Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| IAGGIshares Tr | $32.4M | 5.3% | |
| HYLBDbx Etf Tr | $28.6M | 4.6% | |
| SPSMSpdr Series Trust | $24.3M | 3.9% | |
| SHYGIshares Tr | $23.8M | 3.9% | |
| EPSWisdomtree Tr | $23.7M | 3.8% | |
| SPMDSpdr Series Trust | $20.8M | 3.4% | |
| HYDWDbx Etf Tr | $19.7M | 3.2% | |
| SPYGSpdr Series Trust | $19.6M | 3.2% | |
| SPIBSpdr Series Trust | $19.3M | 3.1% | |
| STIPIshares Tr | $19.2M | 3.1% | |
| SPEMSpdr Index Shs Fds | $16.1M | 2.6% | |
| SPYDSpdr Series Trust | $15.2M | 2.5% | |
| VWOBVanguard Whitehall Fds | $15.2M | 2.5% | |
| SPBOSpdr Series Trust | $13.1M | 2.1% | |
| SPYVSpdr Series Trust | $11.8M | 1.9% | |
| ICVTIshares Tr | $10.7M | 1.7% | |
| TSLATesla Inc | $10.2M | 1.6% | |
| PANWPalo Alto Networks Inc | $9.3M | 1.5% | |
| ARMArm Holdings PLC | $9.1M | 1.5% | |
| IEURIshares Tr | $9.1M | 1.5% | |
| AMZNAmazon Com Inc | $9.1M | 1.5% | |
| AAPLApple Inc | $8.0M | 1.3% | |
| TSMTaiwan Semiconductor Manufac | $7.7M | 1.3% | |
| NVSNovartis Ag | $7.5M | 1.2% | |
| MSFTMicrosoft Corp | $6.7M | 1.1% |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| September 30, 2025 | +3.8% | +7.8% |
| March 31, 2025 | −3.0% | −4.6% |
| December 31, 2024 | −4.3% | +2.1% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Financial Gravity Companies, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1377167&type=13F-HR&dateb=&owner=include&count=40CIK 1377167
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1377167/000168316826005984/Filed August 5, 2026 · accession 0001683168-26-005984