SEC 13F Intelligence

Managers / Q2 2025

Financial Gravity Companies, Inc.

CIK 0001377167 · 2501 RANCH ROAD 620 SOUTH, SUITE 110, LAKEWAY, TX, 78734 · 800-588-3893

Reported Value
$509M
Q2 2025
Positions
1,015
Filings on Record
4
2019–present window
Filed
Aug 8, 2025
original filing

Summary

Financial Gravity Companies, Inc. reported $509M in U.S.-listed holdings across 1,015 positions for Q2 2025.

Its largest position, IAGG, represents 5.5% of the portfolio.

Compared with Q4 2024, the fund opened 166 new positions and exited 147.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $110MQ4 ’18Q3 ’24: $374MQ3 ’24Q4 ’24: $438MQ4 ’24Q2 ’25: $509MQ2 ’25filingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q2 2025

Loading…
Export to Excel
#IssuerClass% PortfolioValue ↓Shares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q2 2025$509M1,015Aug 8, 202513F-HRchanges · EDGAR ↗
Q4 2024$438M1,006Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$374M738Nov 14, 202413F-HRchanges · EDGAR ↗
Q4 2018$110M1,630Feb 4, 201913F-HRchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 1 additional manager.

  • Financial Gravity Asset Management, Inc.028-18797

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.