Financial Gravity Asset Management, Inc.

Est. AUM

$562.0M

13F long equity, this entity only

Positions

973

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF	UIT EXCHANGE TRADED	$31.5M	629064	5.60%	SOLE
2	XTRACKERS USD HIGH YIELDCORPORATE BOND ETF	UIT EXCHANGE TRADED	$27.9M	770421	4.96%	SOLE
3	ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF	UIT EXCHANGE TRADED	$22.9M	541783	4.08%	SOLE
4	STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF	UIT EXCHANGE TRADED	$20.0M	413944	3.56%	SOLE
5	WISDOMTREE U.S. LARGECAPFUND	UIT EXCHANGE TRADED	$19.5M	286548	3.47%	SOLE
6	ISHARES 0-5 YEAR TIPS BOND ETF	UIT EXCHANGE TRADED	$19.3M	186235	3.43%	SOLE
7	XTRACKERS LOW BETA HIGH YIELD BOND ETF	UIT EXCHANGE TRADED	$19.1M	409131	3.39%	SOLE
8	STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF	UIT EXCHANGE TRADED	$19.0M	567434	3.39%	SOLE
9	STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF	UIT EXCHANGE TRADED	$17.7M	299322	3.15%	SOLE
10	STATE STREET SPDR PORTFOLIO S&P 500 GROWTHETF	UIT EXCHANGE TRADED	$16.0M	163078	2.84%	SOLE
11	VANGUARD EMERGING MARKETS GOVERNMENT BOND INDEX FUND ETF SHARES	UIT EXCHANGE TRADED	$14.7M	223444	2.61%	SOLE
12	STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF	UIT EXCHANGE TRADED	$14.3M	304934	2.55%	SOLE
13	STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF	UIT EXCHANGE TRADED	$14.1M	308980	2.50%	SOLE
14	STATE STREET SPDR PORTFOLIO CORPORATE BONDETF	UIT EXCHANGE TRADED	$12.8M	442070	2.28%	SOLE
15	STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF	UIT EXCHANGE TRADED	$10.5M	185363	1.87%	SOLE
16	ISHARES CONVERTIBLE BONDETF	UIT EXCHANGE TRADED	$9.0M	88465	1.60%	SOLE
17	TESLA INC	COMMON STOCK	$8.8M	23592	1.56%	SOLE
18	ISHARES CORE MSCI EUROPEETF	UIT EXCHANGE TRADED	$8.4M	120171	1.50%	SOLE
19	AMAZON.COM INC	COMMON STOCK	$7.9M	37979	1.41%	SOLE
20	SCHWAB PRIME ADVANTAGE MONEY INVESTOR	SCHWAB NON-SWEEP MMF	$7.5M	7499604	1.33%	SOLE
21	NOVARTIS AG FSPONSORED ADR 1 ADR REPS 1 ORD SHS	AMERICAN DEPOSITORY	$7.3M	47971	1.30%	SOLE
22	APPLE INC	COMMON STOCK	$7.0M	27738	1.25%	SOLE
23	MICROSOFT CORP	COMMON STOCK	$6.4M	17171	1.13%	SOLE
24	TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS	AMERICAN DEPOSITORY	$5.5M	16408	0.99%	SOLE
25	STATE STREET SPDR S&P 500 ETF TRUST	UIT EXCHANGE TRADED	$5.0M	7731	0.89%	SOLE
26	VANGUARD SHORT-TERM TREASURY INDEX FUND ETF SHARES	UIT EXCHANGE TRADED	$5.0M	84988	0.89%	SOLE
27	VANGUARD MORTGAGE-BACKEDSECURITIES INDEX FUND ETF SHARES	UIT EXCHANGE TRADED	$5.0M	105910	0.88%	SOLE
28	ISHARES CORE MSCI PACIFIC ETF	UIT EXCHANGE TRADED	$5.0M	64847	0.88%	SOLE
29	ISHARES TREASURY FLOATING RATE BOND ETF	UIT EXCHANGE TRADED	$4.9M	97346	0.88%	SOLE
30	VANGUARD SHORT-TERM BONDINDEX FUND ETF SHARES	UIT EXCHANGE TRADED	$4.9M	62860	0.88%	SOLE
31	ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF	UIT EXCHANGE TRADED	$4.9M	96067	0.87%	SOLE
32	UPWORK INC	COMMON STOCK	$4.7M	424762	0.83%	SOLE
33	ALPHABET INC CLASS CLASS C	COMMON STOCK	$4.5M	15802	0.81%	SOLE
34	WALMART INC	COMMON STOCK	$4.5M	36294	0.80%	SOLE
35	ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS	AMERICAN DEPOSITORY	$4.5M	3404	0.80%	SOLE
36	BERKSHIRE HATHAWAY CLASS B	COMMON STOCK	$4.4M	9111	0.78%	SOLE
37	ARM HLDGS PLC EQUITY A FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS	AMERICAN DEPOSITORY	$4.0M	26766	0.72%	SOLE
38	MODERNA INC	COMMON STOCK	$3.9M	77066	0.70%	SOLE
39	META PLATFORMS INC CLASS CLASS A	COMMON STOCK	$3.9M	6793	0.69%	SOLE
40	SHERWIN-WILLIAMS CO	COMMON STOCK	$3.9M	12021	0.69%	SOLE
41	NETFLIX INC	COMMON STOCK	$3.8M	39150	0.67%	SOLE
42	JOHNSON & JOHNSON	COMMON STOCK	$3.7M	15272	0.66%	SOLE
43	MARRIOTT INTL INC NEW CLASS CLASS A	COMMON STOCK	$3.5M	10838	0.63%	SOLE
44	ASTRAZENECA PLC F	FOREIGN ORDINARIES	$3.3M	16601	0.58%	SOLE
45	3M CO	COMMON STOCK	$3.0M	20627	0.53%	SOLE
46	THE COCA-COLA CO	COMMON STOCK	$2.9M	38367	0.52%	SOLE
47	ISHARES CORE S&P 500 ETF	UIT EXCHANGE TRADED	$2.8M	4353	0.51%	SOLE
48	BOEING CO	COMMON STOCK	$2.8M	14145	0.50%	SOLE
49	COLGATE PALMOLIVE CO	COMMON STOCK	$2.6M	30487	0.46%	SOLE
50	PROCTER & GAMBLE CO	COMMON STOCK	$2.5M	17592	0.45%	SOLE

1–50 of 973

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.