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Financial Gravity Wealth

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

Top 5 stock holdings are IAGG, HYLB, SHYG, EPS, HYDW, and represent 21.98% of Financial Gravity Asset Management's stock portfolio.
Added to shares of these 10 stocks: IAGG, SCOXX, HYLB, SHYG, Triumph Bancorp, SPIB, AZN, HYDW, VWOB, SPBO.
Started 281 new stock positions in QTEC, MBRFY, HTRB, CTVA, EXPE, American Fnds Europacific Grow, PRU, CGUS, NIO, BKNG.
Reduced shares in these 10 stocks: SWVXX (-$5.8M), FSK, BBDC, Triumph Ban, CCLFX, CRDTX, PFFA, THHYX, BIL, ARCC.
Sold out of its positions in AGNC, OMFYX, ACTDX, OOSYX, ORNYX, ACCHX, AHHYX, IAUYX, MLPZX, MLPRX.
Financial Gravity Asset Management was a net buyer of stock by $6.3M.
Financial Gravity Asset Management has $506M in assets under management (AUM), dropping by 10.07%.
Central Index Key (CIK): 0001741736

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Portfolio Holdings for Financial Gravity Asset Management

Financial Gravity Asset Management holds 998 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Financial Gravity Asset Management has 998 total positions. Only the first 250 positions are shown.

Sign up to view all of the Financial Gravity Asset Management Sept. 30, 2025 positions
Download the Financial Gravity Asset Management September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Uit Exchange Traded (IAGG)	5.7	$29M	+8%	566k	51.23	View chart
Dbx Etf Tr Uit Exchange Traded (HYLB)	5.1	$26M	+9%	691k	37.11	View chart
Ishares Tr Uit Exchange Traded (SHYG)	4.2	$21M	+10%	490k	43.30	View chart
Wisdomtree Tr Uit Exchange Traded (EPS)	3.6	$18M		264k	68.94	View chart
Dbx Etf Tr Uit Exchange Traded (HYDW)	3.4	$17M	+9%	363k	47.29	View chart
Ishares Tr Uit Exchange Traded (STIP)	3.4	$17M	+8%	166k	103.36	View chart
Spdr Series Trust Uit Exchange Traded (SPIB)	3.4	$17M	+11%	504k	33.89	View chart
Spdr Series Trust Uit Exchange Traded (SPSM)	3.4	$17M	+6%	367k	46.32	View chart
Spdr Series Trust Uit Exchange Traded (SPYG)	3.1	$16M		151k	104.51	View chart
Spdr Series Trust Uit Exchange Traded (SPMD)	3.1	$16M	+3%	272k	57.19	View chart
Vanguard Whitehall Fds Uit Exchange Traded (VWOB)	2.7	$14M	+12%	204k	66.90	View chart
Spdr Index Shs Fds Uit Exchange Traded (SPEM)	2.6	$13M	+4%	286k	46.81	View chart
Spdr Series Trust Uit Exchange Traded (SPYD)	2.4	$12M	+3%	273k	44.00	View chart
Spdr Series Trust Uit Exchange Traded (SPBO)	2.3	$12M	+13%	398k	29.63	View chart
Tesla Common Stock (TSLA)	2.1	$11M	+6%	24k	444.72	View chart
Spdr Series Trust Uit Exchange Traded (SPYV)	1.8	$9.2M		166k	55.33	View chart
Ishares Tr Uit Exchange Traded (ICVT)	1.7	$8.4M	+4%	84k	100.05	View chart
Microsoft Corp Common Stock (MSFT)	1.6	$8.1M	+17%	16k	517.95	View chart
Ishares Tr Uit Exchange Traded (IEUR)	1.5	$7.5M	+2%	110k	68.12	View chart
