Financial Gravity Asset Management, Inc.

Business address
2501 Ranch Rd 620 S, Suite 110, Lakeway, TX, 78734
Top securities (13F)
IAGG, HYLB, SHYG, EPS, HYDW, STIP, SPIB, SPSM, SPYG, SPMD, VWOB, SPEM, SPYD, SPBO, TSLA, SPYV, ICVT, MSFT, IEUR, and UPWK
State of incorporation
TX
Fiscal year end
December 31
Former names
Sofos Investments, Inc. (to 11 Aug 2021), Financial Gravity Wealth, Inc. (to 15 Oct 2019)
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Financial Gravity Asset Management, Inc. has filed 28 SEC EDGAR filings since 23 May 2018

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 14 Nov 2025 30 Sep 2025 028-18797
13F-HR Open Document Open Filing 30 Apr 2025 31 Mar 2025 028-18797
13F-HR Open Document Open Filing 06 Aug 2024 30 Jun 2024 028-18797
13F-HR/A Open Document Open Filing 26 Jun 2024 31 Mar 2024 028-18797
13F-HR/A Open Document Open Filing 26 Jun 2024 31 Dec 2023 028-18797
13F-HR Open Document Open Filing 13 May 2024 31 Mar 2024 028-18797
13F-HR Open Document Open Filing 15 Feb 2024 31 Dec 2023 028-18797
13F-HR Open Document Open Filing 16 Nov 2023 30 Sep 2023 028-18797
13F-HR Open Document Open Filing 09 Aug 2023 30 Jun 2023 028-18797
13F-HR Open Document Open Filing 12 May 2023 31 Mar 2023 028-18797
13F-HR Open Document Open Filing 15 Feb 2023 31 Dec 2022 028-18797
13F-HR Open Document Open Filing 03 Nov 2022 30 Sep 2022 028-18797
13F-HR Open Document Open Filing 05 Aug 2022 30 Jun 2022 028-18797
13F-HR Open Document Open Filing 13 May 2022 31 Mar 2022 028-18797
13F-HR Open Document Open Filing 11 Feb 2022 31 Dec 2021 028-18797
13F-HR Open Document Open Filing 12 Nov 2021 30 Sep 2021 028-18797
13F-HR Open Document Open Filing 11 Aug 2021 30 Jun 2021 028-18797
13F-HR Open Document Open Filing 17 May 2021 31 Mar 2021 028-18797
13F-HR Open Document Open Filing 16 Feb 2021 31 Dec 2020 028-18797
13F-HR Open Document Open Filing 13 Aug 2020 30 Jun 2020 028-18797
13F-HR Open Document Open Filing 12 May 2020 31 Mar 2020 028-18797
13F-HR Open Document Open Filing 28 Feb 2020 31 Dec 2019 028-18797
13F-HR Open Document Open Filing 15 Oct 2019 30 Sep 2019 028-18797
13F-HR Open Document Open Filing 26 Jul 2019 30 Jun 2019 028-18797
13F-HR Open Document Open Filing 19 Apr 2019 31 Mar 2019 028-18797
13F-HR Open Document Open Filing 31 Oct 2018 30 Sep 2018 028-18797
13F-HR Open Document Open Filing 14 Aug 2018 30 Jun 2018 028-18797
13F-HR Open Document Open Filing 23 May 2018 31 Mar 2018 028-18797