Funds › Financial Gravity Asset Management, Inc.
Financial Gravity Asset Management, Inc.
13F for Q3 2026, filed Nov 13, 2026. 871 positions worth $620.8M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | |||
|---|---|---|---|---|---|
| 1 | iShares Tr Core Intl Aggr | 656,139 | $32.3M | 5.2% | 13F ↗ |
| 2 | Dbx ETF Tr Xtrack Usd High | 812,088 | $28.6M | 4.6% | 13F ↗ |
| 3 | Wisdomtree Tr Etf | 306,499 | $24.5M | 3.9% | 13F ↗ |
| 4 | iShares Tr 0-5YR Hi Yl Cp | 578,782 | $23.9M | 3.8% | 13F ↗ |
| 5 | Spdr Series Trust St Str SP600 Sml | 426,299 | $22.5M | 3.6% | 13F ↗ |
| 6 | Spdr Series Trust St Str P500GRW | 164,048 | $20.2M | 3.3% | 13F ↗ |
| 7 | Dbx ETF Tr Xtrackers Low | 435,403 | $19.9M | 3.2% | 13F ↗ |
| 8 | Spdr Series Trust St Str P400MID | 309,723 | $19.5M | 3.1% | 13F ↗ |
| 9 | Spdr Series Trust St Inter Bd Etf | 598,794 | $19.3M | 3.1% | 13F ↗ |
| 10 | iShares Tr 0-5 Yr Tips Etf | 193,493 | $19.3M | 3.1% | 13F ↗ |
| 11 | Spdr Index Shs Fds St Port Mark Etf | 312,316 | $16.2M | 2.6% | 13F ↗ |
| 12 | Spdr Series Trust St Str SP500DIV | 325,689 | $14.8M | 2.4% | 13F ↗ |
| 13 | Vanguard Whitehall Fds Em Mk Gov Bd Etf | 233,989 | $14.8M | 2.4% | 13F ↗ |
| 14 | MRNA Moderna, Inc. | 72,432 | $13.9M | 2.2% | 13F ↗ |
| 15 | Spdr Series Trust St Str Corpo Etf | 468,562 | $12.9M | 2.1% | 13F ↗ |
| 16 | Spdr Series Trust St Str P500VAL | 196,003 | $12.0M | 1.9% | 13F ↗ |
| 17 | PANW Palo Alto Networks, Inc. | 27,184 | $10.8M | 1.7% | 13F ↗ |
| 18 | iShares Tr Conv Bd Etf | 89,767 | $10.1M | 1.6% | 13F ↗ |
| 19 | AMZN Amazon.com, Inc. | 38,653 | $9.6M | 1.6% | 13F ↗ |
| 20 | AAPL Apple Inc. | 27,845 | $9.3M | 1.5% | 13F ↗ |
| 21 | MSFT Microsoft Corporation | 17,787 | $9.1M | 1.5% | 13F ↗ |
| 22 | iShares Tr Core Msci Euro | 123,225 | $9.1M | 1.5% | 13F ↗ |
| 23 | TSLA Tesla, Inc. | 24,398 | $8.7M | 1.4% | 13F ↗ |
| 24 | TSM Taiwan Semiconductor Manufacturing Company Ltd. | 15,952 | $7.3M | 1.2% | 13F ↗ |
| 25 | ARM Arm Holdings plc | 25,100 | $7.3M | 1.2% | 13F ↗ |
| 26 | NVS Novartis AG · ADR | 48,473 | $6.9M | 1.1% | 13F ↗ |
| 27 | Schwab Funds Value Swvxx | 6.85M | $6.9M | 1.1% | 13F ↗ |
| 28 | ASML ASML Holding N.V. · Equities | 3,302 | $6.0M | 1.0% | 13F ↗ |
| 29 | SPY State Street SPDR S&P 500 ETF Trust · Trust units | 7,633 | $5.8M | 0.9% | 13F ↗ |
| 30 | iShares Tr Etf | 66,548 | $5.7M | 0.9% | 13F ↗ |
| 31 | iShares Tr Trs Flt Rt Bd | 104,284 | $5.3M | 0.9% | 13F ↗ |
| 32 | Vanguard Scottsdale Fds Short Term Treas | 91,727 | $5.3M | 0.9% | 13F ↗ |
| 33 | GOOG Alphabet Inc. Class C | 15,148 | $5.2M | 0.8% | 13F ↗ |
| 34 | iShares Tr Ultra Short Dur | 101,762 | $5.1M | 0.8% | 13F ↗ |
| 35 | Vanguard Bd Index Fds Short Trm Bond | 67,041 | $5.1M | 0.8% | 13F ↗ |
| 36 | Vanguard Scottsdale Fds MTG-BKD Secs Etf | 114,264 | $5.1M | 0.8% | 13F ↗ |
| 37 | META Meta Platforms, Inc. | 6,839 | $5.0M | 0.8% | 13F ↗ |
| 38 | BRK-B Berkshire Hathaway Inc. Class B | 9,207 | $4.6M | 0.7% | 13F ↗ |
| 39 | JNJ Johnson & Johnson | 15,985 | $4.2M | 0.7% | 13F ↗ |
| 40 | SHW Sherwin-Williams Company | 12,021 | $3.9M | 0.6% | 13F ↗ |
| 41 | MAR Marriott International | 10,854 | $3.9M | 0.6% | 13F ↗ |
| 42 | WMT Walmart Inc. | 36,668 | $3.8M | 0.6% | 13F ↗ |
| 43 | PLTR Palantir Technologies Inc. | 19,228 | $3.6M | 0.6% | 13F ↗ |
| 44 | MMM 3M Company | 20,926 | $3.4M | 0.6% | 13F ↗ |
| 45 | KO Coca-Cola Company | 39,188 | $3.4M | 0.5% | 13F ↗ |
| 46 | CRM Salesforce, Inc. | 13,505 | $3.1M | 0.5% | 13F ↗ |
| 47 | iShares Tr Core S&P500 Etf | 3,930 | $3.0M | 0.5% | 13F ↗ |
| 48 | Spdr Series Trust St Str Pr SP1500 | 32,168 | $3.0M | 0.5% | 13F ↗ |
| 49 | NVDA NVIDIA Corporation | 12,742 | $2.9M | 0.5% | 13F ↗ |
| 50 | AZN AstraZeneca PLC | 17,187 | $2.8M | 0.4% | 13F ↗ |
Changes since the previous quarter
This needs two quarters in a row to compare.
We don't have this fund's 13F for the quarter ending Jun 30, 2026, so there is nothing to compare with.
All positions
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Reported value by quarter
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer