AGNC)	0.0	$205k		19k	10.90	View chart
Vanguard Intl Equity Index F Uit Exchange Traded (VGK)	0.0	$200k	NEW	2.3k	88.53	View chart
Rtx Corporation Common Stock (RTX)	0.0	$191k	NEW	1.0k	189.73	View chart
Fs Credit Opportunities Corp Closed End Mutl Fund (FSCO)	0.0	$187k	-22%	38k	4.99	View chart
Gilead Sciences Common Stock (GILD)	0.0	$187k		1.5k	126.34	View chart
Apollo Diversified Re Fd Cl C Load Equity Fund (GCREX)	0.0	$186k	-9%	8.5k	21.98	View chart
Bnp Paribas Sa 0 28f Due 02/07/28 Foreign Bonds (us $)	0.0	$182k	-50%	115k	1.59	View chart
Vanguard World Uit Exchange Traded (VSGX)	0.0	$181k	+2%	2.2k	82.34	View chart
Oracle Corp Common Stock (ORCL)	0.0	$179k	NEW	1.2k	146.55	View chart
Brightspire Capital Common Stock (BRSP)	0.0	$178k	+3%	33k	5.45	View chart
Fidelity Advisor Energy - A Ntf Equity Funds (FFOBX)	0.0	$177k	NEW	2.3k	77.11	View chart
Nexus Series B Ltd Liability Corp	0.0	$175k		175k	1.00	View chart
Ishares Tr Uit Exchange Traded (IJH)	0.0	$172k	-3%	2.2k	77.11	View chart
Alphabet Common Stock (GOOGL)	0.0	$171k	+173%	479.00	357.37	View chart
Csx Corp Common Stock (CSX)	0.0	$171k		3.6k	47.53	View chart
Bank Montreal Medium Uit Exchange Traded (GDXU)	0.0	$171k	NEW	2.0k	85.27	View chart
Fidelity Advisor Technology - A Ntf Equity Funds (FFONX)	0.0	$168k	NEW	3.0k	55.52	View chart
Ishares Tr Uit Exchange Traded (IWV)	0.0	$166k	-5%	390.00	426.40	View chart
Aon Foreign Ordinaries (AON)	0.0	$166k		501.00	331.69	View chart
Bnp Paribas Sa 0 27f Due 11/04/27 Foreign Bonds (us $)	0.0	$163k		100k	1.63	View chart
Janus Henderson Balanced I Ntf Equity Funds (JBALX)	0.0	$161k	+6%	3.2k	49.79	View chart
Energy Transfer Limited Partnershp (ET)	0.0	$161k		8.4k	19.12	View chart
Visa Common Stock (V)	0.0	$160k	+6%	467.00	343.09	View chart
Ast Spacemobile Common Stock (ASTS)	0.0	$158k		1.8k	88.86	View chart
Te Connectivity Foreign Ordinaries (TEL)	0.0	$158k	+9%	781.00	201.61	View chart
Citigroup Inc. Var 34 Due 01/29/34 Corporate Bonds	0.0	$152k		208k	0.73	View chart
Vanguard Extended Market Index Admiral Equity Funds (VEXAX)	0.0	$152k	NEW	811.00	186.82	View chart
Ishares Tr Uit Exchange Traded (ITOT)	0.0	$148k	-74%	900.00	164.27	View chart
Fidelity Advisor Health Care A Ntf Equity Funds (FACDX)	0.0	$148k	-39%	2.4k	61.40	View chart
Jpmorgan Chase & Co Common Stock (JPM)	0.0	$142k	+18%	433.00	327.33	View chart
American Funds Income Fund Of Amer A Load Equity Fund (AMECX)	0.0	$141k	+6%	5.1k	27.33	View chart
BP American Depository (BP)	0.0	$137k	-24%	3.7k	36.95	View chart
Ishares Tr Uit Exchange Traded (IWF)	0.0	$136k	+300%	1.1k	124.17	View chart
Upwork Common Stock (UPWK)	0.0	$135k	-95%	16k	8.36	View chart
Global Net Lease Common Stock (GNL)	0.0	$134k		15k	8.94	View chart
Blackrock Health Sciences Opps Inv A Ntf Equity Funds (SHSAX)	0.0	$133k	+11%	2.0k	67.58	View chart
Invesco Rochester Municipal Opps A Ntf Bond Funds (ORNAX)	0.0	$130k	+5%	20k	6.66	View chart
Select Sector Spdr Tr Uit Exchange Traded (XLU)	0.0	$130k	+1226%	2.9k	45.34	View chart
Vanguard 500 Index Admiral Equity Funds (VFIAX)	0.0	$129k	+4%	186.00	693.17	View chart
International Business Machs Common Stock (IBM)	0.0	$129k	+14%	458.00	281.21	View chart
Stormfield Real Estate Income Fund Pvt Limited Partner	0.0	$126k	+8%	126k	1.00	View chart
Pacific Point Realty Fund Ltd Liability Corp	0.0	$124k	+8%	124k	1.00	View chart
Ishares Tr Uit Exchange Traded (SUSB)	0.0	$122k		4.9k	24.99	View chart
Cim Real Assets & Credit A Load Equity Fund (ARACX)	0.0	$121k		5.8k	20.94	View chart
Ishares Tr Uit Exchange Traded (SUSC)	0.0	$121k		5.2k	23.15	View chart
Dominion Energy Common Stock (D)	0.0	$120k		1.8k	68.29	View chart
Danaher Corp Del Common Stock (DHR)	0.0	$118k	NEW	620.00	190.48	View chart