Upwork Common Stock (UPWK)	1.4	$7.3M	+10%	391k	18.57	View chart
Amazon Common Stock (AMZN)	1.4	$7.2M	+4%	33k	219.57	View chart
Apple Common Stock (AAPL)	1.2	$6.3M	-6%	25k	254.63	View chart
Novartis American Depository (NVS)	1.2	$5.8M	+10%	46k	128.24	View chart
Vanguard Scottsdale Fds Uit Exchange Traded (VMBS)	1.0	$4.9M	+17%	105k	46.96	View chart
Vanguard Bd Index Fds Uit Exchange Traded (BSV)	1.0	$4.9M	+19%	62k	78.91	View chart
Meta Platforms Common Stock (META)	1.0	$4.8M	+15%	6.6k	734.40	View chart
Vanguard Scottsdale Fds Uit Exchange Traded (VGSH)	1.0	$4.8M	+16%	82k	58.85	View chart
Ishares Tr Uit Exchange Traded (TFLO)	0.9	$4.8M	+20%	95k	50.59	View chart
Ishares Tr Uit Exchange Traded (ICSH)	0.9	$4.8M	+18%	94k	50.75	View chart
Taiwan Semiconductor Mfg American Depository (TSM)	0.9	$4.7M	+15%	17k	279.29	View chart
Sherwin Williams Common Stock (SHW)	0.9	$4.4M	-2%	13k	346.26	View chart
Netflix Common Stock (NFLX)	0.9	$4.3M		3.6k	1198.92	View chart
Berkshire Hathaway Inc Del Common Stock (BRK.B)	0.8	$4.1M	+34%	8.2k	502.74	View chart
Ishares Tr Uit Exchange Traded (IPAC)	0.8	$4.0M	-2%	55k	73.43	View chart
Alphabet Common Stock (GOOG)	0.8	$4.0M	+7%	16k	243.55	View chart
Walmart Common Stock (WMT)	0.7	$3.7M	-24%	36k	103.06	View chart
Astrazeneca American Depository (AZN)	0.7	$3.7M	+79%	48k	76.72	View chart
Ishares Tr Uit Exchange Traded (IVV)	0.7	$3.6M	-3%	5.4k	669.28	View chart
Arm Holdings American Depository (ARM)	0.7	$3.5M	+9%	24k	141.49	View chart
Asml Holding N V American Depository (ASML)	0.6	$3.2M	+16%	3.3k	968.09	View chart
3M Common Stock (MMM)	0.6	$3.0M	+14%	20k	155.18	View chart
Boeing Common Stock (BA)	0.6	$2.8M	+8%	13k	215.83	View chart
Autodesk Common Stock (ADSK)	0.5	$2.8M	+13%	8.7k	317.67	View chart
Stryker Corporation Common Stock (SYK)	0.5	$2.7M	-8%	7.4k	369.68	View chart
Intuit Common Stock (INTU)	0.5	$2.7M	+7%	4.0k	682.92	View chart
Marriott Intl Common Stock (MAR)	0.5	$2.7M	+10%	10k	260.45	View chart
Johnson & Johnson Common Stock (JNJ)	0.5	$2.7M	+10%	15k	185.43	View chart
Disney Walt Common Stock (DIS)	0.5	$2.5M	+9%	22k	114.50	View chart
Spdr Series Trust Uit Exchange Traded (SPTM)	0.5	$2.5M		31k	80.65	View chart
Procter And Gamble Common Stock (PG)	0.5	$2.4M	+13%	16k	153.65	View chart
Unilever American Depository (UL)	0.5	$2.4M	+11%	40k	59.28	View chart
Coca Cola Common Stock (KO)	0.5	$2.3M	+9%	35k	66.32	View chart
Schwab Treasury Oblig Money Ultra Schwab Non-sweep Mmf (SCOXX)	0.4	$2.2M	NEW	2.2M	1.00	View chart
Salesforce Common Stock (CRM)	0.4	$2.2M	+12%	9.3k	237.01	View chart
Nike Common Stock (NKE)	0.4	$2.2M	+26%	31k	69.73	View chart
Novo-nordisk A S American Depository (NVO)	0.4	$2.2M	+51%	39k	55.49	View chart
Colgate Palmolive Common Stock (CL)	0.4	$2.1M	+16%	27k	79.94	View chart
Chipotle Mexican Grill Common Stock (CMG)	0.4	$2.1M	+22%	55k	39.19	View chart
