Financial Gravity Companies, Inc. ETF holdings
Lakeway, TX
Reported $386.3M in 236 ETFs in its Form 13F for June 30, 2026.
ETF value
$386.3M
ETFs held
236
Change from prior quarter
—
With price moves
ETFs as a share of its 13F
62.7%
of $616.4M
Top 10 of 236 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IAGG | iShares Core International Aggregate Bond ETF | $32.4M | 640,614 | New position |
| HYLB | Xtrackers USD High Yield Corporate Bond ETF | $28.6M | 784,423 | New position |
| SPSM | State Street SPDR Portfolio S&P 600 Small Cap ETF | $24.3M | 422,057 | New position |
| SHYG | iShares 0-5 Year High Yield Corporate Bond ETF | $23.8M | 560,230 | New position |
| EPS | WisdomTree U.S. LargeCap Fund | $23.7M | 304,306 | New position |
| SPMD | State Street SPDR Portfolio S&P 400 Mid Cap ETF | $20.8M | 307,321 | New position |
| HYDW | Xtrackers Low Beta High Yield Bond ETF | $19.7M | 420,187 | New position |
| SPYG | State Street SPDR Portfolio S&P 500 Growth ETF | $19.6M | 164,903 | New position |
| SPIB | State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF | $19.3M | 577,336 | New position |
| STIP | iShares 0-5 Year TIPS Bond ETF | $19.2M | 188,071 | New position |
226 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001377167. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Financial Gravity Companies, Inc. own?
Financial Gravity Companies, Inc. reported 236 ETF positions worth $386.3M in its Form 13F for June 30, 2026. The largest was IAGG, at $32.4M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.