13F Filings History of Financial Gravity Asset Management, Inc.

Latest 13F report
Q3 2025 - 14 Nov 2025
Value $
$505,790,794
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 Asset Management, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Financial Gravity Asset Management, Inc. reported 949 stock holdings with total value $505,790,794 as of Q3 2025. Top holdings included IAGG, HYLB, SHYG, EPS, and HYDW.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 949 $505,790,794 +$64,840,088 -$56,892,454 +$7,947,634 IAGG, HYLB, SHYG, EPS, HYDW 13F-HR 14 Nov 2025, 14:53
Q1 2025 1,044 $458,181,079 $0 $0 $0 IAGG, HYLB, SHYG, STIP, EPS 13F-HR 30 Apr 2025, 14:43
Q2 2024 1,201 $399,457,335 +$46,815,852 -$20,436,536 +$26,379,316 IAGG, HYLB, SHYG, EPS, STIP 13F-HR 06 Aug 2024, 15:57
Q1 2024 1,097 $344,222,034 $0 $0 $0 IAGG, HYLB, SHYG, SPIB, SPSM New Holdings 26 Jun 2024, 15:14
Q1 2024 1,882 $346,945,074 +$2,943,253 -$69,125,708 -$66,182,455 IAGG, HYLB, SHYG, SPIB, SPSM 13F-HR 13 May 2024, 16:59
Q4 2023 1,209 $355,939,364 $0 $0 $0 IAGG, HYLB, SHYG, SPIB, SPSM New Holdings 26 Jun 2024, 15:07
Q4 2023 1,368 $427,183,283 $0 $0 $0 IAGG, HYLB, EVEIQ, SHYG, SPIB 13F-HR 15 Feb 2024, 16:31
Q3 2023 418 $450,060,882 $0 EVEIQ, FGCO, UDFI, VLNCQ, TAUG 13F-HR 15 Nov 2023, 21:39
Q2 2023 259 $16,935,759 $0 RSPT, CE, DKS, XOP, RL 13F-HR 08 Aug 2023, 18:14
Q1 2023 203 $403,559,582 $0 MTD, TFLO, ICSH, VGSH, SUSC 13F-HR 12 May 2023, 15:46
Q4 2022 102 $2,293,039 $0 DKS, RSPU, EOG, COP, VLO 13F-HR 15 Feb 2023, 15:03
Q3 2022 42 $472,021 $0 LGOV, EFAS, VEA, VWO, SKFRY 13F-HR 03 Nov 2022, 15:11
Q2 2022 71 $706,471 $0 ALC, IACXXXX, WPC, INVA, IAUXXXX 13F-HR 05 Aug 2022, 15:20
Q1 2022 157 $641,370,425 $0 IACXXXX, ALC, 1338PS, IGTXXXX, INVA 13F-HR 13 May 2022, 09:56
Q4 2021 201 $460,526,900 $0 $0 $0 PXEXXXX, LGOV, 1338PS, IGTXXXX, IAUXXXX 13F-HR 11 Feb 2022, 11:30
Q3 2021 197 $14,191 $0 $0 $0 EQIXXXXX, BIO, TMO, WST, HUM 13F-HR 12 Nov 2021, 07:21
Q2 2021 265 $25,054 $0 $0 $0 HYDW, BIO, HUM, WST, URI 13F-HR 11 Aug 2021, 12:52
Q1 2021 466 $4,324,126 $0 $0 $0 SOXX, BSV, VNQ, XLB, HYG 13F-HR 17 May 2021, 11:52
Q4 2020 329 $8,344,000 $0 AMZN, GOOG, SPTL, SCHP, BSV 13F-HR 16 Feb 2021, 07:46
Q2 2020 14 $326,000 $0 APD, BSJM, VOT, FPA, FELE 13F-HR 13 Aug 2020, 17:18
Q1 2020 818 $25,684,927 $0 TIP, BSV, SOXX, AGG, GBIL 13F-HR 12 May 2020, 12:05
Q4 2019 355 $42,612,633 $0 LGLV, AIVL, QUAL, ULST, NEAR 13F-HR 28 Feb 2020, 15:29
Q3 2019 1,022 $116,004,003 +$26,751,775 -$32,233,762 -$5,481,987 CWB, LGLV, AIVL, QUAL, ULST 13F-HR 15 Oct 2019, 08:03
Q2 2019 1,042 $121,671,004 +$28,502,312 -$26,746,296 +$1,756,016 JNK, BIL, RSPT, VMBS, SHW 13F-HR 26 Jul 2019, 14:13
Q1 2019 1,093 $123,360,000 +$74,388,975 -$39,623,545 +$34,765,430 BIL, JNKXXXX, PCY, RSPT, VMBS 13F-HR 19 Apr 2019, 15:46
Q3 2018 1,022 $88,986,000 +$19,535,902 -$19,902,851 -$366,949 BIL, IEI, VNQ, EFA, TIP 13F-HR 31 Oct 2018, 14:33
Q2 2018 1,093 $104,270,012 +$36,397,674 -$24,410,364 +$11,987,310 IEI, VNQ, BIL, SPY, TIP 13F-HR 14 Aug 2018, 10:27
Q1 2018 1,109 $96,275,008 $0 MDY, GBIL, BIL, PDBCXXXX, IEI 13F-HR 23 May 2018, 17:23