CIK 1741736
Financial Gravity Asset Management, Inc.
Institutional 13F holdings & portfolio
Holdings
789
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 451–500 of 789
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| — | DFA GLOBAL ALLOCATION 60/40 I | 540 | $1K–$15K | SH |
| VTIP | VANGUARD SHRT INF PROT SEC INDEX ETF | 236 | $1K–$15K | SH |
| — | COSCO SHIPPING HLD ORDFCLASS CLASS H | 7K | $1K–$15K | SH |
| FRI | FIRST TRUST S&P REIT INDEX ETF | 426 | $1K–$15K | SH |
| BOND | PIMCO ACTIVE BOND ETF | 124 | $1K–$15K | SH |
| FTSL | FIRST TRUST SENIOR LOAN ETF | 251 | $1K–$15K | SH |
| QTEC | FIRST TST NASDAQ 100 TEC ID ETF | 50 | $1K–$15K | SH |
| FPE | FIRST TRUST PREFERRED SEC INCOME ETF | 629 | $1K–$15K | SH |
| — | WISCONSIN POWER 5.375 34 DUE 03/30/34 | 11K | $1K–$15K | SH |
| — | BLACKROCK SHORT DURATION MUNI INSTL | 1K | $1K–$15K | SH |
| FCOM | FIDELITY MSCI COMM SRV INDEX ETF | 151 | $1K–$15K | SH |
| — | FINL GRAVITY COS INC | 159K | $1K–$15K | SH |
| JPIE | JPMORGAN INCOME ETF | 238 | $1K–$15K | SH |
| — | FORD MOTOR CO 7.45 31 DUE 07/16/31 | 10K | $1K–$15K | SH |
| — | EBAY INC. 6.3 32 DUE 11/22/32 | 10K | $1K–$15K | SH |
| — | PERSHING SQUARE HL ORDF | 166 | $1K–$15K | SH |
| VOC | VOC ENERGY TR ROYALTY TRUST | 4K | $1K–$15K | SH |
| — | LORD ABBETT FLOATING RATE I | 1K | $1K–$15K | SH |
| RKT | ROCKET COMPANIES CLA A CLASS A | 553 | $1K–$15K | SH |
| PECO | PHILLIPS EDISON & CO INC | 300 | $1K–$15K | SH |
| — | INVESCO SELECT RISK: GROWTH INVESTOR A | 633 | $1K–$15K | SH |
| — | SIMON PROPERTY GR 5.5 33 DUE 03/08/33 | 10K | $1K–$15K | SH |
| — | YORK CNTY S C SCH D 5 29GO UTX DUE 03/01/29 | 10K | $1K–$15K | SH |
| — | DEERE & CO 5.375 29 DUE 10/16/29 | 10K | $1K–$15K | SH |
| DYNF | ISHS US EQTY FACTR ROTATN ACT ETF | 172 | $1K–$15K | SH |
| — | ENTERGY ARKANSAS 5.45 34 DUE 06/01/34 | 10K | $1K–$15K | SH |
| — | CLARK CNTY NEV 4 34DB LTX DUE 06/01/34 | 10K | $1K–$15K | SH |
| DSU | BLACKROCK DEBT STRAT FD | 1K | $1K–$15K | SH |
| — | GENERAL ELECTRIC 5.25 34 DUE 05/15/34 | 10K | $1K–$15K | SH |
| — | T. ROWE PRICE HEALTH SCIENCES | 122 | $1K–$15K | SH |
| — | WASTE MANAGEMEN 4.625 33 DUE 02/15/33 | 10K | $1K–$15K | SH |
| — | CLEMSON UNIV S C HI 5 26PUB EDUC DUE 05/01/26 | 10K | $1K–$15K | SH |
| — | LORD ABBETT ULTRA SHORT BOND I | 999 | $1K–$15K | SH |
| — | ILLINOIS SPORTS FAC 5 26COMB TAX DUE 06/15/26ASSURED GUARANTY MUN | 10K | $1K–$15K | SH |
| — | DWS ENHANCED COMMODITY STRATEGY A | 2K | $1K–$15K | SH |
| IVW | ISHARES S&P 500 GROWTH ETF | 81 | $1K–$15K | SH |
| — | NORTHROP GRUMMAN 3.25 28 DUE 01/15/28 | 10K | $1K–$15K | SH |
| VNLA | JANUS HENDERSON SHRT DRTN INM ETF | 199 | $1K–$15K | SH |
| LNG | CHENIERE ENERGY INC | 50 | $1K–$15K | SH |
| SFIX | STITCH FIX INC CLASS A | 2K | $1K–$15K | SH |
| DBRG | DIGITALBRIDGE GROUP INC CLASS CLASS A | 632 | $1K–$15K | SH |
| ISRG | INTUITIVE SURGICAL INC | 17 | $1K–$15K | SH |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | 140 | $1K–$15K | SH |
| IFRA | ISHARES US INFRASTRUCTURE ETF | 181 | $1K–$15K | SH |
| JPST | JPMORGAN ULTRA SHORT INCOME ETF | 188 | $1K–$15K | SH |
| XSVM | INVESCO S & P SMALLCAP VALUE WITH MOMENTUM ETF | 166 | $1K–$15K | SH |
| — | FIDELITY ADVISOR STRATEGIC DIV & INC A | 544 | $1K–$15K | SH |
| IEF | ISHARES 7-10 YEAR TRSURYBOND ETF | 96 | $1K–$15K | SH |
| — | AMERICAN FUNDS GROWTH FUND OF AMER A | 112 | $1K–$15K | SH |
| — | INVESCO CAPITAL MARKET UNIT 10 MONTHLY | 10 | $1K–$15K | SH |