Starbucks Corp Common Stock (SBUX)	0.4	$2.1M	+14%	25k	84.60	View chart
Triumph Finl Common Stock	0.4	$2.1M	NEW	42k	50.04	View chart
Scotts Miracle-gro Common Stock (SMG)	0.4	$2.0M	+17%	36k	56.95	View chart
Diageo American Depository (DEO)	0.4	$1.9M	+21%	20k	95.43	View chart
Moderna Common Stock (MRNA)	0.4	$1.8M	+56%	70k	25.83	View chart
Bluerock Total Income Real Estate A Ntf Equity Funds (TIPRX)	0.3	$1.6M	-38%	66k	24.81	View chart
Schwab Prime Advantage Money Investor Schwab Non-sweep Mmf (SWVXX)	0.3	$1.5M	-78%	1.5M	1.00	View chart
Invesco Steelpath Mlp Income A Ntf Equity Funds (MLPDX)	0.3	$1.5M	-3%	260k	5.89	View chart
Ishares Tr Uit Exchange Traded (QUAL)	0.3	$1.4M	+49%	7.1k	194.50	View chart
Vanguard Total Stock Mkt Idx Adm Equity Funds (VTSAX)	0.2	$1.2M		7.8k	159.76	View chart
Apollo Diversified Re Fd Cl A Ntf Equity Funds (GIREX)	0.2	$1.1M	-34%	44k	24.44	View chart
First Eagle Cr Opportunities Fd I Ntf Equity Funds (FECRX)	0.2	$1.1M	NEW	47k	22.49	View chart
Midas Discovery Ntf Equity Funds (MIDSX)	0.2	$996k		339k	2.94	View chart
Vanguard Wellington Admiral Equity Funds (VWENX)	0.2	$979k	NEW	12k	82.17	View chart
Bnp Paribas Sa 0 27f Due 08/04/27 Foreign Bonds (us $)	0.2	$915k		775k	1.18	View chart
Apollo Diversified Credit Fd Cl A Ntf Equity Funds (CRDTX)	0.2	$865k	-65%	38k	22.60	View chart
Wp Carey Real Estate Investme (WPC)	0.2	$829k	+802%	12k	67.57	View chart
First Tr Exchange-traded Uit Exchange Traded (FTGS)	0.1	$728k	NEW	20k	35.91	View chart
Vanguard Wellesley Income Admiral Equity Funds (VWIAX)	0.1	$718k	+217%	11k	63.63	View chart
Ishares Tr Uit Exchange Traded (ESGU)	0.1	$687k	-14%	4.7k	145.60	View chart
First Tr Exchng Traded Fd Vi Uit Exchange Traded (AFLG)	0.1	$681k	NEW	18k	38.81	View chart
Rbb Fund Trust Uit Exchange Traded (FEGE)	0.1	$655k	NEW	15k	44.23	View chart
Ishares Tr Uit Exchange Traded (IEFA)	0.1	$617k	+31%	7.1k	87.31	View chart
Nvidia Corporation Common Stock (NVDA)	0.1	$604k	-56%	3.2k	186.60	View chart
Vanguard Index Fds Uit Exchange Traded (VTV)	0.1	$599k	+5%	3.2k	186.47	View chart
Vanguard Index Fds Uit Exchange Traded (VUG)	0.1	$574k	-9%	1.2k	479.61	View chart
Bnp Paribas Sa 0 27f Due 10/06/27 Foreign Bonds (us $)	0.1	$568k		450k	1.26	View chart
Fs Kkr Cap Corp Common Stock (FSK)	0.1	$563k	-87%	38k	14.93	View chart
Lord Abbett Investment Grade Fltng Rt I Ntf Bond Funds	0.1	$558k	NEW	54k	10.26	View chart
Vanguard Tax-managed Capital App Adm Equity Funds (VTCLX)	0.1	$546k	NEW	1.6k	343.63	View chart
Broadcom Common Stock (AVGO)	0.1	$545k	+686%	1.7k	330.00	View chart
Vanguard 500 Index Admiral Equity Funds (VFIAX)	0.1	$532k	+273%	862.00	617.58	View chart
Exxon Mobil Corp Common Stock (XOM)	0.1	$505k	-50%	4.5k	112.75	View chart
Ishares Tr Uit Exchange Traded (IWV)	0.1	$498k	+218%	1.3k	378.94	View chart
Vanguard Target Retirement Income Fund Equity Funds	0.1	$493k	NEW	35k	14.06	View chart