Diamondback Energy Common Stock (FANG)	0.0	$117k	+12%	668.00	175.78	View chart
Pinnacle West Cap Corp Common Stock (PNW)	0.0	$116k	NEW	1.1k	107.00	View chart
Vanguard World Uit Exchange Traded (MGV)	0.0	$116k	-4%	710.00	163.45	View chart
Citigroup Global Ma 0 27 Due 09/03/27 Corporate Bonds	0.0	$116k		100k	1.16	View chart
Morgan Stanley Fin 0 27 Due 12/03/27 Corporate Bonds	0.0	$114k		100k	1.14	View chart
Fidelity Blue Chip Growth Equity Funds (FBGRX)	0.0	$113k	NEW	359.00	313.89	View chart
Verizon Communications Common Stock (VZ)	0.0	$112k	+21%	2.6k	42.34	View chart
Nuveen Dividend Growth A Ntf Equity Funds (NSBAX)	0.0	$110k		1.8k	61.17	View chart
Jensen Quality Growth I Equity Funds (JENIX)	0.0	$110k	+2%	2.5k	43.48	View chart
Vaneck Etf Trust Uit Exchange Traded (MOAT)	0.0	$108k		1.0k	103.96	View chart
Spdr Index Shs Fds Uit Exchange Traded (SPDW)	0.0	$108k	-2%	2.1k	50.39	View chart
Causeway International Value Instl Equity Funds (CIVIX)	0.0	$106k	NEW	4.2k	25.14	View chart
Cambria Etf Tr Uit Exchange Traded (SYLD)	0.0	$105k	-11%	1.3k	79.09	View chart
Southern Common Stock (SO)	0.0	$104k		1.1k	95.71	View chart
Lord Abbett Municipal Opportunities I Ntf Bond Funds (MOILX)	0.0	$103k	NEW	9.8k	10.53	View chart
Conocophillips Common Stock (COP)	0.0	$102k	-6%	980.00	103.96	View chart
Lightstone Value Plus Reit V Real Estate Investme	0.0	$99k		6.0k	16.56	View chart
Capital One, Ntnl 3.2 27cd Fdic Ins Due 06/15/27us Certificate Deposit	0.0	$99k		100k	0.99	View chart
Star Bulk Carriers Corp. Foreign Ordinaries (SBLK)	0.0	$98k	-51%	3.9k	24.97	View chart
Robinhood Mkts Common Stock (HOOD)	0.0	$98k	NEW	975.00	100.28	View chart
Morgan Stanley Fin 0 27 Due 04/05/27 Corporate Bonds	0.0	$97k		100k	0.97	View chart
Vanguard World Uit Exchange Traded (VCEB)	0.0	$96k		1.5k	62.76	View chart
Morgan Stanley Var 31 Due 03/25/31 Corporate Bonds	0.0	$91k	+44%	123k	0.74	View chart
Invesco Exch Traded Fd Tr Ii Uit Exchange Traded (QQQM)	0.0	$91k		300.00	302.97	View chart
Us Treasur Nt 3.75 08/26ust Note Due 08/31/26 Treasury	0.0	$90k	NEW	90k	1.00	View chart
Rithm Capital Corp Real Estate Investme (RITM)	0.0	$90k		9.5k	9.39	View chart
Stanley Black & Decker Common Stock (SWK)	0.0	$89k		944.00	94.12	View chart
Ab Growth A Ntf Equity Funds	0.0	$88k	NEW	795.00	110.86	View chart
Select Sector Spdr Tr Uit Exchange Traded (XLK)	0.0	$88k	+100%	459.00	190.56	View chart
Pepsico Common Stock (PEP)	0.0	$85k	+5%	630.00	135.40	View chart
Mairs & Power Balanced Inv Equity Funds (MAPOX)	0.0	$85k	+3%	714.00	118.70	View chart
Abrdn Natl Mun Income Closed End Mutl Fund (VFL)	0.0	$84k	+70%	8.1k	10.37	View chart
Nushares Etf Tr Uit Exchange Traded (NUBD)	0.0	$82k		3.7k	22.13	View chart
Blackrock Mid-cap Growth Equity Instl Ntf Equity Funds (CMGIX)	0.0	$82k	+20%	2.0k	41.67	View chart
Eli Lilly & Co Common Stock (LLY)	0.0	$82k	+70%	68.00	1199.43	View chart
Fidelity Growth & Income Equity Funds (FGRIX)	0.0	$81k	NEW	1.1k	74.24	View chart
Nushares Etf Tr Uit Exchange Traded (NUHY)	0.0	$80k	+10%	3.7k	21.44	View chart
Dfa International Core Equity 2 I Equity Funds (DFIEX)	0.0	$80k	+762%	3.6k	21.95	View chart

Past Filings by Financial Gravity Companies

SEC 13F filings are viewable for Financial Gravity Companies going back to 2017

Financial Gravity Companies 2026 Q2 filed Aug. 5, 2026
Financial Gravity Companies 2025 Q2 filed Aug. 8, 2025
Financial Gravity Companies 2024 Q4 filed Feb. 14, 2025
Financial Gravity Companies 2024 Q3 filed Nov. 14, 2024
Financial Gravity Companies 2018 Q4 filed Feb. 4, 2019
Financial Gravity Companies 2018 Q1 filed May 4, 2018
Financial Gravity Companies 2017 Q4 filed Feb. 13, 2018

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