Financial Gravity Companies, Inc.

Q2 2025 13F Holdings Report, Stock Holdings

Signature - Title
Samantha Winters - Operations and Compliance Liaison
Location
Lakeway, TX
Holdings as of
30 Jun 2025
Value $
$509,286,349
Num holdings
979
Filing time
08 Aug 2025, 17:23:18 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included IAGG, HYLB, SHYG, EPS, and STIP.
Previous filing
Q4 2024 - 14 Feb 2025
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2025 Q2 compared to 2024 Q4 by default. Changes are calculated vs the previous SEC filing.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Samantha Winters Operations and Compliance Liaison Lakeway, Texas 08 Aug 2025

Other Included Managers (1):

Num Name Location File Number
1 Financial Gravity Asset Management, Inc. Lakeway, TX 028-18797