Vanguard Windsor Ii Inv Equity Funds (VWNFX)	0.1	$474k		9.5k	49.84	View chart
Lockheed Martin Corp Common Stock (LMT)	0.1	$468k		938.00	499.21	View chart
Nextera Energy Common Stock (NEE)	0.1	$457k		6.1k	75.48	View chart
Elevation Series Trust Uit Exchange Traded (DIVZ)	0.1	$439k	NEW	12k	36.38	View chart
Intel Corp Common Stock (INTC)	0.1	$438k	-16%	13k	33.55	View chart
Ocean Park Tactical Bond Instl Bond Funds (STBJX)	0.1	$423k	+2%	17k	25.16	View chart
Mastercard Incorporated Common Stock (MA)	0.1	$418k	+487%	734.00	568.81	View chart
First Tr Exchange-traded Uit Exchange Traded (FDL)	0.1	$383k	NEW	8.8k	43.41	View chart
Cullen Frost Bankers Common Stock (CFR)	0.1	$383k		3.0k	126.77	View chart
Home Depot Common Stock (HD)	0.1	$383k	-14%	944.00	405.19	View chart
Palantir Technologies Common Stock (PLTR)	0.1	$377k	+22%	2.1k	182.42	View chart
American Funds Washington Mutual F2 Ntf Equity Funds (WMFFX)	0.1	$376k	+1774%	5.6k	66.87	View chart
Invsc Qqq Trust Srs 1 Etf Uit Exchange Traded	0.1	$376k	-30%	626.00	600.37	View chart
Enterprise Prods Partners L Limited Partnershp (EPD)	0.1	$367k	NEW	12k	31.27	View chart
Goldman Sachs Gqg Ptnrs Intl Opps Instl Ntf Equity Funds (GSIMX)	0.1	$360k	+107%	16k	22.74	View chart
Ishares Tr Uit Exchange Traded (IYW)	0.1	$341k	-27%	1.7k	195.86	View chart
First Tr Exchange Traded Uit Exchange Traded (FTQI)	0.1	$333k	NEW	16k	20.60	View chart
Fidelity Covington Trust Uit Exchange Traded (FENI)	0.1	$322k	NEW	9.1k	35.28	View chart
First Tr Exchng Traded Fd Vi Uit Exchange Traded (FAUG)	0.1	$319k	NEW	6.1k	51.91	View chart
First Tr Exchange Traded Uit Exchange Traded (FTHI)	0.1	$318k	NEW	13k	23.71	View chart
Xcel Energy Common Stock (XEL)	0.1	$314k	-16%	3.9k	80.65	View chart
Ishares Tr Uit Exchange Traded (IQLT)	0.1	$312k	-4%	7.1k	44.19	View chart
First Tr Exchange-traded Uit Exchange Traded (SDVY)	0.1	$312k	NEW	8.2k	38.02	View chart
Oracle Corp Common Stock (ORCL)	0.1	$310k	+2058%	1.1k	281.17	View chart
Walton Us Land Fund 1 Pvt Limited Partner	0.1	$302k	NEW	22k	13.72	View chart
Morgan Stanley Fin 027 Due 05/04/27 Corporate Bonds	0.1	$296k		300k	0.99	View chart
Schwab Strategic Tr Uit Exchange Traded (SCHD)	0.1	$290k	-22%	11k	27.30	View chart
Pacer Fds Tr Uit Exchange Traded (PSFF)	0.1	$284k		9.0k	31.60	View chart
Guggenheim Defined P Unit 2098 Dividend Growth Port Ser 19 Monthly Re Uit Stock	0.1	$276k	-19%	22k	12.78	View chart
Vanguard Index Fds Uit Exchange Traded (VOO)	0.1	$273k	+27%	446.00	612.60	View chart
Carlyle Tactical Private Credit N Equity Funds (TAKNX)	0.1	$267k	+2%	32k	8.37	View chart
First Tr Exchange Traded Uit Exchange Traded (AIRR)	0.1	$267k	NEW	2.8k	96.68	View chart
First Tr High Yield Opprt 20 Closed End Mutl Fund (FTHY)	0.1	$266k	NEW	18k	14.49	View chart
Lowes Cos Common Stock (LOW)	0.1	$265k	-18%	1.1k	251.42	View chart
