Financial Gravity Asset Management, Inc.
Q1 2026 13F Holdings
- Locationlakeway, TX
- Num holdings
973
- Value ($000)
$561,969
- Date Filed 05/08/2026
- Form type13F-HR
- CIK 0001741736
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | UIT EXCHANGE TRADED | 46435G672 | $31.48M | 6 % | 629,064 | ||
XTRACKERS USD HIGH YIELDCORPORATE BOND ETF | UIT EXCHANGE TRADED | 233051432 | $27.86M | 5 % | 770,421 | ||
ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF | UIT EXCHANGE TRADED | 46434V407 | $22.92M | 4 % | 541,783 | ||
STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | UIT EXCHANGE TRADED | 78468R853 | $20M | 4 % | 413,944 | ||
WISDOMTREE U.S. LARGECAPFUND | UIT EXCHANGE TRADED | 97717W588 | $19.52M | 4 % | 286,548 | ||
ISHARES 0-5 YEAR TIPS BOND ETF | UIT EXCHANGE TRADED | 46429B747 | $19.26M | 3 % | 186,235 | ||
XTRACKERS LOW BETA HIGH YIELD BOND ETF | UIT EXCHANGE TRADED | 233051267 | $19.07M | 3 % | 409,131 | ||
STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | UIT EXCHANGE TRADED | 78464A375 | $19.03M | 3 % | 567,434 | ||
STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | UIT EXCHANGE TRADED | 78464A847 | $17.73M | 3 % | 299,322 | ||
STATE STREET SPDR PORTFOLIO S&P 500 GROWTHETF | UIT EXCHANGE TRADED | 78464A409 | $15.97M | 3 % | 163,078 |
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