Financial Gravity Asset Management, Inc.
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationlakeway, TX
- CIK0001741736
- Alternate namesFinancial Gravity Wealth, Inc.
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
1,081 | $458.58 M | IAGG, HYLB, SHYG, STIP | 13F-HR | Apr 30, 2025 | 000168316825002983 | ||
1,433 | $400.43 M | IAGG, HYLB, SHYG, EPS | 13F-HR | Aug 6, 2024 | 000168316824005294 | ||
1,212 | $355.46 M | IAGG, HYLB, SHYG, KRE | NEW HOLDINGS | Jun 26, 2024 | 000168316824004496 | ||
2,246 | $390.19 M | IAGG, HYLB, SHYG, EPS | 13F-HR | May 13, 2024 | 000168316824003315 | ||
1,374 | $355.95 M | IAGG, HYLB, SHYG, KRE | NEW HOLDINGS | Jun 26, 2024 | 000168316824004494 | ||
1,372 | $9.08 B | NA, NA, KRE, NA | 13F-HR | Feb 15, 2024 | 000168316824001029 | ||
1,371 | $9.07 B | NA, NA, KRE, NA | 13F-HR | Nov 16, 2023 | 000168316823008208 | ||
1,836 | $36.74 M | FE, SDRIX, KRE, 1-Year Fixed Accumulation Account | 13F-HR | Aug 9, 2023 | 000168316823005431 | ||
1,242 | $3.25 M | PIMIX, FSTA, KRE, BSV | 13F-HR | May 12, 2023 | 000168316823003261 | ||
1,453 | $19.17 M | SDRIX, KRE, PIMIX, AGZD | 13F-HR | Feb 15, 2023 | 000168316823000941 | ||
882 | $2.96 B | Total Cash and Sweep, PIMIX, FMAT, BHYIX | 13F-HR | Nov 3, 2022 | 000168316822007247 | ||
892 | $3.22 B | PIMIX, NA, BLACKROCK, BSV | 13F-HR | Aug 5, 2022 | 000168316822005371 | ||
990 | $3.57 B | PIMIX, NA, BGSIX, BLACKROCK | 13F-HR | May 13, 2022 | 000168316822003547 | ||
1,053 | $4.43 B | PIMIX, FDN, VNQ, KRE | 13F-HR | Feb 11, 2022 | 000168316822000866 | ||
1,023 | $212.42 M | IAGG, HYLB, SHYG, NVR | 13F-HR | Nov 12, 2021 | 000168316821005466 | ||
1,066 | $279.15 M | IAGG, HYLB, SHYG, HYDW | 13F-HR | Aug 11, 2021 | 000168316821003414 | ||
1,170 | $4.89 M | 0, SOXX, BSV, VNQ | 13F-HR | May 17, 2021 | 000168316821002016 | ||
1,248 | $109.21 M | IAGG, HYLB, SHYL, HYDW | 13F-HR | Feb 16, 2021 | 000168316821000564 | ||
19 | $326.00 K | APD, BSJM, VOT, FPA | 13F-HR | Aug 13, 2020 | 000168316820002682 | ||
1,698 | $32.31 M | NA, NA, NA, BND | 13F-HR | May 12, 2020 | 000168316820001509 | ||
1,672 | $145.17 M | KRE, AIVL, SPDR SER TR, QUAL | 13F-HR | Feb 28, 2020 | 000168316820000628 | ||
1,683 | $116.17 M | SPDR SER TR, KRE, AIVL, QUAL | 13F-HR | Oct 15, 2019 | 000168316819003246 | ||
1,716 | $121.86 M | KRE, KRE, RSPT, VANGUARD SCOTTSDALE FDS | 13F-HR | Jul 26, 2019 | 000168316819002353 | ||
1,686 | $123.63 M | KRE, JNK, PCY, RSPT | 13F-HR | Apr 19, 2019 | 000168316819001133 | ||
1,663 | $95.53 M | KRE, IEI, VNQ, EFA | 13F-HR | Oct 31, 2018 | 000168316818003186 | ||
1,626 | $106.66 M | IEI, VNQ, KRE, SPY | 13F-HR | Aug 14, 2018 | 000168316818002287 | ||
1,600 | $97.70 M | MDY, GBIL, KRE, POWERSHARES ACT MANG COMM FD | 13F-HR | May 23, 2018 | 000168316818001519 |