Financial Gravity Companies, Inc.
CIK 1377167 · Holdings on Jun 30, 2026 · First reported Aug 5, 2026
Top ten holdings
Q2 2026- IAGG5.26%
- HYLB4.65%
- SPSM3.95%
- SHYG3.85%
- EPS3.84%
- SPMD3.37%
- HYDW3.19%
- SPYG3.18%
- SPIB3.13%
- STIP3.12%
Share classes counted separately37.54%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IAGGISHARES INTL AGGREGATE BONDUIT EXCHANGE TRADED View history and evidence | $32.42M | 5.26% | 640.61K shares | Prior unavailable +90.11K (+16.40%) | Added | ▾ |
| 02 | HYLBXTRACKERS USD HIGH YIELD CORUIT EXCHANGE TRADED View history and evidence | $28.65M | 4.65% | 784.42K shares | Prior unavailable +106.76K (+15.80%) | Added | ▾ |
| 03 | SPSMSS SPDR P S&P 600 SMALL CAPUIT EXCHANGE TRADED View history and evidence | $24.34M | 3.95% | 422.06K shares | Prior unavailable +41.29K (+10.80%) | Added | ▾ |
| 04 | SHYGISHARES 0-5 YR HY CORP BONDUIT EXCHANGE TRADED View history and evidence | $23.76M | 3.85% | 560.23K shares | Prior unavailable +89.13K (+18.90%) | Added | ▾ |
| 05 | EPSWISDOMTREE US LARGE CAP FUNDUIT EXCHANGE TRADED View history and evidence | $23.67M | 3.84% | 304.31K shares | Prior unavailable +26.85K (+9.70%) | Added | ▾ |
| 06 | SPMDSS SPDR P S&P 400 MIDCAP ETFUIT EXCHANGE TRADED View history and evidence | $20.76M | 3.37% | 307.32K shares | Prior unavailable +23.60K (+8.30%) | Added | ▾ |
| 07 | HYDWXTRS LOW BETA HI YIELD ETFUIT EXCHANGE TRADED View history and evidence | $19.68M | 3.19% | 420.19K shares | Prior unavailable +70.13K (+20.00%) | Added | ▾ |
| 08 | SPYGSS SPDR P S&P 500 GROWTH ETFUIT EXCHANGE TRADED View history and evidence | $19.62M | 3.18% | 164.90K shares | Prior unavailable +6.95K (+4.40%) | Added | ▾ |
| 09 | SPIBSS SPDR P INT C CORP ETFUIT EXCHANGE TRADED View history and evidence | $19.32M | 3.13% | 577.34K shares | Prior unavailable +88.06K (+18.00%) | Added | ▾ |
| 10 | STIPISHARES 0-5 YEAR TIPS BOND EUIT EXCHANGE TRADED View history and evidence | $19.21M | 3.12% | 188.07K shares | Prior unavailable +25.69K (+15.80%) | Added | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 262
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| 09630D209 BLUEROCK TOTAL INCOME REAL ESTATE A | Non-derivative | -114,295 | -$2.89M | SEC filing ↗ | SEC filing ↗ |
| 904767704 UNILEVER PLC | Non-derivative | -39,309 | -$2.40M | SEC filing ↗ | SEC filing ↗ |
| 89679E304 TRIUMPH FINL INC | Non-derivative | -41,557 | -$2.29M | SEC filing ↗ | SEC filing ↗ |
3 / 262 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1377167 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-05
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 616352520
}Research all 1,040 reported holdings.
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