Financial Gravity Asset Management, Inc.

Q4 2025 13F Holdings

  • Location
    lakeway, TX
  • Num holdings

    793

  • Value ($000)

    $519,511

  • Date Filed
    02/13/2026
  • Form type
    13F-HR
  • CIK
    0001741736
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IAGG

ISHARES INTERNTINL AGGRGT BND ETF

UIT EXCHANGE TRADED
$30.64M
6 %

612,666

HYLB

XTRACKERS USD HIGH YIELDCOR BND ETF

UIT EXCHANGE TRADED
$27.45M
5 %

745,317

SHYG

ISHARES HIGH YIELD CORPORAT BOND ETF

UIT EXCHANGE TRADED
$22.58M
4 %

526,684

EPS

WISDOMTREE US LARGECAP ETF

UIT EXCHANGE TRADED
$19.56M
4 %

276,068

STIP

ISHARES 0-5 YEAR TIPS BOND ETF

UIT EXCHANGE TRADED
$18.47M
4 %

180,432

HYDW

DBX XTRCKR LW BTA HG YLDBND ETF

UIT EXCHANGE TRADED
$18.27M
4 %

387,299

KRE

ST SRT SPDR PRTFL INTDT TRM C ETF IV

UIT EXCHANGE TRADED
$18.19M
4 %

538,057

KRE

ST STRET SPDR PRTFL S&P 600 S C ETF

UIT EXCHANGE TRADED
$18.16M
4 %

387,498

SPMD

ST STRET SPDR PRTFL S&P 400 M ETF IV

UIT EXCHANGE TRADED
$16.63M
3 %

287,163

KRE

ST STRT SPDR PRTL S&P 500 GRW ETF IV

UIT EXCHANGE TRADED
$16.53M
3 %

154,950

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