Schwab Strategic Tr Uit Exchange Traded (SCHM)	0.1	$262k	NEW	8.8k	29.64	View chart
First Tr Exchange-traded Uit Exchange Traded (KNG)	0.0	$245k	NEW	5.0k	49.31	View chart
Ge Aerospace Common Stock (GE)	0.0	$243k		806.00	300.82	View chart
Ishares Tr Uit Exchange Traded (HYXF)	0.0	$242k	-3%	5.1k	47.48	View chart
New York Life Investments Et Uit Exchange Traded (IQSU)	0.0	$240k	+6%	4.5k	53.19	View chart
Bnp Paribas Sa 0 27f Due 09/07/27 Foreign Bonds (us $)	0.0	$237k		200k	1.18	View chart
Counterpoint Tactical Income I Bond Funds (CPITX)	0.0	$237k	-29%	21k	11.31	View chart
Ishares Tr Uit Exchange Traded (IWB)	0.0	$237k		647.00	365.48	View chart
Franklin Bsp Capital Corporation Closed End Mutl Fund	0.0	$236k	-70%	17k	13.79	View chart
Cion Invt Corp Common Stock (CION)	0.0	$228k	-75%	24k	9.48	View chart
Robinhood Mkts Common Stock (HOOD)	0.0	$227k	NEW	1.6k	143.18	View chart
Nexpoint Merger Arbitrage Z Ntf Equity Funds (HMEZX)	0.0	$224k	NEW	11k	19.93	View chart
Fidelity 500 Index Equity Funds (FXAIX)	0.0	$223k		959.00	232.92	View chart
James Hardie Inds Ordf Unlstd Foreign Ordry (JHIUF)	0.0	$223k	NEW	12k	18.58	View chart
Vanguard Large Cap Index Admiral Equity Funds (VLCAX)	0.0	$222k		1.4k	155.57	View chart
Morgan Stanley Fin 028 Due 01/03/28 Corporate Bonds	0.0	$218k		200k	1.09	View chart
Alphabet Common Stock (GOOGL)	0.0	$218k	+254%	897.00	243.03	View chart
Blackrock Strategic Muni Opps Instl Ntf Bond Funds (MAMTX)	0.0	$217k	NEW	21k	10.41	View chart
First Tr Exchange-traded Uit Exchange Traded (FTSM)	0.0	$216k	+2298%	3.6k	59.91	View chart
Spdr Series Trust Uit Exchange Traded (SPLG)	0.0	$214k	-24%	2.7k	78.34	View chart
Unitedhealth Group Common Stock (UNH)	0.0	$209k	+403%	604.00	345.50	View chart
Dbx Etf Tr Uit Exchange Traded (USSG)	0.0	$205k	+4%	3.3k	61.35	View chart
Lord Abbett Floating Rate I Ntf Bond Funds (LFRIX)	0.0	$204k	+2904%	25k	8.08	View chart
Goldman Sachs Dynamic Municipal Inc Inst Ntf Bond Funds (GSMTX)	0.0	$204k	+923%	13k	15.20	View chart
First Tr Exchange-traded Uit Exchange Traded (FTCB)	0.0	$202k	NEW	9.5k	21.31	View chart
Dbx Etf Tr Uit Exchange Traded (SNPE)	0.0	$193k	+5%	3.2k	60.03	View chart
Ishares Tr Uit Exchange Traded (IWM)	0.0	$188k	-44%	776.00	241.96	View chart
American Express Common Stock (AXP)	0.0	$187k	NEW	563.00	332.16	View chart
Nyli Cbre Gbl Infr Megtrnds Closed End Mutl Fund (MEGI)	0.0	$184k	NEW	13k	14.68	View chart
American Funds American Balanced A Load Equity Fund (ABALX)	0.0	$183k		4.7k	38.61	View chart
First Tr Exchange-traded Uit Exchange Traded (WCMI)	0.0	$182k	NEW	11k	16.87	View chart
Ishares Tr Uit Exchange Traded (USXF)	0.0	$181k	-4%	3.2k	57.31	View chart
Aon Foreign Ordinaries (AON)	0.0	$179k	+626%	501.00	356.58	View chart
T. Rowe Price Capital Appreciation Ntf Equity Funds (PRWCX)	0.0	$178k	NEW	4.6k	38.29	View chart
