Financial Gravity Companies, Inc.

13F Filings History

Latest 13F report: Q2 2025 - Aug 8, 2025
Value $: $509M
Signature - Title: Samantha Winters - Operations and Compliance Liaison
Location: Lakeway, TX
Summary: This page shows a list of all the recent 13F filings made by Financial Gravity Companies, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Financial Gravity Companies, Inc. reported 979 stock holdings with total value $509M as of Q2 2025. Top holdings included IAGG, HYLB, SHYG, EPS, and STIP.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q2 2025	979	$509M	+$82.8M	-$13.5M	+$69.3M	IAGG, HYLB, SHYG, EPS, STIP	13F-HR	8/8/2025, 05:23 PM
Q4 2024	965	$437M	+$96.2M	-$41.9M	+$54.3M	IAGG, HYLB, SHYG, EPS, STIP	13F-HR	2/14/2025, 02:58 PM
Q3 2024	668	$374M	$0	$0		IAGG, HYLB, SHYG, STIP, HYDW	13F-HR	11/14/2024, 02:24 PM
Q4 2018	958	$104M				MDY, BND, VNQ, BIL, TLT	13F-HR	2/4/2019, 11:45 AM
Q1 2018	1,109	$96.3M	+$31.1M	-$7.95M	+$23.2M	MDY, GBIL, BIL, PDBCXXXX, IEI	13F-HR	5/4/2018, 01:08 PM
Q4 2017	1,049	$84.2M				MDY, BIL, SPY, PDBCXXXX, TIP	13F-HR	2/13/2018, 10:52 AM