Financial Gravity Asset Management, Inc.

Q3 2025 13F Holdings

  • Location
    lakeway, TX
  • Num holdings

    999

  • Value ($000)

    $505,925

  • Date Filed
    11/14/2025
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IAGG

ISHARES TR

UIT EXCHANGE TRADED
$28.97M
6 %

565,569

H
HYLB

DBX ETF TR

UIT EXCHANGE TRADED
$25.63M
5 %

690,562

S
SHYG

ISHARES TR

UIT EXCHANGE TRADED
$21.23M
4 %

490,412

E
EPS

WISDOMTREE TR

UIT EXCHANGE TRADED
$18.20M
4 %

264,002

H
HYDW

DBX ETF TR

UIT EXCHANGE TRADED
$17.19M
3 %

363,426

S
STIP

ISHARES TR

UIT EXCHANGE TRADED
$17.14M
3 %

165,832

K
KRE

SPDR SERIES TRUST

UIT EXCHANGE TRADED
$17.08M
3 %

504,008

K
KRE

SPDR SERIES TRUST

UIT EXCHANGE TRADED
$17.00M
3 %

366,916

K
KRE

SPDR SERIES TRUST

UIT EXCHANGE TRADED
$15.79M
3 %

151,103

S
SPMD

SPDR SERIES TRUST

UIT EXCHANGE TRADED
$15.57M
3 %

272,173

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