Nexus Series B Ltd Liability Corp	0.0	$175k		175k	1.00	View chart
American Funds American Mutual A Load Equity Fund (AMRMX)	0.0	$173k	NEW	2.8k	62.31	View chart
BP American Depository (BP)	0.0	$170k		4.9k	34.46	View chart
Visa Common Stock (V)	0.0	$166k	+3%	485.00	341.53	View chart
Barings Bdc Common Stock (BBDC)	0.0	$161k	-93%	18k	8.76	View chart
Citigroup Inc. Var 34 Due 01/29/34 Corporate Bonds	0.0	$159k		208k	0.76	View chart
First Tr Exchange Traded Uit Exchange Traded (FGD)	0.0	$159k	NEW	5.5k	28.75	View chart
Costco Whsl Corp Common Stock (COST)	0.0	$158k	+16%	171.00	925.63	View chart
Te Connectivity Foreign Ordinaries (TEL)	0.0	$157k		713.00	219.53	View chart
Schwab Strategic Tr Uit Exchange Traded (SCHG)	0.0	$155k	+494%	4.9k	31.91	View chart
Morgan Stanley B 5.2529cd Fdic Ins Due 05/22/29us Certificate Deposit	0.0	$154k		154k	1.00	View chart
Vanguard World Uit Exchange Traded (VSGX)	0.0	$154k	+2%	2.2k	69.37	View chart
Rtx Corp Common Stock	0.0	$154k	NEW	918.00	167.36	View chart
Bank America Corp Common Stock (BAC)	0.0	$153k	+766%	3.0k	51.59	View chart
Fidelity Advisor Municipal Income I Bond Funds	0.0	$153k	NEW	13k	12.21	View chart
First Trust Preferred Sec Income Etf Uit Exchange Traded	0.0	$150k	NEW	8.2k	18.24	View chart
Bnp Paribas Sa 0 28f Due 02/07/28 Foreign Bonds (us $)	0.0	$147k	-50%	115k	1.28	View chart
Jpmorgan Chase & Co. Common Stock (JPM)	0.0	$145k	+58%	459.00	315.43	View chart
Fs Specialty Lending Fund Closed End Mutl Fund	0.0	$144k	NEW	7.3k	19.82	View chart
Energy Transfer Limited Partnershp (ET)	0.0	$144k		8.4k	17.16	View chart
American Centy Etf Tr Uit Exchange Traded (AVEM)	0.0	$144k	NEW	1.9k	75.10	View chart
First Tr Exchange-traded Uit Exchange Traded (FRI)	0.0	$143k	NEW	5.1k	28.11	View chart
Baron Emerging Markets Institutional Equity Funds (BEXIX)	0.0	$141k	NEW	7.1k	19.75	View chart
Blackstone Private Credit Fund Class I Closed End Mutl Fund	0.0	$140k	+162%	4.0k	35.15	View chart
American Funds Income Fund Of Amer A Load Equity Fund (AMECX)	0.0	$133k		4.9k	27.47	View chart
Phillips 66 Common Stock (PSX)	0.0	$133k	+23%	491.00	270.77	View chart
Two Harbors 9.375 Pfdpfd Due 08/15/30 Preferred Debt	0.0	$133k	NEW	5.2k	25.55	View chart
First Tr Exchange-traded Uit Exchange Traded (LMBS)	0.0	$133k	NEW	2.7k	49.79	View chart
Bnp Paribas Sa 0 27f Due 11/04/27 Foreign Bonds (us $)	0.0	$130k		100k	1.30	View chart
Ge Vernova Common Stock (GEV)	0.0	$130k	-27%	211.00	614.93	View chart
Vanguard Extended Market Index Admiral Equity Funds (VEXAX)	0.0	$129k	NEW	811.00	158.90	View chart
Ishares Tr Uit Exchange Traded (IWF)	0.0	$128k	-26%	273.00	468.41	View chart
Cim Real Assets & Credit A Load Equity Fund (ARACX)	0.0	$127k		5.8k	21.96	View chart
Ishares Tr Uit Exchange Traded (SUSB)	0.0	$124k		4.9k	25.31	View chart
Invesco Rochester Municipal Opps A Ntf Bond Funds (ORNAX)	0.0	$124k	+2%	19k	6.59	View chart
