13F Filings History of Financial Gravity Companies, Inc.

Latest 13F report: Q2 2025 - 08 Aug 2025
Value $: $509,286,349
Signature - Title: Samantha Winters - Operations and Compliance Liaison
Location: Lakeway, TX
Summary: This page shows a list of all the recent 13F filings made by Financial Gravity Companies, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Financial Gravity Companies, Inc. reported 979 stock holdings with total value $509,286,349 as of Q2 2025. Top holdings included IAGG, HYLB, SHYG, EPS, and STIP.

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Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Filing Time
Q2 2025	979	$509,286,349	+$82,804,833	-$13,503,570	+$69,301,263	IAGG, HYLB, SHYG, EPS, STIP	13F-HR	08 Aug 2025, 17:23
Q4 2024	965	$436,902,433	+$96,170,508	-$41,916,696	+$54,253,812	IAGG, HYLB, SHYG, EPS, STIP	13F-HR	14 Feb 2025, 14:58
Q3 2024	668	$373,645,997	$0	$0	$0	WALTON US LAND FUND 1 LP, IAGG, HYLB, SHYG, STIP	13F-HR	14 Nov 2024, 14:24
Q4 2018	1,351	$103,703,000	$0	$0	$0	MDY, BND, VNQ, BIL, TLT	13F-HR	04 Feb 2019, 12:45
Q1 2018	1,379	$96,376,000	+$29,969,527	-$16,272,906	+$13,696,621	MDY, GBIL, BIL, PDBC, IEI	13F-HR	04 May 2018, 13:08
Q4 2017	1,337	$84,245,000	$0	$0	$0	MDY, BIL, SPY, PDBC, TIP	13F-HR	13 Feb 2018, 11:52