Institutions / Financial Gravity Companies, Inc.
Financial Gravity Companies, Inc.
CIK 1377167 · Institution · as of Jun 30, 2026
Portfolio value
$616.35M
Positions
1,030
As of
Jun 30, 2026
Portfolio trend
Portfolio value
$616.35M+21.0%Positions
1,030+2.6%Top holdings
Jun 30, 2026View all 1,030 →
| Company | Value | % of portfolio |
|---|---|---|
| iSHARES TRUST | $32.42M | 5.3% |
| Dbx ETF TrHYLB | $28.65M | 4.6% |
| SPDR Series TrustSPSM | $24.34M | 3.9% |
| iShares TrSHYG | $23.76M | 3.9% |
| WisdomTree TrEPS | $23.67M | 3.8% |
| SPDR Series TrustSPMD | $20.76M | 3.4% |
| Dbx ETF TrHYDW | $19.68M | 3.2% |
| SPDR Series TrustSPYG | $19.62M | 3.2% |
| SPDR Series TrustSPIB | $19.32M | 3.1% |
| iSHARES TRUST | $19.21M | 3.1% |
| SPDR Index Shs FdsSPEM | $16.07M | 2.6% |
| SPDR Series TrustSPYD | $15.20M | 2.5% |
| Vanguard Whitehall FdsVWOB | $15.19M | 2.5% |
| SPDR Series TrustSPBO | $13.09M | 2.1% |
| SPDR Series TrustSPYV | $11.82M | 1.9% |
| iShares TrICVT | $10.74M | 1.7% |
| Tesla Motors IncTSLA | $10.17M | 1.6% |
| Palo Alto Networks IncPANW | $9.31M | 1.5% |
| Arm Holdings PLC /UkARM | $9.11M | 1.5% |
| iShares TrIEUR | $9.07M | 1.5% |
| Amazon Com IncAMZN | $9.06M | 1.5% |
| Apple IncAAPL | $7.97M | 1.3% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $7.73M | 1.3% |
| Novartis AG | $7.53M | 1.2% |
| Microsoft CorpMSFT | $6.66M | 1.1% |
Activity
Jun 30, 2026View full history →
InsidersInstitutions
This fund's quarter-over-quarter position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Trim Other (per filing) | 001935689 | $-2.11B | -51K -100.00% | 1 <0.01% of portfolio | high |
| Q2 2026 as of | Trim Other (per filing) | VWOB Vwob | $-10.64M | -158K -41.19% | 225,894 2.46% of portfolio | medium |
| Q2 2026 as of | Add Other (per filing) | Palo Alto Networks Inc common | $9.31M | +27K +455050.00% | 27,309 1.51% of portfolio | medium |
| Q4 2024 as of | New Other (per filing) |