Ishares Tr Uit Exchange Traded (SUSC)	0.0	$123k	-15%	5.2k	23.56	View chart
Global Net Lease Common Stock (GNL)	0.0	$122k		15k	8.13	View chart
Nuveen Dividend Growth A Ntf Equity Funds (NSBAX)	0.0	$121k		1.8k	66.91	View chart
Spdr Series Trust Uit Exchange Traded (SLYV)	0.0	$121k	+535%	1.4k	88.64	View chart
Vaneck Etf Trust Uit Exchange Traded (MOAT)	0.0	$120k	+264%	1.2k	99.11	View chart
Bitwise Bitcoin Etf Tr Uit Exchange Traded (BITB)	0.0	$119k	-39%	1.9k	62.22	View chart
Stormfield Real Estate Income Fund Pvt Limited Partner	0.0	$119k	+4%	119k	1.00	View chart
Pacific Point Realty Fund Ltd Liability Corp	0.0	$117k	+4%	117k	1.00	View chart
Citigroup Global Ma 027 Due 09/03/27 Corporate Bonds	0.0	$116k		100k	1.16	View chart
Southern Common Stock (SO)	0.0	$116k		1.2k	94.77	View chart
Dominion Energy Common Stock (D)	0.0	$115k	+6%	1.9k	61.17	View chart
Blackrock Health Sciences Opps Inv A Ntf Equity Funds (SHSAX)	0.0	$114k	+6%	1.9k	60.70	View chart
Fidelity Advisor Energy A Ntf Equity Funds (FANAX)	0.0	$113k	-31%	2.4k	47.79	View chart
Ishares Tr Uit Exchange Traded (IJH)	0.0	$113k	-34%	1.7k	65.26	View chart
Morgan Stanley Fin 027 Due 12/03/27 Corporate Bonds	0.0	$110k		100k	1.10	View chart
Spdr Series Trust Uit Exchange Traded (SLYG)	0.0	$109k	NEW	1.2k	94.35	View chart
Ishares Tr Uit Exchange Traded (IUSB)	0.0	$108k	-41%	2.3k	46.71	View chart
Sila Realty Trust Real Estate Investme (SILA)	0.0	$107k	-74%	4.3k	25.10	View chart
Cambria Etf Tr Uit Exchange Traded (SYLD)	0.0	$103k		1.5k	68.66	View chart
Lord Abbett Core Plus Bond I Ntf Bond Funds	0.0	$103k	NEW	7.9k	13.00	View chart
Causeway International Value Instl Equity Funds (CIVIX)	0.0	$101k	NEW	4.2k	23.86	View chart
Capital One, Ntnl 3.227cd Fdic Ins Due 06/15/27us Certificate Deposit	0.0	$99k		100k	0.99	View chart
Fidelity Blue Chip Growth Equity Funds (FBGRX)	0.0	$99k	NEW	384.00	258.29	View chart
Cohen & Steers Preferred Sec & Inc I Ntf Bond Funds (CPXIX)	0.0	$99k	NEW	7.9k	12.62	View chart
American Funds Washington Mutual A Load Equity Fund (AWSHX)	0.0	$98k	NEW	1.5k	66.98	View chart
Federated Hermes Corporate Bond Is Ntf Bond Funds	0.0	$98k	NEW	12k	8.50	View chart
Etfis Ser Tr I Uit Exchange Traded (PFFA)	0.0	$98k	-93%	4.5k	21.71	View chart
Vanguard World Uit Exchange Traded (MGV)	0.0	$98k	-15%	710.00	137.74	View chart
Vanguard Index Fds Uit Exchange Traded (VTI)	0.0	$96k	+597%	293.00	327.68	View chart
Morgan Stanley Fin 027 Due 04/05/27 Corporate Bonds	0.0	$95k		100k	0.95	View chart
Spdr Index Shs Fds Uit Exchange Traded (SPDW)	0.0	$94k	-7%	2.2k	42.79	View chart
Dfa Us Micro Cap I Equity Funds (DFSCX)	0.0	$94k	NEW	3.1k	30.81	View chart
Conocophillips Common Stock (COP)	0.0	$94k	-5%	989.00	94.63	View chart
J P Morgan Exchange Traded F Uit Exchange Traded (JEPI)	0.0	$93k	-53%	1.6k	57.10	View chart
Cme Group Common Stock (CME)	0.0	$89k	+168%	328.00	270.28	View chart
Innovator Etfs Trust Uit Exchange Traded (KJUL)	0.0	$88k	NEW	2.9k	30.96	View chart
Ast Spacemobile Common Stock (ASTS)	0.0	$88k		1.8k	49.08	View chart
Pacer Fds Tr Uit Exchange Traded (COWZ)	0.0	$87k	-60%	1.5k	57.47	View chart
National Healthcare Properties Real Estate Investme	0.0	$86k		2.7k	32.15	View chart
Diamondback Energy Common Stock (FANG)	0.0	$85k	+189%	593.00	143.10	View chart
International Business Machs Common Stock (IBM)	0.0	$85k	-25%	300.00	282.16	View chart
Schwab S&p 500 Index Schwab Mutl Funds (SWPPX)	0.0	$84k	+868%	4.9k	17.27	View chart
Vanguard World Uit Exchange Traded (VCEB)	0.0	$84k	-12%	1.3k	64.20	View chart
Nushares Etf Tr Uit Exchange Traded (NUBD)	0.0	$83k	-10%	3.7k	22.46	View chart
Pimco Etf Tr Uit Exchange Traded (LDUR)	0.0	$82k	-11%	856.00	96.14	View chart
Bluerock Total Income Real Estate I Equity Funds (TIPWX)	0.0	$82k	+108%	3.2k	25.59	View chart
Morgan Stanley Var 32 Due 01/31/32 Corporate Bonds	0.0	$82k		100k	0.82	View chart
Invesco Exchange Traded Fd T Uit Exchange Traded (XMHQ)	0.0	$82k	NEW	780.00	104.96	View chart
Mairs & Power Balanced Inv Equity Funds (MAPOX)	0.0	$80k	-32%	697.00	114.41	View chart
Fidelity Advisor Real Estate Income A Ntf Equity Funds (FRINX)	0.0	$78k	-14%	6.4k	12.28	View chart
Jpmorgan Chase Finl 025 Due 11/14/25 Corporate Bonds	0.0	$77k		57k	1.35	View chart
Nushares Etf Tr Uit Exchange Traded (NUHY)	0.0	$75k	+3%	3.5k	21.77	View chart
Ishares Tr Uit Exchange Traded (ESGD)	0.0	$75k		809.00	92.98	View chart
Invesco Exch Traded Fd Tr Ii Uit Exchange Traded (QQQM)	0.0	$74k		300.00	247.12	View chart

Past Filings by Financial Gravity Asset Management

SEC 13F filings are viewable for Financial Gravity Asset Management going back to 2018

Financial Gravity Asset Management 2025 Q3 filed Nov. 14, 2025
Financial Gravity Asset Management 2025 Q1 filed April 30, 2025
Financial Gravity Asset Management 2024 Q2 filed Aug. 6, 2024
Financial Gravity Asset Management 2023 Q4 amended filed June 26, 2024
Financial Gravity Asset Management 2024 Q1 amended filed June 26, 2024
Financial Gravity Asset Management 2024 Q1 filed May 13, 2024
Financial Gravity Asset Management 2023 Q4 filed Feb. 15, 2024
Financial Gravity Asset Management 2023 Q3 filed Nov. 16, 2023
Financial Gravity Asset Management 2023 Q2 filed Aug. 9, 2023
Financial Gravity Asset Management 2023 Q1 filed May 12, 2023
Financial Gravity Asset Management 2022 Q4 filed Feb. 15, 2023
Financial Gravity Asset Management 2022 Q3 filed Nov. 3, 2022
Financial Gravity Asset Management 2022 Q2 filed Aug. 5, 2022
Financial Gravity Asset Management 2022 Q1 filed May 13, 2022
Financial Gravity Asset Management 2021 Q4 filed Feb. 11, 2022
Financial Gravity Asset Management 2021 Q3 filed Nov. 12, 2021

View all past filings

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